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, Q3 2024
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Sep 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
- 64
- +5 vs. Q2 2024
- Shares held
- 3.43M
- +171.2K (+5.3%) vs. Q2 2024
- Total value
- $92.3M
- +$9.30M (+11.2%) vs. Q2 2024
- New holders
- 6
- 28 more added
- Sold out
- 1
- 16 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 706,855 | $18.8M | 0.52% | −16,595−2.3% | Reduced |
| Cornerstone Advisors, LLC | 322,348 | $8.56M | 0.34% | −31,593−8.9% | Reduced |
| 1607 Capital Partners, LLC | 245,990 | $6.53M | 0.60% | +46,074+23.0% | Added |
| Advisors Asset Management, Inc. | 193,313 | $5.13M | 0.09% | +11,350+6.2% | Added |
| Stifel Financial Corp | 181,063 | $4.81M | 0.01% | −4,034−2.2% | Reduced |
| International Assets Investment Management, LLC | 123,862 | $4.67M | 0.02% | +123,862 | New |
| Bank of America Corp | 136,497 | $3.62M | 0.00% | −35,117−20.5% | Reduced |
| Flagship Harbor Advisors, LLC | 123,260 | $3.27M | 0.18% | +1,375+1.1% | Added |
| LPL Financial LLC | 105,684 | $2.80M | 0.00% | +493+0.5% | Added |
| Morgan Stanley | 105,035 | $2.79M | 0.00% | +1,663+1.6% | Added |
| First Trust Advisors LP | 98,723 | $2.62M | 0.00% | +2,834+3.0% | Added |
| Wells Fargo & Company | 96,938 | $2.57M | 0.00% | +2,822+3.0% | Added |
| CNH Partners LLC | 76,092 | $2.01M | 0.05% | −5,958−7.3% | Reduced |
| Formidable Asset Management, LLC | 70,482 | $1.87M | 0.30% | −2,836−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 69,081 | $1.83M | 0.00% | +1,112+1.6% | Added |
| Ameriprise Financial Inc | 53,810 | $1.43M | 0.00% | +3,655+7.3% | Added |
| Benjamin Edwards Inc | 52,356 | $1.39M | 0.02% | +52,356 | New |
| UBS Group AG | 46,399 | $1.23M | 0.00% | −6,222−11.8% | Reduced |
| Raymond James & Associates | 43,340 | $1.15M | 0.00% | +1,015+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,114 | $1.14M | 0.05% | −243−0.6% | Reduced |
| Wolverine Asset Management LLC | 38,692 | $1.03M | 0.02% | +20,422+111.8% | Added |
| Invesco Ltd. | 37,116 | $985.1K | 0.00% | +9,776+35.8% | Added |
| Royal Bank of Canada | 35,943 | $954.0K | 0.00% | +1,607+4.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,448 | $835.0K | 0.00% | −1,280−3.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 31,085 | $825.0K | 0.00% | +222+0.7% | Added |
| Guggenheim Capital LLC | 24,414 | $647.9K | 0.00% | −8,096−24.9% | Reduced |
| The PNC Financial Services Group, Inc. | 22,939 | $608.8K | 0.00% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 21,739 | $577.0K | 0.22% | −788−3.5% | Reduced |
| Rockefeller Capital Management L.P. | 18,322 | $486.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 16,818 | $446.4K | 0.00% | −1,628−8.8% | Reduced |
| Truist Financial Corp | 16,459 | $436.8K | 0.00% | +1,444+9.6% | Added |
| Hollencrest Capital Management | 16,365 | $434.3K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 15,696 | $414.7K | 0.04% | +309+2.0% | Added |
| Private Advisor Group, LLC | 14,116 | $374.6K | 0.00% | +741+5.5% | Added |
| Joel Isaacson & Co., LLC | 14,049 | $372.9K | 0.02% | +60+0.4% | Added |
| Blue Bell Private Wealth Management, LLC | 13,602 | $361.0K | 0.07% | −168−1.2% | Reduced |
| GWM Advisors LLC | 13,338 | $354.0K | 0.00% | +167+1.3% | Added |
| Envestnet Asset Management Inc | 12,805 | $339.8K | 0.00% | +994+8.4% | Added |
| Dakota Wealth Management | 12,440 | $330.2K | 0.01% | +300+2.5% | Added |
| Mutual Advisors, LLC | 12,679 | $327.1K | 0.01% | +249+2.0% | Added |
| NBC Securities, Inc. | 11,879 | $315.0K | 0.03% | −253−2.1% | Reduced |
| Cetera Investment Advisers | 11,737 | $311.5K | 0.00% | +163+1.4% | Added |
| CI Private Wealth, LLC | 11,053 | $293.3K | 0.00% | +10.0% | Added |
| Goldman Sachs Group Inc | 10,800 | $286.6K | 0.00% | +10,800 | New |
| Ashton Thomas Securities, LLC | 10,690 | $283.7K | 0.06% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 10,191 | $270.0K | 0.00% | +10+0.1% | Added |
| Landscape Capital Management, L.L.C. | 9,757 | $259.0K | 0.03% | −10,007−50.6% | Reduced |
| NWF Advisory Services Inc. | 8,163 | $216.6K | 0.03% | −862−9.6% | Reduced |
| Comerica Bank | 6,152 | $163.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 5,137 | $136.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 4,800 | $127.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,690 | $71.4K | 0.00% | +50+1.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $50.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $35.2K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,059 | $28.1K | 0.01% | +1,059 | New |
| GPS Wealth Strategies Group, LLC | 1,007 | $26.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $24.5K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 850 | $22.6K | 0.01% | +850 | New |
| Aspire Private Capital, LLC | 665 | $17.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 505 | $13.4K | 0.00% | +6+1.2% | Added |
| CWM, LLC | 286 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 300 | $7.97K | 0.00% | +5+1.7% | Added |
| Spire Wealth Management | 300 | $7.96K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $7.96K | 0.00% | +300 | New |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |