Institute For Wealth Management, Llc. Eaton Vance Tax Advantaged Global Dividend Opportunities Fund Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	SELL	$21.47 - $30.37 $171,996 - $243,294	-8,011 Closed	0 $0
Q4 2020 Feb 01, 2021	BUY	$19.74 - $25.35 $158,137 - $203,078	8,011 New	8,011 $202,000
Q1 2020 Apr 29, 2020	SELL	$12.65 - $26.73 $110,826 - $234,181	-8,761 Closed	0 $0
Q4 2019 Feb 27, 2020	BUY	$24.85 - $26.76 $212,069 - $228,369	8,534 Added 3759.47%	8,761 $227,000
Q4 2019 Jan 27, 2020	SELL	$24.85 - $26.76 $212,069 - $228,369	-8,534 Reduced 97.41%	227 $227,000
Q2 2019 Aug 02, 2019	BUY	$22.13 - $24.92 $193,880 - $218,324	8,761 New	8,761 $213,000
Q1 2018 May 15, 2018	SELL	$23.68 - $26.72 $226,404 - $255,469	-9,561 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$23.94 - $25.44 $228,890 - $243,231	9,561 New	9,561 $246,000
Q3 2017 Nov 14, 2017	SELL	$23.38 - $24.68 $207,637 - $219,183	-8,881 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	8,881	8,881 $218,000

Others Institutions Holding ETO

# of Institutions

68

Shares Held

3.48M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

707K
Shares

$17.9 Million
0.61% of portfolio
Cornerstone Advisors, LLC Asheville, NC

322K
Shares

$8.17 Million
0.34% of portfolio
1607 Capital Partners, LLC Richmond, VA

246K
Shares

$6.23 Million
0.6% of portfolio
Advisors Asset Management, Inc. Monument, CO

193K
Shares

$4.88 Million
0.1% of portfolio
Stifel Financial Corp St. Louis, MO

181K
Shares

$4.59 Million
0.01% of portfolio

About Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund

Ticker ETO
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. It invests in public equity markets across the globe. The fund seeks to invest in the stocks of companies operating across diversified sectors. It primarily invests in dividend paying value stocks of ...

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.