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 $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
181,673
shares
|
$4.23 Million
1.74% of portfolio
|
Q4 2024
Reduced 12.08%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
174,178
shares
|
$4.05 Million
0.02% of portfolio
|
Q4 2024
Added 5.12%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
173,812
shares
|
$4.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
154,013
shares
|
$3.58 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
151,445
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2023
Added 4.63%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
116,951
shares
|
$2.72 Million
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
115,790
shares
|
$2.69 Million
1.08% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
104,962
shares
|
$2.44 Million
0.01% of portfolio
|
Q4 2024
Added 10.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
93,783
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
93,732
shares
|
$2.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
80,958
shares
|
$1.88 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
80,786
shares
|
$1.88 Million
1.05% of portfolio
|
Q4 2024
Added 2.33%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
73,209
shares
|
$1.7 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
50,091
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
49,291
shares
|
$1.15 Million
0.34% of portfolio
|
Q4 2024
Added 151.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
49,023
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
44,800
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
44,083
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
37,855
shares
|
$880,885
0.04% of portfolio
|
Q4 2023
Reduced 5.42%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
36,948
shares
|
$859,779
0.03% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
36,424
shares
|
$847,586
0.45% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
34,523
shares
|
$803,350
0.0% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
33,716
shares
|
$784,571
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,380
shares
|
$730,212
0.0% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
31,227
shares
|
$726,652
0.21% of portfolio
|
Q4 2024
Added 2.73%
|