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 141 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
183,204
shares
|
$4.5 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
174,178
shares
|
$4.28 Million
0.02% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
157,316
shares
|
$3.86 Million
0.64% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
151,445
shares
|
$3.72 Million
0.01% of portfolio
|
Q3 2023
Added 4.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
116,177
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
115,790
shares
|
$2.84 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
98,440
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
95,403
shares
|
$2.34 Million
0.01% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
93,783
shares
|
$2.3 Million
0.02% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80,958
shares
|
$1.99 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
80,786
shares
|
$1.98 Million
1.05% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
73,369
shares
|
$1.8 Million
0.85% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
49,023
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
48,833
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
44,800
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
44,435
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
37,855
shares
|
$929,718
0.04% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
36,948
shares
|
$907,442
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
36,424
shares
|
$894,573
0.45% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
33,980
shares
|
$834,548
0.09% of portfolio
|
Q3 2024
Reduced 76.85%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
33,976
shares
|
$834,450
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
33,716
shares
|
$828,064
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
33,403
shares
|
$820,377
0.0% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,380
shares
|
$770,692
0.0% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
31,227
shares
|
$766,935
0.21% of portfolio
|
Q4 2024
Added 2.73%
|