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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
15,875
shares
|
$381,158
0.04% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Calamos Advisors LLC
|
Oct 20, 2025 Q3 2025 |
15,708
shares
|
$377,149
0.0% of portfolio
|
Q3 2025
Added 21.74%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
15,457
shares
|
$371,122
0.0% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
14,972
shares
|
$359,477
0.0% of portfolio
|
Q3 2025
Reduced 26.29%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 15, 2025 Q3 2025 |
14,344
shares
|
$344,399
0.17% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,335
shares
|
$344,183
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Commons Capital, LLC
Needham, MA |
Nov 12, 2025 Q3 2025 |
14,229
shares
|
$341,638
0.24% of portfolio
|
Q3 2025
Added 14.54%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,712
shares
|
$329,225
0.01% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
13,580
shares
|
$326,055
0.01% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
13,000
shares
|
$312,130
0.12% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
12,832
shares
|
$308,096
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
12,751
shares
|
$306,151
0.0% of portfolio
|
Q2 2025
Reduced 41.14%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,567
shares
|
$301,733
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
12,485
shares
|
$299,764
0.0% of portfolio
|
Q3 2025
Added 100.69%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
12,284
shares
|
$294,938
0.02% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
12,191
shares
|
$292,705
0.01% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
12,146
shares
|
$291,625
0.0% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Nov 03, 2025 Q3 2025 |
12,000
shares
|
$288,120
0.06% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
11,993
shares
|
$287,951
0.0% of portfolio
|
Q3 2025
Added 21.6%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,858
shares
|
$284,710
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$275,346
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
11,467
shares
|
$275,322
0.08% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
10,840
shares
|
$260,268
0.01% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Hancock Whitney Corp
|
Nov 17, 2025 Q3 2025 |
10,663
shares
|
$256,018
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
10,555
shares
|
$253,425
0.0% of portfolio
|
Q3 2025
Reduced 25.16%
|
|