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 | 02/13/2026 | 2.63 M | $60.79 M | 3.74% | 3.45% |
| UBS GROUP AG | 01/29/2026 | 2.27 M | $52.33 M | -0.28% | 2.97% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.30 M | $30.09 M | -2.40% | 1.71% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 859.91 K | $19.86 M | -28.05% | 1.13% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 719.44 K | $16.62 M | 4.57% | 0.94% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 623.77 K | $14.41 M | -0.03% | 0.82% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 417.23 K | $9.64 M | -31.96% | 0.55% |
| LPL FINANCIAL LLC | 02/11/2026 | 369.70 K | $8.54 M | 2.40% | 0.48% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 350.48 K | $8.10 M | 34.52% | 0.46% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 319.09 K | $7.37 M | 52.87% | 0.42% |
| HERON BAY CAPITAL MANAGEMENT | 02/13/2026 | 312.03 K | $7.21 M | -0.51% | 0.41% |
| ROYAL BANK OF CANADA | 02/17/2026 | 285.82 K | $6.60 M | 11.56% | 0.37% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 222.23 K | $5.13 M | 6.22% | 0.29% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 189.92 K | $4.39 M | -0.42% | 0.25% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 182.91 K | $4.23 M | -0.07% | 0.24% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 169.72 K | $3.92 M | -24.02% | 0.22% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 167.72 K | $3.87 M | -27.00% | 0.22% |
| COHEN & STEERS, INC. | 02/13/2026 | 148.87 K | $3.44 M | -22.81% | 0.20% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 148.03 K | $3.42 M | 6.31% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 128.03 K | $2.96 M | -35.13% | 0.17% |
| WEALTHTRUST AXIOM LLC | 02/13/2026 | 121.74 K | $2.81 M | -4.02% | 0.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 119.63 K | $2.76 M | 42.72% | 0.16% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 114.74 K | $2.65 M | 4.16% | 0.15% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 114.39 K | $2.64 M | 59.47% | 0.15% |
| BEACON POINTE ADVISORS, LLC | 02/18/2026 | 112.60 K | $2.60 M | 0.00% | 0.15% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 92.97 K | $2.15 M | 3.33% | 0.12% |
| LIVE OAK PRIVATE WEALTH LLC | 01/23/2026 | 92.35 K | $2.13 M | 0.00% | 0.12% |
| WAGNER WEALTH MANAGEMENT, LLC | 01/30/2026 | 85.81 K | $1.98 M | -12.05% | 0.11% |
| EDGEWOOD MANAGEMENT LLC | 02/12/2026 | 82.00 K | $1.89 M | 0.00% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 77.86 K | $1.82 M | -11.43% | 0.10% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 76.50 K | $1.77 M | -53.18% | 0.10% |
| COMERICA BANK | 01/29/2026 | 72.58 K | $1.68 M | -0.16% | 0.10% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 61.11 K | $1.41 M | 100.00% | 0.08% |
| 01/28/2026 | 48.76 K | $1.13 M | 0.01% | 0.06% | |
| ADAPT WEALTH ADVISORS, LLC | 02/10/2026 | 47.91 K | $1.11 M | -1.07% | 0.06% |
| PRESPER FINANCIAL ARCHITECTS, LLC | 02/05/2026 | 44.90 K | $1.04 M | 2.46% | 0.06% |
| INVESCO LTD. | 02/19/2026 | 43.50 K | $1.00 M | -22.27% | 0.06% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 42.45 K | $980.59 K | 23.89% | 0.06% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 38.78 K | $895.88 K | 0.10% | 0.05% |
| PFG INVESTMENTS, LLC | 01/26/2026 | 38.76 K | $895.41 K | 4.92% | 0.05% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 35.13 K | $811.45 K | -9.96% | 0.05% |
| 1776 WEALTH LLC | 02/11/2026 | 32.10 K | $741.58 K | 1.57% | 0.04% |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 30.63 K | $707.46 K | 100.00% | 0.04% |
| MERIT FINANCIAL GROUP, LLC | 01/26/2026 | 29.79 K | $688.06 K | 100.00% | 0.04% |
| FAIRMAN GROUP, LLC | 02/13/2026 | 28.56 K | $659.67 K | 0.00% | 0.04% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 26.92 K | $621.74 K | 0.34% | 0.04% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 25.67 K | $592.92 K | 100.00% | 0.03% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 01/29/2026 | 24.89 K | $574.86 K | 0.38% | 0.03% |
| CRESSET ASSET MANAGEMENT, LLC | 02/17/2026 | 23.98 K | $553.95 K | -10.45% | 0.03% |
| PALOGIC VALUE MANAGEMENT, L.P. | 02/17/2026 | 23.50 K | $542.85 K | 0.00% | 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, 184 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Income Fund. The most heavily invested institutionals were:
UBS Group AG: 2.2 M
Janney Montgomery Scott LLC: 186,038
WOLVERINE ASSET MANAGEMENT LLC: 138,333
COMMONWEALTH EQUITY SERVICES, LLC: 122,469
Sanctuary Advisors, LLC: 115,801
Live Oak Private Wealth LLC: 92,351
18.58% of Eaton Vance Tax-Advantaged Global Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.67 M shares in the last 24 months. This purchase volume represents approximately $381.69 M in transactions.