Vault-13

EATON VANCE TX ADV GLBL DIV ETG

COM · Closed-End Fund · CUSIP 27828S101

111 institutional holders +19 vs Q3 2022
11,927,14811.9m shares reported held*
$180.1mreported value*
23 new 26 added 33 reduced 5 sold out net bought ≈ $1.7m (+109.6k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($293.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.10.

Trends to Q4 2022

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 92Q4 22: 111111Q3 22Q4 22
Numbers
QuarterHolders
Q3 202292
Q4 2022111

Biggest buyers

Karpus Management, Inc. New +510,106+510.1k
Shaker Financial Services, LLC Added +233,175+233.2k
WOLVERINE ASSET MANAGEMENT LLC New +162,464+162.5k
Weiss Asset Management LP New +91,683+91.7k
Elequin Capital, LP New +86,483+86.5k
LPL Financial LLC Added +50,402+50.4k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. New +41,746+41.7k
UBS Group AG Added +23,486+23.5k
GUGGENHEIM CAPITAL LLC Added +19,969+20.0k
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD New +19,787+19.8k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -529,810-529.8k
MORGAN STANLEY Reduced -468,206-468.2k
COHEN & STEERS, INC. Reduced -108,706-108.7k
WELLS FARGO & COMPANY/MN Reduced -65,877-65.9k
ROYAL BANK OF CANADA Reduced -33,344-33.3k
Snowden Capital Advisors LLC Sold out -20,882-20.9k
Hennion & Walsh Asset Management, Inc. Reduced -18,998-19.0k
Advisors Asset Management, Inc. Reduced -12,136-12.1k
OPPENHEIMER & CO INC Sold out -11,950-11.9k
Janney Montgomery Scott LLC Reduced -11,072-11.1k

Insider purchases and sales in Q4 2022

Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.

None reported in Q4 2022.

Holders, Q4 2022

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,415,0182.4m $36.5m $36.5m 0.00% Reduced -468.2k -468,206
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,112,7142.1m $31.9m $31.9m 0.02% Added +23.5k +23,486
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,212,1011.2m $18.3m $18.3m 0.00% Reduced -529.8k -529,810
4 Advisors Asset Management, Inc. 0.18% of their portfolio Monument, CO 567,501567.5k $8.6m $8.6m 0.18% Reduced -12.1k -12,136
5 Karpus Management, Inc. 0.26% of their portfolio Pittsford, NY 510,106510.1k $7.7m $7.7m 0.26% New
6 McGowan Group Asset Management, Inc. 1.10% of their portfolio DALLAS, TX 457,405457.4k $6.9m $6.9m 1.10% Reduced -79 -79
7 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 414,515414.5k $6.3m $6.3m 0.01% Reduced -108.7k -108,706
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 286,576286.6k $4.3m $4.3m 0.00% Reduced -65.9k -65,877
9 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 258,266258.3k $3.9m $3.9m 0.00% Added +50.4k +50,402
10 Shaker Financial Services, LLC 1.79% of their portfolio Arlington, VA 253,106253.1k $3.8m $3.8m 1.79% Added +233.2k +233,175
11 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 234,799234.8k $3.5m $3.5m 0.00% Reduced -3.8k -3,847
12 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 229,682229.7k $3.5m $3.5m 0.03% Added +20.0k +19,969
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 207,462207.5k $3.1m $3.1m 0.00% Reduced -33.3k -33,344
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 189,765189.8k $2.9m $2.9m 0.01% Reduced -905 -905
15 WOLVERINE ASSET MANAGEMENT LLC 0.04% of their portfolio CHICAGO, IL 162,464162.5k $2.5m $2.5m 0.04% New
16 WealthTrust Axiom LLC 0.74% of their portfolio WAYNE, PA 140,943140.9k $2.1m $2.1m 0.74% Reduced -2.2k -2,157
17 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 138,294138.3k $2.1m $2.1m 0.01% Added +3 +3
18 Wagner Wealth Management, LLC 1.24% of their portfolio GREENVILLE, SC 132,913132.9k $2.0m $2.0m 1.24% Added +14.7k +14,720
19 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 123,872123.9k $1.9m $1.9m 0.00% Added +11.8k +11,765
20 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 122,824122.8k $1.9m $1.9m 0.01% Reduced -11.1k -11,072
21 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 110,000110.0k $1.7m $1.7m 0.03% Unchanged
22 Hennion & Walsh Asset Management, Inc. 0.09% of their portfolio Parsippany, NJ 92,61792.6k $1.4m $1.4m 0.09% Reduced -19.0k -18,998
23 Live Oak Private Wealth LLC 0.29% of their portfolio WILMINGTON, NC 92,35192.4k $1.4m $1.4m 0.29% Unchanged
24 Weiss Asset Management LP 0.07% of their portfolio BOSTON, MA 91,68391.7k $1.4m $1.4m 0.07% New
25 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 91,04891.0k $1.4m $1.4m 0.02% Added +68 +68
26 Elequin Capital, LP 0.37% of their portfolio NEW YORK, NY 86,48386.5k $1.3m $1.3m 0.37% New
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 81,81481.8k $1.2m $1.2m 0.00% Added +7.1k +7,093
28 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 75,38175.4k $1.1m $1.1m 0.00% Reduced -5.7k -5,746
29 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 62,71362.7k $947.0k $947.0k 0.00% Added +14.6k +14,568
30 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 52,40452.4k $791.3k $791.3k 0.00% Reduced -6.9k -6,920
31 EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio GREENWICH, CT 42,00042.0k $634.2k $634.2k 0.00% Added +10.0k +10,000
32 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.09% of their portfolio Englewood, NJ 41,74641.7k $630.4k $630.4k 0.09% New
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 37,96338.0k $573.0k $573.0k 0.00% Reduced -3.7k -3,735
34 Formidable Asset Management, LLC 0.11% of their portfolio CINCINNATI, OH 32,34932.3k $488.0k $488.0k 0.11% Unchanged
35 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 31,13231.1k $470.1k $470.1k 0.00% Added +5.8k +5,795
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 30,63930.6k $462.7k $462.7k 0.02% Reduced -484 -484
37 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 28,57928.6k $432.0k $432.0k 0.03% Reduced -2.3k -2,290
38 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,65427.7k $417.6k $417.6k 0.02% Reduced -1.2k -1,200
39 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 26,73126.7k $403.6k $403.6k 0.06% Added +234 +234
40 SILVERLAKE WEALTH MANAGEMENT LLC 0.25% of their portfolio WILLISTON, VT 26,54326.5k $400.8k $400.8k 0.25% Unchanged
41 Palogic Value Management, L.P. 0.19% of their portfolio DALLAS, TX 23,50023.5k $354.9k $354.9k 0.19% First filing
42 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 22,26222.3k $336.0k $336.0k 0.00% Added +400 +400
43 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 22,06022.1k $333.1k $333.1k 0.01% Added +709 +709
44 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 21,40621.4k $323.2k $323.2k 0.01% Reduced -4 -4
45 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,21121.2k $320.0k $320.0k 0.00% Added +1.2k +1,244
46 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.02% of their portfolio London, X0 19,78719.8k $298.9k $298.9k 0.02% New
47 180 WEALTH ADVISORS, LLC 0.08% of their portfolio FEDERAL WAY, WA 19,50619.5k $322.0k $322.0k 0.08% Added +58 +58
48 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 19,44019.4k $293.5k $293.5k 0.02% New
49 1776 Wealth LLC 0.21% of their portfolio ATLANTA, GA 19,31919.3k $292.0k $292.0k 0.21% Reduced -6.4k -6,427
