ETO Institutional Ownership
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
1W: -1.4%
1M: -4.2%
3M: -2.9%
YTD: +2.8%
1Y: +10.0%
3Y: +65.7%
5Y: +31.6%
$30.07
+0.09 (+0.30%)
Weekly Expected Move ±1.6%
$29
$30
$30
$31
$31
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Institutional Ownership — ETO
78
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
$105M
Total Invested
13
New Positions
30
Increased
23
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (85 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Karpus Management, Inc. | 699,132 | $21M | +53,336 | +8.3% | 15Q | SEC ↗ |
| 2 | 1607 Capital Partners, LLC | 295,263 | $9M | +49,407 | +20.1% | 15Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 212,936 | $6M | +30,814 | +16.9% | 46Q | SEC ↗ |
| 4 | MORGAN STANLEY | 183,536 | $6M | +11,958 | +7.0% | 60Q | SEC ↗ |
| 5 | FLAGSHIP HARBOR ADVISORS, LLC | 143,043 | $4M | +9,941 | +7.5% | 12Q | SEC ↗ |
| 6 | FIRST TRUST ADVISORS LP | 129,129 | $4M | -1,218 | -0.9% | 64Q | SEC ↗ |
| 7 | LPL Financial LLC | 117,929 | $4M | -7,000 | -5.6% | 61Q | SEC ↗ |
| 8 | Advisory Solutions Group, LLC NEW | 114,081 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 107,277 | $3M | +16,488 | +18.2% | 73Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 98,884 | $3M | -971 | -1.0% | 15Q | SEC ↗ |
| 11 | Advisors Asset Management, Inc. | 96,662 | $3M | -26,600 | -21.6% | 26Q | SEC ↗ |
| 12 | Shaker Financial Services, LLC | 92,148 | $3M | -58,921 | -39.0% | 10Q | SEC ↗ |
| 13 | WOLVERINE ASSET MANAGEMENT LLC | 83,526 | $3M | +35,653 | +74.5% | 2Q | SEC ↗ |
| 14 | &PARTNERS | 70,107 | $2M | +4,806 | +7.4% | 5Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 63,634 | $2M | -2,240 | -3.4% | 7Q | SEC ↗ |
| 16 | Hennion & Walsh Asset Management, Inc. | 58,200 | $2M | +305 | +0.5% | 13Q | SEC ↗ |
| 17 | AMERIPRISE FINANCIAL INC | 56,615 | $2M | -196 | -0.3% | 16Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 52,501 | $2M | +10,103 | +23.8% | 16Q | SEC ↗ |
| 19 | Astoria Portfolio Advisors LLC. | 51,082 | $2M | +914 | +1.8% | 3Q | SEC ↗ |
| 20 | Formidable Asset Management, LLC | 48,973 | $1M | -2,901 | -5.6% | 26Q | SEC ↗ |
| 21 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 45,327 | $1M | -577 | -1.3% | 12Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 34,270 | $1M | +9,799 | +40.0% | 26Q | SEC ↗ |
| 23 | Rockefeller Capital Management L.P. | 33,473 | $1M | — | +0.0% | 21Q | SEC ↗ |
| 24 | ROYAL BANK OF CANADA | 32,158 | $967K | -21,932 | -40.5% | 67Q | SEC ↗ |
| 25 | COHEN & STEERS, INC. | 30,000 | $902K | +15,000 | +100.0% | 2Q | SEC ↗ |
| 26 | Creative Planning | 28,121 | $846K | +1,125 | +4.2% | 5Q | SEC ↗ |
