Latest Institutional Purchases of Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.08KNew |
$51.1K - $56.3K
|
3.08K
$58.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 3.28% |
$25.2K - $27.7K
|
47.6K
$903K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.25KNew |
$20.8K - $22.9K
|
1.25K
$23.7K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1KNew |
$16.6K - $18.3K
|
1K
$19K
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
500New |
$8.31K - $9.15K
|
500
$9.48K
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
500New |
$8.31K - $9.15K
|
500
$9.48K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
250New |
$4.16K - $4.57K
|
250
$4.74K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
100+ 0.58% |
$1.66K - $1.83K
|
17.3K
$328K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$66.5 - $73.2
|
4
$75.8
|
|
Q4 2023 | |||||||
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
49.8KNew |
$703K - $856K
|
49.8K
$943K
|
|
Feb 09, 2024
Q4 2023
|
City Of London Investment Management CO LTD
London, X0 |
BUY
|
- |
22.7K+ 114.9% |
$321K - $391K
|
42.5K
$806K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15KNew |
$212K - $258K
|
15K
$284K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
12.7KNew |
$179K - $218K
|
12.7K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.63KNew |
$51.3K - $62.5K
|
3.63K
$68.8K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.46KNew |
$48.8K - $59.5K
|
3.46K
$65.5K
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.03KNew |
$28.7K - $34.9K
|
2.03K
$38.5K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$14.1K - $17.2K
|
1K
$19K
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
740New |
$10.5K - $12.7K
|
740
$14K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
400New |
$5.65K - $6.88K
|
400
$7.58K
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
289+ 1.95% |
$4.08K - $4.97K
|
15.1K
$286K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200New |
$2.83K - $3.44K
|
200
$3.79K
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
155New |
$2.19K - $2.67K
|
155
$2.94K
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
155New |
$2.19K - $2.67K
|
155
$2.94K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
47+ 1.95% |
$664 - $809
|
2.46K
$46.6K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Edgewood Management LLC
Greenwich, CT |
BUY
|
- |
40K+ 95.24% |
$612K - $692K
|
82K
$1.55M
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.5KNew |
$161K - $182K
|
10.5K
$199K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$158K - $179K
|
10.3K
$196K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10KNew |
$153K - $173K
|
10K
$190K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.16KNew |
$17.8K - $20.1K
|
1.16K
$22K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
700+ 3.96% |
$10.7K - $12.1K
|
18.4K
$349K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1.12KNew |
$17.6K - $18.8K
|
1.12K
$21.2K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
596New |
$9.36K - $10K
|
596
$11.3K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
587New |
$9.22K - $9.86K
|
587
$11.1K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.6KNew |
$84.5K - $95.8K
|
5.6K
$106K
|
|
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
$19.9K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
550New |
$8.3K - $9.41K
|
550
$10.4K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
500New |
$7.55K - $8.56K
|
500
$9.48K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
453New |
$6.84K - $7.75K
|
453
$8.59K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
420+ 26.4% |
$6.34K - $7.19K
|
2.01K
$38.1K
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
76+ 0.65% |
$1.15K - $1.3K
|
11.8K
$224K
|
|
May 11, 2023
Q1 2023
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
47+ 0.42% |
$709 - $804
|
11.2K
$213K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 0.28% |
$573 - $650
|
13.5K
$256K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
23.5KNew |
$345K - $383K
|
23.5K
$446K
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$208K - $231K
|
14.2K
$269K
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.2KNew |
$164K - $182K
|
11.2K
$211K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5KNew |
$73.4K - $81.5K
|
5K
$94.8K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.76KNew |
$69.8K - $77.5K
|
4.76K
$90.2K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.48K+ 16.55% |
$36.4K - $40.4K
|
17.5K
$331K
|