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Get Institutions for : 
Eaton Vance Tax Advantaged Global Dividend Opportunities Fun (ETO)  
$24.74 0.23 (0.94%) as of 4:30 Mon 5/6


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    0
Total shares held : 
2,994,265  
% of shares held : 
20.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
201,079  
% of shares held change : 
  1.38%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$21.06  
Last Quarter's Ending Price : 
$23.64  
Last Quarter's Average Price
$21.97  
Change from last quarter's     
avg. price to the last closing  : 
2.77 (12.61%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
4
 2,026
 0.07%
 
Increased Positions :
29
 271,765
 9.08%
 
Unchanged Positions :
8
 9,791
 0.33%
 
Decreased Positions :
17
-56,430
-1.88%
 
Closed Positions :
4
-16,282
-0.54%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   KARPUS MANAGEMENT INC 41 - 2023-12-31 712,026 $16,832,000 64,196
   Cornerstone Advisors LLC 103 - 2023-12-31 251,110 $5,936,000 25,389
   STIFEL FINANCIAL CORP 1164 - 2023-12-31 189,534 $4,481,000 -1,196
   BANK OF AMERICA CORP /DE/ 2992 - 2023-12-31 174,120 $4,116,000 22,782
   UBS Group AG 2170 - 2023-12-31 173,613 $4,104,000 886
   1607 CAPITAL PARTNERS, LLC 86 - 2023-12-31 172,658 $4,082,000 17,058
   FLAGSHIP HARBOR ADVISORS LLC 127 - 2024-03-31 106,873 $2,670,000 9,452
   MORGAN STANLEY 4254 - 2023-12-31 108,524 $2,566,000 9,670
   LPL FINANCIAL CORP 2272 - 2023-12-31 97,660 $2,309,000 -12,026
   FIRST TRUST ADVISORS LP 1693 - 2023-12-31 87,985 $2,080,000 -5,119
   WELLS FARGO & CO/MN 2484 - 2023-12-31 86,901 $2,054,000 13,122
   FIXED INCOME SECURITIES INC 547 - 2023-12-31 80,931 $1,913,000 3,420
   BBK Capital Partners LLC 47 - 2023-12-31 77,660 $1,836,000 -2,737
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1015 - 2024-03-31 65,994 $1,649,000 6,756
   CNH PARTNERS LLC 227 - 2023-12-31 53,665 $1,269,000 33,755
   Advisor Group Holdings Inc. 2306 - 2023-12-31 51,542 $1,218,000 -8,964
   AMERIPRISE FINANCIAL INC 3040 - 2023-12-31 50,266 $1,188,000 1,777
   BENJAMIN F. EDWARDS & COMPANY INC. 472 - 2024-03-31 46,347 $1,158,000 46,197
   Hennion & Walsh Asset Management Inc. 410 - 2024-03-31 42,334 $1,058,000 10,615
   RAYMOND JAMES & ASSOCIATES 2537 - 2024-03-31 42,300 $1,057,000 -762
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2135 - 2024-03-31 34,725 $867,000 -1,395
   ROYAL BANK OF CANADA 3190 - 2023-12-31 36,544 $864,000 2,233
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1870 - 2024-03-31 32,225 $805,000 -759
   GUGGENHEIM CAPITAL LLC 1321 - 2023-12-31 28,927 $684,000 -7,030
   PNC FINANCIAL SERVICES GROUP INC 1458 - 2023-12-31 23,405 $553,000 3,445
   Rockefeller Capital Management L.P. 1378 - 2023-12-31 18,223 $431,000 4,723
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 122 - 2024-03-31 17,170 $429,000 -200
   HOLLENCREST SECURITIES LLC - 2024-03-31 16,365 $409,000 0
   BB&T CORP 2087 - 2023-12-31 16,580 $392,000 -1,078
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 502 - 2023-12-31 15,637 $370,000 15,637
   Joel Isaacson & Co. LLC - 2024-03-31 13,928 $348,000 66
   SILVER OAK SECURITIES Inc 348 - 2023-12-31 14,527 $343,000 1,830
   NBC SECURITIES INC. 583 - 2024-03-31 12,654 $316,000 -317
   Mutual Advisors LLC - 2024-03-31 12,175 $304,000 272
   Oakmont Partners LLC 583 - 2024-03-31 11,840 $296,000 210
   Private Advisor Group LLC - 2024-03-31 10,811 $270,000 -379
   CI Private Wealth LLC 1911 - 2023-12-31 11,302 $267,000 1,450
   COMMONWEALTH EQUITY SERVICES LLC. 3377 - 2024-03-31 10,233 $256,000 424
   INVESCO LTD 3382 - 2023-12-31 10,177 $241,000 -7
   COMERICA BANK 2362 - 2023-12-31 6,152 $145,000 287
   Steward Partners Investment Advisory LLC 1625 - 2023-12-31 4,800 $113,000 0
   Goss Wealth Management LLC 1948 - 2023-12-31 4,043 $96,000 -21
   Ahrens Investment Partners LLC 231 *New 2023-03-31 4,017 $89,000 4,017
   WOLVERINE ASSET MANAGEMENT LLC 640 - 2023-12-31 3,324 $79,000 3,324
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1948 - 2023-12-31 2,620 $62,000 2,620
   Parallel Advisors LLC 1349 - 2023-12-31 2,558 $60,000 1,384
   JONES FINANCIAL COMPANIES LLLP 513 *New 2023-12-31 1,570 $37,000 1,570
   ANCORA ADVISORS, LLC 1015 - 2023-12-31 1,325 $31,000 0
   GPS Wealth Strategies Group LLC - 2024-03-31 1,007 $25,000 0
   PRINCIPAL SECURITIES INC. 1792 - 2023-12-31 1,004 $24,000 0
   Aspire Private Capital LLC 341 - 2024-03-31 665 $17,000 0
   Beacon Capital Management LLC 530 - 2023-12-31 468 $10,000 5
   Spire Wealth Management 1838 *New 2024-03-31 300 $7,000 300
   HANSON MCCLAIN, INC. 2257 - 2024-03-31 289 $7,000 7
   ADVISORY SERVICES NETWORK, LLC 3020 *New 2023-12-31 255 $6,000 255
   CFG ASSET MANAGEMENT LLC 316 *New 2023-12-31 200 $5,000 200
   IAG Wealth Partners LLC 423 *New 2024-03-31 20 $1,000 20
   Stratos Wealth Partners LTD. 1362 *Closed 2024-03-31 0 $0 -13,840
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   CWM LLC 4489 *Closed 2024-03-31 0 $0 -840
   FMR LLC 5123 *New 2023-12-31 1 $0 1
   ELEQUIN CAPITAL LP 456 *Closed 2023-12-31 0 $0 -3,613
   MARINER WEALTH ADVISORS, LLC 3171 *Closed 2023-12-31 0 $0 -10,634

  63 Records found
  1    
  Page 1 of 1
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