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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,152
shares
|
$247,708
0.05% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$244,000
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
9,863
shares
|
$240,657
0.0% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
9,407
shares
|
$229,530
0.14% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
9,340
shares
|
$227,896
0.0% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,264
shares
|
$226,041
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Smh Capital Advisors Inc
|
Aug 06, 2025 Q2 2025 |
8,884
shares
|
$216,769
1.13% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
8,496
shares
|
$207,302
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$207,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,314
shares
|
$202,861
0.0% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
8,200
shares
|
$200,080
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
7,296
shares
|
$178,022
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
6,221
shares
|
$151,792
0.0% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
5,136
shares
|
$125,318
0.01% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
4,350
shares
|
$106,140
0.01% of portfolio
|
Q1 2025
Added 108650.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,129
shares
|
$100,747
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,450
shares
|
$84,180
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
3,145
shares
|
$76,738
0.02% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$73,200
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jul 14, 2025 Q2 2025 |
2,729
shares
|
$66,587
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,702
shares
|
$65,928
0.0% of portfolio
|
Q3 2024
Added 80.13%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,700
shares
|
$65,880
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
2,594
shares
|
$63,293
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$61,000
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Aug 14, 2025 Q2 2025 |
2,350
shares
|
$57,340
0.06% of portfolio
|
Q4 2024
New holding
|