Eaton Vance Tax-Advantaged Global Dividend Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 2.69 M | $54.04 M | 2.05% | 3.52% |
| UBS GROUP AG | 05/05/2026 | 2.20 M | $44.29 M | -2.82% | 2.88% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.46 M | $29.35 M | 11.97% | 1.91% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 840.34 K | $16.91 M | 16.81% | 1.10% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 624.41 K | $12.56 M | 0.10% | 0.82% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 398.08 K | $8.01 M | 420.39% | 0.52% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 387.33 K | $7.79 M | -7.17% | 0.51% |
| LPL FINANCIAL LLC | 05/06/2026 | 367.87 K | $7.40 M | -0.49% | 0.48% |
| HERON BAY CAPITAL MANAGEMENT | 05/13/2026 | 311.44 K | $6.27 M | -0.19% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 305.68 K | $6.15 M | 6.95% | 0.40% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 297.27 K | $5.98 M | -15.18% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 294.98 K | $5.93 M | -7.56% | 0.39% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 233.16 K | $4.69 M | 4.92% | 0.31% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 200.74 K | $4.04 M | 5.70% | 0.26% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 186.04 K | $3.74 M | 1.71% | 0.24% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 174.98 K | $3.52 M | 18.21% | 0.23% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 170.54 K | $3.43 M | 1.68% | 0.22% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 138.33 K | $2.78 M | 100.00% | 0.18% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 134.70 K | $2.71 M | -20.63% | 0.18% |
| COHEN & STEERS, INC. | 05/15/2026 | 128.87 K | $2.59 M | -13.43% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 122.47 K | $2.46 M | -4.35% | 0.16% |
| WEALTHTRUST AXIOM LLC | 05/11/2026 | 118.58 K | $2.39 M | -2.60% | 0.16% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 115.80 K | $2.33 M | 0.92% | 0.15% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 113.24 K | $2.28 M | -5.34% | 0.15% |
| BEACON POINTE ADVISORS, LLC | 05/15/2026 | 112.60 K | $2.27 M | 0.00% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 111.57 K | $2.24 M | -2.47% | 0.15% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 96.50 K | $1.94 M | 3.80% | 0.13% |
| LIVE OAK PRIVATE WEALTH LLC | 04/20/2026 | 92.35 K | $1.86 M | 0.00% | 0.12% |
| ARKADIOS WEALTH ADVISORS | 05/18/2026 | 88.78 K | $1.79 M | 100.00% | 0.12% |
| WAGNER WEALTH MANAGEMENT, LLC | 04/24/2026 | 85.37 K | $1.72 M | -0.51% | 0.11% |
| EDGEWOOD MANAGEMENT LLC | 05/14/2026 | 82.00 K | $1.65 M | 0.00% | 0.11% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 80.72 K | $1.62 M | 100.00% | 0.11% |
| FIFTH THIRD BANCORP | 05/01/2026 | 71.08 K | $1.43 M | 100.00% | 0.09% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 62.09 K | $1.25 M | 1.61% | 0.08% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 54.62 K | $1.12 M | -29.85% | 0.07% |
| 04/17/2026 | 49.37 K | $993.37 K | 1.26% | 0.06% | |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 46.35 K | $929.27 K | 9.19% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 45.65 K | $918.43 K | 17.70% | 0.06% |
| PFG INVESTMENTS, LLC | 04/27/2026 | 38.92 K | $783.15 K | 0.42% | 0.05% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 35.13 K | $706.90 K | 0.02% | 0.05% |
| 1776 WEALTH LLC | 05/08/2026 | 32.10 K | $645.91 K | 0.00% | 0.04% |
| JOEL ISAACSON & CO., LLC | 04/23/2026 | 30.89 K | $621.55 K | 0.87% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 04/15/2026 | 29.79 K | $599.29 K | 0.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 29.56 K | $594.65 K | 63.25% | 0.04% |
| FAIRMAN GROUP, LLC | 04/23/2026 | 28.56 K | $574.57 K | 0.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 27.35 K | $550.00 K | 42.61% | 0.04% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 04/21/2026 | 27.00 K | $543.32 K | 0.33% | 0.04% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 26.56 K | $542.68 K | 3.49% | 0.03% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 25.36 K | $510.16 K | 173.06% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 25.18 K | $506.60 K | 1.18% | 0.03% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Eaton Vance Tax-Advantaged Global Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 185 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.69 M
UBS Group AG: 2.2 M
BANK OF AMERICA CORP /DE/: 1.46 M
WELLS FARGO & COMPANY/MN: 840,344
McGowan Group Asset Management, Inc.: 624,406
Shaker Financial Services, LLC: 398,083
18.35% of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.30 M shares in the last 24 months. This purchase volume represents approximately $373.67 M in transactions.