EATON VANCE TAX-ADVANTAGED G (ETO)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
72
Reporting holders
$104.2M
Reported value
0.0%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Karpus Management, Inc. | $21.6M | 699,132 | 0.62% | 15q | +8.3%+$1.6M |
| 1607 Capital Partners, LLC | $9.1M | 295,263 | 0.79% | 15q | +20.1%+$1.5M |
| GUGGENHEIM CAPITAL LLC | $6.6M | 212,936 | 0.04% | 31q | +16.9%+$951.2K |
| MORGAN STANLEY | $5.7M | 183,536 | 0.00% | 35q | +7.0%+$369.1K |
| FLAGSHIP HARBOR ADVISORS, LLC | $4.4M | 143,043 | 0.17% | 12q | +7.5%+$306.9K |
| FIRST TRUST ADVISORS LP | $4.0M | 129,129 | 0.00% | 31q | -0.9%-$37.6K |
| LPL Financial LLC | $3.6M | 117,929 | 0.00% | 31q | -5.6%-$216.1K |
| Advisory Solutions Group, LLC | $3.5M | 114,081 | 1.19% | new | FIRST |
| WELLS FARGO & COMPANY/MN | $3.3M | 107,277 | 0.00% | 31q | -40.9%-$2.3M |
| BANK OF AMERICA CORP /DE/ | $3.1M | 98,884 | 0.00% | 31q | -1.0%-$30.0K |
| Advisors Asset Management, Inc. | $3.0M | 96,662 | 0.05% | 26q | -21.6%-$821.1K |
| Shaker Financial Services, LLC | $2.8M | 92,148 | 0.89% | 10q | -39.0%-$1.8M |
| WOLVERINE ASSET MANAGEMENT LLC | $2.6M | 83,526 | 0.02% | 2q | +74.5%+$1.1M |
| &PARTNERS | $2.2M | 70,107 | 0.01% | 5q | +7.4%+$148.2K |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 63,634 | 0.00% | 7q | -3.4%-$69.1K |
| Hennion & Walsh Asset Management, Inc. | $1.8M | 58,200 | 0.05% | 13q | +0.5%+$9.4K |
| AMERIPRISE FINANCIAL INC | $1.7M | 56,615 | 0.00% | 31q | -50.2%-$1.8M |
| STIFEL FINANCIAL CORP | $1.6M | 52,501 | 0.00% | 16q | +23.8%+$311.9K |
| Astoria Portfolio Advisors LLC. | $1.6M | 51,082 | 0.27% | 3q | +1.8%+$28.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.4M | 45,327 | 0.00% | 12q | -1.3%-$17.7K |
| Formidable Asset Management, LLC | $1.3M | 48,973 | 0.21% | 23q | -5.6%-$77.3K |
| OSAIC HOLDINGS, INC. | $1.1M | 34,270 | 0.00% | 26q | +40.0%+$302.5K |
| Rockefeller Capital Management L.P. | $1.0M | 33,473 | 0.00% | 21q | HELD |
| ROYAL BANK OF CANADA | $993.0K | 32,158 | 0.00% | 31q | -40.5%-$677.2K |
| Creative Planning | $868.1K | 28,121 | 0.00% | 5q | +4.2%+$34.7K |
| UBS Group AG | $838.9K | 27,174 | 0.00% | 31q | -1.2%-$9.8K |
| SILVER OAK SECURITIES, INCORPORATED | $786.6K | 25,480 | 0.05% | 12q | +8.9%+$64.3K |
| Waverly Advisors, LLC | $704.6K | 22,826 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $687.0K | 22,254 | 0.00% | 31q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $682.2K | 22,101 | 0.00% | 31q | -1.8%-$12.6K |
