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, Q1 2024
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Mar 31, 2024. 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
- 0 vs. Q4 2023
- Shares held
- 3.22M
- +219.8K (+7.3%) vs. Q4 2023
- Total value
- $80.5M
- +$9.52M (+13.4%) vs. Q4 2023
- New holders
- 6
- 28 more added
- Sold out
- 6
- 15 more reduced
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 730,722 | $18.3M | 0.53% | +18,696+2.6% | Added |
| Cornerstone Advisors, LLC | 307,755 | $7.69M | 0.32% | +56,645+22.6% | Added |
| Stifel Financial Corp | 187,911 | $4.69M | 0.01% | −1,623−0.9% | Reduced |
| 1607 Capital Partners, LLC | 187,572 | $4.69M | 0.38% | +14,914+8.6% | Added |
| Bank of America Corp | 178,765 | $4.47M | 0.00% | +4,645+2.7% | Added |
| Advisors Asset Management, Inc. | 131,596 | $3.29M | 0.06% | +50,665+62.6% | Added |
| Flagship Harbor Advisors, LLC | 106,873 | $2.67M | 0.17% | +9,452+9.7% | Added |
| Morgan Stanley | 103,826 | $2.59M | 0.00% | −4,698−4.3% | Reduced |
| LPL Financial LLC | 102,663 | $2.56M | 0.00% | +5,003+5.1% | Added |
| First Trust Advisors LP | 91,033 | $2.27M | 0.00% | +3,048+3.5% | Added |
| Wells Fargo & Company | 88,935 | $2.22M | 0.00% | +2,034+2.3% | Added |
| UBS Group AG | 86,771 | $2.17M | 0.00% | −86,842−50.0% | Reduced |
| Formidable Asset Management, LLC | 75,193 | $1.88M | 0.31% | −2,467−3.2% | Reduced |
| CNH Partners LLC | 66,549 | $1.66M | 0.06% | +12,884+24.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 65,994 | $1.65M | 0.00% | +6,756+11.4% | Added |
| Advisor Group Holdings, Inc. | 52,156 | $1.30M | 0.00% | +614+1.2% | Added |
| Ameriprise Financial Inc | 49,715 | $1.24M | 0.00% | −551−1.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 46,347 | $1.16M | 0.02% | +46,197+30,798.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,334 | $1.06M | 0.06% | +10,615+33.5% | Added |
| Raymond James & Associates | 42,300 | $1.06M | 0.00% | −762−1.8% | Reduced |
| Royal Bank of Canada | 36,511 | $912.0K | 0.00% | −33−0.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 34,725 | $867.4K | 0.00% | −1,395−3.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,225 | $805.0K | 0.00% | −759−2.3% | Reduced |
| Wolverine Asset Management LLC | 29,439 | $735.4K | 0.01% | +26,115+785.6% | Added |
| Guggenheim Capital LLC | 27,703 | $692.0K | 0.00% | −1,224−4.2% | Reduced |
| The PNC Financial Services Group, Inc. | 23,450 | $585.8K | 0.00% | +45+0.2% | Added |
| Shaker Financial Services, LLC | 21,425 | $535.2K | 0.21% | +21,425 | New |
| Landscape Capital Management, L.L.C. | 19,931 | $497.9K | 0.04% | +4,294+27.5% | Added |
| Rockefeller Capital Management L.P. | 18,223 | $455.2K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 17,170 | $428.9K | 0.09% | −200−1.2% | Reduced |
| Truist Financial Corp | 16,737 | $418.1K | 0.00% | +157+0.9% | Added |
| Invesco Ltd. | 16,521 | $412.7K | 0.00% | +6,344+62.3% | Added |
| Hollencrest Capital Management | 16,365 | $408.8K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 14,732 | $368.0K | 0.06% | +205+1.4% | Added |
| Joel Isaacson & Co., LLC | 13,928 | $347.9K | 0.02% | +66+0.5% | Added |
| Envestnet Asset Management Inc | 13,596 | $339.6K | 0.00% | +13,596 | New |
| NBC Securities, Inc. | 12,654 | $316.0K | 0.03% | −317−2.4% | Reduced |
| Mutual Advisors, LLC | 12,175 | $304.1K | 0.01% | +272+2.3% | Added |
| Dakota Wealth Management | 11,840 | $295.8K | 0.01% | +210+1.8% | Added |
| Susquehanna International Group, LLP | 11,784 | $294.4K | 0.00% | +11,784 | New |
| Cetera Investment Advisers | 11,648 | $291.0K | 0.00% | +11,648 | New |
| Private Advisor Group, LLC | 10,811 | $270.1K | 0.00% | −379−3.4% | Reduced |
| CI Private Wealth, LLC | 10,552 | $263.6K | 0.00% | −750−6.6% | Reduced |
| Commonwealth Equity Services, LLC | 10,233 | $256.0K | 0.00% | +424+4.3% | Added |
| NWF Advisory Services Inc. | 9,109 | $227.5K | 0.04% | +84+0.9% | Added |
| Comerica Bank | 6,152 | $153.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,800 | $119.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 4,043 | $101.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,591 | $64.7K | 0.00% | +33+1.3% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $47.5K | 0.00% | −720−27.5% | Reduced |
| Ancora Advisors, LLC | 1,325 | $33.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $25.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,004 | $25.1K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 665 | $16.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 488 | $12.2K | 0.00% | +20+4.3% | Added |
| Spire Wealth Management | 300 | $7.49K | 0.00% | +300 | New |
| Allworth Financial LP | 289 | $7.21K | 0.00% | +7+2.5% | Added |
| IAG Wealth Partners, LLC | 20 | $500 | 0.00% | +20 | New |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −13,840−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |