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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,152
shares
|
$243,749
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$240,100
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
9,689
shares
|
$232,632
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,454
shares
|
$226,990
0.0% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
9,340
shares
|
$224,253
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
9,269
shares
|
$222,548
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,140
shares
|
$219,451
0.0% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
9,046
shares
|
$217,194
0.11% of portfolio
|
Q3 2025
Reduced 3.84%
|
|
|
Smh Capital Advisors Inc
|
Nov 12, 2025 Q3 2025 |
8,999
shares
|
$216,065
0.85% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,508
shares
|
$204,277
0.01% of portfolio
|
Q3 2025
Reduced 18.47%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
8,496
shares
|
$203,988
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$203,748
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,420
shares
|
$202,164
0.06% of portfolio
|
Q3 2025
Reduced 25.95%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
8,254
shares
|
$198,178
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
7,296
shares
|
$175,176
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wolverine Asset Management LLC
|
Oct 28, 2025 Q3 2025 |
6,297
shares
|
$151,190
0.0% of portfolio
|
Q3 2025
Reduced 90.88%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
5,169
shares
|
$124,107
0.01% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
4,850
shares
|
$116,448
0.01% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,129
shares
|
$99,137
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
3,450
shares
|
$82,834
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
3,145
shares
|
$75,511
0.01% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
3,131
shares
|
$75,175
0.01% of portfolio
|
Q3 2025
Added 247.89%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$72,030
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Oct 06, 2025 Q3 2025 |
2,729
shares
|
$65,523
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$60,025
0.01% of portfolio
|
Q3 2017
New holding
|
|