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 |
|---|---|---|---|---|---|
|
Aqr Arbitrage LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
189,517
shares
|
$4.53 Million
0.29% of portfolio
|
Q1 2025
Reduced 27.06%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
178,040
shares
|
$4.26 Million
0.03% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
151,445
shares
|
$3.62 Million
0.01% of portfolio
|
Q3 2023
Added 4.63%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
148,841
shares
|
$3.56 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
121,128
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
120,034
shares
|
$2.87 Million
0.01% of portfolio
|
Q1 2025
Added 14.36%
|
|
|
Accel Wealth Management
|
Apr 10, 2025 Q1 2025 |
110,043
shares
|
$2.63 Million
0.95% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
108,027
shares
|
$2.58 Million
0.08% of portfolio
|
Q1 2025
Added 33.44%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
May 15, 2025 Q1 2025 |
107,667
shares
|
$2.58 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
101,362
shares
|
$2.42 Million
0.02% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
89,002
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
85,401
shares
|
$2.04 Million
0.98% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
73,209
shares
|
$1.75 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
63,725
shares
|
$1.52 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
58,852
shares
|
$1.41 Million
0.36% of portfolio
|
Q1 2025
Added 19.4%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
53,674
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
49,615
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,380
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
44,233
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
37,855
shares
|
$905,491
0.04% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
37,373
shares
|
$893,962
0.0% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
36,562
shares
|
$874,563
0.42% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
34,634
shares
|
$828,445
0.2% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
33,792
shares
|
$808,304
0.04% of portfolio
|
Q1 2025
Added 18.91%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
33,059
shares
|
$790,771
0.02% of portfolio
|
Q1 2025
Reduced 10.53%
|