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, Q3 2023
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Sep 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
- 53
- +2 vs. Q2 2023
- Shares held
- 2.80M
- +235.9K (+9.2%) vs. Q2 2023
- Total value
- $59.8M
- +$907.2K (+1.5%) vs. Q2 2023
- New holders
- 9
- 16 more added
- Sold out
- 7
- 18 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 647,830 | $13.8M | 0.46% | +115,518+21.7% | Added |
| Cornerstone Advisors, LLC | 225,721 | $4.82M | 0.22% | +111,042+96.8% | Added |
| Stifel Financial Corp | 190,730 | $4.07M | 0.01% | +139+0.1% | Added |
| UBS Group AG | 172,727 | $3.69M | 0.00% | −4,232−2.4% | Reduced |
| 1607 Capital Partners, LLC | 155,600 | $3.32M | 0.25% | +47,054+43.3% | Added |
| Bank of America Corp | 151,338 | $3.23M | 0.00% | +4,610+3.1% | Added |
| LPL Financial LLC | 109,686 | $2.34M | 0.00% | −4,650−4.1% | Reduced |
| Morgan Stanley | 98,854 | $2.11M | 0.00% | −3,149−3.1% | Reduced |
| First Trust Advisors LP | 93,104 | $1.99M | 0.00% | +1,280+1.4% | Added |
| Flagship Harbor Advisors, LLC | 83,794 | $1.79M | 0.15% | +83,794 | New |
| Formidable Asset Management, LLC | 80,397 | $1.72M | 0.38% | −1,150−1.4% | Reduced |
| Advisors Asset Management, Inc. | 77,511 | $1.65M | 0.04% | −23,010−22.9% | Reduced |
| Wells Fargo & Company | 73,779 | $1.58M | 0.00% | −1,800−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 60,506 | $1.29M | 0.00% | +11,519+23.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 58,289 | $1.24M | 0.00% | +58,289 | New |
| Ameriprise Financial Inc | 48,489 | $1.04M | 0.00% | −930−1.9% | Reduced |
| Raymond James & Associates | 48,044 | $1.03M | 0.00% | −339−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 39,581 | $845.1K | 0.00% | +3,123+8.6% | Added |
| Guggenheim Capital LLC | 35,957 | $767.7K | 0.01% | −17,491−32.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 34,942 | $746.0K | 0.00% | −28−0.1% | Reduced |
| Royal Bank of Canada | 34,311 | $732.0K | 0.00% | +1,729+5.3% | Added |
| The PNC Financial Services Group, Inc. | 19,960 | $426.1K | 0.00% | +3,110+18.5% | Added |
| CNH Partners LLC | 19,910 | $425.1K | 0.02% | +19,910 | New |
| Hollencrest Capital Management | 18,645 | $398.1K | 0.05% | 00.0% | Unchanged |
| Truist Financial Corp | 17,658 | $377.0K | 0.00% | −4,579−20.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 16,927 | $361.4K | 0.02% | +7,264+75.2% | Added |
| Blue Bell Private Wealth Management, LLC | 16,270 | $347.4K | 0.09% | −100−0.6% | Reduced |
| Stratos Wealth Partners, LTD. | 14,590 | $311.5K | 0.01% | −400−2.7% | Reduced |
| Commonwealth Equity Services, LLC | 14,042 | $300.0K | 0.00% | −857−5.8% | Reduced |
| Joel Isaacson & Co., LLC | 13,808 | $294.8K | 0.02% | +50+0.4% | Added |
| Rockefeller Capital Management L.P. | 13,500 | $288.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 13,496 | $288.0K | 0.03% | +13,496 | New |
| Silver Oak Securities, Inc | 12,697 | $271.1K | 0.06% | +12,697 | New |
| Mutual Advisors, LLC | 11,966 | $255.5K | 0.01% | +70+0.6% | Added |
| Mariner, LLC | 10,634 | $227.0K | 0.00% | +10,634 | New |
| Dakota Wealth Management | 10,575 | $225.8K | 0.01% | +10,575 | New |
| Invesco Ltd. | 10,184 | $217.4K | 0.00% | +10,184 | New |
| CI Private Wealth, LLC | 9,852 | $210.3K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 9,716 | $207.4K | 0.05% | −186−1.9% | Reduced |
| Comerica Bank | 5,865 | $125.2K | 0.00% | +5,865 | New |
| Steward Partners Investment Advisory, LLC | 4,800 | $102.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,064 | $86.8K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 3,613 | $77.1K | 0.01% | −994−21.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1,785 | $38.1K | 0.00% | −285−13.8% | Reduced |
| Ancora Advisors, LLC | 1,325 | $28.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,174 | $25.1K | 0.00% | +21+1.8% | Added |
| GPS Wealth Strategies Group, LLC | 1,007 | $21.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 840 | $18.0K | 0.00% | +1+0.1% | Added |
| Aspire Private Capital, LLC | 665 | $14.2K | 0.00% | −735−52.5% | Reduced |
| Beacon Capital Management, LLC | 463 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 277 | $5.91K | 0.00% | +5+1.8% | Added |
| Benjamin F. Edwards & Company, Inc. | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −107,918−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −74,467−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −14,101−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,156−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,113−100.0% | Sold out |