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 160 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 $352 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
148,920
shares
|
$3.58 Million
0.0% of portfolio
|
Q3 2025
Added 20.12%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
139,380
shares
|
$3.35 Million
0.0% of portfolio
|
Q3 2025
Added 12.17%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
138,984
shares
|
$3.34 Million
0.52% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
121,775
shares
|
$2.92 Million
0.11% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
109,568
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Added 34.14%
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
95,919
shares
|
$2.3 Million
0.71% of portfolio
|
Q3 2025
Reduced 11.71%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
94,275
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
85,710
shares
|
$2.06 Million
0.07% of portfolio
|
Q3 2025
Reduced 53.59%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
84,622
shares
|
$2.03 Million
0.92% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2025 Q3 2025 |
82,056
shares
|
$1.97 Million
0.39% of portfolio
|
Q3 2025
Added 22.62%
|
|
|
Shaker Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
81,549
shares
|
$1.96 Million
0.71% of portfolio
|
Q3 2025
Reduced 30.84%
|
|
|
Pmg Family Office LLC
Plano, TX |
Dec 22, 2025 Q3 2025 |
77,890
shares
|
$1.87 Million
2.13% of portfolio
|
Q3 2025
New holding
|
|
|
1776 Wealth LLC
|
Nov 06, 2025 Q3 2025 |
75,650
shares
|
$1.82 Million
0.74% of portfolio
|
Q3 2025
Added 4.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
70,684
shares
|
$1.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
62,692
shares
|
$1.51 Million
0.01% of portfolio
|
Q3 2025
Added 47.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
54,464
shares
|
$1.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
52,880
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
51,841
shares
|
$1.24 Million
0.0% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
47,805
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
45,413
shares
|
$1.09 Million
0.0% of portfolio
|
Q3 2025
Reduced 61.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
41,481
shares
|
$995,958
0.0% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
41,413
shares
|
$994,326
0.04% of portfolio
|
Q3 2025
Added 7.61%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
37,855
shares
|
$908,898
0.04% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
35,667
shares
|
$856,364
0.18% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
34,810
shares
|
$835,788
0.16% of portfolio
|
Q3 2025
Added 0.36%
|
|