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 |
|---|---|---|---|---|---|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
9,340
shares
|
$223,412
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
9,069
shares
|
$216,930
0.0% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Smh Capital Advisors Inc
|
May 08, 2025 Q1 2025 |
9,052
shares
|
$216,523
1.16% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
8,637
shares
|
$206,597
0.01% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$202,985
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
8,451
shares
|
$202,147
0.0% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,200
shares
|
$196,144
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,221
shares
|
$148,806
0.0% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
5,223
shares
|
$124,934
0.0% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
5,102
shares
|
$122,039
0.01% of portfolio
|
Q1 2025
Added 25.39%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,350
shares
|
$104,052
0.01% of portfolio
|
Q1 2025
Added 108650.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,129
shares
|
$98,765
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3,450
shares
|
$82,524
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,145
shares
|
$75,228
0.02% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$71,760
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,729
shares
|
$65,277
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,702
shares
|
$64,631
0.0% of portfolio
|
Q3 2024
Added 80.13%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
2,594
shares
|
$62,048
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$59,800
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,500
shares
|
$59,800
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
2,350
shares
|
$56,212
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
2,155
shares
|
$51,547
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
2,144
shares
|
$51,284
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,742
shares
|
$41,668
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,719
shares
|
$41,118
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|