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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,380
shares
|
$753,433
0.0% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 20, 2025 Q3 2025 |
31,002
shares
|
$744,358
0.0% of portfolio
|
Q3 2025
Added 5.02%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
30,770
shares
|
$738,787
0.01% of portfolio
|
Q3 2025
Added 14.74%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
27,767
shares
|
$666,685
0.0% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$655,328
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
26,797
shares
|
$643,395
0.03% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
26,255
shares
|
$630,382
0.04% of portfolio
|
Q3 2025
Added 16.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
25,985
shares
|
$623,899
0.0% of portfolio
|
Q3 2025
Added 20.66%
|
|
|
Live Oak Private Wealth LLC
|
Oct 17, 2025 Q3 2025 |
24,589
shares
|
$590,381
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
23,532
shares
|
$565,003
0.02% of portfolio
|
Q3 2025
Reduced 5.5%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
23,495
shares
|
$564,114
0.01% of portfolio
|
Q3 2025
Reduced 3.12%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
23,097
shares
|
$554,558
0.0% of portfolio
|
Q3 2025
Reduced 6.63%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
22,505
shares
|
$540,345
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
22,043
shares
|
$529,252
0.21% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
21,769
shares
|
$522,673
0.13% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
21,264
shares
|
$510,548
0.01% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Shikiar Asset Management Inc
|
Oct 14, 2025 Q3 2025 |
20,000
shares
|
$480,200
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,909
shares
|
$478,015
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
19,500
shares
|
$468,195
0.03% of portfolio
|
Q3 2025
Added 25.81%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
19,497
shares
|
$468,122
0.19% of portfolio
|
Q3 2025
Reduced 38.67%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
18,899
shares
|
$453,764
0.0% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
18,740
shares
|
$449,947
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
16,710
shares
|
$401,207
0.01% of portfolio
|
Q3 2025
Reduced 44.01%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 14, 2025 Q3 2025 |
16,637
shares
|
$399,454
0.08% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,190
shares
|
$388,721
0.0% of portfolio
|
Q2 2023
Added 74.31%
|
|