Purchases and Sales Made in Q1 2025 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 2025. 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 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.7K+ 13.19% |
$1.44M - $1.53M
|
685K
$14.5M
|
|
|
May 08, 2025
Q1 2025
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
44.3KNew |
$802K - $850K
|
44.3K
$938K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.1K+ 1.26% |
$563K - $597K
|
2.5M
$53M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
28.1K+ 9.9% |
$508K - $539K
|
312K
$6.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
27.1KNew |
$490K - $520K
|
27.1K
$574K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.2K+ 5.79% |
$330K - $350K
|
332K
$7.04M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
17.6K+ 8.86% |
$320K - $339K
|
217K
$4.59M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.4K+ 1.25% |
$297K - $315K
|
1.33M
$28.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
15.4KNew |
$279K - $296K
|
15.4K
$326K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
14KNew |
$254K - $269K
|
14K
$297K
|
|
|
Apr 17, 2025
Q1 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
13.3K+ 16.85% |
$242K - $256K
|
92.5K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.8KNew |
$232K - $246K
|
12.8K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.3K+ 5.05% |
$186K - $197K
|
214K
$4.53M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2KNew |
$185K - $196K
|
10.2K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.19K+ 9.52% |
$148K - $157K
|
94.2K
$2M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.3K+ 11.87% |
$114K - $121K
|
59.4K
$1.26M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.31K+ 7.27% |
$96.2K - $102K
|
78.3K
$1.66M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
4.33KNew |
$78.5K - $83.3K
|
4.33K
$91.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.09K+ 24.72% |
$74.1K - $78.6K
|
20.6K
$437K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.52K+ 3.66% |
$63.8K - $67.7K
|
99.8K
$2.11M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.27K+ 9.43% |
$59.2K - $62.7K
|
37.9K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.02K+ 23.59% |
$54.6K - $57.9K
|
15.8K
$335K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
2.96K+ 15.45% |
$53.6K - $56.8K
|
22.1K
$468K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
2.38K+ 7.67% |
$43.2K - $45.8K
|
33.5K
$709K
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.2KNew |
$21.7K - $23.1K
|
1.2K
$25.4K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.16K+ 0.41% |
$21.1K - $22.3K
|
286K
$6.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.16K+ 3.25% |
$21K - $22.3K
|
36.9K
$782K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.1KNew |
$19.9K - $21.1K
|
1.1K
$23.3K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
953New |
$17.3K - $18.3K
|
953
$20.2K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 9166.67% |
$9.97K - $10.6K
|
556
$11.8K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
495+ 2.28% |
$8.97K - $9.51K
|
22.2K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
487+ 0.43% |
$8.82K - $9.36K
|
113K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
442+ 1.18% |
$8.01K - $8.49K
|
37.8K
$800K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
405+ 19.71% |
$7.34K - $7.78K
|
2.46K
$52.1K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
381+ 1.25% |
$6.9K - $7.32K
|
30.8K
$653K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
366New |
$6.63K - $7.03K
|
366
$7.76K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
332+ 100.0% |
$6.02K - $6.38K
|
664
$14.1K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
299+ 103.82% |
$5.42K - $5.74K
|
587
$12.4K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
263+ 974.07% |
$4.77K - $5.05K
|
290
$6.15K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
200+ 100.0% |
$3.62K - $3.84K
|
400
$8.48K
|
|
|
Apr 15, 2025
Q1 2025
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
179New |
$3.24K - $3.44K
|
179
$3.79K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Gould Capital, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
SELL
|
- |
-100- 0.28% |
$1.81K - $1.92K
|
35.8K
$758K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-116- 0.52% |
$2.1K - $2.23K
|
22.1K
$468K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-140- 1.71% |
$2.54K - $2.69K
|
8.05K
$171K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-200- 50.0% |
$3.62K - $3.84K
|
200
$4.24K
|
|
|
Apr 08, 2025
Q1 2025
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-249- 1.2% |
$4.51K - $4.78K
|
20.5K
$435K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-278- 13.74% |
$5.04K - $5.34K
|
1.75K
$37K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-332- 50.0% |
$6.02K - $6.38K
|
332
$7.04K
|