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 144 institutions that hold shares in the stock, with a total of 14.4 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
30,128
shares
|
$671,553
0.03% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
28,468
shares
|
$634,551
0.0% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
28,419
shares
|
$633,459
0.03% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
28,006
shares
|
$624,253
0.01% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$608,383
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
24,589
shares
|
$548,088
0.1% of portfolio
|
Q2 2020
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
23,181
shares
|
$516,704
0.26% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
21,769
shares
|
$485,231
0.19% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
21,265
shares
|
$473,996
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,264
shares
|
$473,974
0.02% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
20,912
shares
|
$466,128
0.0% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
20,109
shares
|
$448,229
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
20,000
shares
|
$445,800
0.01% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
19,699
shares
|
$439,090
0.0% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
19,505
shares
|
$434,766
0.0% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
18,835
shares
|
$419,832
0.0% of portfolio
|
Q4 2024
Added 6.17%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
18,167
shares
|
$404,942
0.01% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
17,900
shares
|
$398,991
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
17,216
shares
|
$383,744
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
17,037
shares
|
$379,754
0.09% of portfolio
|
Q4 2022
Added 47.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,190
shares
|
$360,875
0.0% of portfolio
|
Q2 2023
Added 74.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
15,500
shares
|
$345,495
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
15,457
shares
|
$344,536
0.01% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,968
shares
|
$333,636
0.0% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
14,711
shares
|
$327,908
0.01% of portfolio
|
Q4 2024
New holding
|