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 | 08/13/2026 | 2.61 M | $61.34 M | -2.98% | 3.41% |
| UBS GROUP AG | 08/13/2026 | 2.24 M | $52.79 M | 1.88% | 2.94% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.44 M | $33.85 M | -1.42% | 1.88% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 997.27 K | $23.48 M | 235.48% | 1.31% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 844.85 K | $19.89 M | 0.54% | 1.11% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 618.15 K | $14.55 M | -1.00% | 0.81% |
| LPL FINANCIAL LLC | 08/07/2026 | 405.34 K | $9.54 M | 10.19% | 0.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 348.07 K | $8.19 M | 18.00% | 0.46% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 339.93 K | $8.00 M | 100.00% | 0.45% |
| ROYAL BANK OF CANADA | 08/14/2026 | 318.56 K | $7.50 M | 4.22% | 0.42% |
| HERON BAY CAPITAL MANAGEMENT | 08/11/2026 | 302.68 K | $7.13 M | -2.81% | 0.40% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 236.90 K | $5.58 M | 1.60% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 206.72 K | $4.87 M | 49.44% | 0.27% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 199.30 K | $4.69 M | -0.71% | 0.26% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 190.30 K | $4.48 M | 2.29% | 0.25% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 177.25 K | $4.17 M | 1.30% | 0.23% |
| COHEN & STEERS, INC. | 08/14/2026 | 153.87 K | $3.62 M | 19.40% | 0.20% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 130.65 K | $3.08 M | 17.10% | 0.17% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 124.76 K | $2.94 M | -7.38% | 0.16% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 120.56 K | $2.84 M | 4.11% | 0.16% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 119.59 K | $2.82 M | -29.88% | 0.16% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 117.70 K | $2.77 M | -3.89% | 0.15% |
| WEALTHTRUST AXIOM LLC | 08/11/2026 | 111.39 K | $2.62 M | -6.06% | 0.15% |
| BEACON POINTE ADVISORS, LLC | 08/18/2026 | 110.00 K | $2.59 M | -2.31% | 0.14% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 106.79 K | $2.51 M | 10.66% | 0.14% |
| LIVE OAK PRIVATE WEALTH LLC | 07/20/2026 | 92.35 K | $2.17 M | 0.00% | 0.12% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 92.12 K | $2.17 M | -18.65% | 0.12% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 89.13 K | $2.10 M | -77.61% | 0.12% |
| WAGNER WEALTH MANAGEMENT, LLC | 07/24/2026 | 84.99 K | $2.00 M | -0.45% | 0.11% |
| EDGEWOOD MANAGEMENT LLC | 08/13/2026 | 82.00 K | $1.93 M | 0.00% | 0.11% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 79.11 K | $1.86 M | 27.41% | 0.10% |
| FIFTH THIRD BANCORP | 08/05/2026 | 71.69 K | $1.69 M | 0.85% | 0.09% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 54.89 K | $1.28 M | 0.50% | 0.07% |
| INTEGRATED WEALTH CONCEPTS LLC | 09/09/2026 | 51.17 K | $1.20 M | 100.00% | 0.07% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 49.67 K | $1.17 M | 0.60% | 0.07% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 48.92 K | $1.15 M | 5.54% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 42.13 K | $991.63 K | -7.72% | 0.06% |
| CHOATE INVESTMENT ADVISORS | 08/11/2026 | 40.00 K | $941.60 K | 100.00% | 0.05% |
| PFG INVESTMENTS, LLC | 07/23/2026 | 39.08 K | $919.99 K | 0.41% | 0.05% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 34.62 K | $814.91 K | -1.47% | 0.05% |
| JOEL ISAACSON & CO., LLC | 08/04/2026 | 31.33 K | $737.60 K | 1.43% | 0.04% |
| XTX TOPCO LTD | 08/14/2026 | 30.87 K | $726.77 K | 60.44% | 0.04% |
| 1776 WEALTH LLC | 08/10/2026 | 30.44 K | $716.51 K | -5.19% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 07/20/2026 | 29.79 K | $701.16 K | 0.00% | 0.04% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 29.71 K | $699.25 K | 0.51% | 0.04% |
| FAIRMAN GROUP, LLC | 08/04/2026 | 28.56 K | $672.23 K | 0.00% | 0.04% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 27.97 K | $659.00 K | 2.28% | 0.04% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 07/27/2026 | 27.10 K | $637.87 K | 0.34% | 0.04% |
| ADAPT WEALTH ADVISORS, LLC | 08/12/2026 | 26.54 K | $624.82 K | 12.73% | 0.03% |
| CRESSET ASSET MANAGEMENT, LLC | 08/14/2026 | 24.99 K | $588.35 K | 81.73% | 0.03% |
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Eaton Vance Tax-Advantaged Global Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 199 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 2.61 M
UBS Group AG: 2.24 M
BANK OF AMERICA CORP /DE/: 1.44 M
AMERIPRISE FINANCIAL INC: 997,269
WELLS FARGO & COMPANY/MN: 844,848
McGowan Group Asset Management, Inc.: 618,154
19.03% of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.91 M shares in the last 24 months. This purchase volume represents approximately $386.84 M in transactions.