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 |
|---|---|---|---|---|---|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
151,445
shares
|
$3.7 Million
0.01% of portfolio
|
Q3 2023
Added 4.63%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
148,841
shares
|
$3.63 Million
0.59% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
124,258
shares
|
$3.03 Million
0.0% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
123,973
shares
|
$3.02 Million
0.01% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
117,919
shares
|
$2.88 Million
1.06% of portfolio
|
Q2 2025
Reduced 59.14%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
117,413
shares
|
$2.86 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.98%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
113,200
shares
|
$2.76 Million
0.1% of portfolio
|
Q2 2025
Added 4.79%
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
108,641
shares
|
$2.65 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
93,018
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.23%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
89,732
shares
|
$2.19 Million
0.14% of portfolio
|
Q2 2025
Reduced 52.65%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
85,401
shares
|
$2.08 Million
0.98% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
81,682
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
1776 Wealth LLC
|
Aug 08, 2025 Q2 2025 |
72,608
shares
|
$1.77 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
70,641
shares
|
$1.72 Million
0.01% of portfolio
|
Q2 2025
Reduced 20.63%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
69,057
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2025
Added 8.37%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
66,918
shares
|
$1.63 Million
0.36% of portfolio
|
Q2 2025
Added 13.71%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
55,800
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
49,918
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,380
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
47,885
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
42,399
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 164.93%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
38,483
shares
|
$938,985
0.04% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
37,855
shares
|
$923,662
0.04% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
37,622
shares
|
$917,976
0.0% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
35,108
shares
|
$856,635
0.2% of portfolio
|
Q2 2025
Added 1.37%
|