eaton vance corp. is one of the oldest investment management firms in the united states, with a history dating to 1924. eaton vance and its affiliates offer individuals and institutions a broad array of investment strategies and wealth management solutions. the company’s long record of exemplary service, timely innovation and attractive returns through a variety of market conditions has made eaton vance the investment manager of choice for many of today’s most discerning investors. for important disclosure please visit: www.eatonvance.com/socialmedia
Company profile
Ticker
ETO
Exchange
Employees
Location
Fiscal year end
Former names
EATON VANCE TAX ADVANTAGED GLOBAL DIVIDEND OPPORTUNITIES FUN
SEC CIK
ETO stock data
Latest filings (excl ownership)
424B3
Prospectus supplement
23 May 24
424B3
Prospectus supplement
21 Feb 24
424B3
Prospectus supplement
20 Feb 24
N-CEN
Annual report (registered investment company)
10 Jan 24
N-CSR
Certified annual shareholder report (management investment company)
27 Dec 23
424B3
Prospectus supplement
22 Dec 23
DEF 14A
Definitive proxy
22 Dec 23
N-PX
Annual report of proxy voting record
23 Aug 23
N-CSRS
Certified semi-annual shareholder report (management investment company)
27 Jun 23
424B3
Prospectus supplement
3 Apr 23
Latest ownership filings
NPORT-P
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (Jan 2024 report)
28 Mar 24
3
Laura Donovan
11 Jan 24
NPORT-P
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (Oct 2023 report)
11 Dec 23
5
Derek DiGregorio
8 Dec 23
NPORT-P
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (Jul 2023 report)
29 Sep 23
4
Derek DiGregorio
16 Aug 23
4
THOMAS E FAUST JR
9 Aug 23
NPORT-P
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (Apr 2023 report)
21 Jun 23
3
Anchal Pachnanda
6 Apr 23
NPORT-P
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (Jan 2023 report)
31 Mar 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund | – | -2.73 | -5.58 | -2.78 | 666.98 mm | 165 | Oct 2023 |
Institutional ownership, Q4 2023
6.0% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 12 |
Opened positions | 1 |
Closed positions | 41 |
Increased positions | 5 |
Reduced positions | 4 |
13F shares | Current |
---|---|
Total value | 6.01 bn |
Total shares | 990.61 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
First Trust Portfolios | 614.98 k | $15.54 mm |
International Assets Investment Management | 122.45 k | $5.18 mm |
Flagship Harbor Advisors | 97.42 k | $2.30 bn |
Raymond James & Associates | 43.06 k | $1.02 bn |
Raymond James Financial Services Advisors | 36.12 k | $853.87 mm |
Hennion & Walsh Asset Management | 31.72 k | $749.84 mm |
Blue Bell Private Wealth Management | 17.37 k | $410.63 mm |
Stratos Wealth Partners | 13.84 k | $327.18 mm |
Mutual Advisors | 11.90 k | $281.39 mm |
GPS Wealth Strategies | 1.01 k | $23.82 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
31 Oct 23 | Derek DiGregorio | Common Shares | Other | Acquire J | Yes | No | 0 | 35.961 | 0.00 | 2,876.961 |
14 Aug 23 | Derek DiGregorio | Common Shares | Buy | Acquire P | Yes | No | 23 | 2,841 | 65.34 k | 2,841 |