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 2022
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Dec 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
- 50
- +6 vs. Q3 2022
- Shares held
- 2.02M
- +519.7K (+34.7%) vs. Q3 2022
- Total value
- $41.9M
- +$11.4M (+37.2%) vs. Q3 2022
- New holders
- 12
- 19 more added
- Sold out
- 6
- 10 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: 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 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 181,643 | $3.80M | 0.08% | −39,361−17.8% | Reduced |
| UBS Group AG | 178,696 | $3.74M | 0.00% | +22,406+14.3% | Added |
| Karpus Management, Inc. | 162,981 | $3.41M | 0.12% | +162,981 | New |
| Bank of America Corp | 159,823 | $3.35M | 0.00% | +88,302+123.5% | Added |
| First Trust Advisors LP | 122,294 | $2.56M | 0.00% | −1,186−1.0% | Reduced |
| LPL Financial LLC | 114,940 | $2.41M | 0.00% | −5,984−4.9% | Reduced |
| Stifel Financial Corp | 107,322 | $2.25M | 0.00% | +68,238+174.6% | Added |
| Morgan Stanley | 95,506 | $2.00M | 0.00% | −7,227−7.0% | Reduced |
| Formidable Asset Management, LLC | 86,843 | $1.82M | 0.41% | −3,000−3.3% | Reduced |
| Guggenheim Capital LLC | 77,639 | $1.63M | 0.01% | +10,076+14.9% | Added |
| Wolverine Asset Management LLC | 74,863 | $1.57M | 0.02% | +63,737+572.9% | Added |
| 1607 Capital Partners, LLC | 69,472 | $1.45M | 0.10% | +69,472 | New |
| Wells Fargo & Company | 63,331 | $1.33M | 0.00% | +6,443+11.3% | Added |
| Raymond James & Associates | 51,979 | $1.09M | 0.00% | +4,895+10.4% | Added |
| Ameriprise Financial Inc | 49,508 | $1.04M | 0.00% | +163+0.3% | Added |
| Shaker Financial Services, LLC | 45,787 | $958.8K | 0.45% | +31,877+229.2% | Added |
| Advisor Group Holdings, Inc. | 43,078 | $901.0K | 0.00% | +3,206+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,453 | $763.0K | 0.00% | +678+1.9% | Added |
| Royal Bank of Canada | 28,376 | $594.0K | 0.00% | −87−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 27,376 | $573.2K | 0.00% | −6,075−18.2% | Reduced |
| Woodline Partners LP | 25,606 | $536.2K | 0.01% | +25,606 | New |
| Truist Financial Corp | 19,162 | $401.2K | 0.00% | +19,162 | New |
| Hollencrest Capital Management | 18,645 | $390.4K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,342 | $384.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 16,951 | $354.0K | 0.00% | +83+0.5% | Added |
| Rockefeller Capital Management L.P. | 15,400 | $322.0K | 0.00% | +8,520+123.8% | Added |
| Stratos Wealth Partners, LTD. | 15,290 | $320.2K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 15,274 | $319.8K | 0.05% | +15,274 | New |
| Elequin Capital LP | 15,016 | $314.4K | 0.09% | +15,016 | New |
| Joel Isaacson & Co., LLC | 13,658 | $286.0K | 0.02% | +60+0.4% | Added |
| Mutual Advisors, LLC | 11,395 | $238.6K | 0.01% | +162+1.4% | Added |
| Koshinski Asset Management, Inc. | 11,200 | $234.5K | 0.02% | +253+2.3% | Added |
| Steward Partners Investment Advisory, LLC | 6,709 | $140.5K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,639 | $118.1K | 0.00% | +3,040+117.0% | Added |
| Northwestern Mutual Wealth Management Co | 3,363 | $70.4K | 0.00% | +1,924+133.7% | Added |
| Cary Street Partner Investment Advisory LLC | 2,070 | $43.3K | 0.00% | +2,070 | New |
| Money Concepts Capital Corp | 1,684 | $35.3K | 0.00% | +1,684 | New |
| Aspire Private Capital, LLC | 1,400 | $29.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $28.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,111 | $23.3K | 0.00% | −102−8.4% | Reduced |
| Fifth Third Bancorp | 1,000 | $20.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 748 | $15.7K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 675 | $14.1K | 0.01% | +675 | New |
| Parkside Financial Bank & Trust | 628 | $13.2K | 0.00% | +628 | New |
| Beacon Capital Management, LLC | 449 | $9.40K | 0.00% | +19+4.4% | Added |
| Allworth Financial LP | 262 | $5.49K | 0.00% | −55−17.4% | Reduced |
| Advisory Services Network, LLC | 255 | $5.34K | 0.00% | +255 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 14,094 | $295 | 0.00% | −4,999−26.2% | Reduced |
| GWM Advisors LLC | 3,727 | $78 | 0.00% | +3,727 | New |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −12,697−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |