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 158 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 $28 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
|
$27.6 Billion
4.21% of portfolio
|
Q2 2025
Reduced 99.97%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
930,631
shares
|
$22.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
927,449
shares
|
$22.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
883,785
shares
|
$21.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
833,437
shares
|
$20.3 Million
3.01% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
829,247
shares
|
$20.2 Million
0.01% of portfolio
|
Q2 2025
Added 17.15%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Aug 14, 2025 Q2 2025 |
750,342
shares
|
$18.3 Million
1.47% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
675,255
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
658,913
shares
|
$16.1 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Aug 14, 2025 Q2 2025 |
629,393
shares
|
$15.4 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
434,417
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
357,795
shares
|
$8.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
342,599
shares
|
$8.36 Million
0.12% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
338,918
shares
|
$8.27 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
|
$7.65 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
311,391
shares
|
$7.6 Million
0.0% of portfolio
|
Q2 2025
Added 11.93%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
251,748
shares
|
$6.14 Million
0.11% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
242,141
shares
|
$5.91 Million
0.12% of portfolio
|
Q2 2025
Added 124.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
227,074
shares
|
$5.54 Million
0.01% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
217,388
shares
|
$5.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
211,425
shares
|
$5.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
203,309
shares
|
$4.96 Million
0.01% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
199,482
shares
|
$4.87 Million
0.01% of portfolio
|
Q2 2025
Added 15.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
184,683
shares
|
$4.51 Million
0.16% of portfolio
|
Q2 2025
Reduced 35.69%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
177,497
shares
|
$4.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.3%
|