BOSTON, MA
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUNDETG— Latest position per institution from SEC 13F filings
15
Institutional holders
12.01M
Total shares held
237.94M
Estimated value
600.65K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.69M
Value
54.04M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
2.20M
Value
44.29M
Filed
Mar 31, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.46M
Value
29.35M
Filed
Mar 31, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
859.91K
Value
19.86M
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
840.34K
Value
16.91M
Filed
Mar 31, 2026
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
624.41K
Value
12.56M
Filed
Mar 31, 2026
SHAKER FINANCIAL SERVICES, LLC
CIK 1511794
Shares
398.08K
Value
8.01M
Filed
Mar 31, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
367.87K
Value
7.40M
Filed
Mar 31, 2026
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
311.44K
Value
6.27M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
305.68K
Value
6.15M
Filed
Mar 31, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
297.27K
Value
5.98M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
294.98K
Value
5.93M
Filed
Mar 31, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
233.16K
Value
4.69M
Filed
Mar 31, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
200.74K
Value
4.04M
Filed
Mar 31, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
186.04K
Value
3.74K
Filed
Mar 31, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
174.98K
Value
3.52M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
170.54K
Value
3.43M
Filed
Mar 31, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
138.33K
Value
2.78M
Filed
Mar 31, 2026
ADVISORS ASSET MANAGEMENT, INC.
CIK 1297376
Shares
134.70K
Value
2.71M
Filed
Mar 31, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
128.87K
Value
2.59K
Filed
Mar 31, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.69M | 54.04M | Mar 31, 2026 |
| 2 | UBS GROUP AG | 1610520 | 2.20M | 44.29M | Mar 31, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 1.46M | 29.35M | Mar 31, 2026 |
| 4 | CORNERSTONE ADVISORS, LLC | 1775446 | 859.91K | 19.86M | Dec 31, 2025 |
| 5 | WELLS FARGO & COMPANY/MN | 72971 | 840.34K | 16.91M | Mar 31, 2026 |
| 6 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 624.41K | 12.56M | Mar 31, 2026 |
| 7 | SHAKER FINANCIAL SERVICES, LLC | 1511794 | 398.08K | 8.01M | Mar 31, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 367.87K | 7.40M | Mar 31, 2026 |
| 9 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 311.44K | 6.27M | Mar 31, 2026 |
| 10 | ROYAL BANK OF CANADA | 1000275 | 305.68K | 6.15M | Mar 31, 2026 |
| 11 | AMERIPRISE FINANCIAL INC | 820027 | 297.27K | 5.98M | Mar 31, 2026 |
| 12 | RAYMOND JAMES FINANCIAL INC | 720005 | 294.98K | 5.93M | Mar 31, 2026 |
| 13 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 233.16K | 4.69M | Mar 31, 2026 |
| 14 | FIRST TRUST ADVISORS LP | 1125816 | 200.74K | 4.04M | Mar 31, 2026 |
| 15 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 186.04K | 3.74K | Mar 31, 2026 |
| 16 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 174.98K | 3.52M | Mar 31, 2026 |
| 17 | GUGGENHEIM CAPITAL LLC | 1283072 | 170.54K | 3.43M | Mar 31, 2026 |
| 18 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 138.33K | 2.78M | Mar 31, 2026 |
| 19 | ADVISORS ASSET MANAGEMENT, INC. | 1297376 | 134.70K | 2.71M | Mar 31, 2026 |
| 20 | COHEN & STEERS, INC. | 1284812 | 128.87K | 2.59K | Mar 31, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.