Purchases and Sales Made in Q1 2023 in Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG)
This table provides information about the institutional ownership of Eaton Vance Tax Advantaged Global Dividend Income Fund (ETG) during Q1 2023. The information is specifically focused on institutions that hold shares of EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND INCOME FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
328K+ 64.28% |
$4.95M - $5.61M
|
838K
$15.9M
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
92.9K+ 57.2% |
$1.4M - $1.59M
|
255K
$4.84M
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
83.2K+ 32.87% |
$1.26M - $1.42M
|
336K
$6.38M
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
53.6K+ 40.29% |
$808K - $916K
|
186K
$3.54M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
35.6K+ 29.02% |
$538K - $610K
|
158K
$3M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.3K+ 7.86% |
$307K - $348K
|
279K
$5.28M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.8K+ 1.47% |
$269K - $305K
|
1.23M
$23.3M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.5K+ 70.72% |
$173K - $196K
|
27.7K
$526K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
11.1KNew |
$167K - $189K
|
11.1K
$210K
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.61K+ 4.18% |
$145K - $164K
|
239K
$4.54M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
8.7K+ 44.75% |
$131K - $149K
|
28.1K
$534K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.75K+ 49.05% |
$102K - $115K
|
20.5K
$389K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.9K+ 2.06% |
$89K - $101K
|
292K
$5.55M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.67K+ 2.99% |
$85.6K - $97.1K
|
195K
$3.71M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.6KNew |
$84.5K - $95.8K
|
5.6K
$106K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.06K+ 18.25% |
$61.3K - $69.5K
|
26.3K
$499K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.73K+ 16.91% |
$56.3K - $63.8K
|
25.8K
$489K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.06K+ 30.35% |
$46.1K - $52.3K
|
13.1K
$249K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.02K+ 9.68% |
$45.5K - $51.6K
|
34.1K
$647K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
2.74K+ 47.53% |
$41.3K - $46.8K
|
8.5K
$161K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.64K+ 1.27% |
$39.9K - $45.2K
|
210K
$3.98M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.8K+ 1.45% |
$27.2K - $30.8K
|
126K
$2.38M
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.05KNew |
$15.8K - $18K
|
1.05K
$19.9K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
975+ 0.71% |
$14.7K - $16.7K
|
139K
$2.64M
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
911+ 5.09% |
$13.7K - $15.6K
|
18.8K
$357K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
645+ 57.59% |
$9.73K - $11K
|
1.77K
$33.5K
|
|
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
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
364+ 3.0% |
$5.49K - $6.23K
|
12.5K
$237K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
266+ 1.9% |
$4.01K - $4.55K
|
14.3K
$271K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
211+ 0.79% |
$3.18K - $3.61K
|
26.9K
$511K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
150+ 13.04% |
$2.26K - $2.57K
|
1.3K
$24.6K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
100+ 0.12% |
$1.51K - $1.71K
|
85.1K
$1.61M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
96+ 0.62% |
$1.45K - $1.64K
|
15.5K
$294K
|
|
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
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
44+ 1.93% |
$664 - $753
|
2.32K
$44.1K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
38+ 0.28% |
$573 - $650
|
13.5K
$256K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3+ 0.08% |
$45.3 - $51.3
|
3.62K
$68.6K
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2+ 1.45% |
$30.2 - $34.2
|
140
$2.65K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7- 0.02% |
$106 - $120
|
28.6K
$542K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7- 0.03% |
$106 - $120
|
27.6K
$524K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-139- 0.97% |
$2.1K - $2.38K
|
14.2K
$270K
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-143- 0.73% |
$2.16K - $2.45K
|
19.4K
$367K
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-199- 1.04% |
$3K - $3.4K
|
19K
$361K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-200- 1.68% |
$3.02K - $3.42K
|
11.7K
$222K
|