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