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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
2,409
shares
|
$57,840
0.01% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Nov 17, 2025 Q3 2025 |
2,350
shares
|
$56,423
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,100
shares
|
$50,421
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
2,022
shares
|
$48,548
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
1,742
shares
|
$41,825
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
1,719
shares
|
$41,273
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,710
shares
|
$41,057
0.0% of portfolio
|
Q3 2025
Reduced 36.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
1,700
shares
|
$40,817
0.0% of portfolio
|
Q4 2023
Reduced 54.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,500
shares
|
$36,015
0.0% of portfolio
|
Q1 2025
Reduced 95.7%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,498
shares
|
$35,966
0.02% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,202
shares
|
$28,860
0.0% of portfolio
|
Q3 2025
Reduced 55.51%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
832
shares
|
$19,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
816
shares
|
$19,592
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
800
shares
|
$19,208
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$19,208
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
750
shares
|
$18,007
0.0% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
733
shares
|
$17,599
0.0% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
589
shares
|
$14,141
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
555
shares
|
$13,325
0.0% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
550
shares
|
$13,205
0.0% of portfolio
|
Q3 2025
Reduced 42.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$12,005
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
500
shares
|
$12,005
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
492
shares
|
$11,812
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
298
shares
|
$7,154
0.0% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
293
shares
|
$7,034
0.0% of portfolio
|
Q2 2023
New holding
|
|