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