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, Q3 2021
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Sep 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
- 50
- −3 vs. Q2 2021
- Shares held
- 1.66M
- −28.3K (−1.7%) vs. Q2 2021
- Total value
- $50.0M
- +$554.8K (+1.1%) vs. Q2 2021
- New holders
- 5
- 23 more added
- Sold out
- 8
- 9 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 267,825 | $8.07M | 0.12% | +67,811+33.9% | Added |
| First Trust Advisors LP | 137,907 | $4.16M | 0.00% | +1,528+1.1% | Added |
| UBS Group AG | 113,750 | $3.43M | 0.00% | +5,289+4.9% | Added |
| LPL Financial LLC | 111,716 | $3.37M | 0.00% | +7,511+7.2% | Added |
| Morgan Stanley | 94,066 | $2.83M | 0.00% | +10,928+13.1% | Added |
| Formidable Asset Management, LLC | 92,418 | $2.79M | 0.52% | −2,250−2.4% | Reduced |
| Guggenheim Capital LLC | 89,016 | $2.68M | 0.02% | +3,976+4.7% | Added |
| Bank of America Corp | 72,941 | $2.20M | 0.00% | −922−1.2% | Reduced |
| Invesco Ltd. | 62,287 | $1.88M | 0.00% | +997+1.6% | Added |
| Wells Fargo & Company | 54,577 | $1.65M | 0.00% | −7,072−11.5% | Reduced |
| Ahrens Investment Partners LLC | 46,807 | $1.41M | 0.67% | +24,952+114.2% | Added |
| Ameriprise Financial Inc | 41,776 | $1.26M | 0.00% | +755+1.8% | Added |
| The PNC Financial Services Group, Inc. | 41,529 | $1.25M | 0.00% | +13,000+45.6% | Added |
| Advisor Group Holdings, Inc. | 41,149 | $1.24M | 0.00% | +1,550+3.9% | Added |
| Raymond James & Associates | 39,733 | $1.20M | 0.00% | −8,417−17.5% | Reduced |
| Royal Bank of Canada | 33,089 | $997.0K | 0.00% | +2,459+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,512 | $949.0K | 0.00% | +1,604+5.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,205 | $820.0K | 0.00% | +1,534+6.0% | Added |
| Cohen & Steers, Inc. | 26,492 | $798.0K | 0.00% | −80,715−75.3% | Reduced |
| Hollencrest Capital Management | 26,405 | $795.0K | 0.07% | 00.0% | Unchanged |
| Parisi Gray Wealth Management | 23,798 | $720.0K | 0.30% | −1,939−7.5% | Reduced |
| Stratos Wealth Partners, LTD. | 22,492 | $678.0K | 0.02% | −960−4.1% | Reduced |
| City of London Investment Management Co Ltd | 18,591 | $560.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 18,238 | $549.0K | 0.00% | −83−0.5% | Reduced |
| All Season Financial Advisors, Inc. | 13,660 | $412.0K | 0.33% | +1,672+13.9% | Added |
| Joel Isaacson & Co., LLC | 13,405 | $404.0K | 0.03% | +36+0.3% | Added |
| Mutual Advisors, LLC | 12,680 | $382.0K | 0.02% | +204+1.6% | Added |
| Truist Financial Corp | 11,993 | $362.0K | 0.00% | +4,425+58.5% | Added |
| Koshinski Asset Management, Inc. | 10,546 | $317.8K | 0.03% | +10,546 | New |
| Eaton Vance Management | 10,302 | $310.0K | 0.00% | +500+5.1% | Added |
| Rockefeller Capital Management L.P. | 9,738 | $293.0K | 0.00% | +8,216+539.8% | Added |
| Institute for Wealth Management, LLC. | 8,011 | $241.0K | 0.04% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,789 | $235.0K | 0.17% | +7,789 | New |
| Kovack Advisors, Inc. | 7,566 | $228.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 5,467 | $165.0K | 0.00% | +667+13.9% | Added |
| Harbour Investments, Inc. | 2,000 | $60.0K | 0.00% | +2,000 | New |
| Syverson Strege & Co | 1,951 | $59.0K | 0.05% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,191 | $36.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,196 | $36.0K | 0.00% | +1+0.1% | Added |
| Cullen/Frost Bankers, Inc. | 1,025 | $31.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $30.0K | 0.00% | −500−33.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,007 | $30.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 827 | $25.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 668 | $20.0K | 0.00% | +668 | New |
| Allworth Financial LP | 545 | $16.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −55,141−100.0% | Sold out |
| 1607 Capital Partners, LLC | 0 | $0 | 0.00% | −38,615−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −7,337−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |