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 | 699,132 | 21,582 | 0.62% | 0.54% | 1 | +53,336 | 8.26% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | Added to | 295,263 | 9,114 | 0.79% | 0.47% | 2 | +49,407 | 20.1% | Q2 2026 | Sep 02, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 212,936 | 6,573 | 0.04% | 0.04% | 3 | +30,814 | 16.92% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 183,536 | 5,665 | 0.0% | 0.0% | 4 | +11,958 | 6.97% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 143,043 | 4,415 | 0.17% | 0.16% | 5 | +9,941 | 7.47% | Q2 2026 | Jul 22, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 129,129 | 3,986 | 0.0% | 0.0% | 6 | -1,218 | -0.93% | Q2 2026 | Aug 11, 2026 |
| LPL Financial LLC | History | Reduced | 117,929 | 3,640 | 0.0% | 0.0% | 7 | -7,000 | -5.6% | Q2 2026 | Aug 07, 2026 |
| Advisory Solutions Group, LLC | History | New | 114,081 | 3,521 | 1.19% | — | 8 | +114,081 | New | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 107,277 | 3,311 | 0.0% | 0.0% | 9 | +16,488 | 18.16% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 98,884 | 3,052 | 0.0% | 0.0% | 10 | -971 | -0.97% | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 96,662 | 2,983 | 0.05% | 0.05% | 11 | -26,600 | -21.58% | Q2 2026 | Aug 13, 2026 |
| Shaker Financial Services, LLC | History | Reduced | 92,148 | 2,844 | 0.89% | 1.4% | 12 | -58,921 | -39.0% | Q2 2026 | Jul 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 83,526 | 2,578 | 0.02% | 0.01% | 13 | +35,653 | 74.47% | Q2 2026 | Aug 10, 2026 |
| &PARTNERS | History | Added to | 70,107 | 2,162 | 0.01% | 0.01% | 14 | +4,806 | 7.36% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 63,634 | 1,964 | 0.0% | 0.0% | 15 | -2,240 | -3.4% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 58,200 | 1,796 | 0.05% | 0.05% | 16 | +305 | 0.53% | Q2 2026 | Jul 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 56,615 | 1,747 | 0.0% | 0.0% | 17 | -196 | -0.35% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,501 | 1,620 | 0.0% | 0.0% | 18 | +10,103 | 23.83% | Q2 2026 | Aug 12, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 51,082 | 1,576 | 0.27% | 0.31% | 19 | +914 | 1.82% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 45,327 | 1,394 | 0.0% | 0.0% | 20 | -577 | -1.26% | Q2 2026 | Jul 15, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 48,973 | 1,305 | 0.21% | 0.24% | 21 | -2,901 | -5.59% | Q2 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 34,270 | 1,057 | 0.0% | 0.0% | 22 | +9,799 | 40.04% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 33,473 | 1,033 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 32,158 | 993 | 0.0% | 0.0% | 24 | -21,932 | -40.55% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | Added to | 30,000 | 926 | 0.0% | 0.0% | 25 | +15,000 | 100.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 28,121 | 868 | 0.0% | 0.0% | 26 | +1,125 | 4.17% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Reduced | 27,174 | 838 | 0.0% | 0.0% | 27 | -318 | -1.16% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 25,480 | 786 | 0.05% | 0.05% | 28 | +2,083 | 8.9% | Q2 2026 | Aug 07, 2026 |
| Waverly Advisors, LLC | History | New | 22,826 | 704 | 0.0% | — | 29 | +22,826 | New | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 22,254 | 686 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,101 | 682 | 0.0% | 0.0% | 31 | -409 | -1.82% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | New | 21,335 | 658 | 0.0% | — | 32 | +21,335 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 20,946 | 646 | 0.0% | 0.0% | 33 | +5,814 | 38.42% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,042 | 619 | 0.0% | 0.0% | 34 | +261 | 1.32% | Q2 2026 | Jul 27, 2026 |
| Dakota Wealth Management | History | Added to | 19,575 | 604 | 0.01% | 0.01% | 35 | +5,770 | 41.8% | Q2 2026 | Aug 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 19,302 | 596 | 0.01% | 0.01% | 36 | -710 | -3.55% | Q2 2026 | Jul 24, 2026 |
