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, Q4 2023
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Dec 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
- 58
- +5 vs. Q3 2023
- Shares held
- 3.00M
- +201.4K (+7.2%) vs. Q3 2023
- Total value
- $71.0M
- +$11.2M (+18.7%) vs. Q3 2023
- New holders
- 9
- 25 more added
- Sold out
- 4
- 18 more reduced
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 712,026 | $16.8M | 0.51% | +64,196+9.9% | Added |
| Cornerstone Advisors, LLC | 251,110 | $5.94M | 0.26% | +25,389+11.2% | Added |
| Stifel Financial Corp | 189,534 | $4.48M | 0.01% | −1,196−0.6% | Reduced |
| Bank of America Corp | 174,120 | $4.12M | 0.00% | +22,782+15.1% | Added |
| UBS Group AG | 173,613 | $4.10M | 0.00% | +886+0.5% | Added |
| 1607 Capital Partners, LLC | 172,658 | $4.08M | 0.29% | +17,058+11.0% | Added |
| Morgan Stanley | 108,524 | $2.57M | 0.00% | +9,670+9.8% | Added |
| LPL Financial LLC | 97,660 | $2.31M | 0.00% | −12,026−11.0% | Reduced |
| Flagship Harbor Advisors, LLC | 97,421 | $2.30M | 0.17% | +13,627+16.3% | Added |
| First Trust Advisors LP | 87,985 | $2.08M | 0.00% | −5,119−5.5% | Reduced |
| Wells Fargo & Company | 86,901 | $2.05M | 0.00% | +13,122+17.8% | Added |
| Advisors Asset Management, Inc. | 80,931 | $1.91M | 0.04% | +3,420+4.4% | Added |
| Formidable Asset Management, LLC | 77,660 | $1.84M | 0.40% | −2,737−3.4% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 59,238 | $1.40M | 0.00% | +949+1.6% | Added |
| CNH Partners LLC | 53,665 | $1.27M | 0.05% | +33,755+169.5% | Added |
| Advisor Group Holdings, Inc. | 51,542 | $1.22M | 0.00% | −8,964−14.8% | Reduced |
| Ameriprise Financial Inc | 50,266 | $1.19M | 0.00% | +1,777+3.7% | Added |
| Raymond James & Associates | 43,062 | $1.02M | 0.00% | −4,982−10.4% | Reduced |
| Royal Bank of Canada | 36,544 | $864.0K | 0.00% | +2,233+6.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 36,120 | $853.9K | 0.00% | −3,461−8.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,984 | $780.0K | 0.00% | −1,958−5.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 31,719 | $749.8K | 0.04% | +14,792+87.4% | Added |
| Guggenheim Capital LLC | 28,927 | $683.8K | 0.01% | −7,030−19.6% | Reduced |
| The PNC Financial Services Group, Inc. | 23,405 | $553.3K | 0.00% | +3,445+17.3% | Added |
| Rockefeller Capital Management L.P. | 18,223 | $430.8K | 0.00% | +4,723+35.0% | Added |
| Blue Bell Private Wealth Management, LLC | 17,370 | $410.6K | 0.10% | +1,100+6.8% | Added |
| Truist Financial Corp | 16,580 | $391.9K | 0.00% | −1,078−6.1% | Reduced |
| Hollencrest Capital Management | 16,365 | $386.9K | 0.04% | −2,280−12.2% | Reduced |
| Landscape Capital Management, L.L.C. | 15,637 | $369.7K | 0.03% | +15,637 | New |
| Silver Oak Securities, Inc | 14,527 | $343.4K | 0.05% | +1,830+14.4% | Added |
| Joel Isaacson & Co., LLC | 13,862 | $327.7K | 0.02% | +54+0.4% | Added |
| Stratos Wealth Partners, LTD. | 13,840 | $327.2K | 0.01% | −750−5.1% | Reduced |
| NBC Securities, Inc. | 12,971 | $306.0K | 0.03% | −525−3.9% | Reduced |
| Mutual Advisors, LLC | 11,903 | $281.4K | 0.01% | −63−0.5% | Reduced |
| Dakota Wealth Management | 11,630 | $274.9K | 0.01% | +1,055+10.0% | Added |
| CI Private Wealth, LLC | 11,302 | $267.2K | 0.00% | +1,450+14.7% | Added |
| Private Advisor Group, LLC | 11,190 | $264.5K | 0.00% | +11,190 | New |
| Invesco Ltd. | 10,177 | $240.6K | 0.00% | −7−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 9,809 | $232.0K | 0.00% | −4,233−30.1% | Reduced |
| NWF Advisory Services Inc. | 9,025 | $213.3K | 0.04% | −691−7.1% | Reduced |
| Comerica Bank | 6,152 | $145.4K | 0.00% | +287+4.9% | Added |
| Steward Partners Investment Advisory, LLC | 4,800 | $113.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,043 | $95.6K | 0.00% | −21−0.5% | Reduced |
| Wolverine Asset Management LLC | 3,324 | $78.6K | 0.00% | +3,324 | New |
| Northwestern Mutual Wealth Management Co | 2,620 | $61.9K | 0.00% | +2,620 | New |
| Parallel Advisors, LLC | 2,558 | $60.5K | 0.00% | +1,384+117.9% | Added |
| Jones Financial Companies LLLP | 1,570 | $37.1K | 0.00% | +1,570 | New |
| Ancora Advisors, LLC | 1,325 | $31.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $23.8K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,004 | $23.7K | 0.00% | +1,004 | New |
| CWM, LLC | 840 | $20.0K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 665 | $15.7K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 468 | $10.0K | 0.00% | +5+1.1% | Added |
| Allworth Financial LP | 282 | $6.67K | 0.00% | +5+1.8% | Added |
| Advisory Services Network, LLC | 255 | $6.03K | 0.00% | +255 | New |
| NewSquare Capital LLC | 200 | $4.73K | 0.00% | +200 | New |
| Benjamin F. Edwards & Company, Inc. | 150 | $4.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $24 | 0.00% | +1 | New |
| Mariner, LLC | 0 | $0 | 0.00% | −10,634−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |