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 |
|---|---|---|---|---|---|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
34,684
shares
|
$846,289
0.18% of portfolio
|
Q2 2025
Added 100.75%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,380
shares
|
$765,672
0.0% of portfolio
|
Q3 2021
Added 1.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
29,847
shares
|
$728,266
0.01% of portfolio
|
Q2 2025
Added 64.29%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
29,519
shares
|
$720,263
0.0% of portfolio
|
Q2 2025
Added 101.14%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
27,827
shares
|
$678,978
0.0% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
27,294
shares
|
$665,973
0.0% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
26,816
shares
|
$654,310
0.01% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
26,797
shares
|
$653,846
0.03% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
24,901
shares
|
$607,584
0.02% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
24,736
shares
|
$603,558
0.0% of portfolio
|
Q2 2025
Added 13.76%
|
|
|
Live Oak Private Wealth LLC
|
Aug 04, 2025 Q2 2025 |
24,589
shares
|
$599,971
0.09% of portfolio
|
Q2 2020
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
24,251
shares
|
$591,724
0.01% of portfolio
|
Q2 2025
Reduced 7.0%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
22,689
shares
|
$553,611
0.24% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
22,505
shares
|
$549,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
22,470
shares
|
$548,268
0.03% of portfolio
|
Q2 2025
Added 102.61%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
21,769
shares
|
$531,163
0.15% of portfolio
|
Q2 2024
Reduced 5.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
21,535
shares
|
$525,454
0.0% of portfolio
|
Q2 2025
Added 14.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,264
shares
|
$518,841
0.02% of portfolio
|
Q3 2024
Reduced 14.44%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
20,311
shares
|
$495,588
0.0% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
20,000
shares
|
$488,000
0.01% of portfolio
|
Q1 2024
Reduced 10.56%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
19,909
shares
|
$485,779
0.0% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
18,899
shares
|
$461,135
0.0% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
18,740
shares
|
$457,256
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
17,132
shares
|
$418,020
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 07, 2025 Q2 2025 |
17,037
shares
|
$415,702
0.09% of portfolio
|
Q4 2022
Added 47.67%
|