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 |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Strategic Asset Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 545 | $16.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 668 | $20.0K | 0.00% | +668 | New |
| Princeton Global Asset Management LLC | 827 | $25.0K | 0.01% | 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 |
| Cullen/Frost Bankers, Inc. | 1,025 | $31.0K | 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 |
| Ancora Advisors, LLC | 1,325 | $40.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,400 | $42.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 1,951 | $59.0K | 0.05% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,000 | $60.0K | 0.00% | +2,000 | New |
| Steward Partners Investment Advisory, LLC | 5,467 | $165.0K | 0.00% | +667+13.9% | Added |
| Kovack Advisors, Inc. | 7,566 | $228.0K | 0.02% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,789 | $235.0K | 0.17% | +7,789 | New |
| Institute for Wealth Management, LLC. | 8,011 | $241.0K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 9,738 | $293.0K | 0.00% | +8,216+539.8% | Added |
| Eaton Vance Management | 10,302 | $310.0K | 0.00% | +500+5.1% | Added |
| Koshinski Asset Management, Inc. | 10,546 | $317.8K | 0.03% | +10,546 | New |
| Truist Financial Corp | 11,993 | $362.0K | 0.00% | +4,425+58.5% | Added |
| Mutual Advisors, LLC | 12,680 | $382.0K | 0.02% | +204+1.6% | Added |
| Joel Isaacson & Co., LLC | 13,405 | $404.0K | 0.03% | +36+0.3% | Added |
| All Season Financial Advisors, Inc. | 13,660 | $412.0K | 0.33% | +1,672+13.9% | Added |
| Commonwealth Equity Services, LLC | 18,238 | $549.0K | 0.00% | −83−0.5% | Reduced |
| City of London Investment Management Co Ltd | 18,591 | $560.0K | 0.03% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 22,492 | $678.0K | 0.02% | −960−4.1% | Reduced |
| Parisi Gray Wealth Management | 23,798 | $720.0K | 0.30% | −1,939−7.5% | Reduced |
| Hollencrest Capital Management | 26,405 | $795.0K | 0.07% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 26,492 | $798.0K | 0.00% | −80,715−75.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,205 | $820.0K | 0.00% | +1,534+6.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,512 | $949.0K | 0.00% | +1,604+5.4% | Added |
| Royal Bank of Canada | 33,089 | $997.0K | 0.00% | +2,459+8.0% | Added |
| Raymond James & Associates | 39,733 | $1.20M | 0.00% | −8,417−17.5% | Reduced |
| Advisor Group Holdings, Inc. | 41,149 | $1.24M | 0.00% | +1,550+3.9% | Added |
| The PNC Financial Services Group, Inc. | 41,529 | $1.25M | 0.00% | +13,000+45.6% | Added |
| Ameriprise Financial Inc | 41,776 | $1.26M | 0.00% | +755+1.8% | Added |
| Ahrens Investment Partners LLC | 46,807 | $1.41M | 0.67% | +24,952+114.2% | Added |
| Wells Fargo & Company | 54,577 | $1.65M | 0.00% | −7,072−11.5% | Reduced |
| Invesco Ltd. | 62,287 | $1.88M | 0.00% | +997+1.6% | Added |
| Bank of America Corp | 72,941 | $2.20M | 0.00% | −922−1.2% | Reduced |
| Guggenheim Capital LLC | 89,016 | $2.68M | 0.02% | +3,976+4.7% | Added |
| Formidable Asset Management, LLC | 92,418 | $2.79M | 0.52% | −2,250−2.4% | Reduced |
| Morgan Stanley | 94,066 | $2.83M | 0.00% | +10,928+13.1% | Added |
| LPL Financial LLC | 111,716 | $3.37M | 0.00% | +7,511+7.2% | Added |
| UBS Group AG | 113,750 | $3.43M | 0.00% | +5,289+4.9% | Added |
| First Trust Advisors LP | 137,907 | $4.16M | 0.00% | +1,528+1.1% | Added |
| Advisors Asset Management, Inc. | 267,825 | $8.07M | 0.12% | +67,811+33.9% | 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 |