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Disclosery

ETG EATON VANCE TX ADV GLBL DIV

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COM (fund), issuer CIK 1270523

96 managers (97 13F filers) reported a position in ETG shares at 2024-12-31, 15,320,179 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
96
13F filers
97
New
12
Added
28
Reduced
21
Sold out
11
Shares held by filers
15,320,179

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,470,238$45M<0.01%+130,47813F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG2,354,779$42.9M0.01%+5,14813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,309,917$23.9M<0.01%-85,53113F-HRTimelineGroup
Karpus Management, Inc.1,282,618$23.4M0.69%-30,46213F-HRTimeline
Cornerstone Advisors, LLC1,195,167$21.8M0.87%013F-HRTimeline
McGowan Group Asset Management, Inc.624,930$11.4M1.53%+2,46113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN604,803$11M<0.01%+51,52613F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.394,120$7.18M0.01%013F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC350,513$6.39M0.15%-118,38313F-HRTimelineGroup
1607 Capital Partners, LLC342,801$6.25M0.5%-299,29813F-HRTimeline
LPL Financial LLC314,260$5.73M<0.01%+107,37113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC288,010$5.25M<0.01%+2,01313F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC285,312$5.2M0.04%-15,05713F-HRTimelineGroup
Advisors Asset Management, Inc.283,464$5.17M0.1%-4,18113F-HR/ATimeline
Shaker Financial Services, LLC244,573$4.46M1.71%+46,61013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC224,873$4.1M0.01%+21,22613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA203,467$3.71M<0.01%-11,64713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC199,051$3.63M<0.01%13F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP182,985$3.34M<0.01%+2,94013F-HRTimelineGroup
Janney Montgomery Scott LLC180,552$3.29M0.01%+13,95513F-HRTimeline
WealthTrust Axiom LLC128,879$2.35M0.7%-1,45013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,060$2.04M0.01%+3,12513F-HRTimelineGroup
Beacon Pointe Advisors, LLC110,000$2.01M0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.96,239$1.75M<0.01%+3,31413F-HRTimelineGroup
Live Oak Private Wealth LLC92,351$1.68M0.28%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…86,289$1.57M<0.01%-1,49813F-HR/ATimeline
COMERICA BANK86,181$1.57M0.01%-5,17113F-HR/ATimeline
Steward Partners Investment Advisory, L…86,011$1.57M0.01%+79513F-HRTimeline
EDGEWOOD MANAGEMENT LLC82,000$1.49M<0.01%013F-HRTimeline
Wagner Wealth Management, LLC79,182$1.44M0.37%-2,18513F-HRTimeline
Sanctuary Advisors, LLC73,999$1.41M0.01%-28,22313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.74,713$1.36M<0.01%-75,35913F-HR/ATimelineGroup
Cetera Investment Advisers72,992$1.33M<0.01%+1,67313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding67,746$1.24M+49,589Timeline
Logan Stone Capital, LLC55,281$1.01M0.34%-24,64613F-HRTimeline
Hennion & Walsh Asset Management, Inc.53,111$968K0.04%+6,87713F-HRTimeline
Dakota Wealth Management35,850$654K0.02%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,732$651K<0.01%+713F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…34,612$631K<0.01%+1,65913F-HRTimelineGroup
Good Life Advisors, LLC31,092$567K0.04%+2,76813F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …29,096$530K<0.01%-16,57113F-HRTimelineGroup
Fairman Group, LLC28,557$521K0.43%013F-HRTimeline
1776 Wealth LLC25,975$474K0.22%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC25,327$462K0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…24,643$449K<0.01%+2,22013F-HRTimeline
Palogic Value Management, L.P.23,500$428K0.17%013F-HR/ATimeline
PFG Investments, LLC22,360$408K0.03%+1,57713F-HRTimeline
Ausdal Financial Partners, Inc.22,195$405K0.03%-4,22713F-HRTimeline
Kingsview Wealth Management, LLC21,718$396K0.01%+1,52713F-HRTimeline
180 WEALTH ADVISORS, LLC20,770$379K0.06%-16113F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.19,906$363K0.16%+1,09513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,138$349K<0.01%+4213F-HRTimelineGroup
Formidable Asset Management, LLC18,657$340K0.06%013F-HRTimeline
HighTower Advisors, LLC18,195$332K<0.01%-28213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…16,551$302K0.01%+1,55113F-HRTimelineGroup
Avantax Planning Partners, Inc.15,655$285K0.01%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,000$273K0.05%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,743$251K0.1%-8,70013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,783$233K<0.01%new13F-HRTimelineGroup
GWN SECURITIES INC.12,100$231K0.06%13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK11,255$205K<0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning11,202$204K<0.01%new13F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,500$191K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,188$149K<0.01%013F-HRTimelineGroup
Compass Planning Associates Inc5,475$99.8K0.1%13F-HRTimeline
NewEdge Advisors, LLC4,384$79.9K<0.01%013F-HRTimeline
Elequin Capital, LP4,312$78.6K0.01%new13F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC3,655$66.6K<0.01%-85,13413F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,455$63K<0.01%013F-HRTimelineGroup
ORG Partners LLC3,076$56.1K0.01%013F-HRTimeline
Allworth Financial LP2,055$38.9K<0.01%+4213F-HRTimeline
MAI Capital Management2,024$36.9K<0.01%new13F-HRTimeline
Anchor Investment Management, LLC1,683$30.7K<0.01%013F-HRTimeline
HM PAYSON & CO1,501$27.4K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,440$26.3K0.02%13F-HRTimeline
DiNuzzo Private Wealth, Inc.1,000$25.3K<0.01%013F-HRTimeline
Parallel Advisors, LLC1,214$22.1K<0.01%+53513F-HRTimeline
Salomon & Ludwin, LLC1,162$21.2K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…991$18.1K<0.01%013F-HRTimelineGroup
Van Hulzen Asset Management, LLC900$16.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC800$14.6K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.800$14.6K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.700$13.2K0.01%13F-HRTimeline
Decker Retirement Planning Inc.366$6.67K<0.01%13F-HRTimeline
Geneos Wealth Management Inc.332$6.05K<0.01%013F-HRTimeline
VSM Wealth Advisory, LLC288$5.25K<0.01%13F-HRTimeline
HARBOUR INVESTMENTS, INC.250$4.56K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP237$4.32K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC200$3.65K<0.01%13F-HRTimeline
Beacon Capital Management, LLC48$880<0.01%+113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28$510<0.01%-313F-HRTimelineGroup
IFP Advisors, Inc27$492<0.01%013F-HRTimeline
FMR LLCin group FMR LLC1$18<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC6$00%new13F-HRTimelineGroupValue filed as zero, left out of ratios.
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.