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