Stonegate Investment Group, LLC Eaton Vance Tax Advantaged Global Dividend Opportunities Fund Transaction History

Stonegate Investment Group, LLC

$3.35 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 09, 2022	SELL	$21.47 - $30.37 $47,835 - $67,664	-2,228 Reduced 16.75%	11,072 $245,000
Q1 2022 May 16, 2022	SELL	$26.23 - $32.68 $174,429 - $217,322	-6,650 Reduced 33.33%	13,300 $401,000
Q4 2021 Feb 11, 2022	BUY	$29.85 - $33.5 $595,507 - $668,325	19,950 New	19,950 $649,000

Others Institutions Holding ETO

# of Institutions

64

Shares Held

3.29M

Call Options Held

0

Put Options Held

0

Karpus Management, Inc. Pittsford, NY

723K
Shares

$19.1 Million
0.56% of portfolio
Cornerstone Advisors, LLC Asheville, NC

354K
Shares

$9.35 Million
0.37% of portfolio
1607 Capital Partners, LLC Richmond, VA

200K
Shares

$5.28 Million
0.46% of portfolio
Stifel Financial Corp St. Louis, MO

185K
Shares

$4.89 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

181K
Shares

$4.79 Million
0.09% 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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