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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 255 | $7.00K | 0.00% | +255 | New |
| AdvisorNet Financial, Inc | 340 | $10.0K | 0.00% | +340 | New |
| Allworth Financial LP | 545 | $16.0K | 0.00% | +545 | New |
| Princeton Global Asset Management LLC | 827 | $24.0K | 0.01% | 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 |
| 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 |
| Ancora Advisors, LLC | 1,325 | $39.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,400 | $41.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Syverson Strege & Co | 1,951 | $57.0K | 0.05% | +791+68.2% | Added |
| FNY Investment Advisers, LLC | 3,000 | $87.0K | 0.03% | +3,000 | New |
| Steward Partners Investment Advisory, LLC | 4,800 | $141.0K | 0.00% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 7,337 | $215.0K | 0.01% | −2,100−22.3% | Reduced |
| Truist Financial Corp | 7,568 | $222.0K | 0.00% | +7,568 | New |
| Kovack Advisors, Inc. | 7,566 | $222.0K | 0.03% | +7,566 | New |
| Institute for Wealth Management, LLC. | 8,011 | $235.0K | 0.04% | 00.0% | Unchanged |
| Eaton Vance Management | 9,802 | $287.0K | 0.00% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 11,988 | $351.0K | 0.25% | +11,988 | New |
| Mutual Advisors, LLC | 12,476 | $365.0K | 0.02% | +182+1.5% | Added |
| Joel Isaacson & Co., LLC | 13,369 | $392.0K | 0.03% | +36+0.3% | Added |
| Commonwealth Equity Services, LLC | 18,321 | $536.0K | 0.00% | −1,895−9.4% | Reduced |
| City of London Investment Management Co Ltd | 18,591 | $546.0K | 0.03% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 21,855 | $640.0K | 0.30% | +10,200+87.5% | Added |
| Stratos Wealth Partners, LTD. | 23,452 | $687.0K | 0.02% | +1,410+6.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 25,671 | $752.0K | 0.00% | +577+2.3% | Added |
| Parisi Gray Wealth Management | 25,737 | $754.0K | 0.28% | −15,494−37.6% | Reduced |
| Hollencrest Capital Management | 26,405 | $773.0K | 0.07% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 28,529 | $836.0K | 0.00% | +25,600+874.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 29,908 | $876.0K | 0.00% | +171+0.6% | Added |
| Royal Bank of Canada | 30,630 | $897.0K | 0.00% | +2,304+8.1% | Added |
| 1607 Capital Partners, LLC | 38,615 | $1.13M | 0.05% | −28,816−42.7% | Reduced |
| Advisor Group Holdings, Inc. | 39,599 | $1.16M | 0.00% | −273−0.7% | Reduced |
| Ameriprise Financial Inc | 41,021 | $1.20M | 0.00% | −429−1.0% | Reduced |
| Raymond James & Associates | 48,150 | $1.41M | 0.00% | +1,088+2.3% | Added |
| Shaker Financial Services, LLC | 55,141 | $1.61M | 0.60% | +55,141 | New |
| Invesco Ltd. | 61,290 | $1.79M | 0.00% | +527+0.9% | Added |
| Wells Fargo & Company | 61,649 | $1.81M | 0.00% | −2,323−3.6% | Reduced |
| Bank of America Corp | 73,863 | $2.16M | 0.00% | −59,768−44.7% | Reduced |
| Morgan Stanley | 83,138 | $2.44M | 0.00% | +6,485+8.5% | Added |
| Guggenheim Capital LLC | 85,040 | $2.49M | 0.01% | −56,389−39.9% | Reduced |
| Formidable Asset Management, LLC | 94,668 | $2.79M | 0.60% | −2,200−2.3% | Reduced |
| LPL Financial LLC | 104,205 | $3.05M | 0.00% | +974+0.9% | Added |
| Cohen & Steers, Inc. | 107,207 | $3.14M | 0.01% | +30,786+40.3% | Added |
| UBS Group AG | 108,461 | $3.18M | 0.00% | +6,025+5.9% | Added |
| First Trust Advisors LP | 136,379 | $4.00M | 0.00% | +4,584+3.5% | Added |
| Advisors Asset Management, Inc. | 200,014 | $5.86M | 0.08% | +31,026+18.4% | Added |
| 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 |