Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund - ETO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Karpus Management, Inc. | History | Added to | 645,796 | 17,210 | 0.54% | 0.57% | 1 | +33,068 | 5.4% | Q1 2026 | May 14, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 245,856 | 6,552 | 0.47% | 0.5% | 2 | +6,470 | 2.7% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 182,122 | 4,853 | 0.04% | 0.03% | 3 | +24,383 | 15.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 171,578 | 4,572 | 0.0% | 0.0% | 4 | +6,135 | 3.71% | Q1 2026 | May 15, 2026 |
| Shaker Financial Services, LLC | History | Added to | 151,069 | 4,025 | 1.4% | 1.1% | 5 | +37,059 | 32.51% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 133,102 | 3,547 | 0.16% | 0.19% | 6 | +1,891 | 1.44% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 130,347 | 3,473 | 0.0% | 0.0% | 7 | +12,940 | 11.02% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 124,929 | 3,329 | 0.0% | 0.0% | 8 | -3,711 | -2.88% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 123,262 | 3,284 | 0.05% | 0.09% | 9 | -56,680 | -31.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,855 | 2,661 | 0.0% | 0.0% | 10 | +18,220 | 22.32% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 90,789 | 2,419 | 0.0% | 0.0% | 11 | -1,463 | -1.59% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 65,874 | 1,755 | 0.0% | 0.0% | 12 | +2,999 | 4.77% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 65,301 | 1,737 | 0.01% | 0.01% | 13 | +4,551 | 7.49% | Q1 2026 | May 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 51,874 | 1,574 | 0.24% | 0.22% | 14 | -2,740 | -5.02% | Q1 2026 | Apr 22, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 57,895 | 1,542 | 0.05% | 0.06% | 15 | +80 | 0.14% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 56,811 | 1,503 | 0.0% | 0.0% | 16 | -2,221 | -3.76% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 50,168 | 1,469 | 0.31% | 0.28% | 17 | +8,575 | 20.62% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 54,090 | 1,442 | 0.0% | 0.0% | 18 | -9,643 | -15.13% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 47,873 | 1,275 | 0.01% | — | 19 | +47,873 | New | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,904 | 1,249 | 0.0% | 0.0% | 20 | -25,786 | -35.97% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 42,398 | 1,129 | 0.0% | 0.0% | 21 | -1,595 | -3.63% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 33,473 | 892 | 0.0% | 0.0% | 22 | +3,000 | 9.84% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 27,492 | 732 | 0.0% | 0.0% | 23 | -3,204 | -10.44% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 26,996 | 719 | 0.0% | 0.0% | 24 | +1,793 | 7.11% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,471 | 652 | 0.0% | 0.0% | 25 | -3,249 | -11.72% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 23,397 | 623 | 0.05% | 0.05% | 26 | +518 | 2.26% | Q1 2026 | Apr 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,510 | 599 | 0.0% | 0.0% | 27 | +100 | 0.45% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,254 | 593 | 0.0% | 0.0% | 28 | +9,310 | 71.93% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 20,012 | 533 | 0.01% | 0.01% | 29 | -2,857 | -12.49% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,781 | 527 | 0.0% | 0.0% | 30 | +253 | 1.3% | Q1 2026 | Apr 30, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 18,617 | 496 | 0.02% | — | 31 | +18,617 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,319 | 488 | 0.0% | 0.0% | 32 | -1,889 | -9.35% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,132 | 403 | 0.0% | 0.0% | 33 | +2,458 | 19.39% | Q1 2026 | Apr 24, 2026 |
| COHEN & STEERS, INC. | History | New | 15,000 | 400 | 0.0% | — | 34 | +15,000 | New | Q1 2026 | May 15, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 14,907 | 397 | 0.01% | 0.02% | 35 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 14,062 | 374 | 0.0% | 0.0% | 36 | -3,556 | -20.18% | Q1 2026 | May 13, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 13,883 | 369 | 0.01% | 0.01% | 37 | -478 | -3.33% | Q1 2026 | Apr 22, 2026 |
| Dakota Wealth Management | History | Added to | 13,805 | 367 | 0.01% | 0.01% | 38 | +250 | 1.84% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 12,891 | 343 | 0.01% | 0.01% | 39 | -108 | -0.83% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 11,145 | 297 | 0.0% | 0.0% | 40 | -10,667 | -48.9% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Added to | 10,993 | 292 | 0.0% | 0.0% | 41 | +1,310 | 13.53% | Q1 2026 | May 04, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 10,790 | 287 | 0.04% | 0.05% | 42 | +311 | 2.97% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Reduced | 10,718 | 285 | 0.0% | 0.01% | 43 | -1,065 | -9.04% | Q1 2026 | May 15, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,259 | 273 | 0.05% | 0.06% | 44 | +72 | 0.71% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,167 | 270 | 0.0% | 0.0% | 45 | -14,675 | -59.07% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,995 | 266 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 9,450 | 251 | 0.02% | — | 47 | +9,450 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | No change | 8,716 | 232 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PMG Family Office LLC | History | Added to | 8,004 | 213 | 0.24% | 0.26% | 49 | +562 | 7.55% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 6,232 | 166 | 0.01% | 0.01% | 50 | +1,344 | 27.5% | Q1 2026 | Apr 14, 2026 |
| COMERICA BANK | History | No change | 5,206 | 158 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,206 | 138 | 0.0% | — | 52 | +5,206 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 4,631 | 123 | 0.0% | 0.0% | 53 | -374 | -7.47% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,953 | 52 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,400 | 37 | 0.0% | — | 55 | +1,400 | New | Q1 2026 | May 15, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,385 | 37 | 0.02% | — | 56 | +1,385 | New | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | No change | 1,325 | 35 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,075 | 32 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 987 | 26 | 0.0% | 0.0% | 59 | +133 | 15.57% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 754 | 20 | 0.0% | 0.0% | 60 | +119 | 18.74% | Q1 2026 | May 14, 2026 |
| ESL Trust Services, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 450 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | Added to | 337 | 8 | 0.0% | 0.0% | 64 | +6 | 1.81% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 225 | 5 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 218 | 5 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 185 | 4 | 0.0% | 0.0% | 68 | -115 | -38.33% | Q1 2026 | Apr 22, 2026 |
| GoalVest Advisory LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -158,450 | -100.0% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,150 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,357 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,995 | -100.0% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,690 | -100.0% | Q1 2026 | May 18, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -7,466 | -100.0% | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,300 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,875 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,226 | -100.0% | Q1 2026 | Apr 30, 2026 |