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