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