Institutional Ownership Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information about the institutional ownership of Eaton Vance Tax Advantaged Dividend Income Fund (EVT). We have compiled data on the 159 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $350 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
940,836
shares
|
$22.6 Million
0.0% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
935,243
shares
|
$22.5 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
886,731
shares
|
$21.3 Million
0.01% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
867,392
shares
|
$20.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.85%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2025 Q3 2025 |
797,020
shares
|
$19.1 Million
1.47% of portfolio
|
Q3 2025
Added 6.22%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 13, 2025 Q3 2025 |
787,656
shares
|
$18.9 Million
2.99% of portfolio
|
Q3 2025
Reduced 5.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
680,385
shares
|
$16.3 Million
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
629,773
shares
|
$15.1 Million
0.58% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 14, 2025 Q3 2025 |
612,942
shares
|
$14.7 Million
0.62% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
463,441
shares
|
$11.1 Million
0.0% of portfolio
|
Q3 2025
Added 6.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
438,244
shares
|
$10.5 Million
0.13% of portfolio
|
Q3 2025
Added 27.92%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
377,402
shares
|
$9.06 Million
0.07% of portfolio
|
Q3 2025
Added 5.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
349,627
shares
|
$8.39 Million
0.0% of portfolio
|
Q3 2025
Added 12.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
338,918
shares
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
313,713
shares
|
$7.53 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
300,527
shares
|
$7.22 Million
4.73% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
255,882
shares
|
$6.14 Million
0.11% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Dec 01, 2025 Q3 2025 |
247,116
shares
|
$5.93 Million
0.1% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
240,749
shares
|
$5.78 Million
0.01% of portfolio
|
Q3 2025
Added 6.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
217,863
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
209,169
shares
|
$5.02 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
203,769
shares
|
$4.89 Million
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
194,432
shares
|
$4.67 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
185,724
shares
|
$4.46 Million
0.02% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
151,445
shares
|
$3.64 Million
0.01% of portfolio
|
Q3 2023
Added 4.63%
|
|