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 |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 250 | $6.00K | 0.00% | +250 | New |
| Allworth Financial LP | 272 | $6.24K | 0.00% | +5+1.9% | Added |
| Beacon Capital Management, LLC | 463 | $10.6K | 0.00% | +6+1.3% | Added |
| CWM, LLC | 839 | $19.0K | 0.00% | +684+441.3% | Added |
| GPS Wealth Strategies Group, LLC | 1,007 | $23.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,113 | $25.6K | 0.00% | −550−33.1% | Reduced |
| Parallel Advisors, LLC | 1,153 | $26.5K | 0.00% | +21+1.9% | Added |
| Ancora Advisors, LLC | 1,325 | $30.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,400 | $32.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2,070 | $47.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,064 | $93.3K | 0.00% | +4+0.1% | Added |
| Elequin Capital LP | 4,607 | $105.8K | 0.05% | −1,843−28.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 4,800 | $110.2K | 0.00% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 9,663 | $222.0K | 0.01% | +9,663 | New |
| CI Private Wealth, LLC | 9,852 | $226.2K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 9,902 | $227.4K | 0.05% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 10,000 | $229.6K | 0.10% | +10,000 | New |
| Landscape Capital Management, L.L.C. | 11,390 | $261.5K | 0.03% | +580+5.4% | Added |
| Mutual Advisors, LLC | 11,896 | $273.1K | 0.01% | +288+2.5% | Added |
| Cerity Partners LLC | 12,156 | $279.1K | 0.00% | +12,156 | New |
| Rockefeller Capital Management L.P. | 13,500 | $310.0K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 13,758 | $315.9K | 0.02% | +50+0.4% | Added |
| Private Advisor Group, LLC | 14,101 | $323.8K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,899 | $342.0K | 0.00% | −34−0.2% | Reduced |
| Stratos Wealth Partners, LTD. | 14,990 | $344.2K | 0.01% | −300−2.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 16,370 | $375.9K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16,850 | $386.9K | 0.00% | +240+1.4% | Added |
| Hollencrest Capital Management | 18,645 | $428.1K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 22,237 | $510.6K | 0.00% | −79−0.4% | Reduced |
| Royal Bank of Canada | 32,582 | $748.0K | 0.00% | +3,771+13.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 34,970 | $803.0K | 0.00% | −1,245−3.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,458 | $837.1K | 0.00% | +9,429+34.9% | Added |
| Raymond James & Associates | 48,383 | $1.11M | 0.00% | −718−1.5% | Reduced |
| Advisor Group Holdings, Inc. | 48,987 | $1.12M | 0.00% | +4,052+9.0% | Added |
| Ameriprise Financial Inc | 49,419 | $1.13M | 0.00% | −486−1.0% | Reduced |
| Guggenheim Capital LLC | 53,448 | $1.23M | 0.01% | +2,746+5.4% | Added |
| Woodline Partners LP | 74,467 | $1.71M | 0.02% | 00.0% | Unchanged |
| Wells Fargo & Company | 75,579 | $1.74M | 0.00% | −8,534−10.1% | Reduced |
| Formidable Asset Management, LLC | 81,547 | $1.87M | 0.41% | −453−0.6% | Reduced |
| First Trust Advisors LP | 91,824 | $2.11M | 0.00% | −3,567−3.7% | Reduced |
| Advisors Asset Management, Inc. | 100,521 | $2.31M | 0.05% | −47,243−32.0% | Reduced |
| Morgan Stanley | 102,003 | $2.34M | 0.00% | +1,541+1.5% | Added |
| Wolverine Asset Management LLC | 107,918 | $2.48M | 0.05% | +10,218+10.5% | Added |
| 1607 Capital Partners, LLC | 108,546 | $2.49M | 0.18% | +20,433+23.2% | Added |
| LPL Financial LLC | 114,336 | $2.63M | 0.00% | −3,988−3.4% | Reduced |
| Cornerstone Advisors, LLC | 114,679 | $2.63M | 0.13% | +114,679 | New |
| Bank of America Corp | 146,728 | $3.37M | 0.00% | −5,958−3.9% | Reduced |
| UBS Group AG | 176,959 | $4.06M | 0.00% | +1,015+0.6% | Added |
| Stifel Financial Corp | 190,591 | $4.38M | 0.01% | +5,772+3.1% | Added |
| Karpus Management, Inc. | 532,312 | $12.2M | 0.38% | +101,876+23.7% | Added |
| 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 |