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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 8 | $205 | 0.02% | −11,871−99.9% | Reduced |
| MAI Capital Management | 140 | $3.54K | 0.00% | +140 | New |
| CWM, LLC | 286 | $7.00K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $7.58K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 307 | $8.04K | 0.00% | +7+2.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 850 | $21.5K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $23.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,007 | $25.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,059 | $26.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,137 | $29.0K | 0.00% | −4,000−77.9% | Reduced |
| Ancora Advisors, LLC | 1,325 | $33.5K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,900 | $48.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,744 | $69.3K | 0.00% | +54+2.0% | Added |
| Comerica Bank | 5,602 | $141.5K | 0.00% | −550−8.9% | Reduced |
| Private Advisor Group, LLC | 9,384 | $237.0K | 0.00% | −4,732−33.5% | Reduced |
| Commonwealth Equity Services, LLC | 10,180 | $257.0K | 0.00% | −11−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 10,410 | $263.0K | 0.00% | +5,610+116.9% | Added |
| Ashton Thomas Securities, LLC | 10,690 | $270.0K | 0.07% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 11,052 | $279.2K | 0.00% | −10.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 11,349 | $286.7K | 0.05% | −2,253−16.6% | Reduced |
| Bank of New York Mellon Corp | 12,402 | $313.3K | 0.00% | +12,402 | New |
| Dakota Wealth Management | 12,440 | $314.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 12,614 | $318.6K | 0.00% | +877+7.5% | Added |
| Mutual Advisors, LLC | 12,938 | $332.8K | 0.01% | +259+2.0% | Added |
| GWM Advisors LLC | 13,175 | $332.8K | 0.00% | −163−1.2% | Reduced |
| Joel Isaacson & Co., LLC | 14,111 | $356.4K | 0.02% | +62+0.4% | Added |
| Envestnet Asset Management Inc | 14,946 | $377.5K | 0.00% | +2,141+16.7% | Added |
| Hollencrest Capital Management | 16,365 | $413.4K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 17,252 | $434.4K | 0.04% | +1,556+9.9% | Added |
| Rockefeller Capital Management L.P. | 18,322 | $462.8K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 18,619 | $470.3K | 0.00% | +2,160+13.1% | Added |
| Advisor Group Holdings, Inc. | 21,585 | $545.2K | 0.00% | +4,767+28.3% | Added |
| The PNC Financial Services Group, Inc. | 22,939 | $579.4K | 0.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 31,444 | $794.0K | 0.00% | −40.0% | Reduced |
| Guggenheim Capital LLC | 33,091 | $835.9K | 0.01% | +8,677+35.5% | Added |
| Royal Bank of Canada | 35,219 | $890.0K | 0.00% | −724−2.0% | Reduced |
| UBS Group AG | 41,292 | $1.04M | 0.00% | −5,107−11.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 42,763 | $1.08M | 0.05% | −351−0.8% | Reduced |
| Invesco Ltd. | 42,802 | $1.08M | 0.00% | +5,686+15.3% | Added |
| Shaker Financial Services, LLC | 42,950 | $1.08M | 0.42% | +21,211+97.6% | Added |
| Benjamin Edwards Inc | 46,887 | $1.18M | 0.02% | −5,469−10.4% | Reduced |
| Ameriprise Financial Inc | 53,908 | $1.36M | 0.00% | +98+0.2% | Added |
| CNH Partners LLC | 61,387 | $1.55M | 0.04% | −14,705−19.3% | Reduced |
| Formidable Asset Management, LLC | 68,482 | $1.73M | 0.28% | −2,000−2.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 70,236 | $1.77M | 0.00% | +1,155+1.7% | Added |
| Raymond James Financial Inc | 73,859 | $1.87M | 0.00% | +73,859 | New |
| Wells Fargo & Company | 99,758 | $2.52M | 0.00% | +2,820+2.9% | Added |
| First Trust Advisors LP | 101,865 | $2.57M | 0.00% | +3,142+3.2% | Added |
| LPL Financial LLC | 109,387 | $2.76M | 0.00% | +3,703+3.5% | Added |
| Morgan Stanley | 109,699 | $2.77M | 0.00% | +4,664+4.4% | Added |
| Flagship Harbor Advisors, LLC | 124,004 | $3.13M | 0.16% | +744+0.6% | Added |
| Bank of America Corp | 124,895 | $3.15M | 0.00% | −11,602−8.5% | Reduced |
| Stifel Financial Corp | 180,722 | $4.57M | 0.00% | −341−0.2% | Reduced |
| Advisors Asset Management, Inc. | 198,428 | $5.01M | 0.09% | +5,115+2.6% | Added |
| 1607 Capital Partners, LLC | 248,949 | $6.29M | 0.51% | +2,959+1.2% | Added |
| Cornerstone Advisors, LLC | 275,963 | $6.97M | 0.28% | −46,385−14.4% | Reduced |
| Karpus Management, Inc. | 695,488 | $17.6M | 0.52% | −11,367−1.6% | 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 |