Skip to content
Disclosery

ETG EATON VANCE TX ADV GLBL DIV

Follow

COM (fund), issuer CIK 1270523

99 managers (100 13F filers) reported a position in ETG shares at 2025-03-31, 14,929,254 shares in all. 12 filers opened a position and 10 filers sold out during the quarter.

Managers
99
13F filers
100
New
12
Added
28
Reduced
29
Sold out
10
Shares held by filers
14,929,254

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 STANLEY2,501,317$45.6M<0.01%+31,07913F-HRTimelineGroup
UBS Group AGin group UBS Group AG2,290,216$41.7M0.01%-64,56313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,326,296$24.2M<0.01%+16,37913F-HRTimelineGroup
Karpus Management, Inc.1,216,913$22.2M0.72%-65,70513F-HRTimeline
Cornerstone Advisors, LLC1,195,167$21.8M0.94%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684,548$12.5M<0.01%+79,74513F-HRTimelineGroup
McGowan Group Asset Management, Inc.620,329$11.3M1.49%-4,60113F-HRTimeline
LPL Financial LLC332,461$6.06M<0.01%+18,20113F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.316,120$5.76M0.01%-78,00013F-HRTimelineGroup
Advisors Asset Management, Inc.311,525$5.68M0.11%+28,06113F-HR/ATimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC286,475$5.22M0.05%+1,16313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC263,432$4.8M<0.01%-24,57813F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC232,434$4.23M0.1%-118,07913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC223,869$4.08M0.01%-1,00413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC216,686$3.95M<0.01%+17,63513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA213,733$3.89M<0.01%+10,26613F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP181,478$3.31M<0.01%-1,50713F-HRTimelineGroup
Janney Montgomery Scott LLC170,422$3.1M0.01%-10,13013F-HRTimeline
Shaker Financial Services, LLC163,513$2.98M1.16%-81,06013F-HRTimeline
WealthTrust Axiom LLC125,679$2.29M0.7%-3,20013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…112,547$2.05M0.01%+48713F-HRTimelineGroup
Beacon Pointe Advisors, LLC110,000$2M0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.99,762$1.82M<0.01%+3,52313F-HRTimelineGroup
1607 Capital Partners, LLC99,439$1.81M0.15%-243,36213F-HRTimeline
Steward Partners Investment Advisory, L…94,198$1.72M0.02%+8,18713F-HRTimeline
Wagner Wealth Management, LLC92,527$1.69M0.42%+13,34513F-HRTimeline
Live Oak Private Wealth LLC92,351$1.68M0.27%013F-HRTimeline
COMERICA BANK82,755$1.51M0.01%-3,42613F-HRTimeline
EDGEWOOD MANAGEMENT LLC82,000$1.49M0.01%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…81,513$1.49M<0.01%-4,77613F-HRTimeline
Cetera Investment Advisers78,302$1.43M<0.01%+5,31013F-HRTimeline
Sanctuary Advisors, LLC73,521$1.34M0.01%-47813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding68,569$1.25M+823Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,150$1.17M<0.01%-10,56313F-HRTimelineGroup
Hennion & Walsh Asset Management, Inc.59,413$1.08M0.05%+6,30213F-HRTimeline
Strategic Advocates LLC44,254$806K0.28%new13F-HRTimeline
Logan Stone Capital, LLC39,501$720K0.34%-15,78013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…37,877$690K<0.01%+3,26513F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP36,892$672K<0.01%+1,16013F-HRTimelineGroup
Dakota Wealth Management35,750$651K0.02%-10013F-HRTimeline
Good Life Advisors, LLC33,476$610K0.04%+2,38413F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …29,096$530K<0.01%013F-HRTimelineGroup
Fairman Group, LLC28,557$521K0.48%013F-HRTimeline
Yukon Wealth Management, Inc.27,069$493K0.2%13F-HRTimeline
1776 Wealth LLC25,975$473K0.22%013F-HRTimeline
Cambridge Investment Research Advisors,…23,999$437K<0.01%-64413F-HRTimeline
Palogic Value Management, L.P.23,500$428K0.19%013F-HR/ATimeline
Kingsview Wealth Management, LLC22,213$405K0.01%+49513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,095$403K<0.01%+2,95713F-HRTimelineGroup
Ausdal Financial Partners, Inc.22,079$402K0.03%-11613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…20,642$376K0.01%+4,09113F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC20,544$374K0.01%-4,78313F-HRTimelineGroup
180 WEALTH ADVISORS, LLC20,521$374K0.06%-24913F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.18,513$337K0.15%-1,39313F-HRTimeline
PFG Investments, LLC16,900$308K0.02%-5,46013F-HRTimeline
Formidable Asset Management, LLC16,641$303K0.05%-2,01613F-HRTimeline
HighTower Advisors, LLC15,898$290K<0.01%-2,29713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,798$288K<0.01%+3,01513F-HR/ATimelineGroup
Avantax Planning Partners, Inc.15,655$285K0.01%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC15,000$273K0.05%013F-HRTimeline
NWF Advisory Services Inc.14,967$273K0.04%new13F-HRTimeline
AlphaCore Capital LLC14,008$255K0.02%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,743$250K0.1%013F-HRTimeline
WCG Wealth Advisors LLC12,780$233K0.02%new13F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK11,255$205K<0.01%013F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO10,500$191K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,225$186K<0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\8,048$147K<0.01%-14013F-HRTimelineGroup
Compass Planning Associates Inc5,475$99.8K0.1%013F-HRTimeline
NewEdge Advisors, LLC4,384$79.9K<0.01%013F-HRTimeline
Kiker Wealth Management, LLC4,334$79K0.05%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,455$63K<0.01%013F-HRTimelineGroup
ORG Partners LLC3,076$56K0.01%013F-HRTimeline
Allworth Financial LP2,460$44.3K<0.01%+40513F-HRTimeline
MAI Capital Management1,746$31.8K<0.01%-27813F-HRTimeline
Anchor Investment Management, LLC1,683$30.7K<0.01%013F-HRTimeline
HM PAYSON & CO1,501$27.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,440$26.2K0.02%013F-HRTimeline
DiNuzzo Private Wealth, Inc.1,000$24.6K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co1,200$21.9K0.01%new13F-HRTimeline
Salomon & Ludwin, LLC1,162$21.2K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,100$20K<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.996$18.1K<0.01%+66413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…991$18.1K<0.01%013F-HRTimelineGroup
TD Capital Management LLC953$17.4K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC800$14.6K<0.01%013F-HRTimeline
Parallel Advisors, LLC709$12.9K<0.01%-50513F-HRTimeline
AMERIFLEX GROUP, INC.700$12.8K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC587$10.7K<0.01%+29913F-HRTimeline
CWM, LLCin group CWM, LLC556$10K<0.01%+55013F-HRTimelineGroup
Inlight Wealth Management, LLC366$6.67K<0.01%new13F-HRTimeline
IFP Advisors, Inc290$5.28K<0.01%+26313F-HRTimeline
HARBOUR INVESTMENTS, INC.250$4.55K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC200$3.64K<0.01%013F-HR/ATimeline
Kozak & Associates, Inc.179$3.16K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO28$510<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC2$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Gould Capital, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.