Eaton Vance Tax-Advantaged Global Dividend Income Fund is a publicly traded company on NYSE. As of Q3 2025, 101 institutional investors hold shares in this company, with total holdings valued at $283.4M. MORGAN STANLEY is the largest holder with a position valued at $53.6M.
Overview of institutional ownership in ETG as of Q3 2025
Institutions with the largest positions in ETG as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $53.6M 0.00% of portfolio |
UBS Group AG Institution | $48.0M 0.01% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $28.2M 0.00% of portfolio |
C Cornerstone Advisors, LLC Institution | $25.3M 0.83% of portfolio |
WELLS FARGO & COMPANY/MN Institution | $14.5M 0.00% of portfolio |
McGowan Group Asset Management, Inc. RIA/Wealth | $13.2M 1.90% of portfolio |
K Karpus Management, Inc. Institution | $13.0M 0.42% of portfolio |
L LPL Financial LLC Institution | $7.6M 0.00% of portfolio |
Heron Bay Capital Management RIA/Wealth | $6.6M 1.24% of portfolio |
AMERIPRISE FINANCIAL INC Institution | $5.5M 0.00% of portfolio |
Institutional buying and selling activity for ETG in Q3 2025
| Institution | Net Bought |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | +$2.9M +137.9K shares |
MORGAN STANLEY RIA/Wealth | +$1.1M +53.9K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$1.0M +48.4K shares |
Presper Financial Architects, LLC RIA/Wealth | +$926.1K +-2.6K shares |
+$790.7K +37.4K shares | |
Hennion & Walsh Asset Management, Inc. RIA/Wealth | +$554.3K +26.2K shares |
FIRST TRUST ADVISORS LP ETF Provider | +$362.4K +17.2K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | +$340.7K +16.1K shares |
Cetera Investment Advisers RIA/Wealth | +$311.8K +14.8K shares |
L LPL Financial LLC Institution | +$304.1K +14.4K shares |
| Institution | Net Sold |
|---|---|
K Karpus Management, Inc. Institution | −$3.4M −161.3K shares |
CNH PARTNERS LLC Hedge Fund•Multi-Strategy | −$2.0M −94.1K shares |
Advisors Asset Management, Inc. ETF Provider | −$1.6M −73.9K shares |
1607 Capital Partners, LLC Hedge Fund•Sector | −$869.1K −41.5K shares |
Invesco Ltd. ETF Provider | −$435.3K −20.6K shares |
Strategic Advocates LLC RIA/Wealth | −$419.6K −19.9K shares |
UBS Group AG Institution | −$397.2K −18.8K shares |
OPPENHEIMER & CO INC RIA/Wealth | −$394.3K −18.8K shares |
Kovack Advisors, Inc. RIA/Wealth | −$287.8K −13.7K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$236.7K −11.2K shares |
Institutions that initiated new positions or completely exited ETG in Q3 2025
| Institution | Position Value |
|---|---|
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $1.0M 48.4K shares |
Presper Financial Architects, LLC RIA/Wealth | $926.1K 43.8K shares |
R RSM US WEALTH MANAGEMENT LLC RIA/Wealth | $340.7K 16.1K shares |
E EverSource Wealth Advisors, LLC RIA/Wealth | $230.2K 10.9K shares |
United Advisor Group, LLC RIA/Wealth | $212.2K 10.0K shares |
Meeder Advisory Services, Inc. Long Only Manager | $210.4K 10.0K shares |
Union Bankshares Corp Institution | $17.6K 833.0 shares |
Sontag Advisory, LLC RIA/Wealth | $13.5K 640.0 shares |
| Institution | Previous Position |
|---|---|
1607 Capital Partners, LLC Hedge Fund•Sector | $869.1K 41.5K shares |
OPPENHEIMER & CO INC RIA/Wealth | $394.3K 18.8K shares |
Kovack Advisors, Inc. RIA/Wealth | $287.8K 13.7K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $219.9K 10.5K shares |
Compass Planning Associates Inc RIA/Wealth | $114.6K 5.5K shares |
Kiker Wealth Management, LLC RIA/Wealth | $90.8K 4.3K shares |
R Ronald Blue Trust, Inc. Institution | $20.9K 1.0K shares |
TD Capital Management LLC RIA/Wealth | $20.0K 953.0 shares |
K Kozak & Associates, Inc. Institution | $6.0 - shares |
Institutions with the largest Call and Put options positions in ETG as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with ETG as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
McGowan Group Asset Management, Inc. RIA/Wealth | 1.90% $13.2M |
Heron Bay Capital Management RIA/Wealth | 1.24% $6.6M |
Shaker Financial Services, LLC RIA/Wealth | 1.18% $3.5M |
C Cornerstone Advisors, LLC Institution | 0.83% $25.3M |
W WealthTrust Axiom LLC Institution | 0.72% $2.7M |
Presper Financial Architects, LLC RIA/Wealth | 0.54% $926.1K |
Fairman Group, LLC RIA/Wealth | 0.50% $603.4K |
W Wagner Wealth Management, LLC Institution | 0.48% $2.1M |
K Karpus Management, Inc. Institution | 0.42% $13.0M |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 0.39% $1.0M |
Discover hedge funds investing in ETG

| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
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