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 141 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
996,617
shares
|
$24.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
942,963
shares
|
$23.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.9%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Nov 12, 2024 Q3 2024 |
840,076
shares
|
$20.7 Million
3.38% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
792,834
shares
|
$19.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
724,051
shares
|
$17.8 Million
0.71% of portfolio
|
Q3 2024
Reduced 43.45%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
702,784
shares
|
$17.3 Million
0.84% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Nov 13, 2024 Q3 2024 |
651,267
shares
|
$16 Million
0.52% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
629,907
shares
|
$15.5 Million
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
527,210
shares
|
$13 Million
1.19% of portfolio
|
Q3 2024
Added 46.39%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
405,313
shares
|
$9.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
364,005
shares
|
$8.96 Million
0.13% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
338,918
shares
|
$8.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
333,127
shares
|
$8.2 Million
0.06% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
320,556
shares
|
$7.89 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
313,713
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
309,924
shares
|
$7.63 Million
0.0% of portfolio
|
Q3 2024
Added 8.66%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
226,809
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2024
Added 12.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
222,150
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
218,697
shares
|
$5.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.91%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
214,788
shares
|
$5.29 Million
0.1% of portfolio
|
Q3 2024
Added 24.4%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
206,646
shares
|
$5.09 Million
1.96% of portfolio
|
Q3 2024
Added 16.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
197,746
shares
|
$4.87 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
195,203
shares
|
$4.81 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
191,725
shares
|
$4.72 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
183,203
shares
|
$4.51 Million
0.01% of portfolio
|
Q3 2024
Added 12.93%
|