How many institutions own ETO stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own ETO shares is 67, representing 19.21% of the company's common stock.

Who are the major shareholders selling Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock?

BENJAMIN EDWARDS INC, in the last quarter, reduced its stake in ETO by -21.17% restricting it's holding to 26.58 thousand shares of worth nearly $732.58K. INVESCO LTD. also lessened -6.53% of the ETO shares from its portfolio, reducing its holding to 29.61 thousand shares of worth $815.97K. BANK OF AMERICA CORP /DE/ also shunned ETO shares holding by -18.36% last quarter which brought its holding to 87.26 thousand shares worth $2.40M.

Investors who are buying ETO stock?

As per its latest 13F filing, FOUNDERS FINANCIAL ALLIANCE, LLC increased its stake in ETO by 25.72% in the last quarter. The institutional holder raised its holding to 11.24 thousand shares having worth more than $309.69K. UBS GROUP AG also added 0.23% more shares of ETO to its portfolio, raising its holding to 27.06 thousand shares of worth $745.77K. ROCKEFELLER CAPITAL MANAGEMENT L.P. also increased its ETO shares holding by 4.28% which brought its holding to 30.47 thousand shares worth $839.84K.

ETO's major insiders: who are they?

The insider with the most stakes in ETO is RICHARDSON DUNCAN W , President at the company. Additionally, ETO stock is highly held by Trustee QUINTON KEITH and Vice President MACH MICHAEL R among others.

Did an insider recently sell ETO stock?

Company executives, directors, and other insiders own N/A percent of Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund's stock. Within the last six months, there have been 1 transaction(s) in which ETO insiders have sold stock, totaling 1.05K shares. Insiders that have sold shares include DIGREGORIO DEREK, QUINTON KEITH, and KIRCHNER JAMES F.

How much of ETO does insiders own?

Around 1 Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund shares are held by insiders, which represents about N/A of ETO stock.

Who is the insider with the largest stake?

ETO President, RICHARDSON DUNCAN W holds the largest portfolio of the company's shares. ETO shares owned by RICHARDSON total nearly 11.2 thousand.

Which institution holds the most shares in ETO?

FOUNDERS FINANCIAL ALLIANCE, LLC is the largest institutional owner in ETO which holds 11.24 thousand shares worth $309.69K or 0.07% of the total ETO shares outstanding followed by BENJAMIN EDWARDS INC with ownership of 26.58 thousand shares representing 0.16% of the ETO ownership. UBS GROUP AG is the third largest stakeholder with 27.06 thousand shares or 0.17% of the ownership worth more than $745.77K.

Is there a short position on ETO's shares?

Number of ETO shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding ETO shares are there?

As of today, null shares of ETO are outstanding.

Is there many float in ETO stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, ETO has null shares in float.

ETO short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for ETO is null.

Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund (ETO) insider trading activity: Get Latest News Today

Q: Which insider recently purchased ETO stock?

There have been 0 transaction(s) during the past 6-months in which Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund insiders have bought stock, totalling 0 shares

Q: Is Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the ETO is concerned, it is a stock which is not optionable.

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableNo

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

N/A Percentage of Shares held by All Insiders

19.21% Percentage of Shares held by All Institutions

19.21% Percentage of Float held by Institutions

Number of Institutions Holding Shares

Institutional Ownership

About 19.21% of ETO shares are held by financial institutions. FOUNDERS FINANCIAL ALLIANCE, LLC is the top corporate investor, holding 11.24K shares valued at $309.69K. A 0.07% stake in Eaton Vance Tax-Advantaged Global Dividend Opportunities Fund is owned by the company. BENJAMIN EDWARDS INC owns 26.58K shares valued at $732.58K, which translates its holding of 0.16% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.07%	11.24K	309.69K	2.3K	+25.72%
Sep 30, 2025	BENJAMIN EDWARDS INC	0.16%	26.58K	732.58K	-7.14K	-21.17%
Sep 30, 2025	UBS GROUP AG	0.17%	27.06K	745.77K	61	+0.23%
Sep 30, 2025	INVESCO LTD.	0.18%	29.61K	815.97K	-2.07K	-6.53%
Sep 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.19%	30.47K	839.84K	1.25K	+4.28%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.53%	87.26K	2.4M	-19.62K	-18.36%
Sep 30, 2025	COMERICA BANK	0.03%	5.41K	149.18K	0	0
Sep 30, 2025	EVERSOURCE WEALTH ADVISORS, LLC	0.04%	7.34K	202.35K	7.34K	+100.00%
Sep 30, 2025	CI PRIVATE WEALTH, LLC	0.06%	10K	275.66K	-700	-6.54%
Sep 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	10.16K	279.95K	-213	-2.05%
Sep 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.06%	10.46K	288.38K	-1.71K	-14.05%
Sep 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.06%	10.58K	291.56K	-129	-1.20%
Sep 30, 2025	SUMMIT FINANCIAL, LLC	0.08%	13.06K	359.88K	13.06K	+100.00%
Sep 30, 2025	DAKOTA WEALTH MANAGEMENT	0.08%	13.35K	367.93K	-765	-5.42%
Sep 30, 2025	JOEL ISAACSON & CO., LLC	0.09%	14.3K	394.16K	62	+0.44%
Sep 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.09%	15.37K	423.46K	-1K	-6.11%
Sep 30, 2025	CETERA INVESTMENT ADVISERS	0.1%	15.95K	439.62K	7.07K	+79.61%
Sep 30, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.05%	8.51K	234.56K	8.11K	+2,027.75%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	9.82K	271K	151	+1.56%
Sep 30, 2025	TRUIST FINANCIAL CORP	0.11%	18.31K	504.69K	172	+0.95%
Sep 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	18.33K	505K	257	+1.42%
Sep 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.13%	21.46K	591.44K	2.49K	+13.15%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.05%	172.46K	4.75M	-6.54K	-3.65%
Sep 30, 2025	CORNERSTONE ADVISORS, LLC	1.19%	195.68K	5.39M	-21.89K	-10.06%
Sep 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	12.94K	356.74K	0	0
Sep 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	12.98K	357.83K	330	+2.61%
Sep 30, 2025	MUTUAL ADVISORS, LLC	0.08%	12.99K	361.67K	-157	-1.19%
Sep 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.36%	58.87K	1.6M	-2.23K	-3.64%
Sep 30, 2025	ROYAL BANK OF CANADA	0.39%	63.7K	1.76M	-2.1K	-3.19%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.49%	80.39K	2.22M	-1.81K	-2.20%
Sep 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.59%	97.15K	2.68M	11.1K	+12.90%
Sep 30, 2025	GUGGENHEIM CAPITAL LLC	0.63%	102.97K	2.84M	47.41K	+85.32%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.69%	112.87K	3.11M	17.31K	+18.11%
Sep 30, 2025	FIRST TRUST ADVISORS LP	0.72%	118.72K	3.27M	16.71K	+16.38%
Sep 30, 2025	LPL FINANCIAL LLC	0.78%	127.06K	3.5M	5.17K	+4.24%
Sep 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.8%	130.37K	3.59M	922	+0.71%
Sep 30, 2025	MORGAN STANLEY	0.9%	147.06K	4.05M	10.47K	+7.67%
Sep 30, 2025	1607 CAPITAL PARTNERS, LLC	1.35%	220.58K	6.08M	-34.19K	-13.42%
Sep 30, 2025	KARPUS MANAGEMENT, INC.	3.81%	624.95K	17.22M	-19.21K	-2.98%
Sep 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	0	-	-200	-100.00%
Sep 30, 2025	HIGHLINE WEALTH PARTNERS LLC	0%	100	2.76K	100	+100.00%
Sep 30, 2025	RUSSELL INVESTMENTS GROUP, LTD.	0%	150	4.13K	150	+100.00%
Sep 30, 2025	GOALVEST ADVISORY LLC	0%	154	4.24K	154	+100.00%
Sep 30, 2025	CWM, LLC	0%	286	8K	0	0
Sep 30, 2025	SPIRE WEALTH MANAGEMENT	0%	300	8.27K	0	0
Sep 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	372	10.25K	0	0
Sep 30, 2025	FARTHER FINANCE ADVISORS, LLC	0%	450	12.4K	450	+100.00%
Sep 30, 2025	ESL TRUST SERVICES, LLC	0%	500	13.78K	500	+100.00%
Sep 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	966	26.62K	44	+4.77%
Sep 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.08K	29.63K	0	0
Sep 30, 2025	US BANCORP \DE\	0.01%	1.18K	32.38K	0	0
Sep 30, 2025	PARALLEL ADVISORS, LLC	0.03%	4.94K	136.03K	70	+1.44%
Sep 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	7.48K	206.07K	0	0
Sep 30, 2025	READYSTATE ASSET MANAGEMENT LP	0.05%	7.58K	208.8K	7.58K	+100.00%
Sep 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.05%	7.69K	211.94K	-3K	-28.06%
Sep 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	7.72K	212.71K	-45	-0.58%
Sep 30, 2025	MERCER GLOBAL ADVISORS INC /ADV	0.13%	21.5K	592.42K	21.5K	+100.00%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	22.72K	626.27K	-6.28K	-21.65%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	23.71K	650.4K	1.01K	+4.46%
Sep 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.15%	24.27K	668.75K	2.71K	+12.57%
Sep 30, 2025	CREATIVE PLANNING	0.16%	25.48K	702.33K	1.29K	+5.34%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.26%	43.3K	1.19M	-2.32K	-5.09%
Sep 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	58K	1.6M	1.22K	+2.15%
Sep 30, 2025	RAYMOND JAMES FINANCIAL INC	0.4%	64.77K	1.79M	-12.45K	-16.12%
Sep 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.45%	73.38K	2.05M	902	+1.24%
Sep 30, 2025		0.05%	7.84K	215.93K	7.84K	+100.00%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.14%	22.7K	617.24K	1.34K	+6.29%
Jun 30, 2025	JOEL ISAACSON & CO., LLC	0.09%	14.24K	387.19K	65	+0.46%
Jun 30, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	8.94K	243.02K	69	+0.78%
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.47%	77.22K	2.1M	2.86K	+3.85%
Jun 30, 2025	STIFEL FINANCIAL CORP	0.28%	45.62K	1.24M	-138.08K	-75.16%
Jun 30, 2025	BENJAMIN EDWARDS INC	0.21%	33.71K	916.68K	-7.51K	-18.21%
Jun 30, 2025	INVESCO LTD.	0.19%	31.68K	861.3K	-10.47K	-24.83%
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.18%	29.22K	794.57K	11K	+60.36%
Jun 30, 2025	UBS GROUP AG	0.16%	27K	734.1K	-10.9K	-28.75%
Jun 30, 2025	WILEY BROS.-AINTREE CAPITAL, LLC	0.13%	21.56K	586.1K	21.56K	+100.00%
Jun 30, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.1%	16.37K	444.96K	0	0
Jun 30, 2025	DAKOTA WEALTH MANAGEMENT	0.09%	14.12K	383.79K	-75	-0.53%
Jun 30, 2025	CI PRIVATE WEALTH, LLC	0.07%	10.7K	290.99K	0	0
Jun 30, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.07%	10.69K	290.66K	0	0
Jun 30, 2025	NBC SECURITIES, INC.	0.01%	1.97K	53K	38	+1.97%
Jun 30, 2025	ANCORA ADVISORS, LLC	0.01%	1.33K	36.03K	0	0
Jun 30, 2025	GLOBAL RETIREMENT PARTNERS, LLC	0.01%	1.08K	29.23M	1.08K	+100.00%
Jun 30, 2025	PRINCIPAL SECURITIES, INC.	0.01%	922	25.07K	0	0
Jun 30, 2025	NEWBRIDGE FINANCIAL SERVICES GROUP, INC.	0%	372	10.12K	372	+100.00%
Jun 30, 2025	ALLWORTH FINANCIAL LP	0%	319	8.68K	6	+1.92%
Jun 30, 2025	SPIRE WEALTH MANAGEMENT	0%	300	8.16K	0	0
Jun 30, 2025	TD CAPITAL MANAGEMENT LLC	0%	283	7.7K	0	0
Jun 30, 2025	AMERITAS ADVISORY SERVICES, LLC	0%	200	5.44K	200	+100.00%
Jun 30, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0%	1	27	-1.14K	-99.91%
Jun 30, 2025	GPS WEALTH STRATEGIES GROUP, LLC	0%	0	-	-1.01K	-100.00%
Jun 30, 2025	ELEQUIN SECURITIES, LLC	0%	0	-	-870	-100.00%
Jun 30, 2025	KARPUS MANAGEMENT, INC.	3.93%	644.16K	17.51M	-15.29K	-2.32%
Jun 30, 2025	ROYAL BANK OF CANADA	0.4%	65.8K	1.79M	-2.76K	-4.03%
Jun 30, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.37%	61.1K	1.5M	0	0
Jun 30, 2025	AMERIPRISE FINANCIAL INC	0.35%	56.78K	1.54M	1.98K	+3.60%
Jun 30, 2025	AQR ARBITRAGE LLC	0.14%	23.41K	636.57K	-24.58K	-51.21%
Jun 30, 2025	TRUIST FINANCIAL CORP	0.11%	18.14K	493.23K	-1.07K	-5.58%
Jun 30, 2025	MUTUAL ADVISORS, LLC	0.08%	13.15K	364.85K	262	+2.03%
Jun 30, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.08%	12.94K	351.95K	-10K	-43.57%
Jun 30, 2025	NEWEDGE ADVISORS, LLC	0.08%	12.65K	344.05K	-520	-3.95%
Jun 30, 2025	GUGGENHEIM CAPITAL LLC	0.34%	55.56K	1.51M	23.57K	+73.69%
Jun 30, 2025	CREATIVE PLANNING	0.15%	24.19K	657.81K	24.19K	+100.00%
Jun 30, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.11%	18.08K	492K	-12.77K	-41.40%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.18%	29K	788.59K	29K	+100.00%
Jun 30, 2025	NWF ADVISORY SERVICES INC.	0.05%	7.76K	211.08K	7.76K	+100.00%
Jun 30, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	12.17K	331.02K	1.47K	+13.68%
Jun 30, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.07%	10.71K	291.15K	-141	-1.30%
Jun 30, 2025	1607 CAPITAL PARTNERS, LLC	1.55%	254.77K	6.93M	-411	-0.16%
Jun 30, 2025	CORNERSTONE ADVISORS, LLC	1.33%	217.56K	5.92M	-29.76K	-12.03%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.09%	179K	4.87M	4.48K	+2.57%
Jun 30, 2025	MORGAN STANLEY	0.83%	136.59K	3.71B	19.91K	+17.06%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.79%	129.45K	3.52M	6.37K	+5.18%
Jun 30, 2025	CETERA INVESTMENT ADVISERS	0.05%	8.88K	241.49K	-57	-0.64%
Jun 30, 2025	SOWELL FINANCIAL SERVICES LLC	0.05%	7.48K	203.3K	7.48K	+100.00%
Jun 30, 2025	COMERICA BANK	0.03%	5.41K	147.18K	-189	-3.37%
Jun 30, 2025	PARALLEL ADVISORS, LLC	0.03%	4.87K	132.28K	2.06K	+73.69%
Jun 30, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.9K	51.66K	0	0
Jun 30, 2025	SILVER OAK SECURITIES, INCORPORATED	0.12%	18.97K	515.69K	1.42K	+8.11%
Jun 30, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	10.37K	281.99K	0	0
Jun 30, 2025	LPL FINANCIAL LLC	0.74%	121.89K	3.31M	3.3K	+2.79%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.65%	106.87K	2.91M	-12.27K	-10.30%
Jun 30, 2025	FIRST TRUST ADVISORS LP	0.62%	102.01K	2.77M	-1.65K	-1.59%
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.58%	95.56K	2.6M	-7.44K	-7.22%
Jun 30, 2025	SHAKER FINANCIAL SERVICES, LLC	0.53%	86.05K	2.34M	44.35K	+106.35%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.5%	82.2K	2.24M	41.19K	+100.44%
Jun 30, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	72.48K	2M	1.07K	+1.50%
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	9.67K	263K	9	+0.09%
Mar 31, 2025	EXCEL SECURITIES & ASSOCIATES, INC.	0.07%	10.69K	262.65K	0	0
Mar 31, 2025	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.44%	71.41K	1.75M	1.17K	+1.66%
Mar 31, 2025	MORGAN STANLEY	0.71%	116.68K	2.87M	6.98K	+6.37%
Mar 31, 2025	LPL FINANCIAL LLC	0.72%	118.58K	2.91M	9.2K	+8.41%
Mar 31, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.75%	123.07K	3.02M	-930	-0.75%
Mar 31, 2025	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.06%	10.37K	254.82K	-39	-0.37%
Mar 31, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	9.66K	237K	-521	-5.12%
Mar 31, 2025	CETERA INVESTMENT ADVISERS	0.05%	8.94K	219.6K	-3.68K	-29.14%
Mar 31, 2025	1607 CAPITAL PARTNERS, LLC	1.56%	255.18K	6.27M	6.23K	+2.50%
Mar 31, 2025	FIRST TRUST ADVISORS LP	0.63%	103.66K	2.55M	1.79K	+1.76%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.73%	119.14K	2.93M	-5.75K	-4.60%
Mar 31, 2025	COMERICA BANK	0.03%	5.6K	137.64K	0	0
Mar 31, 2025	GUGGENHEIM CAPITAL LLC	0.2%	31.99K	785.97K	-1.1K	-3.33%
Mar 31, 2025	UBS GROUP AG	0.23%	37.89K	931.06K	-3.4K	-8.23%
Mar 31, 2025	BENJAMIN EDWARDS INC	0.25%	41.22K	1.01M	-5.67K	-12.09%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	1.06%	174.52K	4.29M	-23.43K	-11.83%
Mar 31, 2025	KARPUS MANAGEMENT, INC.	4.02%	659.45K	16.2M	-36.04K	-5.18%
Mar 31, 2025	CIBC PRIVATE WEALTH GROUP, LLC	0.01%	1.14K	24.4K	0	0
Mar 31, 2025	US BANCORP \DE\	0.01%	1.18K	28.87K	875	+291.67%
Mar 31, 2025	ANCORA ADVISORS, LLC	0.01%	1.33K	32.56K	0	0
Mar 31, 2025	TRUIST FINANCIAL CORP	0.12%	19.21K	472.04K	593	+3.18%
Mar 31, 2025	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.19%	30.85K	758K	-594	-1.89%
Mar 31, 2025	SHAKER FINANCIAL SERVICES, LLC	0.25%	41.7K	1.02M	-1.25K	-2.91%
Mar 31, 2025	INVESCO LTD.	0.26%	42.14K	1.04M	-659	-1.54%
Mar 31, 2025	CORNERSTONE ADVISORS, LLC	1.51%	247.32K	6.08M	-28.64K	-10.38%
Mar 31, 2025	STIFEL FINANCIAL CORP	1.12%	183.7K	4.51M	2.98K	+1.65%
Mar 31, 2025	FORMIDABLE ASSET MANAGEMENT, LLC	0.37%	61.1K	1.5M	-7.38K	-10.78%
Mar 31, 2025	NBC SECURITIES, INC.	0.01%	1.93K	47	1.92K	+24,025.00%
Mar 31, 2025	PARALLEL ADVISORS, LLC	0.02%	2.8K	68.83K	57	+2.08%
Mar 31, 2025	FOUNDERS FINANCIAL ALLIANCE, LLC	0.05%	8.87K	217.92K	8.87K	+100.00%
Mar 31, 2025	JOEL ISAACSON & CO., LLC	0.09%	14.18K	348.29K	64	+0.45%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	18.22K	447.74K	-99	-0.54%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.13%	21.36K	524.75K	-228	-1.06%
Mar 31, 2025	WOLVERINE ASSET MANAGEMENT LLC	0.14%	22.33K	548.67K	22.33K	+100.00%
Mar 31, 2025	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	22.94K	563.61K	0	0
Mar 31, 2025	RAYMOND JAMES FINANCIAL INC	0.45%	74.36K	1.83M	500	+0.68%
Mar 31, 2025	ROYAL BANK OF CANADA	0.42%	68.56K	1.69M	33.34K	+94.67%
Mar 31, 2025	AMERIPRISE FINANCIAL INC	0.33%	54.81K	1.35M	897	+1.66%
Mar 31, 2025	AQR ARBITRAGE LLC	0.29%	47.99K	1.18M	-13.4K	-21.83%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.25%	41.01K	1.01M	-1.75K	-4.10%
Mar 31, 2025	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.9K	46.68K	0	0
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.63%	103K	2.53M	3.24K	+3.25%
Mar 31, 2025	SILVER OAK SECURITIES, INCORPORATED	0.11%	17.54K	434.21K	292	+1.69%
Mar 31, 2025	HOLLENCREST CAPITAL MANAGEMENT	0.1%	16.37K	402.09K	0	0
Mar 31, 2025	DAKOTA WEALTH MANAGEMENT	0.09%	14.19K	348.65K	1.75K	+14.07%
Mar 31, 2025	NEWEDGE ADVISORS, LLC	0.08%	13.17K	323.69K	-1	-0.01%
Mar 31, 2025	MUTUAL ADVISORS, LLC	0.08%	12.89K	313.26K	-52	-0.40%
Mar 31, 2025	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.07%	10.85K	266.56K	-500	-4.41%
Mar 31, 2025	PRIVATE ADVISOR GROUP, LLC	0.07%	10.71K	263.11K	1.33K	+14.12%
Mar 31, 2025	CI PRIVATE WEALTH, LLC	0.07%	10.7K	262.95K	-350	-3.17%
Mar 31, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.07%	11.78K	294.36K	11.78K	+100.00%
Mar 31, 2024	STIFEL FINANCIAL CORP	1.15%	187.91K	4.69M	-1.62K	-0.86%
Mar 31, 2024	CWM, LLC	0%	0	-	-840	-100.00%
Mar 31, 2024	JONES FINANCIAL COMPANIES LLLP	0%	0	-	-1.57K	-100.00%
Mar 31, 2024	FMR LLC	0%	0	-	-1	-100.00%
Mar 31, 2024	IAG WEALTH PARTNERS, LLC	0%	20	500	20	+100.00%
Mar 31, 2024	ALLWORTH FINANCIAL LP	0%	289	7.21K	7	+2.48%
Mar 31, 2024	SPIRE WEALTH MANAGEMENT	0%	300	7.49K	300	+100.00%
Mar 31, 2024	ASPIRE PRIVATE CAPITAL, LLC	0%	665	16.61K	0	0
Mar 31, 2024	PRINCIPAL SECURITIES, INC.	0.01%	1K	25.08K	0	0
Mar 31, 2024	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	1.01K	25.17K	0	0
Mar 31, 2024	NEWSQUARE CAPITAL LLC	0%	0	-	-200	-100.00%
Mar 31, 2024	UBS GROUP AG	0.53%	86.77K	2.17M	-86.84K	-50.02%
Mar 31, 2024	FORMIDABLE ASSET MANAGEMENT, LLC	0.46%	75.19K	1.88M	-2.47K	-3.18%
Mar 31, 2024	AQR ARBITRAGE LLC	0.41%	66.55K	1.66M	12.88K	+24.01%
Mar 31, 2024	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.4%	65.99K	1.65M	6.76K	+11.40%
Mar 31, 2024	ADVISOR GROUP HOLDINGS, INC.	0.32%	52.16K	1.3M	614	+1.19%
Mar 31, 2024	AMERIPRISE FINANCIAL INC	0.3%	49.72K	1.24M	-551	-1.10%
Mar 31, 2024	BENJAMIN F. EDWARDS & COMPANY, INC.	0.28%	46.35K	1.16M	46.2K	+30,798.00%
Mar 31, 2024	HENNION & WALSH ASSET MANAGEMENT, INC.	0.26%	42.33K	1.06M	10.62K	+33.47%
Mar 31, 2024	RAYMOND JAMES & ASSOCIATES	0.26%	42.3K	1.06M	-762	-1.77%
Mar 31, 2024	ROYAL BANK OF CANADA	0.22%	36.51K	912K	-33	-0.09%
Mar 31, 2024	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.21%	34.73K	867.43K	-1.4K	-3.86%
Mar 31, 2024	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	32.23K	805K	-759	-2.30%
Mar 31, 2024	WOLVERINE ASSET MANAGEMENT LLC	0.18%	29.44K	735.39K	26.12K	+785.65%
Mar 31, 2024	GUGGENHEIM CAPITAL LLC	0.17%	27.7K	692.02K	-1.22K	-4.23%
Mar 31, 2024	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	23.45K	585.78K	45	+0.19%
Mar 31, 2024	SHAKER FINANCIAL SERVICES, LLC	0.13%	21.43K	535.2K	21.43K	+100.00%
Mar 31, 2024	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.12%	19.93K	497.88K	4.29K	+27.46%
Mar 31, 2024	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	18.22K	455.21K	0	0
Mar 31, 2024	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.1%	17.17K	428.91K	-200	-1.15%
Mar 31, 2024	TRUIST FINANCIAL CORP	0.1%	16.74K	418.08K	157	+0.95%
Mar 31, 2024	INVESCO LTD.	0.1%	16.52K	412.7K	6.34K	+62.34%
Mar 31, 2024	HOLLENCREST CAPITAL MANAGEMENT	0.1%	16.37K	408.8K	0	0
Mar 31, 2024	SILVER OAK SECURITIES, INCORPORATED	0.09%	14.73K	368.01K	205	+1.41%
Mar 31, 2024	JOEL ISAACSON & CO., LLC	0.09%	13.93K	347.91K	66	+0.48%
Mar 31, 2024	ENVESTNET ASSET MANAGEMENT INC	0.08%	13.6K	339.63K	13.6K	+100.00%
Mar 31, 2024	NBC SECURITIES, INC.	0.08%	12.65K	316K	-317	-2.44%
Mar 31, 2024	MUTUAL ADVISORS, LLC	0.07%	12.18K	304.14K	272	+2.29%
Mar 31, 2024	DAKOTA WEALTH MANAGEMENT	0.07%	11.84K	295.76K	210	+1.81%
Mar 31, 2024	CORNERSTONE ADVISORS, LLC	1.88%	307.76K	7.69M	56.65K	+22.56%
Mar 31, 2024	CETERA INVESTMENT ADVISERS	0.07%	11.65K	290.98K	11.65K	+100.00%
Mar 31, 2024	PRIVATE ADVISOR GROUP, LLC	0.07%	10.81K	270.06K	-379	-3.39%
Mar 31, 2024	CI PRIVATE WEALTH, LLC	0.06%	10.55K	263.59K	-750	-6.64%
Mar 31, 2024	COMMONWEALTH EQUITY SERVICES, LLC	0.06%	10.23K	256K	10.23K	+100.00%
Mar 31, 2024	COMERICA BANK	0.04%	6.15K	153.68K	0	0
Mar 31, 2024	KARPUS MANAGEMENT, INC.	4.46%	730.72K	18.25M	18.7K	+2.63%
Mar 31, 2024	1607 CAPITAL PARTNERS, LLC	1.14%	187.57K	4.69M	14.91K	+8.64%
Mar 31, 2024	BANK OF AMERICA CORP /DE/	1.09%	178.77K	4.47M	4.65K	+2.67%
Mar 31, 2024	ADVISORS ASSET MANAGEMENT, INC.	0.8%	131.11K	3.28M	50.18K	+62.01%
Mar 31, 2024	FLAGSHIP HARBOR ADVISORS, LLC	0.65%	106.87K	2.67M	9.45K	+9.70%
Mar 31, 2024	MORGAN STANLEY	0.63%	103.83K	2.59M	-4.7K	-4.33%
Mar 31, 2024	LPL FINANCIAL LLC	0.63%	102.66K	2.56M	5K	+5.12%
Mar 31, 2024	FIRST TRUST ADVISORS LP	0.56%	91.03K	2.27M	3.05K	+3.46%
Mar 31, 2024	WELLS FARGO & COMPANY/MN	0.54%	88.94K	2.22M	2.03K	+2.34%
Mar 31, 2024	CETERA ADVISORS LLC	0.05%	8.48K	211.84K	8.48K	+100.00%
Mar 31, 2024	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	4.8K	119.9K	0	0
Mar 31, 2024	NEWEDGE ADVISORS, LLC	0.02%	4.04K	100.99K	0	0
Mar 31, 2024	PARALLEL ADVISORS, LLC	0.02%	2.59K	64.72K	33	+1.29%
Mar 31, 2024	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.01%	1.9K	47.46K	-720	-27.48%
Dec 31, 2023	GUGGENHEIM CAPITAL LLC	0.18%	28.93K	683.84K	-7.03K	-19.55%
Dec 31, 2023	JONES FINANCIAL COMPANIES LLLP	0.01%	1.57K	37.12K	1.57K	+100.00%
Dec 31, 2023	ANCORA ADVISORS, LLC	0.01%	1.33K	31.32K	0	0
Dec 31, 2023	GPS WEALTH STRATEGIES GROUP, LLC	0.01%	1.01K	23.82K	0	0
Dec 31, 2023		0.01%	1K	23.74K	1K	+100.00%
Dec 31, 2023	CWM, LLC	0.01%	840	20K	0	0
Dec 31, 2023	KARPUS MANAGEMENT, INC.	4.36%	712.03K	16.83M	64.2K	+9.91%
Dec 31, 2023	CORNERSTONE ADVISORS, LLC	1.54%	251.11K	5.94M	25.39K	+11.25%
Dec 31, 2023	STIFEL FINANCIAL CORP	1.16%	189.53K	4.48M	-1.2K	-0.63%
Dec 31, 2023	BANK OF AMERICA CORP /DE/	1.07%	174.12K	4.12M	22.78K	+15.05%
Dec 31, 2023	UBS GROUP AG	1.06%	173.61K	4.1M	886	+0.51%
Dec 31, 2023	1607 CAPITAL PARTNERS, LLC	1.06%	172.66K	4.08M	17.06K	+10.96%
Dec 31, 2023	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.75%	122.45K	5.18M	122.45K	+100.00%
Dec 31, 2023	MORGAN STANLEY	0.67%	108.52K	2.57M	9.67K	+9.78%
Dec 31, 2023	LPL FINANCIAL LLC	0.6%	97.66K	2.31M	-12.03K	-10.96%
Dec 31, 2023	FLAGSHIP HARBOR ADVISORS, LLC	0.6%	97.42K	2.3M	13.63K	+16.26%
Dec 31, 2023	PARALLEL ADVISORS, LLC	0.02%	2.56K	60.47K	1.38K	+117.89%
Dec 31, 2023	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	0.02%	2.62K	61.94K	2.62K	+100.00%
Dec 31, 2023	WOLVERINE ASSET MANAGEMENT LLC	0.02%	3.32K	78.58K	3.32K	+100.00%
Dec 31, 2023	NEWEDGE ADVISORS, LLC	0.02%	4.04K	95.57K	-21	-0.52%
Dec 31, 2023	STEWARD PARTNERS INVESTMENT ADVISORY, LLC	0.03%	4.8K	113.47K	0	0
Dec 31, 2023	COMERICA BANK	0.04%	6.15K	145.43K	287	+4.89%
Dec 31, 2023	INVESCO LTD.	0.06%	10.18K	240.58K	-7	-0.07%
Dec 31, 2023	PRIVATE ADVISOR GROUP, LLC	0.07%	11.19K	264.51K	11.19K	+100.00%
Dec 31, 2023	CI PRIVATE WEALTH, LLC	0.07%	11.3K	267.18K	1.45K	+14.72%
Dec 31, 2023	DAKOTA WEALTH MANAGEMENT	0.07%	11.63K	274.93K	1.06K	+9.98%
Dec 31, 2023	MUTUAL ADVISORS, LLC	0.07%	11.9K	281.39K	-63	-0.53%
Dec 31, 2023	NBC SECURITIES, INC.	0.08%	12.97K	306K	-525	-3.89%
Dec 31, 2023	STRATOS WEALTH PARTNERS, LTD.	0.08%	13.84K	327.18K	-750	-5.14%
Dec 31, 2023	JOEL ISAACSON & CO., LLC	0.09%	13.86K	327.7K	54	+0.39%
Dec 31, 2023	SILVER OAK SECURITIES, INCORPORATED	0.09%	14.53K	343.42K	1.83K	+14.41%
Dec 31, 2023	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	0.1%	15.64K	369.66K	15.64K	+100.00%
Dec 31, 2023	HOLLENCREST CAPITAL MANAGEMENT	0.1%	16.37K	386.87K	-2.28K	-12.23%
Dec 31, 2023	TRUIST FINANCIAL CORP	0.1%	16.58K	391.94K	-1.08K	-6.10%
Dec 31, 2023	BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC	0.11%	17.37K	410.63K	1.1K	+6.76%
Dec 31, 2023	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.11%	18.22K	430.79K	4.72K	+34.99%
Dec 31, 2023	FIRST TRUST ADVISORS LP	0.54%	87.99K	2.08M	-5.12K	-5.50%
Dec 31, 2023	WELLS FARGO & COMPANY/MN	0.53%	86.9K	2.05M	13.12K	+17.79%
Dec 31, 2023	ADVISORS ASSET MANAGEMENT, INC.	0.5%	80.93K	1.91M	3.42K	+4.41%
Dec 31, 2023	FORMIDABLE ASSET MANAGEMENT, LLC	0.48%	77.66K	1.84M	-2.74K	-3.40%
Dec 31, 2023	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	0.36%	59.24K	1.4M	949	+1.63%
Dec 31, 2023	AQR ARBITRAGE LLC	0.33%	53.67K	1.27M	33.76K	+169.54%
Dec 31, 2023	ADVISOR GROUP HOLDINGS, INC.	0.32%	51.54K	1.22M	-8.96K	-14.82%
Dec 31, 2023	AMERIPRISE FINANCIAL INC	0.31%	50.27K	1.19M	1.78K	+3.66%
Dec 31, 2023	RAYMOND JAMES & ASSOCIATES	0.26%	43.06K	1.02M	-4.98K	-10.37%
Dec 31, 2023	ROYAL BANK OF CANADA	0.22%	36.54K	864K	2.23K	+6.51%
Dec 31, 2023	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC.	0.22%	36.12K	853.87K	-3.46K	-8.74%
Dec 31, 2023	PNC FINANCIAL SERVICES GROUP, INC.	0.14%	23.41K	553.29K	3.45K	+17.26%
Dec 31, 2023	CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.	0.2%	32.98K	780K	-1.96K	-5.60%
Dec 31, 2023	HENNION & WALSH ASSET MANAGEMENT, INC.	0.19%	31.72K	749.84K	14.79K	+87.39%

Insiders

Among the ETO insiders holding of N/A of the stake in company, RICHARDSON DUNCAN W, President, holds the largest shares of 11.2K. QUINTON KEITH, Trustee, is the second largest ETO insider with ownership of 6K shares. MACH MICHAEL R, Vice President, stands third with possession of 3K shares of that stake.

Insiders	Designation	Shares Held
RICHARDSON DUNCAN W	President	11.2K
QUINTON KEITH	Trustee	6K
MACH MICHAEL R	Vice President	3K
SARYAN JUDITH A	Vice President	1K
LUSTER THOMAS H	Vice President	500
DIGREGORIO DEREK	Portfolio Manager	1
KIRCHNER JAMES F	Treasurer	0

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Dec 03, 2025	DIGREGORIO DEREK	SALE	28.98	1.05K	30.52K	1
Feb 26, 2025	DIGREGORIO DEREK	PURCHASE	25.98	20	519.6	20
Feb 20, 2025	QUINTON KEITH	PURCHASE	26.10	5K	130.5K	6K
Aug 14, 2023	DIGREGORIO DEREK	PURCHASE	23.00	2.84K	65.34K	2.84K
Jan 11, 2023	QUINTON KEITH	PURCHASE	22.09	1K	22.09K	1K
Dec 01, 2022	QUINTON KEITH	SALE	22.35	2K	44.7K	0
Aug 11, 2022	KIRCHNER JAMES F	SALE	0.00	3.3K	-	0
Mar 29, 2022	QUINTON KEITH	PURCHASE	30.24	2K	60.48K	2K
Oct 27, 2008	RICHARDSON DUNCAN W	PURCHASE	12.40	500	6.2K	11.2K
Sep 29, 2008	RICHARDSON DUNCAN W	PURCHASE	19.60	500	9.8K	10.7K
Jul 15, 2008	RICHARDSON DUNCAN W	PURCHASE	26.37	1K	26.37K	10.2K
Aug 20, 2007	RICHARDSON DUNCAN W	PURCHASE	28.57	1K	28.57K	9.2K
Aug 10, 2007	RICHARDSON DUNCAN W	PURCHASE	29.45	1K	29.45K	8.2K
Jul 27, 2007	RICHARDSON DUNCAN W	PURCHASE	31.31	1K	31.31K	7.2K
Mar 27, 2006	MACH MICHAEL R	PURCHASE	25.68	615	15.79K	3K
Sep 14, 2005	MACH MICHAEL R	PURCHASE	23.25	385	8.95K	2.39K
Mar 17, 2005	RICHARDSON DUNCAN W	PURCHASE	20.05	500	10.03K	6.2K
Feb 22, 2005	MACH MICHAEL R	PURCHASE	20.55	1K	20.55K	2K
Jan 21, 2005	LUSTER THOMAS H	PURCHASE	20.06	500	10.03K	500
Dec 23, 2004	RICHARDSON DUNCAN W	PURCHASE	19.80	700	13.86K	5.7K
Aug 30, 2004	RICHARDSON DUNCAN W	PURCHASE	17.60	5K	88K	5K
Aug 26, 2004	MACH MICHAEL R	PURCHASE	17.59	1K	17.59K	1K
Mar 29, 2004	SARYAN JUDITH A	PURCHASE	19.76	1K	19.76K	1K

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE00

SALES1.05K1

NET SHARES-1.05K1

SHARES HELD11

% NET SHARES-105,400%0%

Frequently Asked Questions