| Invesco Ltd. | History | New | 19,258 | 594 | 0.0% | — | 37 | +19,258 | New | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,527 | 571 | 0.0% | 0.0% | 38 | +208 | 1.14% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 15,124 | 466 | 0.0% | 0.0% | 39 | +1,062 | 7.55% | Q2 2026 | Aug 12, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 14,907 | 460 | 0.03% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 13,974 | 431 | 0.05% | 0.04% | 41 | +3,184 | 29.51% | Q2 2026 | Aug 05, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 13,933 | 430 | 0.01% | 0.01% | 42 | +50 | 0.36% | Q2 2026 | Aug 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 12,986 | 400 | 0.01% | 0.01% | 43 | +95 | 0.74% | Q2 2026 | Aug 14, 2026 |
| Calamos Advisors LLC | History | Added to | 11,779 | 363 | 0.0% | 0.0% | 44 | +786 | 7.15% | Q2 2026 | Jul 31, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Added to | 10,745 | 331 | 0.02% | 0.02% | 45 | +1,295 | 13.7% | Q2 2026 | Jul 31, 2026 |
| Summit Financial, LLC | History | Reduced | 10,518 | 324 | 0.0% | 0.0% | 46 | -200 | -1.87% | Q2 2026 | Aug 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 10,328 | 318 | 0.04% | 0.05% | 47 | +69 | 0.67% | Q2 2026 | Aug 04, 2026 |
| Corient Private Wealth LP | History | No change | 10,167 | 313 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,612 | 296 | 0.0% | — | 49 | +9,612 | New | Q2 2026 | Sep 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,554 | 294 | 0.0% | 0.0% | 50 | -441 | -4.41% | Q2 2026 | Aug 13, 2026 |
| PMG Family Office LLC | History | Added to | 8,202 | 253 | 0.23% | 0.24% | 51 | +198 | 2.47% | Q2 2026 | Jul 16, 2026 |
| Sowell Financial Services LLC | History | New | 7,458 | 230 | 0.01% | — | 52 | +7,458 | New | Q2 2026 | Jul 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 6,480 | 200 | 0.03% | — | 53 | +6,480 | New | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 6,210 | 191 | 0.01% | 0.01% | 54 | -22 | -0.35% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,206 | 160 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,700 | 145 | 0.0% | 0.0% | 56 | +69 | 1.49% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,626 | 142 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Institute for Wealth Management, LLC. | History | New | 3,329 | 102 | 0.01% | — | 58 | +3,329 | New | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,953 | 60 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Holos Integrated Wealth LLC | History | No change | 1,385 | 42 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,325 | 40 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 1,075 | 33 | 0.0% | — | 62 | +1,075 | New | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 854 | 26 | 0.0% | 0.0% | 63 | -133 | -13.48% | Q2 2026 | Aug 12, 2026 |
| Axiom Investment Management LLC | History | Added to | 833 | 25 | 0.02% | 0.01% | 64 | +106 | 14.58% | Q2 2026 | Jul 30, 2026 |
| ESL Trust Services, LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 385 | 11 | 0.0% | 0.0% | 66 | -65 | -14.44% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 343 | 10 | 0.0% | 0.0% | 67 | +6 | 1.78% | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 225 | 6 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Spire Wealth Management | History | No change | 185 | 5 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GoalVest Advisory LLC | History | No change | 154 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ASSETMARK, INC | History | New | 122 | 3 | 0.0% | — | 71 | +122 | New | Q2 2026 | Jul 30, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 100 | 3 | 0.0% | — | 72 | +100 | New | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | New | 91 | 2 | 0.0% | — | 73 | +91 | New | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 46 | 1 | 0.0% | — | 74 | +46 | New | Q2 2026 | Jul 10, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,617 | -100.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -11,145 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,716 | -100.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -754 | -100.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -218 | -100.0% | Q2 2026 | Aug 14, 2026 |