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, Q2 2024
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Jun 30, 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
- 60
- +2 vs. Q1 2024
- Shares held
- 3.30M
- +78.7K (+2.4%) vs. Q1 2024
- Total value
- $84.2M
- +$3.67M (+4.6%) vs. Q1 2024
- New holders
- 4
- 27 more added
- Sold out
- 2
- 21 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 723,450 | $18.4M | 0.52% | −7,272−1.0% | Reduced |
| Cornerstone Advisors, LLC | 353,941 | $9.03M | 0.37% | +46,186+15.0% | Added |
| 1607 Capital Partners, LLC | 199,916 | $5.10M | 0.46% | +12,344+6.6% | Added |
| Stifel Financial Corp | 185,097 | $4.72M | 0.01% | −2,814−1.5% | Reduced |
| Advisors Asset Management, Inc. | 181,963 | $4.64M | 0.09% | +50,367+38.3% | Added |
| Bank of America Corp | 171,614 | $4.38M | 0.00% | −7,151−4.0% | Reduced |
| Flagship Harbor Advisors, LLC | 121,885 | $3.11M | 0.19% | +15,012+14.0% | Added |
| LPL Financial LLC | 105,191 | $2.68M | 0.00% | +2,528+2.5% | Added |
| Morgan Stanley | 103,372 | $2.64M | 0.00% | −454−0.4% | Reduced |
| First Trust Advisors LP | 95,889 | $2.45M | 0.00% | +4,856+5.3% | Added |
| Wells Fargo & Company | 94,116 | $2.40M | 0.00% | +5,181+5.8% | Added |
| CNH Partners LLC | 82,050 | $2.08M | 0.05% | +15,501+23.3% | Added |
| Formidable Asset Management, LLC | 73,318 | $1.87M | 0.30% | −1,875−2.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 67,969 | $1.73M | 0.00% | +1,975+3.0% | Added |
| UBS Group AG | 52,621 | $1.34M | 0.00% | −34,150−39.4% | Reduced |
| Ameriprise Financial Inc | 50,155 | $1.28M | 0.00% | +440+0.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 46,208 | $1.18M | 0.02% | −139−0.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 43,357 | $1.11M | 0.06% | +1,023+2.4% | Added |
| Raymond James & Associates | 42,325 | $1.08M | 0.00% | +25+0.1% | Added |
| Royal Bank of Canada | 34,336 | $876.0K | 0.00% | −2,175−6.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 32,728 | $835.0K | 0.00% | +503+1.6% | Added |
| Guggenheim Capital LLC | 32,510 | $829.0K | 0.01% | +4,807+17.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,863 | $787.0K | 0.00% | −3,862−11.1% | Reduced |
| Invesco Ltd. | 27,340 | $697.2K | 0.00% | +10,819+65.5% | Added |
| The PNC Financial Services Group, Inc. | 22,939 | $584.9K | 0.00% | −511−2.2% | Reduced |
| Shaker Financial Services, LLC | 22,527 | $574.4K | 0.23% | +1,102+5.1% | Added |
| Landscape Capital Management, L.L.C. | 19,764 | $504.0K | 0.04% | −167−0.8% | Reduced |
| Advisor Group Holdings, Inc. | 18,446 | $470.4K | 0.00% | −33,710−64.6% | Reduced |
| Rockefeller Capital Management L.P. | 18,322 | $467.2K | 0.00% | +99+0.5% | Added |
| Wolverine Asset Management LLC | 18,270 | $465.9K | 0.01% | −11,169−37.9% | Reduced |
| Hollencrest Capital Management | 16,365 | $417.3K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 15,387 | $392.4K | 0.06% | +655+4.4% | Added |
| Truist Financial Corp | 15,015 | $382.9K | 0.00% | −1,722−10.3% | Reduced |
| Joel Isaacson & Co., LLC | 13,989 | $356.7K | 0.02% | +61+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 13,770 | $351.1K | 0.07% | −3,400−19.8% | Reduced |
| Private Advisor Group, LLC | 13,375 | $341.1K | 0.00% | +2,564+23.7% | Added |
| GWM Advisors LLC | 13,171 | $335.9K | 0.00% | +9,128+225.8% | Added |
| Mutual Advisors, LLC | 12,430 | $311.5K | 0.01% | +255+2.1% | Added |
| Dakota Wealth Management | 12,140 | $309.6K | 0.01% | +300+2.5% | Added |
| NBC Securities, Inc. | 12,132 | $309.0K | 0.03% | −522−4.1% | Reduced |
| Envestnet Asset Management Inc | 11,811 | $301.2K | 0.00% | −1,785−13.1% | Reduced |
| Cetera Investment Advisers | 11,574 | $295.1K | 0.00% | −74−0.6% | Reduced |
| CI Private Wealth, LLC | 11,052 | $281.8K | 0.00% | +500+4.7% | Added |
| Ashton Thomas Securities, LLC | 10,690 | $276.6K | 0.07% | +10,690 | New |
| Commonwealth Equity Services, LLC | 10,181 | $260.0K | 0.00% | −52−0.5% | Reduced |
| NWF Advisory Services Inc. | 9,025 | $230.1K | 0.04% | −84−0.9% | Reduced |
| Comerica Bank | 6,152 | $156.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,137 | $133.0K | 0.00% | +5,137 | New |
| Steward Partners Investment Advisory, LLC | 4,800 | $122.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,640 | $67.3K | 0.00% | +49+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $48.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $33.8K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1,265 | $32.3K | 0.01% | +1,265 | New |
| GPS Wealth Strategies Group, LLC | 1,007 | $25.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $23.5K | 0.00% | −82−8.2% | Reduced |
| Aspire Private Capital, LLC | 665 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 499 | $12.7K | 0.00% | +11+2.3% | Added |
| Spire Wealth Management | 300 | $7.65K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 295 | $7.55K | 0.00% | +6+2.1% | Added |
| CWM, LLC | 286 | $7.00K | 0.00% | +286 | New |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,784−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |