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 141 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
13,632
shares
|
$335,347
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
13,000
shares
|
$319,800
0.16% of portfolio
|
Q2 2023
Reduced 7.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
12,552
shares
|
$308,779
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
11,781
shares
|
$289,812
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,680
shares
|
$287,328
0.02% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$282,112
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
11,225
shares
|
$276,135
0.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
10,675
shares
|
$262,605
0.01% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
10,663
shares
|
$262,309
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Commons Capital, LLC
Needham, MA |
Oct 23, 2024 Q3 2024 |
10,499
shares
|
$258,275
0.29% of portfolio
|
Q3 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,152
shares
|
$249,739
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Oct 30, 2024 Q3 2024 |
10,000
shares
|
$246,000
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$246,000
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,984
shares
|
$245,606
0.0% of portfolio
|
Q2 2024
Added 9.11%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Oct 03, 2024 Q3 2024 |
9,734
shares
|
$239,456
0.21% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,496
shares
|
$233,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smh Capital Advisors Inc
|
Nov 08, 2024 Q3 2024 |
9,349
shares
|
$229,985
1.44% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
9,290
shares
|
$228,534
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
9,226
shares
|
$226,959
0.15% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
8,967
shares
|
$220,588
0.08% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,707
shares
|
$214,192
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$208,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
8,467
shares
|
$208,288
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,200
shares
|
$201,720
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
7,951
shares
|
$195,594
0.0% of portfolio
|
Q3 2024
Reduced 31.0%
|