50 DENVER WEALTH MANAGEMENT, INC. 0.22% of their portfolio DENVER, CO 19,22219.2k $290.0k $290.0k 0.22% Added +47 +47
51 QP WEALTH MANAGEMENT, LLC 0.43% of their portfolio BOCA RATON, FL 18,47218.5k $278.9k $278.9k 0.43% Reduced -3.2k -3,196
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,91117.9k $174.2k $174.2k 0.00% Reduced -196 -196
53 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,77017.8k $268.3k $268.3k 0.00% New
54 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 17,47917.5k $296.0k $296.0k 0.01% Added +2.5k +2,482
55 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 16,45516.5k $248.5k $248.5k 0.03% Reduced -3.9k -3,925
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,23716.2k $245.2k $245.2k 0.00% Reduced -778 -778
57 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 15,41015.4k $232.7k $232.7k 0.02% Added +947 +947
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,37214.4k $217.0k $217.0k 0.00% Reduced -3.5k -3,529
59 Summit Investment Advisory Services, LLC 0.26% of their portfolio ROSEVILLE, MN 14,35114.4k $216.7k $216.7k 0.26% First filing
60 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 14,29814.3k $215.9k $215.9k 0.01% New
61 Alpine Global Management, LLC 0.07% of their portfolio NEW YORK, NY 14,17514.2k $214.0k $214.0k 0.07% New
62 TWIN FOCUS CAPITAL PARTNERS, LLC 0.04% of their portfolio Boston, MA 14,06514.1k $212.4k $212.4k 0.04% Unchanged
63 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 14,00114.0k $211.4k $211.4k 0.02% Added +309 +309
64 Walleye Capital LLC 0.00% of their portfolio NEW YORK, NY 13,90313.9k $209.9k $209.9k 0.00% New
65 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 13,75313.8k $207.7k $207.7k 0.00% Added +10.9k +10,944
66 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 13,45813.5k $203.0k $203.0k 0.01% New
67 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,48212.5k $188.5k $188.5k 0.00% Reduced -439 -439
68 Acorn Wealth Advisors, LLC 0.14% of their portfolio Grand Blanc, MI 11,88711.9k $179.0k $179.0k 0.14% Reduced -125 -125
69 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,76011.8k $177.6k $177.6k 0.02% Reduced -30 -30
70 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 11,25511.3k $169.9k $169.9k 0.00% Unchanged
71 COMMONS CAPITAL, LLC 0.28% of their portfolio NEEDHAM, MA 11,17311.2k $168.7k $168.7k 0.28% Added +52 +52
72 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 11,15211.2k $168.4k $168.4k 0.01% New
73 NORTHSTAR ASSET MANAGEMENT Co 0.05% of their portfolio BLUE BELL, PA 10,60010.6k $160.1k $160.1k 0.05% Unchanged
74 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 10,06810.1k $152.0k $152.0k 0.00% New
75 Alan B Lancz & Associates, Inc. 0.16% of their portfolio TOLEDO, OH 10,00010.0k $162.4k $162.4k 0.16% Unchanged
76 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,3326.3k $95.6k $95.6k 0.01% Reduced -250 -250
77 Accel Wealth Management 0.04% of their portfolio WAVERLY, IA 5,7615.8k $87.0k $87.0k 0.04% Added +19 +19
78 Glass Jacobson Investment Advisors llc 0.04% of their portfolio OWINGS MILLS, MD 5,0005.0k $75.5k $75.5k 0.04% First filing
79 U.S. Capital Wealth Advisors, LLC 0.00% of their portfolio AUSTIN, TX 4,7584.8k $71.8k $71.8k 0.00% New
80 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,6173.6k $54.6k $54.6k 0.00% New
81 ATWOOD & PALMER INC 0.00% of their portfolio KANSAS CITY, MO 3,2003.2k $48.3k $48.3k 0.00% Unchanged
82 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 3,0343.0k $45.8k $45.8k 0.00% Unchanged
83 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,9983.0k $45.3k $45.3k 0.00% Reduced -4.0k -4,004
84 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,3302.3k $35.2k $35.2k 0.00% New
85 Focused Wealth Management, Inc 0.01% of their portfolio Newburgh, NY 2,2802.3k $34.4k $34.4k 0.01% Added +50 +50
86 CITY HOLDING CO 0.01% of their portfolio CHARLESTON, WV 2,0652.1k $31.2k $31.2k 0.01% Unchanged
87 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,0002.0k $30.0k $30.0k 0.00% New
88 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,0002.0k $30.2k $30.2k 0.00% Unchanged
89 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 1,5911.6k $24.0k $24.0k 0.00% New
90 MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio PALM BEACH GARDENS, FL 1,4501.4k $21.9k $21.9k 0.00% New
91 INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 0.00% of their portfolio Fort Collins, CO 1,3001.3k $19.6k $19.6k 0.00% Unchanged
92 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,1501.1k $17.4k $17.4k 0.00% Reduced -255 -255
93 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,1201.1k $16.9k $16.9k 0.00% New
94 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,0001.0k $15.1k $15.1k 0.00% Reduced -445 -445
95 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,0001.0k $15.1k $15.1k 0.00% Unchanged
96 Register Financial Advisors LLC 0.01% of their portfolio ATLANTA, GA 1,0001.0k $15.1k $15.1k 0.01% First filing
97 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 710710 $11.0k $11.0k 0.00% New
98 First Horizon Advisors, Inc. 0.00% of their portfolio MEMPHIS, TN 620620 $9.4k $9.4k 0.00% Unchanged
99 TimeScale Financial, Inc. 0.00% of their portfolio DANVERS, MA 600600 $9.1k $9.1k 0.00% Unchanged
100 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 587587 $8.9k $8.9k 0.00% First filing