| 27 | UBS Group AG | 27,174 | $817K | -318 | -1.2% | 47Q | SEC ↗ |
| 28 | SILVER OAK SECURITIES, INCORPORATED | 25,480 | $766K | +2,083 | +8.9% | 12Q | SEC ↗ |
| 29 | Waverly Advisors, LLC NEW | 22,826 | $686K | — | +0.0% | 1Q | SEC ↗ |
| 30 | PNC Financial Services Group, Inc. | 22,254 | $669K | — | +0.0% | 15Q | SEC ↗ |
| 31 | COMMONWEALTH EQUITY SERVICES, LLC | 22,101 | $665K | -409 | -1.8% | 35Q | SEC ↗ |
| 32 | HRT FINANCIAL LP NEW | 21,335 | $642K | — | +0.0% | 1Q | SEC ↗ |
| 33 | Private Advisor Group, LLC | 20,946 | $630K | +5,814 | +38.4% | 11Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 20,042 | $603K | +261 | +1.3% | 33Q | SEC ↗ |
| 35 | Dakota Wealth Management | 19,575 | $589K | +5,770 | +41.8% | 12Q | SEC ↗ |
| 36 | BENJAMIN EDWARDS INC | 19,302 | $580K | -710 | -3.5% | 8Q | SEC ↗ |
| 37 | Invesco Ltd. NEW | 19,258 | $579K | — | +0.0% | 1Q | SEC ↗ |
| 38 | TRUIST FINANCIAL CORP | 18,527 | $557K | +208 | +1.1% | 15Q | SEC ↗ |
| 39 | Cetera Investment Advisers | 15,124 | $455K | +1,062 | +7.6% | 10Q | SEC ↗ |
| 40 | HOLLENCREST CAPITAL MANAGEMENT | 14,907 | $448K | — | +0.0% | 15Q | SEC ↗ |
| 41 | BLUE BELL PRIVATE WEALTH MANAGEMENT, L | 13,974 | $420K | +3,184 | +29.5% | 14Q | SEC ↗ |
| 42 | Joel Isaacson & Co., LLC | 13,933 | $419K | +50 | +0.4% | 55Q | SEC ↗ |
| 43 | Mutual Advisors, LLC | 12,986 | $390K | +95 | +0.7% | 30Q | SEC ↗ |
| 44 | Calamos Advisors LLC | 11,779 | $354K | +786 | +7.2% | 3Q | SEC ↗ |
| 45 | CITY OF LONDON INVESTMENT MANAGEMENT C | 10,745 | $323K | +1,295 | +13.7% | 2Q | SEC ↗ |
| 46 | Summit Financial, LLC | 10,518 | $316K | -200 | -1.9% | 4Q | SEC ↗ |
| 47 | Founders Financial Alliance, LLC | 10,328 | $311K | +69 | +0.7% | 6Q | SEC ↗ |
| 48 | Corient Private Wealth LP | 10,167 | $306K | — | +0.0% | 14Q | SEC ↗ |
| 49 | ENVESTNET ASSET MANAGEMENT INC NEW | 9,612 | $289K | — | +0.0% | 1Q | SEC ↗ |
| 50 | Steward Partners Investment Advisory, | 9,554 | $287K | -441 | -4.4% | 29Q | SEC ↗ |
Recent Activity
New Positions (13)
| Holder | Shares | Value |
|---|---|---|
| Advisory Solutions Group, LLC | 114,081 | $3M |
| Waverly Advisors, LLC | 22,826 | $686K |
| HRT FINANCIAL LP | 21,335 | $642K |
| Invesco Ltd. | 19,258 | $579K |
| ENVESTNET ASSET MANAGEMENT INC | 9,612 | $289K |
| Sowell Financial Services LLC | 7,458 | $224K |
| ASHTON THOMAS SECURITIES, LLC | 6,480 | $195K |
| Institute for Wealth Management, LL | 3,329 | $100K |
| Global Retirement Partners, LLC | 1,075 | $32K |
| ASSETMARK, INC | 122 | $4K |
| HIGHLINE WEALTH PARTNERS LLC | 100 | $3K |
| BlackRock, Inc. | 91 | $3K |
| JFS WEALTH ADVISORS, LLC | 46 | $1K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cornerstone Advisors, LLC | 158,450 | $5M |
