Latest Institutional Transactions on Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.1K - $17.2K
|
1K
$18.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155New |
$2.19K - $2.67K
|
155
$2.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$28.7K - $34.9K
|
2.03K
$38.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.7KNew |
$179K - $218K
|
12.7K
$240K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.63KNew |
$51.3K - $62.5K
|
3.63K
$68.6K
|
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
22.7K+ 114.9% |
$321K - $391K
|
42.5K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.2K- 1.08% |
$17K - $20.7K
|
110K
$2.08M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
400New |
$5.65K - $6.88K
|
400
$7.56K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-589- 5.47% |
$8.32K - $10.1K
|
10.2K
$192K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.46KNew |
$48.8K - $59.5K
|
3.46K
$65.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155New |
$2.19K - $2.67K
|
155
$2.93K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-6K- 94.76% |
$84.8K - $103K
|
332
$6.27K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.8KNew |
$703K - $856K
|
49.8K
$940K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
289+ 1.95% |
$4.08K - $4.97K
|
15.1K
$285K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$2.83K - $3.44K
|
200
$3.78K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
47+ 1.95% |
$664 - $809
|
2.46K
$46.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10KNew |
$153K - $173K
|
10K
$189K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-971- 2.99% |
$14.9K - $16.8K
|
31.5K
$595K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.16KNew |
$17.8K - $20.1K
|
1.16K
$22K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-798- 71.25% |
$12.2K - $13.8K
|
322
$6.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
40K+ 95.24% |
$612K - $692K
|
82K
$1.55M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$158K - $179K
|
10.3K
$195K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5KNew |
$161K - $182K
|
10.5K
$198K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
700+ 3.96% |
$10.7K - $12.1K
|
18.4K
$348K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
587New |
$9.22K - $9.86K
|
587
$11.1K
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-2.77K- 5.32% |
$43.5K - $46.6K
|
49.3K
$933K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$17.6K - $18.8K
|
1.12K
$21.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.19K- 8.28% |
$18.7K - $20K
|
13.2K
$250K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
596New |
$9.36K - $10K
|
596
$11.3K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550New |
$8.3K - $9.41K
|
550
$10.4K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 0.28% |
$573 - $650
|
13.5K
$255K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
420+ 26.4% |
$6.34K - $7.19K
|
2.01K
$38K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.6KNew |
$84.5K - $95.8K
|
5.6K
$106K
|
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
47+ 0.42% |
$709 - $804
|
11.2K
$212K
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
76+ 0.65% |
$1.15K - $1.3K
|
11.8K
$224K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
453New |
$6.84K - $7.75K
|
453
$8.56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-7.15K- 50.0% |
$108K - $122K
|
7.15K
$135K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
500New |
$7.55K - $8.56K
|
500
$9.45K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2.74K+ 47.53% |
$41.3K - $46.8K
|
8.5K
$161K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$15.8K - $18K
|
1.05K
$19.8K
|
|
| Q4 2022 | |||||||
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364+ 3.0% |
$5.34K - $5.93K
|
12.5K
$236K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
587New |
$8.61K - $9.56K
|
587
$11.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$208K - $231K
|
14.2K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2KNew |
$164K - $182K
|
11.2K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
23.5KNew |
$345K - $383K
|
23.5K
$444K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$29.3K - $32.6K
|
2K
$37.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$29.3 - $32.6
|
2
$37.8
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.48K+ 16.55% |
$36.4K - $40.4K
|
17.5K
$330K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.33KNew |
$34.2K - $38K
|
2.33K
$44K
|
|