Vault-13

EATON VANCE TX ADV GLBL DIV ETG

COM · Closed-End Fund · CUSIP 27828S101

99 institutional holders -12 vs Q4 2022
12,005,58212.0m shares reported held*
$193.9mreported value*
7 new 33 added 32 reduced 19 sold out net bought ≈ $1.2m (+77.0k 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 ($454.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.15.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 92Q4 22: 111Q1 23: 9999Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202292
Q4 2022111
Q1 202399

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 49 bought or addedQ4 22: 38 cut or sold outQ4 22Q1 23: 40 bought or addedQ1 23: 51 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224938
Q1 20234051

Biggest buyers

Karpus Management, Inc. Added +327,892+327.9k
WOLVERINE ASSET MANAGEMENT LLC Added +92,930+92.9k
Shaker Financial Services, LLC Added +83,199+83.2k
Wagner Wealth Management, LLC Added +53,552+53.6k
Janney Montgomery Scott LLC Added +35,649+35.6k
LPL Financial LLC Added +20,312+20.3k
BANK OF AMERICA CORP /DE/ Added +17,830+17.8k
Invesco Ltd. Added +11,483+11.5k
Ausdal Financial Partners, Inc. New +11,070+11.1k
GUGGENHEIM CAPITAL LLC Added +9,612+9.6k

Biggest sellers

Advisors Asset Management, Inc. Reduced -107,003-107.0k
Weiss Asset Management LP Sold out -91,683-91.7k
MORGAN STANLEY Reduced -75,464-75.5k
FIRST TRUST ADVISORS LP Reduced -53,228-53.2k
Elequin Capital, LP Reduced -50,103-50.1k
UBS Group AG Reduced -41,753-41.8k
Hennion & Walsh Asset Management, Inc. Reduced -19,962-20.0k
QP WEALTH MANAGEMENT, LLC Sold out -18,472-18.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -17,770-17.8k
IFP Advisors, Inc Sold out -17,479-17.5k