| READYSTATE ASSET MANAGEMENT LP | 18,617 | $560K |
| TWO SIGMA INVESTMENTS, LP | 11,995 | $361K |
| Kovack Advisors, Inc. | 8,716 | $262K |
| NWF Advisory Services Inc. | 7,466 | $225K |
| Garton & Associates Financial Advis | 1,875 | $56K |
| Advisory Services Network, LLC | 1,400 | $42K |
| Kestra Advisory Services, LLC | 1,226 | $37K |
| Asset Dedication, LLC | 300 | $9K |
| MAI Capital Management | 218 | $7K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Karpus Management, Inc. | +53,336 | +8.3% | 699,132 |
| 1607 Capital Partners, LLC | +49,407 | +20.1% | 295,263 |
| WOLVERINE ASSET MANAGEMENT LLC | +35,653 | +74.5% | 83,526 |
| GUGGENHEIM CAPITAL LLC | +30,814 | +16.9% | 212,936 |
| WELLS FARGO & COMPANY/MN | +16,488 | +18.2% | 107,277 |
| COHEN & STEERS, INC. | +15,000 | +100.0% | 30,000 |
| MORGAN STANLEY | +11,958 | +7.0% | 183,536 |
| STIFEL FINANCIAL CORP | +10,103 | +23.8% | 52,501 |
| FLAGSHIP HARBOR ADVISORS, LLC | +9,941 | +7.5% | 143,043 |
| OSAIC HOLDINGS, INC. | +9,799 | +40.0% | 34,270 |
| Private Advisor Group, LLC | +5,814 | +38.4% | 20,946 |
| Dakota Wealth Management | +5,770 | +41.8% | 19,575 |
| &PARTNERS | +4,806 | +7.4% | 70,107 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT | +3,184 | +29.5% | 13,974 |
| SILVER OAK SECURITIES, INCORPORATED | +2,083 | +8.9% | 25,480 |
| CITY OF LONDON INVESTMENT MANAGEMEN | +1,295 | +13.7% | 10,745 |
| Creative Planning | +1,125 | +4.2% | 28,121 |
| Cetera Investment Advisers | +1,062 | +7.6% | 15,124 |
| Astoria Portfolio Advisors LLC. | +914 | +1.8% | 51,082 |
| Calamos Advisors LLC | +786 | +7.2% | 11,779 |
Biggest Decreases (19)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -58,921 | -39.0% | 92,148 |
| Advisors Asset Management, Inc. | -26,600 | -21.6% | 96,662 |
| ROYAL BANK OF CANADA | -21,932 | -40.5% | 32,158 |
| LPL Financial LLC | -7,000 | -5.6% | 117,929 |
| MERCER GLOBAL ADVISORS INC /ADV | -4,777 | -42.9% | 6,368 |
| Formidable Asset Management, LLC | -2,901 | -5.6% | 48,973 |
| RAYMOND JAMES FINANCIAL INC | -2,240 | -3.4% | 63,634 |
| FIRST TRUST ADVISORS LP | -1,218 | -0.9% | 129,129 |
| BANK OF AMERICA CORP /DE | -971 | -1.0% | 98,884 |
| BENJAMIN EDWARDS INC | -710 | -3.5% | 19,302 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -577 | -1.3% | 45,327 |
| Steward Partners Investment Advisor | -441 | -4.4% | 9,554 |
| COMMONWEALTH EQUITY SERVICES, LLC | -409 | -1.8% | 22,101 |
| UBS Group AG | -318 | -1.2% | 27,174 |
| Summit Financial, LLC | -200 | -1.9% | 10,518 |
| AMERIPRISE FINANCIAL INC | -196 | -0.3% | 56,615 |
| HARBOUR INVESTMENTS, INC. | -133 | -13.5% | 854 |
| Farther Finance Advisors, LLC | -65 | -14.4% | 385 |
| LANARK FINANCIAL, INC. | -22 | -0.4% | 6,210 |