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 142 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $339 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
13,678
shares
|
$335,931
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,608
shares
|
$334,212
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,084
shares
|
$321,343
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$319,280
0.16% of portfolio
|
Q2 2023
Reduced 7.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,552
shares
|
$308,277
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
11,797
shares
|
$289,734
0.26% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,690
shares
|
$287,106
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$281,654
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,225
shares
|
$275,686
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,663
shares
|
$261,883
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,415
shares
|
$255,792
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,152
shares
|
$249,333
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$245,600
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
10,000
shares
|
$245,600
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,984
shares
|
$245,207
0.0% of portfolio
|
Q2 2024
Added 9.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,662
shares
|
$237,298
0.15% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
9,580
shares
|
$235,284
0.14% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,496
shares
|
$233,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
9,349
shares
|
$229,611
1.44% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
9,340
shares
|
$229,390
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,967
shares
|
$220,229
0.07% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,707
shares
|
$213,843
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
8,550
shares
|
$209,988
0.01% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$208,416
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,200
shares
|
$201,392
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|