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