Vault-13

EATON VANCE TX ADV GLBL DIV ETG

COM · Closed-End Fund · CUSIP 27828S101

99 institutional holders +0 vs Q1 2023
12,688,97112.7m shares reported held*
$211.9mreported value*
9 new 24 added 36 reduced 11 sold out net bought ≈ $9.9m (+594.9k 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 ($494.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $16.70.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 92Q4 22: 111Q1 23: 99Q2 23: 9999Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202292
Q4 2022111
Q1 202399
Q2 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 23Q2 23: 33 bought or addedQ2 23: 47 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224938
Q1 20234051
Q2 20233347

Biggest buyers

Cornerstone Advisors, LLC New +329,949+329.9k
Karpus Management, Inc. Added +189,921+189.9k
AMERIPRISE FINANCIAL INC Added +160,734+160.7k
UBS Group AG Added +78,100+78.1k
Shaker Financial Services, LLC Added +56,023+56.0k
WOLVERINE ASSET MANAGEMENT LLC Added +38,761+38.8k
Corient Private Wealth LP New +19,945+19.9k
OSAIC HOLDINGS, INC. Added +16,041+16.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +14,057+14.1k
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. Added +11,443+11.4k

Biggest sellers

COHEN & STEERS, INC. Reduced -74,147-74.1k
Advisors Asset Management, Inc. Reduced -60,685-60.7k
Hennion & Walsh Asset Management, Inc. Reduced -38,360-38.4k
MORGAN STANLEY Reduced -31,378-31.4k
BANK OF AMERICA CORP /DE/ Reduced -27,797-27.8k
STIFEL FINANCIAL CORP Reduced -15,899-15.9k
JPMORGAN CHASE & CO Reduced -13,000-13.0k
Invesco Ltd. Reduced -12,209-12.2k
FIRST TRUST ADVISORS LP Reduced -12,098-12.1k
COMMONS CAPITAL, LLC Sold out -11,220-11.2k

Insider purchases and sales in Q2 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 Q2 2023.

Holders, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,308,1762.3m $38.5m $38.5m 0.00% Reduced -31.4k -31,378
2 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,149,0612.1m $35.9m $35.9m 0.02% Added +78.1k +78,100
3 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,202,1341.2m $20.1m $20.1m 0.00% Reduced -27.8k -27,797
4 Karpus Management, Inc. 0.54% of their portfolio Pittsford, NY 1,027,9191.0m $17.2m $17.2m 0.54% Added +189.9k +189,921
5 McGowan Group Asset Management, Inc. 1.17% of their portfolio DALLAS, TX 450,213450.2k $7.5m $7.5m 1.17% Reduced -5.7k -5,721
6 Advisors Asset Management, Inc. 0.14% of their portfolio Monument, CO 399,813399.8k $6.7m $6.7m 0.14% Reduced -60.7k -60,685
7 Shaker Financial Services, LLC 2.86% of their portfolio Arlington, VA 392,328392.3k $6.6m $6.6m 2.86% Added +56.0k +56,023
8 COHEN & STEERS, INC. 0.01% of their portfolio NEW YORK, NY 331,120331.1k $5.5m $5.5m 0.01% Reduced -74.1k -74,147
9 Cornerstone Advisors, LLC 0.26% of their portfolio ASHEVILLE, NC 329,949329.9k $5.5m $5.5m 0.26% New
10 WOLVERINE ASSET MANAGEMENT LLC 0.09% of their portfolio CHICAGO, IL 294,155294.2k $4.9m $4.9m 0.09% Added +38.8k +38,761
11 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 291,131291.1k $4.9m $4.9m 0.00% Reduced -1.3k -1,346
12 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 274,290274.3k $4.6m $4.6m 0.00% Reduced -4.3k -4,288
13 GUGGENHEIM CAPITAL LLC 0.03% of their portfolio CHICAGO, IL 242,377242.4k $4.0m $4.0m 0.03% Added +3.1k +3,083
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 232,983233.0k $3.9m $3.9m 0.00% Added +160.7k +160,734
15 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 211,480211.5k $3.5m $3.5m 0.01% Added +16.0k +16,041
16 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 206,279206.3k $3.4m $3.4m 0.00% Reduced -3.8k -3,824
17 Wagner Wealth Management, LLC 1.26% of their portfolio GREENVILLE, SC 197,342197.3k $3.3m $3.3m 1.26% Added +10.9k +10,877
18 FIRST TRUST ADVISORS LP 0.00% of their portfolio Wheaton, IL 169,473169.5k $2.8m $2.8m 0.00% Reduced -12.1k -12,098
19 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 159,180159.2k $2.7m $2.7m 0.01% Added +707 +707
20 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 147,331147.3k $2.5m $2.5m 0.01% Added +8.1k +8,062
21 WealthTrust Axiom LLC 0.78% of their portfolio WAYNE, PA 140,443140.4k $2.3m $2.3m 0.78% Added +500 +500
22 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 124,869124.9k $2.1m $2.1m 0.00% Reduced -804 -804
23 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 110,000110.0k $1.8m $1.8m 0.03% Unchanged
24 Live Oak Private Wealth LLC 0.31% of their portfolio WILMINGTON, NC 92,35192.4k $1.5m $1.5m 0.31% Unchanged
25 Steward Partners Investment Advisory, LLC 0.02% of their portfolio STAMFORD, CT 88,12988.1k $1.5m $1.5m 0.02% Reduced -1.4k -1,445
26 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 84,96085.0k $1.4m $1.4m 0.01% First filing
27 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 63,12763.1k $1.1m $1.1m 0.00% Reduced -6.4k -6,408
28 1832 Asset Management L.P. 0.00% of their portfolio TORONTO, A6 49,34749.3k $824.1k $824.1k 0.00% Reduced -2.8k -2,772
29 LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 0.10% of their portfolio Englewood, NJ 44,96245.0k $750.9k $750.9k 0.10% Added +11.4k +11,443
30 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 44,21944.2k $738.4k $738.4k 0.00% Reduced -15.9k -15,899
31 EDGEWOOD MANAGEMENT LLC 0.00% of their portfolio GREENWICH, CT 42,00042.0k $701.4k $701.4k 0.00% Unchanged
32 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 38,62938.6k $645.1k $645.1k 0.00% Added +4.5k +4,482
33 Hennion & Walsh Asset Management, Inc. 0.03% of their portfolio Parsippany, NJ 34,29534.3k $573.0k $573.0k 0.03% Reduced -38.4k -38,360
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 32,46632.5k $542.0k $542.0k 0.00% Reduced -336 -336
35 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 30,60230.6k $511.1k $511.1k 0.00% Added +10.1k +10,103
36 Dakota Wealth Management 0.02% of their portfolio PALM BEACH GARDENS, FL 29,75029.8k $496.8k $496.8k 0.02% Added +1.6k +1,610
37 Elequin Capital, LP 0.25% of their portfolio NEW YORK, NY 28,71128.7k $479.5k $479.5k 0.25% Reduced -7.7k -7,669
38 Sowell Financial Services LLC 0.03% of their portfolio NORTH LITTLE ROCK, AR 28,53028.5k $476.0k $476.0k 0.03% Reduced -42 -42
39 KESTRA PRIVATE WEALTH SERVICES, LLC 0.02% of their portfolio AUSTIN, TX 27,87327.9k $465.5k $465.5k 0.02% Reduced -72 -72
40 Kingsview Wealth Management, LLC 0.02% of their portfolio GRANTS PASS, OR 27,64727.6k $461.7k $461.7k 0.02% Unchanged
41 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 27,15727.2k $453.5k $453.5k 0.05% Added +215 +215
42 B. Riley Wealth Advisors, Inc. 0.01% of their portfolio MEMPHIS, TN 25,95025.9k $433.4k $433.4k 0.01% Added +160 +160
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 24,70624.7k $412.0k $412.0k 0.00% Reduced -1.6k -1,619
44 SILVERLAKE WEALTH MANAGEMENT LLC 0.22% of their portfolio WILLISTON, VT 24,06824.1k $401.9k $401.9k 0.22% Reduced -2.5k -2,475
45 1776 Wealth LLC 0.21% of their portfolio ATLANTA, GA 23,93723.9k $399.7k $399.7k 0.21% Added +4.9k +4,941
46 Palogic Value Management, L.P. 0.18% of their portfolio DALLAS, TX 23,50023.5k $392.4k $392.4k 0.18% Unchanged
47 Formidable Asset Management, LLC 0.08% of their portfolio CINCINNATI, OH 20,91220.9k $349.0k $349.0k 0.08% Unchanged
