Eaton Vance T/A GLBL DVD OppETO

13F holders, Q1 2025 (March 31)
57holders −1
4new positions
5sold out
$24.57avg. 13F price*

At the end of Q1 2025, 57 institutions reported holding Eaton Vance T/A GLBL DVD Opp (ETO) in their 13F filings, down 1 from Q4 2024. 4 opened new positions and 5 sold out. The largest holders were Karpus Management, Inc. ($16.2M), 1607 Capital Partners, LLC ($6.3M) and Cornerstone Advisors, LLC ($6.1M).

Company
Eaton Vance T/A GLBL DVD Opp
CUSIP
27828U106
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080 Q1 2024: 58Q1 2024Q2 2024: 60Q2 2024Q3 2024: 64Q3 2024Q4 2024: 58Q4 2024Q1 2025: 57Q1 2025Q2 2025: 63Q2 2025Q3 2025: 71Q3 2025Q4 2025: 70Q4 2025Q1 2026: 67Q1 2026Q2 2026: 74Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions4$795K
Exits5$743K

All 13F filers, Q4 2024 → Q1 2025: 103,644 shares bought and 165,340 shares sold, net −61,696 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 57 holders

Karpus Management, Inc. 0.53% Reduce -5.2% 659,449 $16.2M
1607 Capital Partners, LLC 0.51% Add +2.5% 255,176 $6.3M
Cornerstone Advisors, LLC 0.26% Reduce -10.4% 247,321 $6.1M
Stifel Financial Corp. 0.00% Add +1.6% 183,701 $4.5M
Advisors Asset Management, Inc. 0.08% Reduce -12.1% 174,519 $4.3M
Flagship Harbor Advisors, LLC 0.16% Reduce -0.8% 123,074 $3.0M
Bank of America Corp. 0.00% Reduce -4.6% 119,144 $2.9M
LPL Financial LLC 0.00% Add +8.4% 118,583 $2.9M
Morgan Stanley 0.00% Add +6.4% 116,683 $2.9M
First Trust Advisors LP 0.00% Add +1.8% 103,658 $2.5M
Wells Fargo & Company 0.00% Add +3.3% 103,000 $2.5M
Raymond James Financial Inc. 0.00% Add +0.7% 74,359 $1.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +1.7% 71,405 $1.8M
Royal Bank of Canada 0.00% Add +94.7% 68,561 $1.7M
Formidable Asset Management, LLC 0.25% Reduce -10.8% 61,098 $1.5M
Ameriprise Financial Inc. 0.00% Add +1.7% 54,805 $1.3M
AQR Arbitrage LLC 0.05% Reduce -21.8% 47,988 $1.2M
Invesco Ltd. 0.00% Reduce -1.5% 42,143 $1.0M
Shaker Financial Services, LLC 0.40% Reduce -2.9% 41,701 $1.0M
Benjamin Edwards Inc. 0.01% Reduce -12.1% 41,220 $1.0M
Hennion & Walsh Asset Management, Inc. 0.04% Reduce -4.1% 41,009 $1.0M
UBS Group AG 0.00% Reduce -8.2% 37,894 $931K
Guggenheim Capital LLC 0.01% Reduce -3.3% 31,989 $786K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.9% 30,850 $758K
PNC Financial Services Group, Inc. 0.00% No change 22,939 $564K
Wolverine Asset Management LLC 0.04% New 22,331 $549K
Osaic Holdings, Inc. 0.00% Reduce -1.1% 21,357 $525K
Truist Financial Corp. 0.00% Add +3.2% 19,212 $472K
Rockefeller Capital Management L.P. 0.00% Reduce -0.5% 18,223 $448K
Silver Oak Securities, Incorporated 0.04% Add +1.7% 17,544 $434K
Hollencrest Capital Management 0.02% No change 16,365 $402K
Dakota Wealth Management 0.01% Add +14.1% 14,190 $349K
Joel Isaacson & Co., LLC 0.02% Add +0.5% 14,175 $348K
NewEdge Advisors, LLC 0.00% Reduce -0.0% 13,174 $324K
Mutual Advisors, LLC 0.01% Reduce -0.4% 12,886 $313K
Blue Bell Private Wealth Management, LLC 0.05% Reduce -4.4% 10,849 $267K
Private Advisor Group, LLC 0.00% Add +14.1% 10,709 $263K
Corient Private Wealth LP 0.00% Reduce -3.2% 10,702 $263K
Ashton Thomas Securities, LLC 0.07% No change 10,690 $263K
Steward Partners Investment Advisory, LLC 0.00% Reduce -0.4% 10,371 $255K
Commonwealth Equity Services, LLC 0.00% Reduce -5.1% 9,659 $237K
Cetera Investment Advisers 0.00% Reduce -29.1% 8,938 $220K
Founders Financial Alliance, LLC 0.05% New 8,869 $218K
Comerica Bank 0.00% No change 5,602 $138K
Parallel Advisors, LLC 0.00% Add +2.1% 2,801 $69K
Lanark Financial, Inc. 0.00% — 1,930 $47K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,900 $47K
Ancora Advisors LLC 0.00% No change 1,325 $33K
US Bancorp \de 0.00% Add +291.7% 1,175 $29K
GPS Wealth Strategies Group, LLC 0.00% No change 1,007 $25K
CIBC Private Wealth Group LLC 0.00% No change 1,137 $24K
Principal Securities, Inc. 0.00% No change 922 $23K
Elequin Capital, LP 0.01% New 870 $21K
Allworth Financial LP 0.00% Add +1.9% 313 $8K
Spire Wealth Management 0.00% No change 300 $7K
Cwm, LLC 0.00% No change 286 $7K
TD Capital Management LLC 0.00% New 283 $7K

"% of holder's portfolio" is ETO's weight in each manager's 13F, not the share of Eaton Vance T/A GLBL DVD Opp the manager owns.