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 2023
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Mar 31, 2023. 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
- 52
- +2 vs. Q4 2022
- Shares held
- 2.37M
- +349.7K (+17.3%) vs. Q4 2022
- Total value
- $52.7M
- +$10.8M (+25.7%) vs. Q4 2022
- New holders
- 8
- 20 more added
- Sold out
- 6
- 15 more reduced
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 430,436 | $9.57M | 0.30% | +267,455+164.1% | Added |
| Stifel Financial Corp | 184,819 | $4.11M | 0.01% | +77,497+72.2% | Added |
| UBS Group AG | 175,944 | $3.91M | 0.00% | −2,752−1.5% | Reduced |
| Bank of America Corp | 152,686 | $3.39M | 0.00% | −7,137−4.5% | Reduced |
| Advisors Asset Management, Inc. | 147,764 | $3.28M | 0.07% | −33,879−18.7% | Reduced |
| LPL Financial LLC | 118,324 | $2.63M | 0.00% | +3,384+2.9% | Added |
| Morgan Stanley | 100,462 | $2.23M | 0.00% | +4,956+5.2% | Added |
| Wolverine Asset Management LLC | 97,700 | $2.17M | 0.04% | +22,837+30.5% | Added |
| First Trust Advisors LP | 95,391 | $2.12M | 0.00% | −26,903−22.0% | Reduced |
| 1607 Capital Partners, LLC | 88,113 | $1.96M | 0.14% | +18,641+26.8% | Added |
| Wells Fargo & Company | 84,113 | $1.87M | 0.00% | +20,782+32.8% | Added |
| Formidable Asset Management, LLC | 82,000 | $1.83M | 0.39% | −4,843−5.6% | Reduced |
| Woodline Partners LP | 74,467 | $1.66M | 0.02% | +48,861+190.8% | Added |
| Guggenheim Capital LLC | 50,702 | $1.13M | 0.01% | −26,937−34.7% | Reduced |
| Ameriprise Financial Inc | 49,905 | $1.11M | 0.00% | +397+0.8% | Added |
| Raymond James & Associates | 49,101 | $1.09M | 0.00% | −2,878−5.5% | Reduced |
| Advisor Group Holdings, Inc. | 44,935 | $998.9K | 0.00% | +1,857+4.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 36,215 | $805.0K | 0.00% | −238−0.7% | Reduced |
| Royal Bank of Canada | 28,811 | $640.0K | 0.00% | +435+1.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 27,029 | $600.9K | 0.00% | −347−1.3% | Reduced |
| Truist Financial Corp | 22,316 | $496.1K | 0.00% | +3,154+16.5% | Added |
| Susquehanna International Group, LLP | 20,660 | $459.3K | 0.00% | +20,660 | New |
| Hollencrest Capital Management | 18,645 | $414.5K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,610 | $369.2K | 0.00% | +10,971+194.6% | Added |
| Blue Bell Private Wealth Management, LLC | 16,370 | $363.9K | 0.11% | +16,370 | New |
| Stratos Wealth Partners, LTD. | 15,290 | $339.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,933 | $331.0K | 0.00% | −2,018−11.9% | Reduced |
| Private Advisor Group, LLC | 14,101 | $313.5K | 0.00% | +70.0% | Added |
| Joel Isaacson & Co., LLC | 13,708 | $304.7K | 0.02% | +50+0.4% | Added |
| Rockefeller Capital Management L.P. | 13,500 | $300.0K | 0.00% | −1,900−12.3% | Reduced |
| Mutual Advisors, LLC | 11,608 | $258.0K | 0.01% | +213+1.9% | Added |
| Koshinski Asset Management, Inc. | 11,200 | $249.0K | 0.02% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 10,810 | $240.3K | 0.03% | −4,464−29.2% | Reduced |
| NWF Advisory Services Inc. | 9,902 | $227.4K | 0.05% | +9,902 | New |
| CI Private Wealth, LLC | 9,852 | $219.0K | 0.00% | +9,852 | New |
| Elequin Capital LP | 6,450 | $143.4K | 0.10% | −8,566−57.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,800 | $106.7K | 0.00% | −1,909−28.5% | Reduced |
| GWM Advisors LLC | 4,060 | $90.3K | 0.00% | +333+8.9% | Added |
| Ahrens Investment Partners LLC | 4,017 | $89.3K | 0.04% | +4,017 | New |
| Cary Street Partner Investment Advisory LLC | 2,070 | $46.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,663 | $37.0K | 0.00% | −1,700−50.6% | Reduced |
| Aspire Private Capital, LLC | 1,400 | $31.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $29.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,132 | $25.2K | 0.00% | +21+1.9% | Added |
| GPS Wealth Strategies Group, LLC | 1,007 | $22.4K | 0.00% | +1,007 | New |
| Fifth Third Bancorp | 1,000 | $22.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 457 | $10.2K | 0.00% | +8+1.8% | Added |
| Allworth Financial LP | 267 | $5.93K | 0.00% | +5+1.9% | Added |
| Advisory Services Network, LLC | 255 | $5.67K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $4.44K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 155 | $3.00K | 0.00% | +155 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −45,787−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −18,342−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −1,684−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −675−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −628−100.0% | Sold out |