Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
ETO- Exchange
- NYSE
- SEC CIK
- 0001281926
No open-market purchases or sales by Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund insiders were filed in the last 90 days; 74 institutions reported holding it in 13F filings for Q2 2026, worth $105.9M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 53
- +2 vs. Q1 2021
- Shares held
- 1.69M
- −30.2K (−1.8%) vs. Q1 2021
- Total value
- $49.5M
- +$4.32M (+9.6%) vs. Q1 2021
- New holders
- 9
- 17 more added
- Sold out
- 7
- 11 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 74 | $105.9M |
| Q1 2026 | 67 | $83.6M |
| Q4 2025 | 70 | $97.3M |
| Q3 2025 | 71 | $86.1M |
| Q2 2025 | 63 | $83.9M |
| Q1 2025 | 57 | $77.2M |
| Q4 2024 | 58 | $80.9M |
| Q3 2024 | 64 | $92.3M |
| Q2 2024 | 60 | $84.2M |
| Q1 2024 | 58 | $80.5M |
| Q4 2023 | 58 | $71.0M |
| Q3 2023 | 53 | $59.8M |
| Q2 2023 | 51 | $58.9M |
| Q1 2023 | 52 | $52.7M |
| Q4 2022 | 50 | $41.9M |
| Q3 2022 | 46 | $30.7M |
| Q2 2022 | 46 | $35.1M |
| Q1 2022 | 48 | $44.3M |
| Q4 2021 | 49 | $50.4M |
| Q3 2021 | 50 | $50.0M |
| Q2 2021 | 53 | $49.5M |
| Q1 2021 | 51 | $45.2M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 200,014 | $5.86M | 0.08% | +31,026+18.4% | Added |
| First Trust Advisors LP | 136,379 | $4.00M | 0.00% | +4,584+3.5% | Added |
| UBS Group AG | 108,461 | $3.18M | 0.00% | +6,025+5.9% | Added |
| Cohen & Steers, Inc. | 107,207 | $3.14M | 0.01% | +30,786+40.3% | Added |
| LPL Financial LLC | 104,205 | $3.05M | 0.00% | +974+0.9% | Added |
| Formidable Asset Management, LLC | 94,668 | $2.79M | 0.60% | −2,200−2.3% | Reduced |
| Guggenheim Capital LLC | 85,040 | $2.49M | 0.01% | −56,389−39.9% | Reduced |
| Morgan Stanley | 83,138 | $2.44M | 0.00% | +6,485+8.5% | Added |
| Bank of America Corp | 73,863 | $2.16M | 0.00% | −59,768−44.7% | Reduced |
| Wells Fargo & Company | 61,649 | $1.81M | 0.00% | −2,323−3.6% | Reduced |
| Invesco Ltd. | 61,290 | $1.79M | 0.00% | +527+0.9% | Added |
| Shaker Financial Services, LLC | 55,141 | $1.61M | 0.60% | +55,141 | New |
| Raymond James & Associates | 48,150 | $1.41M | 0.00% | +1,088+2.3% | Added |
| Ameriprise Financial Inc | 41,021 | $1.20M | 0.00% | −429−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 39,599 | $1.16M | 0.00% | −273−0.7% | Reduced |
| 1607 Capital Partners, LLC | 38,615 | $1.13M | 0.05% | −28,816−42.7% | Reduced |
| Royal Bank of Canada | 30,630 | $897.0K | 0.00% | +2,304+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,908 | $876.0K | 0.00% | +171+0.6% | Added |
| The PNC Financial Services Group, Inc. | 28,529 | $836.0K | 0.00% | +25,600+874.0% | Added |
| Hollencrest Capital Management | 26,405 | $773.0K | 0.07% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 25,737 | $754.0K | 0.28% | −15,494−37.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 25,671 | $752.0K | 0.00% | +577+2.3% | Added |
| Stratos Wealth Partners, LTD. | 23,452 | $687.0K | 0.02% | +1,410+6.4% | Added |
| Ahrens Investment Partners LLC | 21,855 | $640.0K | 0.30% | +10,200+87.5% | Added |
| City of London Investment Management Co Ltd | 18,591 | $546.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,321 | $536.0K | 0.00% | −1,895−9.4% | Reduced |
| Joel Isaacson & Co., LLC | 13,369 | $392.0K | 0.03% | +36+0.3% | Added |
| Mutual Advisors, LLC | 12,476 | $365.0K | 0.02% | +182+1.5% | Added |
| All Season Financial Advisors, Inc. | 11,988 | $351.0K | 0.25% | +11,988 | New |
| Eaton Vance Management | 9,802 | $287.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 8,011 | $235.0K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 7,568 | $222.0K | 0.00% | +7,568 | New |
| Kovack Advisors, Inc. | 7,566 | $222.0K | 0.03% | +7,566 | New |
| Mid Atlantic Financial Management Inc | 7,337 | $215.0K | 0.01% | −2,100−22.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,800 | $141.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $87.0K | 0.03% | +3,000 | New |
| Syverson Strege & Co | 1,951 | $57.0K | 0.05% | +791+68.2% | Added |
| Fifth Third Bancorp | 1,500 | $44.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,522 | $44.0K | 0.00% | +1,522 | New |
| Aspire Private Capital, LLC | 1,400 | $41.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $39.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,191 | $35.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,195 | $35.0K | 0.00% | −1−0.1% | Reduced |
| Arkadios Wealth Advisors | 1,206 | $35.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,025 | $30.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $30.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 827 | $24.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 545 | $16.0K | 0.00% | +545 | New |
| AdvisorNet Financial, Inc | 340 | $10.0K | 0.00% | +340 | New |
| Advisory Services Network, LLC | 255 | $7.00K | 0.00% | +255 | New |
| Citigroup Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −29,688−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −13,182−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,129−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −10,226−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |