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. | 08/14/2026 | 699.13 K | $21.58 M | 8.26% | 4.27% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 295.26 K | $9.11 M | 20.10% | 1.80% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 212.94 K | $6.57 M | 16.92% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 183.54 K | $5.67 M | 6.97% | 1.12% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 143.04 K | $4.42 M | 7.47% | 0.87% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 129.13 K | $3.99 M | -0.93% | 0.79% |
| LPL FINANCIAL LLC | 08/07/2026 | 117.93 K | $3.64 M | -5.60% | 0.72% |
| ADVISORY SOLUTIONS GROUP, LLC | 07/29/2026 | 114.08 K | $3.52 M | 100.00% | 0.70% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 107.28 K | $3.31 M | 18.16% | 0.65% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 98.88 K | $3.05 M | -0.97% | 0.60% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 96.66 K | $2.98 M | -21.58% | 0.59% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 92.15 K | $2.84 M | -39.00% | 0.56% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 83.53 K | $2.58 M | 74.47% | 0.51% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 70.11 K | $2.16 M | 7.36% | 0.43% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 63.63 K | $1.96 M | -3.40% | 0.39% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 58.20 K | $1.80 M | 0.53% | 0.36% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 56.62 K | $1.75 M | -0.35% | 0.35% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 52.50 K | $1.62 M | 23.83% | 0.32% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 07/28/2026 | 51.08 K | $1.58 M | 1.82% | 0.31% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 48.97 K | $1.31 M | -5.59% | 0.30% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 45.33 K | $1.39 M | -1.26% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 34.27 K | $1.06 M | 40.04% | 0.21% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 33.47 K | $1.03 M | 0.00% | 0.20% |
| ROYAL BANK OF CANADA | 08/14/2026 | 32.16 K | $993.00 K | -40.55% | 0.20% |
| COHEN & STEERS, INC. | 08/14/2026 | 30.00 K | $926.00 K | 100.00% | 0.18% |
| CREATIVE PLANNING | 08/13/2026 | 28.12 K | $868.09 K | 4.17% | 0.17% |
| UBS GROUP AG | 08/13/2026 | 27.17 K | $838.86 K | -1.16% | 0.17% |
| SILVER OAK SECURITIES, INCORPORATED | 08/07/2026 | 25.48 K | $786.57 K | 8.90% | 0.16% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 22.83 K | $704.64 K | 100.00% | 0.14% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 22.25 K | $686.98 K | 0.00% | 0.14% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 22.10 K | $682.24 K | -1.82% | 0.13% |
| HRT FINANCIAL LP | 08/14/2026 | 21.34 K | $658.00 K | 100.00% | 0.13% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 20.95 K | $646.62 K | 38.42% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 20.04 K | $619.00 K | 1.32% | 0.12% |
| DAKOTA WEALTH MANAGEMENT | 08/07/2026 | 19.58 K | $604.28 K | 41.80% | 0.12% |
| BENJAMIN EDWARDS INC | 07/24/2026 | 19.30 K | $596.06 K | -3.55% | 0.12% |
| INVESCO LTD. | 08/14/2026 | 19.26 K | $594.49 K | 100.00% | 0.12% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 18.53 K | $571.93 K | 1.14% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 15.12 K | $466.88 K | 7.55% | 0.09% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 14.91 K | $460.18 K | 0.00% | 0.09% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 13.97 K | $431.38 K | 29.51% | 0.09% |
| JOEL ISAACSON & CO., LLC | 08/04/2026 | 13.93 K | $430.11 K | 0.36% | 0.09% |
| MUTUAL ADVISORS, LLC | 08/14/2026 | 12.99 K | $400.88 K | 0.74% | 0.08% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 11.78 K | $363.62 K | 7.15% | 0.07% |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 07/31/2026 | 10.75 K | $331.70 K | 13.70% | 0.07% |
| SUMMIT FINANCIAL, LLC | 08/12/2026 | 10.52 K | $324.69 K | -1.87% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 10.33 K | $318.82 K | 0.67% | 0.06% |
| CI PRIVATE WEALTH, LLC | 08/27/2026 | 10.17 K | $313.86 K | 0.00% | 0.06% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 9.61 K | $296.72 K | 100.00% | 0.06% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 9.55 K | $294.93 K | -4.41% | 0.06% |
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Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 99 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.: 699,132
1607 Capital Partners, LLC: 295,263
GUGGENHEIM CAPITAL LLC: 212,936
MORGAN STANLEY: 183,536
FLAGSHIP HARBOR ADVISORS, LLC: 143,043
FIRST TRUST ADVISORS LP: 129,129
21.01% of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.28 M shares in the last 24 months. This purchase volume represents approximately $122.22 M in transactions.