| Private Advisor Group, LLC | $646.6K | 20,946 | 0.00% | 11q | +38.4%+$179.5K |
| Corient Private Wealth LP | $627.5K | 20,334 | 0.00% | 14q | +100.0%+$313.8K |
| Dakota Wealth Management | $604.3K | 19,575 | 0.01% | 12q | +41.8%+$178.1K |
| BENJAMIN EDWARDS INC | $596.1K | 19,302 | 0.01% | 8q | -3.5%-$21.9K |
| Invesco Ltd. | $594.5K | 19,258 | 0.00% | new | NEW |
| TRUIST FINANCIAL CORP | $571.9K | 18,527 | 0.00% | 15q | +1.1%+$6.4K |
| Cetera Investment Advisers | $466.9K | 15,124 | 0.00% | 10q | +7.6%+$32.8K |
| HOLLENCREST CAPITAL MANAGEMENT | $460.2K | 14,907 | 0.03% | 32q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $431.4K | 13,974 | 0.05% | 14q | +29.5%+$98.3K |
| Joel Isaacson & Co., LLC | $430.1K | 13,933 | 0.01% | 31q | HELD |
| Mutual Advisors, LLC | $400.9K | 12,986 | 0.01% | 30q | +0.7%+$2.9K |
| Calamos Advisors LLC | $363.6K | 11,779 | 0.00% | 3q | +7.2%+$24.3K |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | $331.7K | 10,745 | 0.02% | 2q | +13.7%+$40.0K |
| Summit Financial, LLC | $324.7K | 10,518 | 0.00% | 4q | -1.9%-$6.2K |
| Founders Financial Alliance, LLC | $318.8K | 10,328 | 0.04% | 6q | +0.7%+$2.1K |
| ENVESTNET ASSET MANAGEMENT INC | $296.7K | 9,612 | 0.00% | new | NEW |
| Steward Partners Investment Advisory, LLC | $294.9K | 9,554 | 0.00% | 29q | -4.4%-$13.6K |
| PMG Family Office LLC | $253.2K | 8,202 | 0.23% | 4q | +2.5%+$6.1K |
| Sowell Financial Services LLC | $230.2K | 7,458 | 0.01% | new | NEW |
| ASHTON THOMAS SECURITIES, LLC | $200.0K | 6,480 | 0.03% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $196.6K | 6,368 | 0.00% | 4q | -42.9%-$147.5K |
| LANARK FINANCIAL, INC. | $191.7K | 6,210 | 0.01% | 12q | HELD |
| FIFTH THIRD BANCORP | $160.7K | 5,206 | 0.00% | 2q | HELD |
| Parallel Advisors, LLC | $145.1K | 4,700 | 0.00% | 26q | +1.5%+$2.1K |
| NewEdge Advisors, LLC | $142.8K | 4,626 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $102.8K | 3,329 | 0.01% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $60.3K | 1,953 | 0.00% | 11q | HELD |
| Holos Integrated Wealth LLC | $42.8K | 1,385 | 0.02% | 2q | HELD |
| Ancora Advisors LLC | $40.9K | 1,325 | 0.00% | 24q | HELD |
| Global Retirement Partners, LLC | $33.2K | 1,075 | 0.00% | 4q | HELD |
| HARBOUR INVESTMENTS, INC. | $26.4K | 854 | 0.00% | 3q | -13.5%-$4.1K |
| Axiom Investment Management LLC | $25.7K | 833 | 0.02% | 2q | +14.6%+$3.3K |
| ESL Trust Services, LLC | $15.4K | 500 | 0.00% | 4q | HELD |
| Farther Finance Advisors, LLC | $11.9K | 385 | 0.00% | 4q | -14.4%-$2.0K |
| Allworth Financial LP | $10.6K | 343 | 0.00% | 21q | +1.8% |
| US BANCORP \DE\ | $6.9K | 225 | 0.00% | 8q | HELD |
| Spire Wealth Management | $5.7K | 185 | 0.00% | 10q | HELD |
| GoalVest Advisory LLC | $4.8K | 154 | 0.00% | 4q | HELD |
| ASSETMARK, INC | $3.8K | 122 | 0.00% | new | NEW |
| HIGHLINE WEALTH PARTNERS LLC | $3.1K | 100 | 0.00% | new | NEW |
| BlackRock, Inc. | $2.8K | 91 | 0.00% | new | NEW |
| JFS WEALTH ADVISORS, LLC | $1.4K | 46 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 40,084 | 0.00% | 31q | +102.6% |
| COHEN & STEERS, INC. | $926 | 30,000 | 0.00% | 2q | +100.0% |
| HRT FINANCIAL LP | $658 | 21,335 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 72 | $104.2M | 3,381,399 | 11 | 27 | 19 | 0.0% |
| Q1 2026 | 64 | $86.5M | 3,233,620 | 7 | 27 | 18 | 0.0% |
| Q4 2025 | 68 | $102.4M | 3,396,345 | 7 | 23 | 25 | 0.0% |
| Q3 2025 | 68 | $85.3M | 3,094,505 | 11 | 22 | 23 | 0.0% |
| Q2 2025 | 59 | $85.7M | 3,154,971 | 8 | 19 | 19 | 0.0% |
| Q1 2025 | 53 | $76.2M | 3,099,639 | 4 | 17 | 18 | 0.0% |
| Q4 2024 | 55 | $84.8M | 3,358,173 | 2 | 20 | 15 | 0.0% |
| Q3 2024 | 59 | $91.3M | 3,441,939 | 5 | 24 | 14 | 0.0% |
| Q2 2024 | 55 | $86.2M | 3,381,727 | 2 | 24 | 18 | 0.0% |
| Q1 2024 | 54 | $83.2M | 3,328,791 | 6 | 25 | 11 | 0.0% |
| Q4 2023 | 53 | $72.2M | 3,055,060 | 8 | 24 | 14 | 0.0% |
| Q3 2023 | 47 | $58.5M | 2,738,178 | 8 | 13 | 16 | 0.0% |
| Q2 2023 | 44 | $55.6M | 2,423,661 | 3 | 16 | 10 | 0.0% |
| Q1 2023 | 46 | $49.4M | 2,221,877 | 6 | 18 | 11 | 0.0% |
| Q4 2022 | 42 | $38.6M | 1,844,195 | 11 | 14 | 7 | 0.0% |
| Q3 2022 | 46 | $30.7M | 1,509,886 | 7 | 11 | 19 | 0.0% |
| Q2 2022 | 46 | $35.1M | 1,587,651 | 4 | 12 | 12 | 0.0% |
| Q1 2022 | 49 | $52.3M | 1,737,119 | 4 | 18 | 11 | 0.0% |
| Q4 2021 | 48 | $50.4M | 1,551,222 | 2 | 17 | 10 | 0.0% |
| Q3 2021 | 49 | $50.0M | 1,660,811 | 4 | 20 | 8 | 0.0% |
| Q2 2021 | 52 | $49.5M | 1,689,095 | 8 | 16 | 11 | 0.0% |
| Q1 2021 | 50 | $45.3M | 1,724,094 | 5 | 14 | 13 | 0.0% |
| Q4 2020 | 53 | $43.1M | 1,704,853 | 11 | 18 | 11 | 0.0% |
| Q3 2020 | 47 | $34.0M | 1,635,490 | 7 | 15 | 11 | 0.0% |
| Q2 2020 | 46 | $31.5M | 1,517,380 | 7 | 16 | 14 | 0.0% |
| Q1 2020 | 44 | $27.1M | 1,550,362 | 8 | 13 | 9 | 0.0% |
| Q4 2019 | 43 | $31.2M | 1,200,670 | 4 | 15 | 9 | 0.0% |
| Q3 2019 | 43 | $29.8M | 1,167,619 | 6 | 15 | 12 | 0.0% |
| Q2 2019 | 40 | $29.2M | 1,203,268 | 5 | 11 | 14 | 0.0% |
| Q1 2019 | 39 | $30.4M | 1,268,126 | 7 | 10 | 14 | 0.0% |
| Q4 2018 | 35 | $27.9M | 1,484,880 | 0 | 1 | 1 | 0.0% |