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, Q1 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Mar 31, 2025. 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
- 57
- −1 vs. Q4 2024
- Shares held
- 3.14M
- −59.8K (−1.9%) vs. Q4 2024
- Total value
- $77.2M
- −$3.69M (−4.6%) vs. Q4 2024
- New holders
- 4
- 19 more added
- Sold out
- 5
- 23 more reduced
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 659,449 | $16.2M | 0.53% | −36,039−5.2% | Reduced |
| 1607 Capital Partners, LLC | 255,176 | $6.27M | 0.51% | +6,227+2.5% | Added |
| Cornerstone Advisors, LLC | 247,321 | $6.08M | 0.26% | −28,642−10.4% | Reduced |
| Stifel Financial Corp | 183,701 | $4.51M | 0.00% | +2,979+1.6% | Added |
| Advisors Asset Management, Inc. | 174,519 | $4.29M | 0.08% | −23,909−12.0% | Reduced |
| Flagship Harbor Advisors, LLC | 123,074 | $3.02M | 0.16% | −930−0.7% | Reduced |
| Bank of America Corp | 119,144 | $2.93M | 0.00% | −5,751−4.6% | Reduced |
| LPL Financial LLC | 118,583 | $2.91M | 0.00% | +9,196+8.4% | Added |
| Morgan Stanley | 116,683 | $2.87M | 0.00% | +6,984+6.4% | Added |
| First Trust Advisors LP | 103,658 | $2.55M | 0.00% | +1,793+1.8% | Added |
| Wells Fargo & Company | 103,000 | $2.53M | 0.00% | +3,242+3.2% | Added |
| Raymond James Financial Inc | 74,359 | $1.83M | 0.00% | +500+0.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 71,405 | $1.75M | 0.00% | +1,169+1.7% | Added |
| Royal Bank of Canada | 68,561 | $1.69M | 0.00% | +33,342+94.7% | Added |
| Formidable Asset Management, LLC | 61,098 | $1.50M | 0.25% | −7,384−10.8% | Reduced |
| Ameriprise Financial Inc | 54,805 | $1.35M | 0.00% | +897+1.7% | Added |
| CNH Partners LLC | 47,988 | $1.18M | 0.03% | −13,399−21.8% | Reduced |
| Invesco Ltd. | 42,143 | $1.04M | 0.00% | −659−1.5% | Reduced |
| Shaker Financial Services, LLC | 41,701 | $1.02M | 0.40% | −1,249−2.9% | Reduced |
| Benjamin Edwards Inc | 41,220 | $1.01M | 0.01% | −5,667−12.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 41,009 | $1.01M | 0.04% | −1,754−4.1% | Reduced |
| UBS Group AG | 37,894 | $931.1K | 0.00% | −3,398−8.2% | Reduced |
| Guggenheim Capital LLC | 31,989 | $786.0K | 0.01% | −1,102−3.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 30,850 | $758.0K | 0.00% | −594−1.9% | Reduced |
| The PNC Financial Services Group, Inc. | 22,939 | $563.6K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 22,331 | $548.7K | 0.01% | +22,331 | New |
| Advisor Group Holdings, Inc. | 21,357 | $524.8K | 0.00% | −228−1.1% | Reduced |
| Truist Financial Corp | 19,212 | $472.0K | 0.00% | +593+3.2% | Added |
| Rockefeller Capital Management L.P. | 18,223 | $447.7K | 0.00% | −99−0.5% | Reduced |
| Silver Oak Securities, Inc | 17,544 | $434.2K | 0.04% | +292+1.7% | Added |
| Hollencrest Capital Management | 16,365 | $402.1K | 0.02% | 00.0% | Unchanged |
| Dakota Wealth Management | 14,190 | $348.6K | 0.01% | +1,750+14.1% | Added |
| Joel Isaacson & Co., LLC | 14,175 | $348.3K | 0.02% | +64+0.5% | Added |
| GWM Advisors LLC | 13,174 | $323.7K | 0.00% | −10.0% | Reduced |
| Mutual Advisors, LLC | 12,886 | $313.3K | 0.01% | −52−0.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10,849 | $266.6K | 0.05% | −500−4.4% | Reduced |
| Private Advisor Group, LLC | 10,709 | $263.1K | 0.00% | +1,325+14.1% | Added |
| CI Private Wealth, LLC | 10,702 | $262.9K | 0.00% | −350−3.2% | Reduced |
| Ashton Thomas Securities, LLC | 10,690 | $262.7K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,371 | $254.8K | 0.00% | −39−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 9,659 | $237.0K | 0.00% | −521−5.1% | Reduced |
| Cetera Investment Advisers | 8,938 | $219.6K | 0.00% | −3,676−29.1% | Reduced |
| Founders Financial Alliance, LLC | 8,869 | $217.9K | 0.05% | +8,869 | New |
| Comerica Bank | 5,602 | $137.6K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,801 | $68.8K | 0.00% | +57+2.1% | Added |
| NBC Securities, Inc. | 1,930 | $47.0K | 0.00% | +1,922+24,025.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $32.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,175 | $28.9K | 0.00% | +875+291.7% | Added |
| GPS Wealth Strategies Group, LLC | 1,007 | $24.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,137 | $24.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 922 | $23.3K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 870 | $21.4K | 0.00% | +870 | New |
| Allworth Financial LP | 313 | $7.51K | 0.00% | +6+2.0% | Added |
| Spire Wealth Management | 300 | $7.37K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 283 | $6.95K | 0.00% | +283 | New |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,946−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −12,402−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −140−100.0% | Sold out |