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 |
|---|---|---|---|---|---|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
2,024
shares
|
$49,385
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
2,022
shares
|
$49,336
0.0% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,779
shares
|
$43,407
0.0% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
1,742
shares
|
$42,504
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
1,719
shares
|
$41,943
0.0% of portfolio
|
Q1 2023
Reduced 21.11%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,700
shares
|
$41,480
0.0% of portfolio
|
Q4 2023
Reduced 54.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,500
shares
|
$36,600
0.0% of portfolio
|
Q1 2025
Reduced 95.7%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,468
shares
|
$35,819
0.02% of portfolio
|
Q2 2025
Added 2.16%
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
1,275
shares
|
$31,110
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
950
shares
|
$23,180
0.0% of portfolio
|
Q2 2025
Added 72.73%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
900
shares
|
$21,960
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
832
shares
|
$20,300
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
803
shares
|
$19,593
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$19,520
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
750
shares
|
$18,300
0.0% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
631
shares
|
$15,396
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
589
shares
|
$14,371
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
544
shares
|
$13,273
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$12,200
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Perkins Coie Trust CO
|
Jul 10, 2025 Q2 2025 |
500
shares
|
$12,200
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
492
shares
|
$12,004
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
371
shares
|
$9,052
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
298
shares
|
$7,271
0.0% of portfolio
|
Q2 2025
Added 10.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
293
shares
|
$7,149
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$4,880
0.0% of portfolio
|
Q1 2023
New holding
|