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 145 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 $344 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
984,491
shares
|
$23.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
880,408
shares
|
$21.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
876,332
shares
|
$21 Million
0.0% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
836,447
shares
|
$20 Million
3.58% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
700,564
shares
|
$16.8 Million
0.77% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
675,763
shares
|
$16.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Karpus Management, Inc.
Pittsford, NY |
Feb 14, 2025 Q4 2024 |
661,774
shares
|
$15.9 Million
0.57% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
644,068
shares
|
$15.4 Million
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
1607 Capital Partners, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
587,126
shares
|
$14.1 Million
1.14% of portfolio
|
Q4 2024
Added 11.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
529,147
shares
|
$12.7 Million
0.51% of portfolio
|
Q4 2024
Reduced 26.92%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
394,509
shares
|
$9.45 Million
0.0% of portfolio
|
Q4 2024
Added 27.29%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
382,313
shares
|
$9.16 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
364,797
shares
|
$8.74 Million
0.13% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
359,498
shares
|
$8.61 Million
0.07% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
338,918
shares
|
$8.12 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
|
$7.52 Million
0.01% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Feb 19, 2025 Q4 2024 |
301,728
shares
|
$7.23 Million
5.9% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
262,575
shares
|
$6.29 Million
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
259,818
shares
|
$6.23 Million
0.33% of portfolio
|
Q4 2024
Reduced 18.95%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
220,976
shares
|
$5.29 Million
0.0% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
219,845
shares
|
$5.27 Million
0.1% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
216,485
shares
|
$5.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
205,577
shares
|
$4.93 Million
0.09% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
197,965
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
192,425
shares
|
$4.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.69%
|