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. | 05/14/2026 | 645.80 K | $17.21 M | 5.40% | 3.94% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 245.86 K | $6.55 M | 2.70% | 1.50% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 182.12 K | $4.85 M | 15.46% | 1.11% |
| MORGAN STANLEY | 05/15/2026 | 171.58 K | $4.57 M | 3.71% | 1.05% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 151.07 K | $4.03 M | 32.51% | 0.92% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 133.10 K | $3.55 M | 1.44% | 0.81% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 130.35 K | $3.47 M | 11.02% | 0.80% |
| LPL FINANCIAL LLC | 05/06/2026 | 124.93 K | $3.33 M | -2.88% | 0.76% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 123.26 K | $3.28 M | -31.50% | 0.75% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 99.86 K | $2.66 M | 22.32% | 0.61% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 90.79 K | $2.42 M | -1.59% | 0.55% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 65.87 K | $1.76 M | 4.77% | 0.40% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 65.30 K | $1.74 M | 7.49% | 0.40% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 57.90 K | $1.54 M | 0.14% | 0.35% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 56.81 K | $1.50 M | -3.76% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 54.09 K | $1.44 M | -15.13% | 0.33% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 51.87 K | $1.57 M | -5.02% | 0.32% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 04/28/2026 | 50.17 K | $1.47 M | 20.62% | 0.31% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 47.87 K | $1.28 M | 100.00% | 0.29% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 45.90 K | $1.25 M | -35.97% | 0.28% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 42.40 K | $1.13 M | -3.63% | 0.26% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 33.47 K | $892.06 K | 9.84% | 0.20% |
| UBS GROUP AG | 05/05/2026 | 27.49 K | $732.66 K | -10.44% | 0.17% |
| CREATIVE PLANNING | 05/12/2026 | 27.00 K | $719.45 K | 7.11% | 0.16% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 24.47 K | $652.17 K | -11.72% | 0.15% |
| SILVER OAK SECURITIES, INCORPORATED | 04/20/2026 | 23.40 K | $623.53 K | 2.26% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 22.51 K | $599.89 K | 0.45% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 22.25 K | $593.07 K | 71.93% | 0.14% |
| BENJAMIN EDWARDS INC | 05/12/2026 | 20.01 K | $533.42 K | -12.49% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 19.78 K | $527.00 K | 1.30% | 0.12% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 18.62 K | $496.14 K | 100.00% | 0.11% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 18.32 K | $488.19 K | -9.35% | 0.11% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 15.13 K | $403.28 K | 19.39% | 0.09% |
| COHEN & STEERS, INC. | 05/15/2026 | 15.00 K | $400.00 K | 100.00% | 0.09% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 14.91 K | $397.27 K | 0.00% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 14.06 K | $374.75 K | -20.18% | 0.09% |
| JOEL ISAACSON & CO., LLC | 04/23/2026 | 13.88 K | $370.00 K | -3.33% | 0.08% |
| DAKOTA WEALTH MANAGEMENT | 05/07/2026 | 13.81 K | $367.90 K | 1.84% | 0.08% |
| MUTUAL ADVISORS, LLC | 05/04/2026 | 12.89 K | $343.54 K | -0.83% | 0.08% |
| MERCER GLOBAL ADVISORS INC /ADV | 05/15/2026 | 11.15 K | $297.02 K | -48.90% | 0.07% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 10.99 K | $292.96 K | 13.53% | 0.07% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/11/2026 | 10.79 K | $287.55 K | 2.97% | 0.07% |
| SUMMIT FINANCIAL, LLC | 05/15/2026 | 10.72 K | $285.64 K | -9.04% | 0.07% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 10.26 K | $273.40 K | 0.71% | 0.06% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 10.17 K | $270.95 K | 0.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 10.00 K | $266.37 K | 0.00% | 0.06% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 05/15/2026 | 9.45 K | $251.84 K | 100.00% | 0.06% |
| KOVACK ADVISORS, INC. | 05/13/2026 | 8.72 K | $232.27 K | 0.00% | 0.05% |
| 04/17/2026 | 8.00 K | $213.31 K | 7.55% | 0.05% | |
| NBC SECURITIES, INC. | 04/14/2026 | 6.23 K | $166.08 K | 27.50% | 0.04% |
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Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 94 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund. The most heavily invested institutionals were:
Karpus Management, Inc.: 645,796
1607 Capital Partners, LLC: 245,856
GUGGENHEIM CAPITAL LLC: 182,122
MORGAN STANLEY: 171,578
Shaker Financial Services, LLC: 151,069
FLAGSHIP HARBOR ADVISORS, LLC: 133,102
19.07% of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 3.96 M shares in the last 24 months. This purchase volume represents approximately $112.94 M in transactions.