Insider purchases and sales in Q1 2023

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 Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,339,5542.3m $37.8m $37.8m 0.00% Reduced -75.5k -75,464
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,070,9612.1m $33.4m $33.4m 0.02% Reduced -41.8k -41,753
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,229,9311.2m $19.9m $19.9m 0.00% Added +17.8k +17,830
4 Karpus Management, Inc. 0.42% of their portfolio Pittsford, NY 837,998838.0k $13.5m $13.5m 0.42% Added +327.9k +327,892
5 Advisors Asset Management, Inc. 0.15% of their portfolio Monument, CO 460,498460.5k $7.4m $7.4m 0.15% Reduced -107.0k -107,003
6 McGowan Group Asset Management, Inc. 1.17% of their portfolio DALLAS, TX 455,934455.9k $7.4m $7.4m 1.17% Reduced -1.5k -1,471
7 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 405,267405.3k $6.5m $6.5m 0.01% Reduced -9.2k -9,248
8 Shaker Financial Services, LLC 2.37% of their portfolio Arlington, VA 336,305336.3k $5.4m $5.4m 2.37% Added +83.2k +83,199
9 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 292,477292.5k $4.7m $4.7m 0.00% Added +5.9k +5,901
10 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 278,578278.6k $4.5m $4.5m 0.00% Added +20.3k +20,312
11 WOLVERINE ASSET MANAGEMENT LLC 0.07% of their portfolio CHICAGO, IL 255,394255.4k $4.1m $4.1m 0.07% Added +92.9k +92,930
12 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 239,294239.3k $3.9m $3.9m 0.03% Added +9.6k +9,612
13 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 210,103210.1k $3.4m $3.4m 0.00% Added +2.6k +2,641
14 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 195,439195.4k $3.2m $3.2m 0.01% Added +5.7k +5,674
15 Wagner Wealth Management, LLC 1.37% of their portfolio GREENVILLE, SC 186,465186.5k $3.0m $3.0m 1.37% Added +53.6k +53,552
16 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 181,571181.6k $2.9m $2.9m 0.00% Reduced -53.2k -53,228
17 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 158,473158.5k $2.6m $2.6m 0.01% Added +35.6k +35,649
18 WealthTrust Axiom LLC 0.77% of their portfolio WAYNE, PA 139,943139.9k $2.3m $2.3m 0.77% Reduced -1.0k -1,000
19 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 139,269139.3k $2.2m $2.2m 0.00% Added +975 +975
20 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 125,673125.7k $2.0m $2.0m 0.00% Added +1.8k +1,801
21 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 110,000110.0k $1.8m $1.8m 0.03% Unchanged
22 Live Oak Private Wealth LLC 0.31% of their portfolio WILMINGTON, NC 92,35192.4k $1.5m $1.5m 0.31% Unchanged
23 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 89,57489.6k $1.4m $1.4m 0.02% Reduced -1.5k -1,474
24 Hennion & Walsh Asset Management, Inc. 0.07% of their portfolio Parsippany, NJ 72,65572.7k $1.2m $1.2m 0.07% Reduced -20.0k -19,962
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 72,24972.2k $1.2m $1.2m 0.00% Reduced -9.6k -9,565
26 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 69,53569.5k $1.1m $1.1m 0.00% Reduced -5.8k -5,846
27 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 60,11860.1k $970.9k $970.9k 0.00% Reduced -2.6k -2,595
28 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 52,11952.1k $841.7k $841.7k 0.00% Reduced -285 -285
29 EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio GREENWICH, CT 42,00042.0k $678.3k $678.3k 0.00% Unchanged
30 Elequin Capital, LP 0.41% of their portfolio NEW YORK, NY 36,38036.4k $587.5k $587.5k 0.41% Reduced -50.1k -50,103
31 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 34,14734.1k $551.5k $551.5k 0.00% Added +3.0k +3,015
32 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.07% of their portfolio Englewood, NJ 33,51933.5k $541.3k $541.3k 0.07% Reduced -8.2k -8,227
33 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,80232.8k $530.0k $530.0k 0.00% Reduced -5.2k -5,161
34 Sowell Financial Services LLC 0.04% of their portfolio NORTH LITTLE ROCK, AR 28,57228.6k $461.0k $461.0k 0.04% Reduced -7 -7
35 Dakota Wealth Management 0.03% of their portfolio PALM BEACH GARDENS, FL 28,14028.1k $454.5k $454.5k 0.03% Added +8.7k +8,700
36 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,94527.9k $451.3k $451.3k 0.02% Reduced -2.7k -2,694
37 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 27,72027.7k $447.7k $447.7k 0.00% Added +11.5k +11,483
38 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,64727.6k $446.5k $446.5k 0.02% Reduced -7 -7
39 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 26,94226.9k $435.1k $435.1k 0.06% Added +211 +211
40 SILVERLAKE WEALTH MANAGEMENT LLC 0.26% of their portfolio WILLISTON, VT 26,54326.5k $428.7k $428.7k 0.26% Unchanged
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,32526.3k $424.0k $424.0k 0.00% Added +4.1k +4,063
42 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 25,79025.8k $416.5k $416.5k 0.01% Added +3.7k +3,730
43 Palogic Value Management, L.P. 0.19% of their portfolio DALLAS, TX 23,50023.5k $379.5k $379.5k 0.19% Unchanged
44 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,94420.9k $338.0k $338.0k 0.00% Reduced -267 -267
45 Formidable Asset Management, LLC 0.07% of their portfolio CINCINNATI, OH 20,91220.9k $338.0k $338.0k 0.07% Reduced -11.4k -11,437
46 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 20,49920.5k $331.1k $331.1k 0.00% Added +6.7k +6,746
