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