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 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2KNew |
$29.3K - $32.6K
|
2K
$37.7K
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
2New |
$29.3 - $32.6
|
2
$37.7
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5KNew |
$73.4K - $81.5K
|
5K
$94.3K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.33KNew |
$34.2K - $38K
|
2.33K
$43.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.76KNew |
$69.8K - $77.5K
|
4.76K
$89.7K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
2+ 3.39% |
$29.3 - $32.6
|
61
$1.15K
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-3.2K- 14.75% |
$46.9K - $52.1K
|
18.5K
$348K
|
|
Q3 2022 | |||||||
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
207New |
$3.02K - $4.01K
|
207
$3.9K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
52+ 0.44% |
$759 - $1.01K
|
12K
$225K
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-65- 13.0% |
$948 - $1.26K
|
435
$8.2K
|
|
Nov 14, 2022
Q3 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
288New |
$4.2K - $5.58K
|
288
$5.43K
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1.3KNew |
$19K - $25.2K
|
1.3K
$24.5K
|
|
Q2 2022 | |||||||
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-3.34KClosed |
$50.8K - $69.9K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4.61KClosed |
$70.2K - $96.6K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-9.81KClosed |
$149K - $206K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-400Closed |
$6.1K - $8.39K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-35.6KClosed |
$542K - $746K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-2.6KClosed |
$39.7K - $54.6K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-125Closed |
$1.91K - $2.62K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.02K- 67.13% |
$15.6K - $21.4K
|
500
$9.43K
|
|
Aug 11, 2022
Q2 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
SELL
|
- |
-5.39KClosed |
$82.1K - $113K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.2KClosed |
$18.3K - $25.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
366+ 3.32% |
$5.58K - $7.68K
|
11.4K
$214K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-91Closed |
$1.39K - $1.91K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
203+ 1.05% |
$3.09K - $4.26K
|
19.6K
$369K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-600Closed |
$9.14K - $12.6K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-650- 9.05% |
$9.91K - $13.6K
|
6.53K
$123K
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-11.3KClosed |
$171K - $236K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-10.1KClosed |
$154K - $212K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Heron Bay Capital Management
|
BUY
|
- |
32K+ 51.76% |
$487K - $670K
|
93.7K
$1.77M
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.01KNew |
$15.4K - $21.2K
|
1.01K
$19.1K
|
|
Jul 25, 2022
Q2 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
38+ 0.18% |
$579 - $797
|
21.7K
$409K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-774- 6.89% |
$11.8K - $16.2K
|
10.5K
$197K
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
13.7KNew |
$209K - $287K
|
13.7K
$258K
|
|
Jul 20, 2022
Q2 2022
|
Northstar Asset Management LLC
|
SELL
|
- |
-2K- 15.87% |
$30.5K - $41.9K
|
10.6K
$200K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-700Closed |
$10.7K - $14.7K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-500Closed |
$7.62K - $10.5K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.5KClosed |
$53.3K - $73.4K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
1.5KNew |
$22.9K - $31.5K
|
1.5K
$28.3K
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1KClosed |
$15.2K - $21K
|
0
$0
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-4KClosed |
$72K - $91K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-9KClosed |
$162K - $205K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
11.7KNew |
$211K - $267K
|
11.7K
$221K
|
|
May 16, 2022
Q1 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-179KClosed |
$3.23M - $4.08M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-9.33KClosed |
$168K - $212K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19.7KClosed |
$354K - $447K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.58KClosed |
$28.5K - $36K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
SELL
|
- |
-3.5KClosed |
$63K - $79.7K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.02KClosed |
$18.4K - $23.2K
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
259New |
$4.66K - $5.89K
|
259
$4.88K
|