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 145 institutions that hold shares in the stock, with a total of 14.6 Million shares, which have been reported (via 13F filing form) to have a value of $340 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,486
shares
|
$197,469
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
8,200
shares
|
$190,814
0.0% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
7,951
shares
|
$185,019
0.0% of portfolio
|
Q3 2024
Reduced 31.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
5,763
shares
|
$134,105
0.0% of portfolio
|
Q4 2024
Added 472.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
5,546
shares
|
$129,055
0.0% of portfolio
|
Q3 2024
Added 588.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
5,222
shares
|
$121,515
0.0% of portfolio
|
Q4 2024
Reduced 62.01%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,129
shares
|
$96,081
0.0% of portfolio
|
Q4 2024
Reduced 4.62%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,069
shares
|
$94,685
0.01% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,450
shares
|
$80,281
0.0% of portfolio
|
Q3 2024
Reduced 22.47%
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
3,145
shares
|
$73,184
0.02% of portfolio
|
Q3 2023
Reduced 30.11%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
3,000
shares
|
$69,810
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Bank & Trust CO
Litchfield, IL |
Jan 07, 2025 Q4 2024 |
2,729
shares
|
$63,503
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,702
shares
|
$62,875
0.0% of portfolio
|
Q3 2024
Added 80.13%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
2,594
shares
|
$60,362
0.01% of portfolio
|
Q3 2024
Reduced 6.69%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,500
shares
|
$58,175
0.01% of portfolio
|
Q3 2017
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
2,350
shares
|
$54,684
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,206
shares
|
$51,333
0.0% of portfolio
|
Q4 2024
Reduced 18.02%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
2,144
shares
|
$49,890
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
1,837
shares
|
$42,746
0.0% of portfolio
|
Q4 2024
Reduced 37.5%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,834
shares
|
$42,677
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,742
shares
|
$40,536
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,719
shares
|
$40,001
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
1,700
shares
|
$39,559
0.0% of portfolio
|
Q4 2023
Reduced 54.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,500
shares
|
$34,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
1,007
shares
|
$23,432
0.0% of portfolio
|
Q1 2023
New holding
|