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