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 149 institutions that hold shares in the stock, with a total of 1.15 Billion shares, which have been reported (via 13F filing form) to have a value of $27.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
1,131,099,919
shares
|
$27.1 Billion
4.21% of portfolio
|
Q2 2025
Added 337985.81%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
937,933
shares
|
$22.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.03%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
925,304
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
909,904
shares
|
$21.8 Million
0.0% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
May 14, 2025 Q1 2025 |
829,188
shares
|
$19.8 Million
3.3% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
707,832
shares
|
$16.9 Million
0.01% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
683,265
shares
|
$16.3 Million
0.73% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
682,393
shares
|
$16.3 Million
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
May 14, 2025 Q1 2025 |
635,312
shares
|
$15.2 Million
0.61% of portfolio
|
Q1 2025
Reduced 4.0%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
May 15, 2025 Q1 2025 |
551,772
shares
|
$13.2 Million
1.04% of portfolio
|
Q1 2025
Reduced 6.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
427,680
shares
|
$10.2 Million
0.0% of portfolio
|
Q1 2025
Added 8.41%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
376,895
shares
|
$9.02 Million
0.08% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
340,309
shares
|
$8.14 Million
0.13% of portfolio
|
Q1 2025
Reduced 6.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
338,918
shares
|
$8.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
313,713
shares
|
$7.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
288,572
shares
|
$6.9 Million
2.71% of portfolio
|
Q1 2025
Added 58.84%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
287,195
shares
|
$6.87 Million
0.29% of portfolio
|
Q1 2025
Reduced 45.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
278,198
shares
|
$6.65 Million
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
249,128
shares
|
$5.96 Million
0.11% of portfolio
|
Q1 2025
Added 13.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
219,195
shares
|
$5.24 Million
0.01% of portfolio
|
Q1 2025
Added 13.91%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
217,333
shares
|
$5.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
211,404
shares
|
$5.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
211,016
shares
|
$5.05 Million
0.01% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
199,482
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
197,542
shares
|
$4.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.21%
|