Seven Bridge Financial Group, LLC Eaton Vance Tax Advantaged Global Dividend Opportunities Fund Transaction History

Seven Bridge Financial Group, LLC

$552 Million
Q3 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 09, 2019	SELL	$24.2 - $25.73 $4,791 - $5,094	-198 Closed	0 $0
Q4 2018 Feb 14, 2019	SELL	$17.39 - $25.27 $2,278 - $3,310	-131 Reduced 39.82%	198 $4,000
Q2 2018 Aug 14, 2018	BUY	$24.13 - $26.13 $3,161 - $3,423	131 Added 66.16%	329 $8,000
Q4 2017 Feb 20, 2018	BUY	$23.94 - $25.44 $4,740 - $5,037	198 New	198 $5,000
Q3 2017 Nov 13, 2017	SELL	$23.38 - $24.68 $4,629 - $4,886	-198 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	198	198 $5,000

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

$18 Million
0.61% of portfolio
Cornerstone Advisors, LLC Asheville, NC

322K
Shares

$8.22 Million
0.34% of portfolio
1607 Capital Partners, LLC Richmond, VA

246K
Shares

$6.28 Million
0.6% of portfolio
Advisors Asset Management, Inc. Monument, CO

193K
Shares

$4.92 Million
0.1% of portfolio
Stifel Financial Corp St. Louis, MO

181K
Shares

$4.62 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 ...

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