Reported relationships
Latest disclosed role at each company.
No relationships currently tracked through insider filings.
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
No balances currently tracked through insider filings.
Past disclosures · reporting ended (3)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
Eaton Vance Tax-Advantaged Dividend Income Fund
Report date November 18, 2022 · Filed December 05, 2022
Section 16 reporting ended · disclosed 2022-12-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Advantaged Global Dividend Income Fund
Report date November 18, 2022 · Filed December 05, 2022
Section 16 reporting ended · disclosed 2022-12-05. Current position is not established by this disclosure.
No balance rows disclosed in this filing.
Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund
Report date October 31, 2022 · Filed December 05, 2022
Section 16 reporting ended · disclosed 2022-12-05. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common SharesSEC Table I · non-derivative | Direct | 2,620.372 |
Reported balance
After 2022-10-31 transaction · row 1
1 source rowRow 1 · 2022-10-31 · Other · Acquired 209.82 · Balance 2,620.372 F1: Fiscal year end adjustment, DRIPS |
Filing footnotes · ownership attribution and instrument terms
F1: Fiscal year end adjustment, DRIPS
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| October 31, 2022 Filed Dec 5, 2022 21:05 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 209.82 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-22-012289 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,620.372 F1 · price: Fiscal year end adjustment, DRIPS Read SEC document |
| October 31, 2021 Filed Dec 8, 2021 22:09 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 150.913 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-21-014641 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,410.552 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| October 30, 2020 Filed Dec 2, 2020 13:54 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 190.769 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-20-014066 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,259.639 F1 · price: Fiscal Year End Adjustment, DRIPS Read SEC document |
| October 31, 2019 Filed Dec 6, 2019 20:16 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 184.534 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-19-015371 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,068.87 F1 · price: fiscal year end adjustment, DRIPS Read SEC document |
| October 31, 2018 Filed Dec 11, 2018 19:46 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 155.461 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016467 · doc5.xml · nonDerivative · entry 2 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,884.336 F1 · price: Fiscal Year End Adjustment, DRIPS Read SEC document |
| October 31, 2017 Filed Dec 11, 2018 19:46 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 153.572 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-18-016467 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,728.875 F1 · price: Fiscal Year End Adjustment, DRIPS Read SEC document |
| October 31, 2016 Filed Dec 6, 2016 15:32 UTC | Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund ETO · Entity 5447 | OtherCommon Shares | 1,575.303 | $20.67 | $32,561.51 |
DisclosureSEC source: 0001225208-16-042738 · doc5.xml · nonDerivative · entry 1 Croft John · CIK 0001679244 · Portfolio Manager 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,575.303 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.