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, Q4 2024
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Dec 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
- −4 vs. Q3 2024
- Shares held
- 3.20M
- −150.2K (−4.5%) vs. Q3 2024
- Total value
- $80.9M
- −$9.44M (−10.5%) vs. Q3 2024
- New holders
- 3
- 22 more added
- Sold out
- 7
- 19 more reduced
2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 695,488 | $17.6M | 0.52% | −11,367−1.6% | Reduced |
| Cornerstone Advisors, LLC | 275,963 | $6.97M | 0.28% | −46,385−14.4% | Reduced |
| 1607 Capital Partners, LLC | 248,949 | $6.29M | 0.51% | +2,959+1.2% | Added |
| Advisors Asset Management, Inc. | 198,428 | $5.01M | 0.09% | +5,115+2.6% | Added |
| Stifel Financial Corp | 180,722 | $4.57M | 0.00% | −341−0.2% | Reduced |
| Bank of America Corp | 124,895 | $3.15M | 0.00% | −11,602−8.5% | Reduced |
| Flagship Harbor Advisors, LLC | 124,004 | $3.13M | 0.16% | +744+0.6% | Added |
| Morgan Stanley | 109,699 | $2.77M | 0.00% | +4,664+4.4% | Added |
| LPL Financial LLC | 109,387 | $2.76M | 0.00% | +3,703+3.5% | Added |
| First Trust Advisors LP | 101,865 | $2.57M | 0.00% | +3,142+3.2% | Added |
| Wells Fargo & Company | 99,758 | $2.52M | 0.00% | +2,820+2.9% | Added |
| Raymond James Financial Inc | 73,859 | $1.87M | 0.00% | +73,859 | New |
| Wealth Enhancement Advisory Services, LLC | 70,236 | $1.77M | 0.00% | +1,155+1.7% | Added |
| Formidable Asset Management, LLC | 68,482 | $1.73M | 0.28% | −2,000−2.8% | Reduced |
| CNH Partners LLC | 61,387 | $1.55M | 0.04% | −14,705−19.3% | Reduced |
| Ameriprise Financial Inc | 53,908 | $1.36M | 0.00% | +98+0.2% | Added |
| Benjamin Edwards Inc | 46,887 | $1.18M | 0.02% | −5,469−10.4% | Reduced |
| Shaker Financial Services, LLC | 42,950 | $1.08M | 0.42% | +21,211+97.6% | Added |
| Invesco Ltd. | 42,802 | $1.08M | 0.00% | +5,686+15.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 42,763 | $1.08M | 0.05% | −351−0.8% | Reduced |
| UBS Group AG | 41,292 | $1.04M | 0.00% | −5,107−11.0% | Reduced |
| Royal Bank of Canada | 35,219 | $890.0K | 0.00% | −724−2.0% | Reduced |
| Guggenheim Capital LLC | 33,091 | $835.9K | 0.01% | +8,677+35.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 31,444 | $794.0K | 0.00% | −40.0% | Reduced |
| The PNC Financial Services Group, Inc. | 22,939 | $579.4K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 21,585 | $545.2K | 0.00% | +4,767+28.3% | Added |
| Truist Financial Corp | 18,619 | $470.3K | 0.00% | +2,160+13.1% | Added |
| Rockefeller Capital Management L.P. | 18,322 | $462.8K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 17,252 | $434.4K | 0.04% | +1,556+9.9% | Added |
| Hollencrest Capital Management | 16,365 | $413.4K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 14,946 | $377.5K | 0.00% | +2,141+16.7% | Added |
| Joel Isaacson & Co., LLC | 14,111 | $356.4K | 0.02% | +62+0.4% | Added |
| GWM Advisors LLC | 13,175 | $332.8K | 0.00% | −163−1.2% | Reduced |
| Mutual Advisors, LLC | 12,938 | $332.8K | 0.01% | +259+2.0% | Added |
| Cetera Investment Advisers | 12,614 | $318.6K | 0.00% | +877+7.5% | Added |
| Dakota Wealth Management | 12,440 | $314.2K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 12,402 | $313.3K | 0.00% | +12,402 | New |
| Blue Bell Private Wealth Management, LLC | 11,349 | $286.7K | 0.05% | −2,253−16.6% | Reduced |
| CI Private Wealth, LLC | 11,052 | $279.2K | 0.00% | −10.0% | Reduced |
| Ashton Thomas Securities, LLC | 10,690 | $270.0K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,410 | $263.0K | 0.00% | +5,610+116.9% | Added |
| Commonwealth Equity Services, LLC | 10,180 | $257.0K | 0.00% | −11−0.1% | Reduced |
| Private Advisor Group, LLC | 9,384 | $237.0K | 0.00% | −4,732−33.5% | Reduced |
| Comerica Bank | 5,602 | $141.5K | 0.00% | −550−8.9% | Reduced |
| Parallel Advisors, LLC | 2,744 | $69.3K | 0.00% | +54+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $48.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $33.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,137 | $29.0K | 0.00% | −4,000−77.9% | Reduced |
| Tucker Asset Management LLC | 1,059 | $26.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $25.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $23.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 850 | $21.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 307 | $8.04K | 0.00% | +7+2.3% | Added |
| US Bancorp | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $7.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 140 | $3.54K | 0.00% | +140 | New |
| NBC Securities, Inc. | 8 | $205 | 0.02% | −11,871−99.9% | Reduced |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −123,862−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −38,692−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,757−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |