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, Q2 2025
Institutional positions in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund as of Jun 30, 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
- 63
- +6 vs. Q1 2025
- Shares held
- 3.09M
- −52.4K (−1.7%) vs. Q1 2025
- Total value
- $83.9M
- +$6.68M (+8.7%) vs. Q1 2025
- New holders
- 8
- 21 more added
- Sold out
- 2
- 22 more reduced
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 644,155 | $17.5M | 0.56% | −15,294−2.3% | Reduced |
| 1607 Capital Partners, LLC | 254,765 | $6.93M | 0.56% | −411−0.2% | Reduced |
| Cornerstone Advisors, LLC | 217,561 | $5.92M | 0.20% | −29,760−12.0% | Reduced |
| Advisors Asset Management, Inc. | 178,998 | $4.87M | 0.09% | +4,479+2.6% | Added |
| Morgan Stanley | 136,590 | $3.71M | 0.00% | +19,907+17.1% | Added |
| Flagship Harbor Advisors, LLC | 129,445 | $3.52M | 0.17% | +6,371+5.2% | Added |
| LPL Financial LLC | 121,887 | $3.31M | 0.00% | +3,304+2.8% | Added |
| Bank of America Corp | 106,873 | $2.91M | 0.00% | −12,271−10.3% | Reduced |
| First Trust Advisors LP | 102,006 | $2.77M | 0.00% | −1,652−1.6% | Reduced |
| Wells Fargo & Company | 95,563 | $2.60M | 0.00% | −7,437−7.2% | Reduced |
| Shaker Financial Services, LLC | 86,048 | $2.34M | 0.85% | +44,347+106.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 82,200 | $2.24M | 0.09% | +41,191+100.4% | Added |
| Raymond James Financial Inc | 77,219 | $2.10M | 0.00% | +2,860+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 72,477 | $2.00M | 0.00% | +1,072+1.5% | Added |
| Royal Bank of Canada | 65,797 | $1.79M | 0.00% | −2,764−4.0% | Reduced |
| Ameriprise Financial Inc | 56,780 | $1.54M | 0.00% | +1,975+3.6% | Added |
| Guggenheim Capital LLC | 55,562 | $1.51M | 0.01% | +23,573+73.7% | Added |
| Formidable Asset Management, LLC | 61,098 | $1.50M | 0.25% | 00.0% | Unchanged |
| Stifel Financial Corp | 45,624 | $1.24M | 0.00% | −138,077−75.2% | Reduced |
| Benjamin Edwards Inc | 33,713 | $916.7K | 0.01% | −7,507−18.2% | Reduced |
| Invesco Ltd. | 31,677 | $861.3K | 0.00% | −10,466−24.8% | Reduced |
| Rockefeller Capital Management L.P. | 29,223 | $794.6K | 0.00% | +11,000+60.4% | Added |
| Two Sigma Investments, LP | 29,003 | $788.6K | 0.00% | +29,003 | New |
| UBS Group AG | 26,999 | $734.1K | 0.00% | −10,895−28.8% | Reduced |
| Creative Planning | 24,193 | $657.8K | 0.00% | +24,193 | New |
| CNH Partners LLC | 23,412 | $636.6K | 0.01% | −24,576−51.2% | Reduced |
| Advisor Group Holdings, Inc. | 22,701 | $617.2K | 0.00% | +1,344+6.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 21,556 | $586.1K | 0.00% | +21,556 | New |
| Silver Oak Securities, Inc | 18,966 | $515.7K | 0.04% | +1,422+8.1% | Added |
| Truist Financial Corp | 18,140 | $493.2K | 0.00% | −1,072−5.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,077 | $492.0K | 0.00% | −12,773−41.4% | Reduced |
| Hollencrest Capital Management | 16,365 | $445.0K | 0.02% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 14,240 | $387.2K | 0.02% | +65+0.5% | Added |
| Dakota Wealth Management | 14,115 | $383.8K | 0.01% | −75−0.5% | Reduced |
| Mutual Advisors, LLC | 13,148 | $364.9K | 0.01% | +262+2.0% | Added |
| The PNC Financial Services Group, Inc. | 12,944 | $351.9K | 0.00% | −9,995−43.6% | Reduced |
| GWM Advisors LLC | 12,654 | $344.0K | 0.00% | −520−3.9% | Reduced |
| Private Advisor Group, LLC | 12,174 | $331.0K | 0.00% | +1,465+13.7% | Added |
| Blue Bell Private Wealth Management, LLC | 10,708 | $291.2K | 0.05% | −141−1.3% | Reduced |
| CI Private Wealth, LLC | 10,702 | $291.0K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 10,690 | $290.7K | 0.07% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 10,371 | $282.0K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 9,668 | $263.0K | 0.00% | +9+0.1% | Added |
| Founders Financial Alliance, LLC | 8,938 | $243.0K | 0.06% | +69+0.8% | Added |
| Cetera Investment Advisers | 8,881 | $241.5K | 0.00% | −57−0.6% | Reduced |
| NWF Advisory Services Inc. | 7,763 | $211.1K | 0.03% | +7,763 | New |
| Sowell Financial Services LLC | 7,477 | $203.3K | 0.01% | +7,477 | New |
| Comerica Bank | 5,413 | $147.2K | 0.00% | −189−3.4% | Reduced |
| Parallel Advisors, LLC | 4,865 | $132.3K | 0.00% | +2,064+73.7% | Added |
| NBC Securities, Inc. | 1,968 | $53.0K | 0.00% | +38+2.0% | Added |
| Northwestern Mutual Wealth Management Co | 1,900 | $51.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1,325 | $36.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,175 | $31.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,075 | $29.2K | 0.00% | +1,075 | New |
| Principal Securities, Inc. | 922 | $25.1K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 400 | $10.9K | 0.00% | −21,931−98.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 372 | $10.1K | 0.00% | +372 | New |
| Allworth Financial LP | 319 | $8.68K | 0.00% | +6+1.9% | Added |
| Spire Wealth Management | 300 | $8.16K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 286 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 283 | $7.70K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 200 | $5.44K | 0.00% | +200 | New |
| CIBC Private Wealth Group, LLC | 1 | $27 | 0.00% | −1,136−99.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −870−100.0% | Sold out |