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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
30,791
shares
|
$756,226
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
30,354
shares
|
$745,494
0.0% of portfolio
|
Q3 2024
Added 194.53%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,419
shares
|
$697,970
0.03% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$670,340
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
24,589
shares
|
$603,905
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
23,335
shares
|
$573,107
0.27% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
21,769
shares
|
$534,646
0.2% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
21,264
shares
|
$522,243
0.02% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
20,912
shares
|
$513,598
0.0% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,103
shares
|
$493,729
0.0% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
20,000
shares
|
$491,200
0.01% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
19,779
shares
|
$485,772
0.0% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
19,592
shares
|
$481,179
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,750
shares
|
$460,500
0.0% of portfolio
|
Q3 2024
Reduced 2.26%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
18,002
shares
|
$442,129
0.01% of portfolio
|
Q4 2024
Added 80.31%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
17,787
shares
|
$436,848
0.0% of portfolio
|
Q3 2024
Added 67.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
17,740
shares
|
$435,694
0.0% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
17,037
shares
|
$418,428
0.09% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,190
shares
|
$397,626
0.0% of portfolio
|
Q2 2023
Added 74.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$380,680
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
15,457
shares
|
$379,623
0.01% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15,074
shares
|
$370,217
0.0% of portfolio
|
Q3 2024
Added 38.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
14,676
shares
|
$360,442
0.0% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
14,586
shares
|
$358,232
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,309
shares
|
$351,429
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|