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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,951
shares
|
$195,276
0.0% of portfolio
|
Q3 2024
Reduced 31.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,763
shares
|
$141,539
0.0% of portfolio
|
Q4 2024
Added 472.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,546
shares
|
$136,209
0.0% of portfolio
|
Q3 2024
Added 588.09%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,329
shares
|
$106,320
0.01% of portfolio
|
Q1 2024
Added 3.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,038
shares
|
$99,173
0.01% of portfolio
|
Q3 2024
Added 102.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,450
shares
|
$84,732
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
3,145
shares
|
$77,241
0.02% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
3,000
shares
|
$73,680
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$73,680
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,729
shares
|
$67,024
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,702
shares
|
$66,361
0.0% of portfolio
|
Q3 2024
Added 80.13%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,691
shares
|
$66,090
0.0% of portfolio
|
Q2 2024
Added 939.0%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,594
shares
|
$63,708
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$61,400
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,144
shares
|
$52,656
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,837
shares
|
$45,116
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,834
shares
|
$45,043
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,742
shares
|
$42,783
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
1,719
shares
|
$42,218
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,700
shares
|
$41,752
0.0% of portfolio
|
Q4 2023
Reduced 54.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
1,530
shares
|
$37,576
0.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,500
shares
|
$36,840
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
1,273
shares
|
$31,264
0.01% of portfolio
|
Q2 2024
Reduced 40.21%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
1,164
shares
|
$28,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,075
shares
|
$26,402
0.0% of portfolio
|
Q3 2024
New holding
|