48 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 19,94519.9k $333.1k $333.1k 0.00% New
49 CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 0.03% of their portfolio London, X0 19,78719.8k $330.5k $330.5k 0.03% Unchanged
50 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 19,49119.5k $325.0k $325.0k 0.00% Reduced -1.5k -1,453
51 DENVER WEALTH MANAGEMENT, INC. 0.22% of their portfolio DENVER, CO 19,28219.3k $322.0k $322.0k 0.22% Added +259 +259
52 180 WEALTH ADVISORS, LLC 0.07% of their portfolio FEDERAL WAY, WA 19,17719.2k $320.6k $320.6k 0.07% Reduced -186 -186
53 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,89517.9k $298.9k $298.9k 0.00% Reduced -927 -927
54 Stratos Wealth Partners, LTD. 0.01% of their portfolio BEACHWOOD, OH 17,69617.7k $295.5k $295.5k 0.01% Reduced -2.7k -2,700
55 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 15,51115.5k $259.0k $259.0k 0.00% Reduced -12.2k -12,209
56 NWF Advisory Services Inc. 0.06% of their portfolio Los Angeles, CA 15,16715.2k $253.3k $253.3k 0.06% Unchanged
57 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 14,53414.5k $242.7k $242.7k 0.02% Added +267 +267
58 Summit Investment Advisory Services, LLC 0.16% of their portfolio ROSEVILLE, MN 14,17614.2k $236.7k $236.7k 0.16% Reduced -175 -175
59 Arete Wealth Advisors, LLC 0.02% of their portfolio CHICAGO, IL 14,11414.1k $236.0k $236.0k 0.02% Reduced -1.4k -1,392
60 TWIN FOCUS CAPITAL PARTNERS, LLC 0.05% of their portfolio Boston, MA 14,06514.1k $234.9k $234.9k 0.05% Unchanged
61 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 14,05714.1k $234.8k $234.8k 0.00% New
62 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 13,88213.9k $231.8k $231.8k 0.00% Reduced -351 -351
63 Capital Investment Advisory Services, LLC 0.02% of their portfolio RALEIGH, NC 13,20813.2k $220.6k $220.6k 0.02% Reduced -1.2k -1,192
64 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 12,11812.1k $202.4k $202.4k 0.00% Reduced -364 -364
65 Acorn Wealth Advisors, LLC 0.13% of their portfolio Grand Blanc, MI 11,55811.6k $193.0k $193.0k 0.13% Reduced -129 -129
66 COMMERCE BANK 0.00% of their portfolio KANSAS CITY, MO 11,25511.3k $188.0k $188.0k 0.00% Unchanged
67 Ausdal Financial Partners, Inc. 0.02% of their portfolio Davenport, IA 10,88410.9k $181.8k $181.8k 0.02% Reduced -186 -186
68 StoneX Group Inc. 0.02% of their portfolio NEW YORK, NY 10,34010.3k $172.7k $172.7k 0.02% Reduced -1.5k -1,496
69 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,13510.1k $169.3k $169.3k 0.00% New
70 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 6,3326.3k $105.7k $105.7k 0.01% Added +6.0k +6,000
71 Glass Jacobson Investment Advisors llc 0.04% of their portfolio OWINGS MILLS, MD 5,0005.0k $83.5k $83.5k 0.04% First filing
72 ORG Partners LLC 0.01% of their portfolio ROANOKE, IN 3,0763.1k $51.4k $51.4k 0.01% New
73 HM PAYSON & CO 0.00% of their portfolio PORTLAND, ME 3,0343.0k $50.7k $50.7k 0.00% Unchanged
74 Focused Wealth Management, Inc 0.01% of their portfolio Newburgh, NY 2,3672.4k $39.5k $39.5k 0.01% Added +43 +43
75 HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio NEWPORT BEACH, CA 2,3302.3k $38.9k $38.9k 0.00% Unchanged
76 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,1142.1k $35.3k $35.3k 0.00% Added +39 +39
77 CITY HOLDING CO 0.01% of their portfolio CHARLESTON, WV 2,0652.1k $34.5k $34.5k 0.01% Unchanged
78 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 2,0002.0k $33.0k $33.0k 0.00% Unchanged
79 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 2,0002.0k $33.4k $33.4k 0.00% Unchanged
80 CARY STREET PARTNERS INVESTMENT ADVISORY LLC 0.00% of their portfolio RICHMOND, VA 1,1201.1k $18.7k $18.7k 0.00% Reduced -645 -645
81 BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 0.00% of their portfolio BLUE BELL, PA 1,1191.1k $18.7k $18.7k 0.00% New
82 TRUST CO OF VERMONT 0.00% of their portfolio BRATTLEBORO, VT 1,0501.1k $17.5k $17.5k 0.00% Unchanged
83 Anchor Investment Management, LLC 0.00% of their portfolio COLUMBIA, SC 1,0001.0k $16.7k $16.7k 0.00% Unchanged
84 Register Financial Advisors LLC 0.01% of their portfolio ATLANTA, GA 1,0001.0k $16.7k $16.7k 0.01% Unchanged
85 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 725725 $12.1k $12.1k 0.00% Unchanged
86 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 596596 $10.0k $10.0k 0.00% New
87 Coppell Advisory Solutions LLC 0.00% of their portfolio COPPELL, TX 587587 $9.7k $9.7k 0.00% New
88 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 575575 $9.6k $9.6k 0.00% Unchanged
89 Sunbelt Securities, Inc. 0.00% of their portfolio HOUSTON, TX 550550 $9.2k $9.2k 0.00% Unchanged
90 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 500500 $8.0k $8.0k 0.00% Unchanged
91 CWM, LLC 0.00% of their portfolio OMAHA, NE 500500 $8.0k $8.0k 0.00% Unchanged
92 Sandy Spring Bank 0.00% of their portfolio Olney, MD 259259 $4.3k $4.3k 0.00% Unchanged
93 FMR LLC 0.00% of their portfolio BOSTON, MA 146146 $2.4k $2.4k 0.00% New
94 Beacon Capital Management, LLC 0.00% of their portfolio FRANKLIN, TN 142142 $2.4k $2.4k 0.00% Added +2 +2
95 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 124124 $2.1k $2.1k 0.00% Reduced -13.0k -13,000
96 Caldwell Trust Co 0.00% of their portfolio Venice, FL 105105 $1.8k $1.8k 0.00% Unchanged
97 Capital Advisors, Ltd. LLC 0.00% of their portfolio SHAKER HEIGHTS, OH 22 $0 $0 0.00% Unchanged
98 Aspire Private Capital, LLC 0.00% of their portfolio Cornelius, NC 22 $33 $33 0.00% Unchanged
99 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged