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, Q4 2021
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Dec 31, 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
- 49
- −1 vs. Q3 2021
- Shares held
- 1.55M
- −109.6K (−6.6%) vs. Q3 2021
- Total value
- $50.4M
- +$384.2K (+0.8%) vs. Q3 2021
- New holders
- 3
- 20 more added
- Sold out
- 4
- 11 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 275,554 | $8.96M | 0.13% | +7,729+2.9% | Added |
| First Trust Advisors LP | 138,871 | $4.51M | 0.00% | +964+0.7% | Added |
| LPL Financial LLC | 123,995 | $4.03M | 0.00% | +12,279+11.0% | Added |
| UBS Group AG | 122,566 | $3.98M | 0.00% | +8,816+7.8% | Added |
| Morgan Stanley | 98,578 | $3.21M | 0.00% | +4,512+4.8% | Added |
| Bank of America Corp | 73,754 | $2.40M | 0.00% | +813+1.1% | Added |
| Guggenheim Capital LLC | 68,340 | $2.22M | 0.01% | −20,676−23.2% | Reduced |
| Raymond James & Associates | 52,237 | $1.70M | 0.00% | +12,504+31.5% | Added |
| Invesco Ltd. | 49,317 | $1.60M | 0.00% | −12,970−20.8% | Reduced |
| Wells Fargo & Company | 45,929 | $1.49M | 0.00% | −8,648−15.8% | Reduced |
| Ameriprise Financial Inc | 45,711 | $1.49M | 0.00% | +3,935+9.4% | Added |
| The PNC Financial Services Group, Inc. | 41,529 | $1.35M | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 38,034 | $1.24M | 0.00% | −3,115−7.6% | Reduced |
| Royal Bank of Canada | 35,770 | $1.16M | 0.00% | +2,681+8.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 32,811 | $1.07M | 0.00% | +1,299+4.1% | Added |
| Ahrens Investment Partners LLC | 29,816 | $969.0K | 0.43% | −16,991−36.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 26,658 | $867.0K | 0.00% | −547−2.0% | Reduced |
| Parisi Gray Wealth Management | 23,863 | $776.0K | 0.29% | +65+0.3% | Added |
| Hollencrest Capital Management | 23,005 | $748.0K | 0.06% | −3,400−12.9% | Reduced |
| Stonegate Investment Group, LLC | 19,950 | $649.0K | 0.03% | +19,950 | New |
| Commonwealth Equity Services, LLC | 18,295 | $594.0K | 0.00% | +57+0.3% | Added |
| Stratos Wealth Partners, LTD. | 17,292 | $562.0K | 0.01% | −5,200−23.1% | Reduced |
| Truist Financial Corp | 16,144 | $525.0K | 0.00% | +4,151+34.6% | Added |
| Rockefeller Capital Management L.P. | 14,238 | $462.0K | 0.00% | +4,500+46.2% | Added |
| Joel Isaacson & Co., LLC | 13,447 | $437.0K | 0.03% | +42+0.3% | Added |
| Mutual Advisors, LLC | 12,896 | $419.0K | 0.02% | +216+1.7% | Added |
| All Season Financial Advisors, Inc. | 11,892 | $387.0K | 0.27% | −1,768−12.9% | Reduced |
| Koshinski Asset Management, Inc. | 10,726 | $348.7K | 0.03% | +180+1.7% | Added |
| Eaton Vance Management | 10,302 | $335.0K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 10,250 | $333.0K | 0.06% | −82,168−88.9% | Reduced |
| Institute for Wealth Management, LLC. | 8,011 | $260.0K | 0.04% | 00.0% | Unchanged |
| MBA Advisors LLC | 7,789 | $253.0K | 0.16% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 7,566 | $246.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6,709 | $218.0K | 0.00% | +1,242+22.7% | Added |
| Commerce Bank | 6,460 | $210.0K | 0.00% | +6,460 | New |
| Syverson Strege & Co | 1,951 | $63.0K | 0.05% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,630 | $53.0K | 0.00% | +439+36.9% | Added |
| Aspire Private Capital, LLC | 1,400 | $46.0K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $43.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,196 | $39.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,025 | $33.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $33.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 827 | $27.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 786 | $26.0K | 0.00% | +241+44.2% | Added |
| Trustcore Financial Services, LLC | 570 | $19.0K | 0.00% | +570 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −26,492−100.0% | Sold out |
| City of London Investment Management Co Ltd | 0 | $0 | 0.00% | −18,591−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −668−100.0% | Sold out |