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 14.7 Million shares, which have been reported (via 13F filing form) to have a value of $325 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 |
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,884
shares
|
$196,425
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,637
shares
|
$190,964
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$187,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,200
shares
|
$181,302
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,951
shares
|
$175,796
0.0% of portfolio
|
Q3 2024
Reduced 31.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,763
shares
|
$127,419
0.0% of portfolio
|
Q4 2024
Added 472.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,546
shares
|
$122,622
0.0% of portfolio
|
Q3 2024
Added 588.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,222
shares
|
$115,458
0.0% of portfolio
|
Q4 2024
Reduced 62.01%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,102
shares
|
$112,805
0.01% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,350
shares
|
$96,178
0.01% of portfolio
|
Q1 2025
Added 108650.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,129
shares
|
$91,292
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,450
shares
|
$76,279
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
3,145
shares
|
$69,535
0.02% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$66,330
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Apr 09, 2025 Q1 2025 |
2,729
shares
|
$60,338
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,702
shares
|
$59,741
0.0% of portfolio
|
Q3 2024
Added 80.13%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,594
shares
|
$57,353
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$55,275
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
2,350
shares
|
$51,958
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
2,144
shares
|
$47,403
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
1,742
shares
|
$38,515
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,719
shares
|
$38,007
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,700
shares
|
$37,587
0.0% of portfolio
|
Q4 2023
Reduced 54.05%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,437
shares
|
$31,772
0.02% of portfolio
|
Q1 2025
Reduced 21.65%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,007
shares
|
$22,264
0.0% of portfolio
|
Q1 2023
New holding
|