BOSTON, MA
EATON VANCE TAX-ADVANTAGED GLOBAL DIVIDEND INCOME FUNDETG— Latest position per institution from SEC 13F filings
15
Institutional holders
12.74M
Total shares held
290.96M
Estimated value
637.09K
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
2.61M
Value
61.34M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
2.24M
Value
52.79M
Filed
Jun 30, 2026
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
1.44M
Value
33.85M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
997.27K
Value
23.48M
Filed
Jun 30, 2026
CORNERSTONE ADVISORS, LLC
CIK 1775446
Shares
859.91K
Value
19.86M
Filed
Dec 31, 2025
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
844.85K
Value
19.89M
Filed
Jun 30, 2026
MCGOWAN GROUP ASSET MANAGEMENT, INC.
CIK 1633227
Shares
618.15K
Value
14.55M
Filed
Jun 30, 2026
LPL FINANCIAL LLC
CIK 1403438
Shares
405.34K
Value
9.54M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
348.07K
Value
8.19M
Filed
Jun 30, 2026
1607 CAPITAL PARTNERS, LLC
CIK 1436866
Shares
339.93K
Value
8M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
318.56K
Value
7.50M
Filed
Jun 30, 2026
HERON BAY CAPITAL MANAGEMENT
CIK 1842149
Shares
302.68K
Value
7.13M
Filed
Jun 30, 2026
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CIK 1723397
Shares
236.90K
Value
5.58M
Filed
Jun 30, 2026
WOLVERINE ASSET MANAGEMENT LLC
CIK 1279891
Shares
206.72K
Value
4.87M
Filed
Jun 30, 2026
FIRST TRUST ADVISORS LP
CIK 1125816
Shares
199.30K
Value
4.69M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
190.30K
Value
4.48K
Filed
Jun 30, 2026
ROCKEFELLER CAPITAL MANAGEMENT L.P.
CIK 1739439
Shares
177.25K
Value
4.17M
Filed
Jun 30, 2026
COHEN & STEERS, INC.
CIK 1284812
Shares
153.87K
Value
3.62K
Filed
Jun 30, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
130.65K
Value
3.08M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
125.46K
Value
2.44M
Filed
Sep 30, 2024
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 2.61M | 61.34M | Jun 30, 2026 |
| 2 | UBS GROUP AG | 1610520 | 2.24M | 52.79M | Jun 30, 2026 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 1.44M | 33.85M | Jun 30, 2026 |
| 4 | AMERIPRISE FINANCIAL INC | 820027 | 997.27K | 23.48M | Jun 30, 2026 |
| 5 | CORNERSTONE ADVISORS, LLC | 1775446 | 859.91K | 19.86M | Dec 31, 2025 |
| 6 | WELLS FARGO & COMPANY/MN | 72971 | 844.85K | 19.89M | Jun 30, 2026 |
| 7 | MCGOWAN GROUP ASSET MANAGEMENT, INC. | 1633227 | 618.15K | 14.55M | Jun 30, 2026 |
| 8 | LPL FINANCIAL LLC | 1403438 | 405.34K | 9.54M | Jun 30, 2026 |
| 9 | RAYMOND JAMES FINANCIAL INC | 720005 | 348.07K | 8.19M | Jun 30, 2026 |
| 10 | 1607 CAPITAL PARTNERS, LLC | 1436866 | 339.93K | 8M | Jun 30, 2026 |
| 11 | ROYAL BANK OF CANADA | 1000275 | 318.56K | 7.50M | Jun 30, 2026 |
| 12 | HERON BAY CAPITAL MANAGEMENT | 1842149 | 302.68K | 7.13M | Jun 30, 2026 |
| 13 | STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 1723397 | 236.90K | 5.58M | Jun 30, 2026 |
| 14 | WOLVERINE ASSET MANAGEMENT LLC | 1279891 | 206.72K | 4.87M | Jun 30, 2026 |
| 15 | FIRST TRUST ADVISORS LP | 1125816 | 199.30K | 4.69M | Jun 30, 2026 |
| 16 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 190.30K | 4.48K | Jun 30, 2026 |
| 17 | ROCKEFELLER CAPITAL MANAGEMENT L.P. | 1739439 | 177.25K | 4.17M | Jun 30, 2026 |
| 18 | COHEN & STEERS, INC. | 1284812 | 153.87K | 3.62K | Jun 30, 2026 |
| 19 | OSAIC HOLDINGS, INC. | 1677044 | 130.65K | 3.08M | Jun 30, 2026 |
| 20 | RAYMOND JAMES & ASSOCIATES | 1084208 | 125.46K | 2.44M | Sep 30, 2024 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.