Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 612.73 K | $18.60 M | -1.96% | 3.74% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 239.39 K | $7.27 M | 8.53% | 1.46% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 179.94 K | $5.46 M | 4.34% | 1.10% |
| MORGAN STANLEY | 02/13/2026 | 165.44 K | $5.02 M | 12.50% | 1.01% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 158.45 K | $4.81 M | -19.02% | 0.97% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 157.74 K | $4.79 M | 53.19% | 0.96% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 131.21 K | $3.98 M | 0.65% | 0.80% |
| LPL FINANCIAL LLC | 02/11/2026 | 128.64 K | $3.90 M | 1.24% | 0.79% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 117.41 K | $3.56 M | -1.11% | 0.72% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 114.01 K | $3.46 M | 17.36% | 0.70% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 92.25 K | $2.80 M | -18.27% | 0.56% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 81.64 K | $2.48 M | -6.44% | 0.50% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 71.69 K | $2.14 M | -2.30% | 0.44% |
| ROYAL BANK OF CANADA | 02/17/2026 | 63.73 K | $1.93 M | 0.05% | 0.39% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 62.88 K | $1.91 M | -2.93% | 0.38% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 60.75 K | $1.84 M | 150.36% | 0.37% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 59.03 K | $1.79 M | 1.78% | 0.36% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 57.82 K | $1.75 M | -28.08% | 0.35% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 54.61 K | $1.51 M | -7.23% | 0.33% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 43.99 K | $1.34 M | 1.59% | 0.27% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 02/24/2026 | 41.59 K | $1.25 M | 100.00% | 0.25% |
| UBS GROUP AG | 01/29/2026 | 30.70 K | $931.62 K | 13.44% | 0.19% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 30.47 K | $924.86 K | 0.00% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 27.72 K | $841.33 K | 16.89% | 0.17% |
| CREATIVE PLANNING | 02/17/2026 | 25.20 K | $764.92 K | -1.10% | 0.15% |
| SILVER OAK SECURITIES, INCORPORATED | 01/15/2026 | 22.88 K | $679.51 K | 6.61% | 0.14% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 22.87 K | $694.16 K | -13.95% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 22.41 K | $680.14 K | 128.23% | 0.14% |
| MERCER GLOBAL ADVISORS INC /ADV | 02/18/2026 | 21.81 K | $661.99 K | 1.47% | 0.13% |
| INVESCO LTD. | 02/19/2026 | 21.15 K | $641.90 K | -28.56% | 0.13% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 20.21 K | $613.33 K | 10.35% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 19.53 K | $593.00 K | 6.51% | 0.12% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 17.62 K | $534.69 K | 10.45% | 0.11% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 14.91 K | $452.43 K | -2.98% | 0.09% |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 14.36 K | $435.86 K | 0.41% | 0.09% |
| DAKOTA WEALTH MANAGEMENT | 01/13/2026 | 13.56 K | $411.40 K | 1.54% | 0.08% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 13.36 K | $405.38 K | 2.87% | 0.08% |
| MUTUAL ADVISORS, LLC | 02/02/2026 | 13.00 K | $394.51 K | 0.06% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/06/2026 | 12.94 K | $392.85 K | 0.00% | 0.08% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 12.67 K | $384.66 K | 21.12% | 0.08% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 12.00 K | $364.05 K | -47.21% | 0.07% |
| SUMMIT FINANCIAL, LLC | 02/13/2026 | 11.78 K | $357.61 K | -9.76% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 02/09/2026 | 10.48 K | $318.04 K | -0.95% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 10.19 K | $309.17 K | -9.34% | 0.06% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 10.17 K | $308.57 K | 1.65% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 10.00 K | $303.35 K | -1.60% | 0.06% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 9.68 K | $293.88 K | 100.00% | 0.06% |
| KOVACK ADVISORS, INC. | 02/17/2026 | 8.72 K | $264.52 K | 100.00% | 0.05% |
| EXCEL SECURITIES & ASSOCIATES, INC. | 02/02/2026 | 7.69 K | $233.39 K | 0.00% | 0.05% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 7.47 K | $226.60 K | -3.27% | 0.05% |
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Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 96 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund. The most heavily invested institutionals were:
FLAGSHIP HARBOR ADVISORS, LLC: 133,102
Formidable Asset Management, LLC: 51,874
Astoria Portfolio Advisors LLC.: 50,168
WOLVERINE ASSET MANAGEMENT LLC: 47,873
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 45,904
UBS Group AG: 27,492
19.60% of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.07 M shares in the last 24 months. This purchase volume represents approximately $116.06 M in transactions.