Skip to main content
Livermore
Livermore
ZHEN

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, Q1 2022

Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Mar 31, 2022. 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
48
−1 vs. Q4 2021
Shares held
1.47M
−79.8K (−5.1%) vs. Q4 2021
Total value
$44.3M
−$6.14M (−12.2%) vs. Q4 2021
New holders
5
19 more added
Sold out
6
12 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 48 institutions
Q1 2021: 51 institutionsQ2 2021: 53 institutionsQ3 2021: 50 institutionsQ4 2021: 49 institutionsQ1 2022: 48 institutionsQ2 2022: 46 institutionsQ3 2022: 46 institutionsQ4 2022: 50 institutionsQ1 2023: 52 institutionsQ2 2023: 51 institutionsQ3 2023: 53 institutionsQ4 2023: 58 institutionsQ1 2024: 58 institutionsQ2 2024: 60 institutionsQ3 2024: 64 institutionsQ4 2024: 58 institutionsQ1 2025: 57 institutionsQ2 2025: 63 institutionsQ3 2025: 71 institutionsQ4 2025: 70 institutionsQ1 2026: 67 institutionsQ2 2026: 74 institutions
Value heldQ1 2022: $44.3M
Q1 2021: $45.2MQ2 2021: $49.5MQ3 2021: $50.0MQ4 2021: $50.4MQ1 2022: $44.3MQ2 2022: $35.1MQ3 2022: $30.7MQ4 2022: $41.9MQ1 2023: $52.7MQ2 2023: $58.9MQ3 2023: $59.8MQ4 2023: $71.0MQ1 2024: $80.5MQ2 2024: $84.2MQ3 2024: $92.3MQ4 2024: $80.9MQ1 2025: $77.2MQ2 2025: $83.9MQ3 2025: $86.1MQ4 2025: $97.3MQ1 2026: $83.6MQ2 2026: $105.9M
Institutions holding ETO and their total value by quarter
QuarterHoldersValue
Q2 202674$105.9M
Q1 202667$83.6M
Q4 202570$97.3M
Q3 202571$86.1M
Q2 202563$83.9M
Q1 202557$77.2M
Q4 202458$80.9M
Q3 202464$92.3M
Q2 202460$84.2M
Q1 202458$80.5M
Q4 202358$71.0M
Q3 202353$59.8M
Q2 202351$58.9M
Q1 202352$52.7M
Q4 202250$41.9M
Q3 202246$30.7M
Q2 202246$35.1M
Q1 202248$44.3M
Q4 202149$50.4M
Q3 202150$50.0M
Q2 202153$49.5M
Q1 202151$45.2M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q4 2021.

Institutions holding ETO in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Ahrens Investment Partners LLC166,273$5.01M1.58%+136,457+457.7%Added
UBS Group AG135,637$4.09M0.00%+13,071+10.7%Added
First Trust Advisors LP132,585$4.00M0.00%−6,286−4.5%Reduced
LPL Financial LLC126,622$3.81M0.00%+2,627+2.1%Added
Formidable Asset Management, LLC92,018$2.77M0.53%+81,768+797.7%Added
Morgan Stanley91,618$2.76M0.00%−6,960−7.1%Reduced
Bank of America Corp75,798$2.28M0.00%+2,044+2.8%Added
Guggenheim Capital LLC69,914$2.11M0.01%+1,574+2.3%Added
Raymond James & Associates50,706$1.53M0.00%−1,531−2.9%Reduced
Ameriprise Financial Inc46,388$1.40M0.00%+677+1.5%Added
Wells Fargo & Company45,847$1.38M0.00%−82−0.2%Reduced
Advisor Group Holdings, Inc.39,910$1.20M0.00%+1,876+4.9%Added
Cambridge Investment Research Advisors, Inc.39,833$1.20M0.01%+7,022+21.4%Added
Invesco Ltd.31,203$940.0K0.00%−18,114−36.7%Reduced
Royal Bank of Canada30,485$919.0K0.00%−5,285−14.8%Reduced
Raymond James Financial Services Advisors, Inc.26,921$811.0K0.00%+263+1.0%Added
The PNC Financial Services Group, Inc.25,329$762.0K0.00%−16,200−39.0%Reduced
Hollencrest Capital Management22,645$682.0K0.06%−360−1.6%Reduced
Parisi Gray Wealth Management21,012$633.0K0.26%−2,851−11.9%Reduced
Rockefeller Capital Management L.P.18,218$548.0K0.00%+3,980+28.0%Added
Commonwealth Equity Services, LLC18,035$543.0K0.00%−260−1.4%Reduced
Stratos Wealth Partners, LTD.17,290$521.0K0.01%−20.0%Reduced
Truist Financial Corp16,325$492.0K0.00%+181+1.1%Added
All Season Financial Advisors, Inc.13,961$421.0K0.30%+2,069+17.4%Added
Stonegate Investment Group, LLC13,300$401.0K0.01%−6,650−33.3%Reduced
Mutual Advisors, LLC13,132$396.0K0.02%+236+1.8%Added
Joel Isaacson & Co., LLC13,505$368.0K0.03%+58+0.4%Added
Koshinski Asset Management, Inc.10,790$325.1K0.03%+64+0.6%Added
Eaton Vance Management10,302$310.0K0.00%00.0%Unchanged
Cresset Asset Management, LLC8,830$266.0K0.00%+8,830New
MBA Advisors LLC8,411$253.0K0.16%+622+8.0%Added
Institute for Wealth Management, LLC.8,011$241.0K0.04%00.0%Unchanged
Kovack Advisors, Inc.7,566$227.0K0.02%00.0%Unchanged
Steward Partners Investment Advisory, LLC6,709$202.0K0.00%00.0%Unchanged
RWM Asset Management, LLC3,000$90.0K0.02%+3,000New
Northwestern Mutual Wealth Management Co2,630$79.0K0.00%+1,000+61.3%Added
Money Concepts Capital Corp1,484$45.0K0.00%+1,484New
Aspire Private Capital, LLC1,400$42.0K0.01%00.0%Unchanged
Ancora Advisors, LLC1,325$40.0K0.00%00.0%Unchanged
Parallel Advisors, LLC1,196$36.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.1,025$31.0K0.00%00.0%Unchanged
Fifth Third Bancorp1,000$30.0K0.00%00.0%Unchanged
GPS Wealth Strategies Group, LLC1,007$30.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC827$25.0K0.01%00.0%Unchanged
Allworth Financial LP790$24.0K0.00%+4+0.5%Added
Beacon Capital Management, LLC420$13.0K0.00%+420New
Benjamin F. Edwards & Company, Inc.150$5.00K0.00%00.0%Unchanged
Cordasco Financial Network41$1.00K0.00%+41New
Advisors Asset Management, Inc.0$00.00%−275,554−100.0%Sold out
Commerce Bank0$00.00%−6,460−100.0%Sold out
Syverson Strege & Co0$00.00%−1,951−100.0%Sold out
Trustcore Financial Services, LLC0$00.00%−570−100.0%Sold out
Strategic Asset Management, LLC0$00.00%−50−100.0%Sold out
FMR LLC0$00.00%−1−100.0%Sold out