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 |
|---|---|---|---|---|---|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
15,500
shares
|
$370,760
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
15,457
shares
|
$369,731
0.0% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
14,676
shares
|
$351,049
0.0% of portfolio
|
Q4 2024
Reduced 28.8%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,593
shares
|
$349,064
0.01% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
14,351
shares
|
$343,275
0.17% of portfolio
|
Q2 2025
Added 47.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
14,095
shares
|
$337,152
0.01% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Calamos Advisors LLC
|
Apr 28, 2025 Q1 2025 |
14,025
shares
|
$335,478
0.0% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
13,000
shares
|
$310,960
0.14% of portfolio
|
Q2 2023
Reduced 7.14%
|
|
|
Commons Capital, LLC
Needham, MA |
May 12, 2025 Q1 2025 |
12,331
shares
|
$294,957
0.26% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,260
shares
|
$293,259
0.02% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
12,251
shares
|
$293,043
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
12,165
shares
|
$290,986
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
11,648
shares
|
$278,620
0.0% of portfolio
|
Q1 2025
Reduced 10.98%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$274,314
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,370
shares
|
$271,970
0.08% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
11,090
shares
|
$265,272
0.02% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
May 01, 2025 Q1 2025 |
11,000
shares
|
$263,120
0.06% of portfolio
|
Q1 2025
Added 10.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,890
shares
|
$260,488
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
10,663
shares
|
$255,058
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,152
shares
|
$242,835
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
10,031
shares
|
$239,941
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
10,000
shares
|
$239,200
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
9,873
shares
|
$236,162
0.0% of portfolio
|
Q1 2025
Added 71.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
9,462
shares
|
$226,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,407
shares
|
$225,015
0.14% of portfolio
|
Q1 2025
Reduced 2.64%
|