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 145 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 $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,711
shares
|
$319,817
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
14,676
shares
|
$319,056
0.0% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Calamos Advisors LLC
|
Jan 24, 2025 Q4 2024 |
14,586
shares
|
$317,099
0.0% of portfolio
|
Q4 2024
Added 23.81%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,544
shares
|
$316,186
0.0% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,309
shares
|
$311,077
0.01% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
13,701
shares
|
$297,859
0.02% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
13,608
shares
|
$295,837
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
13,084
shares
|
$284,446
0.0% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
13,000
shares
|
$282,620
0.15% of portfolio
|
Q2 2023
Reduced 7.14%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 17, 2025 Q4 2024 |
11,797
shares
|
$256,466
0.26% of portfolio
|
Q4 2024
Added 12.36%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
11,690
shares
|
$254,140
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$249,314
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
11,325
shares
|
$246,205
0.08% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,816
shares
|
$235,139
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
10,663
shares
|
$231,813
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
10,415
shares
|
$226,422
0.01% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,152
shares
|
$220,704
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$217,399
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
10,000
shares
|
$217,399
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
9,719
shares
|
$211,291
0.13% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
9,662
shares
|
$210,051
0.15% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
9,340
shares
|
$203,051
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Smh Capital Advisors Inc
|
Feb 12, 2025 Q4 2024 |
9,283
shares
|
$201,812
1.16% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
8,967
shares
|
$194,942
0.07% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,884
shares
|
$193,138
0.0% of portfolio
|
Q4 2024
Added 2.03%
|