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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
16,190
shares
|
$395,036
0.0% of portfolio
|
Q2 2023
Added 74.31%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
15,500
shares
|
$378,200
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
15,457
shares
|
$377,150
0.0% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
14,888
shares
|
$363,267
0.04% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jul 17, 2025 Q2 2025 |
14,351
shares
|
$350,164
0.17% of portfolio
|
Q2 2025
Added 47.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
14,331
shares
|
$349,676
0.0% of portfolio
|
Q2 2025
Added 174.38%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
14,103
shares
|
$344,113
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
13,712
shares
|
$334,572
0.01% of portfolio
|
Q2 2025
Added 17.72%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
13,403
shares
|
$327,033
0.14% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
13,316
shares
|
$324,910
0.01% of portfolio
|
Q2 2025
Added 9.46%
|
|
|
Calamos Advisors LLC
|
Aug 08, 2025 Q2 2025 |
12,903
shares
|
$314,833
0.0% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,761
shares
|
$311,368
0.0% of portfolio
|
Q2 2025
Reduced 12.55%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
12,751
shares
|
$311,124
0.0% of portfolio
|
Q2 2025
Reduced 41.14%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
12,423
shares
|
$303,121
0.23% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
12,260
shares
|
$299,144
0.02% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
12,000
shares
|
$292,800
0.07% of portfolio
|
Q2 2025
Added 9.09%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,567
shares
|
$282,234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,511
shares
|
$280,868
0.01% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
11,468
shares
|
$279,819
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
11,467
shares
|
$279,794
0.09% of portfolio
|
Q2 2025
Reduced 36.06%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,370
shares
|
$277,428
0.08% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
10,890
shares
|
$265,716
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
10,663
shares
|
$260,177
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
10,435
shares
|
$254,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
10,292
shares
|
$251,124
0.01% of portfolio
|
Q2 2025
New holding
|