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 |
|---|---|---|---|---|---|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
832
shares
|
$19,360
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
800
shares
|
$18,616
0.03% of portfolio
|
Q3 2021
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
750
shares
|
$17,452
0.0% of portfolio
|
Q4 2024
Reduced 50.98%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
589
shares
|
$13,706
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
550
shares
|
$12,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
500
shares
|
$11,635
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
492
shares
|
$11,448
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
461
shares
|
$10,727
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
293
shares
|
$6,818
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
269
shares
|
$6,259
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
250
shares
|
$5,817
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$4,654
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
163
shares
|
$3,793
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
132
shares
|
$3,071
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$2,327
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
16
shares
|
$372
0.0% of portfolio
|
Q2 2022
Added 6.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5
shares
|
$116
0.0% of portfolio
|
Q3 2024
Reduced 37.5%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
4
shares
|
$93
0.01% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|