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, Q2 2023
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Jun 30, 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
- 51
- 0 vs. Q1 2023
- Shares held
- 2.57M
- +201.2K (+8.5%) vs. Q1 2023
- Total value
- $58.9M
- +$6.33M (+12.0%) vs. Q1 2023
- New holders
- 5
- 19 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 532,312 | $12.2M | 0.38% | +101,876+23.7% | Added |
| Stifel Financial Corp | 190,591 | $4.38M | 0.01% | +5,772+3.1% | Added |
| UBS Group AG | 176,959 | $4.06M | 0.00% | +1,015+0.6% | Added |
| Bank of America Corp | 146,728 | $3.37M | 0.00% | −5,958−3.9% | Reduced |
| Cornerstone Advisors, LLC | 114,679 | $2.63M | 0.13% | +114,679 | New |
| LPL Financial LLC | 114,336 | $2.63M | 0.00% | −3,988−3.4% | Reduced |
| 1607 Capital Partners, LLC | 108,546 | $2.49M | 0.18% | +20,433+23.2% | Added |
| Wolverine Asset Management LLC | 107,918 | $2.48M | 0.05% | +10,218+10.5% | Added |
| Morgan Stanley | 102,003 | $2.34M | 0.00% | +1,541+1.5% | Added |
| Advisors Asset Management, Inc. | 100,521 | $2.31M | 0.05% | −47,243−32.0% | Reduced |
| First Trust Advisors LP | 91,824 | $2.11M | 0.00% | −3,567−3.7% | Reduced |
| Formidable Asset Management, LLC | 81,547 | $1.87M | 0.41% | −453−0.6% | Reduced |
| Wells Fargo & Company | 75,579 | $1.74M | 0.00% | −8,534−10.1% | Reduced |
| Woodline Partners LP | 74,467 | $1.71M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 53,448 | $1.23M | 0.01% | +2,746+5.4% | Added |
| Ameriprise Financial Inc | 49,419 | $1.13M | 0.00% | −486−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 48,987 | $1.12M | 0.00% | +4,052+9.0% | Added |
| Raymond James & Associates | 48,383 | $1.11M | 0.00% | −718−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,458 | $837.1K | 0.00% | +9,429+34.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,970 | $803.0K | 0.00% | −1,245−3.4% | Reduced |
| Royal Bank of Canada | 32,582 | $748.0K | 0.00% | +3,771+13.1% | Added |
| Truist Financial Corp | 22,237 | $510.6K | 0.00% | −79−0.4% | Reduced |
| Hollencrest Capital Management | 18,645 | $428.1K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,850 | $386.9K | 0.00% | +240+1.4% | Added |
| Blue Bell Private Wealth Management, LLC | 16,370 | $375.9K | 0.10% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 14,990 | $344.2K | 0.01% | −300−2.0% | Reduced |
| Commonwealth Equity Services, LLC | 14,899 | $342.0K | 0.00% | −34−0.2% | Reduced |
| Private Advisor Group, LLC | 14,101 | $323.8K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,758 | $315.9K | 0.02% | +50+0.4% | Added |
| Rockefeller Capital Management L.P. | 13,500 | $310.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,156 | $279.1K | 0.00% | +12,156 | New |
| Mutual Advisors, LLC | 11,896 | $273.1K | 0.01% | +288+2.5% | Added |
| Landscape Capital Management, L.L.C. | 11,390 | $261.5K | 0.03% | +580+5.4% | Added |
| Shaker Financial Services, LLC | 10,000 | $229.6K | 0.10% | +10,000 | New |
| NWF Advisory Services Inc. | 9,902 | $227.4K | 0.05% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 9,852 | $226.2K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,663 | $222.0K | 0.01% | +9,663 | New |
| Steward Partners Investment Advisory, LLC | 4,800 | $110.2K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4,607 | $105.8K | 0.05% | −1,843−28.6% | Reduced |
| GWM Advisors LLC | 4,064 | $93.3K | 0.00% | +4+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,070 | $47.5K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,400 | $32.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $30.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,153 | $26.5K | 0.00% | +21+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,113 | $25.6K | 0.00% | −550−33.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,007 | $23.1K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 839 | $19.0K | 0.00% | +684+441.3% | Added |
| Beacon Capital Management, LLC | 463 | $10.6K | 0.00% | +6+1.3% | Added |
| Allworth Financial LP | 272 | $6.24K | 0.00% | +5+1.9% | Added |
| Ronald Blue Trust, Inc. | 250 | $6.00K | 0.00% | +250 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,660−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |