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 |
|---|---|---|---|---|---|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,380
shares
|
$750,609
0.0% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
27,827
shares
|
$665,621
0.0% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
27,803
shares
|
$665,047
0.02% of portfolio
|
Q1 2025
Added 88.99%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$652,872
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
26,797
shares
|
$640,984
0.03% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
26,077
shares
|
$623,761
0.01% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
24,589
shares
|
$588,168
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
23,181
shares
|
$554,489
0.26% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
21,769
shares
|
$520,714
0.19% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
21,744
shares
|
$520,116
0.0% of portfolio
|
Q1 2025
Added 11.48%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21,662
shares
|
$518,155
0.0% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
21,265
shares
|
$508,658
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
21,264
shares
|
$508,634
0.02% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
20,276
shares
|
$485,001
0.0% of portfolio
|
Q1 2025
Reduced 28.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
20,000
shares
|
$478,400
0.01% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,699
shares
|
$471,200
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
19,301
shares
|
$461,679
0.0% of portfolio
|
Q1 2025
Added 32.71%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
18,835
shares
|
$450,533
0.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
18,167
shares
|
$434,554
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
17,934
shares
|
$428,981
0.15% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
17,900
shares
|
$428,168
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
17,277
shares
|
$413,265
0.22% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,037
shares
|
$407,525
0.09% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,190
shares
|
$387,264
0.0% of portfolio
|
Q2 2023
Added 74.31%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
16,004
shares
|
$382,815
0.0% of portfolio
|
Q1 2025
Added 6.92%
|