Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) shareholders
Close on Nov 13, 2026Market cap –P/E –Yield –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Shares held by institutions
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of ETO | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Karpus Management, Inc. | 699,132 | – | $21.58M | +53,336 | 0.62% |
| 1607 Capital Partners, LLC | 295,263 | – | $9.11M | +49,407 | 0.79% |
| Guggenheim Capital LLC | 212,936 | – | $6.57M | +30,814 | 0.04% |
| Morgan Stanley | 183,536 | – | $5.67M | +11,958 | 0.00% |
| Flagship Harbor Advisors, LLC | 143,043 | – | $4.42M | +9,941 | 0.17% |
| First Trust Advisors LP | 129,129 | – | $3.99M | −1,218 | 0.00% |
| LPL Financial LLC | 117,929 | – | $3.64M | −7,000 | 0.00% |
| Advisory Solutions Group, LLC | 114,081 | – | $3.52M | New | 1.19% |
| Wells Fargo & Company/Mn | 107,277 | – | $3.31M | +16,488 | 0.00% |
| Bank Of America Corp /De/ | 98,884 | – | $3.05M | −971 | 0.00% |
| Advisors Asset Management, Inc. | 96,662 | – | $2.98M | −26,600 | 0.05% |
| Shaker Financial Services, LLC | 92,148 | – | $2.84M | −58,921 | 0.89% |
| Wolverine Asset Management LLC | 83,526 | – | $2.58M | +35,653 | 0.02% |
| &partners | 70,107 | – | $2.16M | +4,806 | 0.01% |
| Raymond James Financial Inc | 63,634 | – | $1.96M | −2,240 | 0.00% |
| Hennion & Walsh Asset Management, Inc. | 58,200 | – | $1.80M | +305 | 0.05% |
| Ameriprise Financial Inc | 56,615 | – | $1.75M | −196 | 0.00% |
| Stifel Financial Corp | 52,501 | – | $1.62M | +10,103 | 0.00% |
| Astoria Portfolio Advisors LLC. | 51,082 | – | $1.58M | +914 | 0.27% |
| Formidable Asset Management, LLC | 48,973 | – | $1.31M | −2,901 | 0.21% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 74 | 3M | 13 / 30 | 18 / 5 | 0M | 0M |
| Q1 2026 | 67 | 3M | 8 / 28 | 21 / 9 | 0M | 0M |
| Q4 2025 | 70 | 3M | 8 / 28 | 25 / 9 | 0M | 0M |
| Q3 2025 | 71 | 3M | 12 / 26 | 23 / 4 | 0M | 0M |
| Q2 2025 | 63 | 3M | 8 / 22 | 21 / 2 | 0M | 0M |
| Q1 2025 | 57 | 3M | 4 / 19 | 23 / 5 | 0M | 0M |
| Q4 2024 | 58 | 3M | 3 / 22 | 19 / 7 | 0M | 0M |
| Q3 2024 | 64 | 3M | 6 / 28 | 16 / 1 | 0M | 0M |
| Q2 2024 | 60 | 3M | 4 / 27 | 21 / 2 | 0M | 0M |
| Q1 2024 | 58 | 3M | 6 / 29 | 14 / 6 | 0M | 0M |
| Q4 2023 | 58 | 3M | 9 / 25 | 18 / 4 | 0M | 0M |
| Q3 2023 | 53 | 3M | 9 / 16 | 18 / 7 | 1M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
4 funds held ETO in Q2 2026, 100% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| Fund | Shares | % of ETO | Value | % of fund | As of |
|---|---|---|---|---|---|
| First Trust Income Opportunities ETF | 85,268 | – | $2.64M | 3.33% | May 31, 2026 |
| Calamos CEF Income & Arbitrage ETF | 12,041 | – | $372.19K | 1.10% | Jul 31, 2026 |
| Multi-Hedge Strategies Fund | 165 | – | $5.09K | 0.02% | Jun 30, 2026 |
| Guggenheim Multi-Hedge Strategies Fund | 59 | – | $1.82K | 0.02% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Keith Quinton | – | 6,647 | Nov 12, 2026 |
| Derek DiGregorio | – | 3,361 | Dec 4, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Keith Quinton – | Oct 31, 2026 | Other | +379.687 | – | – | 6,647 |
| Derek DiGregorio – | Dec 3, 2025 | Sale | −1,053 | $28.98 | $30.52K | 1 |
| Derek DiGregorio – | Nov 12, 2025 | Other | +6.4 | $28.38 | $182 | 1,054 |
| Derek DiGregorio – | Oct 31, 2025 | Other | +256.83 | – | – | 3,361 |
| Derek DiGregorio – | Oct 31, 2025 | Other | +47.12 | – | – | 1,047 |
| Keith Quinton – | Oct 31, 2025 | Other | +267.23 | – | – | 6,267 |
| Derek DiGregorio – | Feb 26, 2025 | Buy | +980 | $25.98 | $25.46K | 980 |
| Derek DiGregorio – | Feb 26, 2025 | Buy | +20 | $25.98 | $520 | 20 |
| Keith Quinton – | Feb 20, 2025 | Buy | +5,000 | $26.10 | $130.50K | 6,000 |
| Derek DiGregorio – | Oct 31, 2024 | Other | +226.98 | – | – | 3,104 |
| Derek DiGregorio – | Oct 31, 2023 | Other | +35.96 | – | – | 2,877 |
| Derek DiGregorio – | Aug 14, 2023 | Buy | +2,841 | $23.00 | $65.34K | 2,841 |
| Keith Quinton – | Jan 11, 2023 | Buy | +1,000 | $22.09 | $22.09K | 1,000 |
| Keith Quinton – | Dec 1, 2022 | Sale | −2,000 | $22.35 | $44.70K | 0 |
| John Croft – | Oct 31, 2022 | Other | +209.82 | – | – | 2,620 |
| James F. Kirchner Treasurer | Aug 11, 2022 | Sale | −3,300 | – | – | 0 |
| Keith Quinton – | Mar 29, 2022 | Buy | +2,000 | $30.24 | $60.48K | 2,000 |
| John Croft – | Oct 31, 2021 | Other | +150.91 | – | – | 2,411 |
| John Croft – | Oct 30, 2020 | Other | +190.77 | – | – | 2,260 |
| John Croft – | Oct 31, 2019 | Other | +184.53 | – | – | 2,069 |
| John Croft – | Oct 31, 2018 | Other | +155.46 | – | – | 1,884 |
| John Croft – | Oct 31, 2017 | Other | +153.57 | – | – | 1,729 |
| John Croft – | Oct 31, 2016 | Other | +1,575.3 | $20.67 | $32.56K | 1,575 |
| Michael A. Allison President | Jul 27, 2015 | Other | +400 | $23.39 | $9.36K | 400 |
| Duncan W. Richardson Vice President | May 27, 2011 | Other | +3,000 | $21.82 | $65.46K | 14,700 |
| Duncan W. Richardson President | Oct 27, 2008 | Buy | +500 | $12.40 | $6.20K | 11,200 |
| Duncan W. Richardson President | Oct 27, 2008 | Buy | +500 | $12.10 | $6.05K | 11,700 |
| Duncan W. Richardson President | Sep 29, 2008 | Buy | +500 | $19.60 | $9.80K | 10,700 |
| Duncan W. Richardson President | Jul 15, 2008 | Buy | +1,000 | $26.37 | $26.37K | 10,200 |
| Duncan W. Richardson President | Aug 20, 2007 | Buy | +1,000 | $28.57 | $28.57K | 9,200 |
| Duncan W. Richardson President | Aug 10, 2007 | Buy | +1,000 | $29.45 | $29.45K | 8,200 |
| Duncan W. Richardson President | Jul 27, 2007 | Buy | +1,000 | $31.31 | $31.31K | 7,200 |
| Michael R. Mach Vice President | Mar 27, 2006 | Buy | +615 | $25.68 | $15.79K | 3,000 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund's stock actually held short. Settlement fails (shares not delivered on time) peaked at 771 shares on Oct 9, 2026 over the last 90 days.
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