47 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 20,39620.4k $329.4k $329.4k 0.01% Reduced -1.0k -1,010
48 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.02% of their portfolio London, X0 19,78719.8k $319.3k $319.3k 0.02% Unchanged
49 180 WEALTH ADVISORS, LLC 0.07% of their portfolio FEDERAL WAY, WA 19,36319.4k $312.7k $312.7k 0.07% Reduced -143 -143
50 DENVER WEALTH MANAGEMENT, INC. 0.21% of their portfolio DENVER, CO 19,02319.0k $307.2k $307.2k 0.21% Reduced -199 -199
51 1776 Wealth LLC 0.18% of their portfolio ATLANTA, GA 18,99619.0k $306.8k $306.8k 0.18% Reduced -323 -323
52 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 18,82218.8k $298.6k $298.6k 0.00% Added +911 +911
53 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 15,50615.5k $250.0k $250.0k 0.02% Added +96 +96
54 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 15,16715.2k $253.3k $253.3k 0.06% First filing
55 Capital Investment Advisory Services, LLC 0.03% of their portfolio RALEIGH, NC 14,40014.4k $232.6k $232.6k 0.03% Reduced -2.1k -2,055
56 Summit Investment Advisory Services, LLC 0.16% of their portfolio ROSEVILLE, MN 14,35114.4k $231.8k $231.8k 0.16% Unchanged
57 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 14,26714.3k $230.4k $230.4k 0.02% Added +266 +266
58 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 14,23314.2k $229.9k $229.9k 0.00% Reduced -139 -139
59 TWIN FOCUS CAPITAL PARTNERS, LLC 0.05% of their portfolio Boston, MA 14,06514.1k $227.2k $227.2k 0.05% Unchanged
60 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 13,12413.1k $212.0k $212.0k 0.00% Added +3.1k +3,056
61 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,48212.5k $201.6k $201.6k 0.00% Unchanged
62 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 11,83611.8k $191.1k $191.1k 0.02% Added +76 +76
63 Acorn Wealth Advisors, LLC 0.14% of their portfolio Grand Blanc, MI 11,68711.7k $188.7k $188.7k 0.14% Reduced -200 -200
64 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 11,25511.3k $181.8k $181.8k 0.00% Unchanged
65 COMMONS CAPITAL, LLC 0.29% of their portfolio NEEDHAM, MA 11,22011.2k $181.2k $181.2k 0.29% Added +47 +47
66 AXXCESS WEALTH MANAGEMENT, LLC 0.01% of their portfolio CARLSBAD, CA 11,15211.2k $180.1k $180.1k 0.01% Unchanged
67 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 11,07011.1k $178.8k $178.8k 0.02% New
68 Accel Wealth Management 0.06% of their portfolio WAVERLY, IA 8,4998.5k $137.3k $137.3k 0.06% Added +2.7k +2,738
69 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 7,1497.1k $115.5k $115.5k 0.01% Reduced -7.1k -7,149
70 Pointe Capital Management LLC 0.07% of their portfolio GROSSE POINTE FARMS, MI 5,6005.6k $90.4k $90.4k 0.07% New
71 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3,6203.6k $58.5k $58.5k 0.00% Added +3 +3
72 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 3,0343.0k $49.0k $49.0k 0.00% Unchanged
73 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,3302.3k $37.6k $37.6k 0.00% Unchanged
74 Focused Wealth Management, Inc 0.01% of their portfolio Newburgh, NY 2,3242.3k $37.5k $37.5k 0.01% Added +44 +44
75 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,0752.1k $33.5k $33.5k 0.00% Reduced -923 -923
76 CITY HOLDING CO 0.01% of their portfolio CHARLESTON, WV 2,0652.1k $33.3k $33.3k 0.01% Unchanged
77 Belpointe Asset Management LLC 0.00% of their portfolio RENO, NV 2,0112.0k $32.5k $32.5k 0.00% Added +420 +420
78 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,0002.0k $32.0k $32.0k 0.00% Unchanged
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,0002.0k $32.3k $32.3k 0.00% Unchanged
80 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,7651.8k $28.5k $28.5k 0.00% Added +645 +645
81 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 1,3001.3k $21.0k $21.0k 0.00% Added +150 +150
82 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 1,0501.1k $17.0k $17.0k 0.00% New
83 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,0001.0k $16.1k $16.1k 0.00% Unchanged
84 Register Financial Advisors LLC 0.01% of their portfolio ATLANTA, GA 1,0001.0k $16.1k $16.1k 0.01% Unchanged
85 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 725725 $11.7k $11.7k 0.00% Reduced -275 -275
86 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 575575 $9.3k $9.3k 0.00% Unchanged
87 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 550550 $8.7k $8.7k 0.00% New
88 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 500500 $8.0k $8.0k 0.00% Unchanged
89 CWM, LLC 0.00% of their portfolio OMAHA, NE 500500 $8.0k $8.0k 0.00% New
90 Raleigh Capital Management Inc. 0.00% of their portfolio CARY, NC 500500 $8.1k $8.1k 0.00% Unchanged
91 Plante Moran Financial Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 453453 $7.3k $7.3k 0.00% New
92 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 332332 $5.4k $5.4k 0.00% Reduced -6.0k -6,000
93 Sandy Spring Bank 0.00% of their portfolio Olney, MD 259259 $4.2k $4.2k 0.00% Unchanged
94 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 140140 $2.3k $2.3k 0.00% Added +2 +2
95 Caldwell Trust Co 0.00% of their portfolio Venice, FL 105105 $1.7k $1.7k 0.00% Unchanged
96 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 22 $0 $0 0.00% Unchanged
97 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 22 $32 $32 0.00% Unchanged
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged
99 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 00 $0 $0 0.00% New