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Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE:EVT)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$62.50M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$13.26M
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EVT Institutional Buying and Selling by Quarter

Eaton Vance Tax-Advantaged Dividend Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024 LifePro Asset Management11,468$271K0.2%N/A0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.286,615$6.76M0.0%+5.8%0.000%
4/22/2024 Kessler Investment Group LLC2,144$51K0.0%N/A0.000%
4/22/2024 Raymond James & Associates453,032$10.69M0.0%-1.5%0.000%
4/19/2024 Accel Wealth Management121,137$2.86M1.2%+1.6%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC150,740$3.56M0.0%-0.5%0.000%
4/15/2024 Future Financial Wealth Managment LLC1,725$41K0.0%N/A0.000%
4/8/2024Emprise Bank10,380$245K0.2%N/A0.000%
4/5/2024 GAMMA Investing LLC1,500$35K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.17,536$390K0.0%+72.2%0.000%
3/4/2024Tucker Asset Management LLC20,796$463K0.1%N/A0.000%
2/15/2024Flow State Investments L.P.92,942$2.07M0.7%N/A0.000%
2/15/2024Cohen & Steers Inc.259,013$5.76M0.0%+23.9%0.000%
2/13/2024Karpus Management Inc.578,381$12.87M0.4%+119.5%0.000%
2/12/2024Weiss Asset Management LP21,198$472K0.0%N/A0.000%
2/12/2024Steward Partners Investment Advisory LLC77,566$1.73M0.0%-17.6%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.103,244$2.30M0.0%+13.6%0.000%
2/9/2024Corient Private Wealth LLC35,176$783K0.0%+3.1%0.000%
2/9/2024Wells Fargo & Company MN523,772$11.65M0.0%-2.9%0.000%
2/9/2024Cornerstone Advisors LLC947,350$21.08M0.9%+112.6%0.000%
2/9/2024UBS Group AG893,160$19.87M0.0%-15.5%0.000%
2/9/2024PNC Financial Services Group Inc.17,536$390K0.0%+72.2%0.000%
2/8/2024Janney Montgomery Scott LLC43,716$973K0.0%+2.3%0.000%
2/7/2024Private Portfolio Partners LLC11,451$255K0.1%-5.6%0.000%
2/7/2024Formidable Asset Management LLC203,318$4.52M1.0%-2.4%0.000%
2/7/2024Shaker Financial Services LLC175,395$3.90M1.6%+51.7%0.000%
2/6/2024SMH Capital Advisors Inc.9,349$208K0.5%N/A0.000%
2/6/2024Private Advisor Group LLC146,588$3.26M0.0%+2.0%0.000%
2/5/2024Kestra Private Wealth Services LLC16,881$376K0.0%-3.5%0.000%
2/5/2024Stonebrook Private Inc.14,200$316K0.1%N/A0.000%
2/2/2024Truist Financial Corp22,110$492K0.0%+5.6%0.000%
2/2/2024Atria Wealth Solutions Inc.39,578$881K0.0%-13.6%0.000%
2/1/2024Wolverine Asset Management LLC132,521$2.95M0.0%+227.3%0.000%
1/30/2024Flputnam Investment Management Co.22,361$498K0.0%+11.8%0.000%
1/25/2024 RFG Advisory LLC43,376$965K0.0%-1.7%0.000%
1/25/2024 International Assets Investment Management LLC74,133$1.65M0.0%N/A0.000%
1/24/2024 Stratos Wealth Partners LTD.335,332$7.46M0.1%+6.9%0.000%
1/24/2024Prime Capital Investment Advisors LLC38,819$864K0.0%-3.0%0.000%
1/24/2024Sowell Financial Services LLC32,030$713K0.0%+10.0%0.000%
1/24/2024 International Assets Investment Management LLC74,133$1.65M0.0%N/A0.000%
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1/23/2024 Denver Wealth Management Inc.27,478$611K0.3%-9.6%0.000%
1/23/2024DAVENPORT & Co LLC24,142$537K0.0%-6.2%0.000%
1/18/2024 Summit Investment Advisory Services LLC39,359$876K0.6%-17.9%0.000%
1/18/2024 Accel Wealth Management119,251$2.65M1.3%-4.8%0.000%
1/17/2024 Johnson & White Wealth Management LLC9,823$219K0.2%-4.5%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.270,869$6.03M0.0%+17.0%0.000%
1/16/2024 Raymond James & Associates459,770$10.23M0.0%-6.7%0.000%
12/6/2023VisionPoint Advisory Group LLC3,033$64K0.0%N/A0.000%
11/15/2023Advisors Asset Management Inc.54,123$1.15M0.0%+118.3%0.000%
11/14/2023McGowan Group Asset Management Inc.729,208$15.45M2.4%+1.9%0.000%
11/13/2023Mariner LLC33,910$718K0.0%-7.9%0.000%
11/13/2023LPL Financial LLC263,863$5.59M0.0%-5.8%0.000%
11/13/2023Wolverine Asset Management LLC40,486$857K0.0%N/A0.000%
11/13/2023PNC Financial Services Group Inc.10,186$216K0.0%+15.1%0.000%
11/9/2023Formidable Asset Management LLC208,305$4.41M0.9%-1.5%0.000%
11/9/2023Karpus Management Inc.263,487$5.58M0.2%+115.6%0.000%
11/9/2023Cornerstone Advisors LLC445,610$9.44M0.4%+91.8%0.000%
11/9/2023Prime Capital Investment Advisors LLC40,040$848K0.0%-2.0%0.000%
11/9/2023UBS Group AG1,056,989$22.39M0.0%-3.6%0.000%
11/8/2023 Financial Security Advisor Inc.10,000$212K0.1%N/A0.000%
11/8/2023HighTower Advisors LLC83,567$1.77M0.0%-2.5%0.000%
11/8/2023Janney Montgomery Scott LLC42,743$905K0.0%-5.7%0.000%
11/8/2023Atria Wealth Solutions Inc.45,797$970K0.0%-3.3%0.000%
11/8/2023Sowell Financial Services LLC29,129$617K0.0%-37.9%0.000%
11/8/2023Landscape Capital Management L.L.C.18,313$388K0.1%-19.4%0.000%
11/8/2023J.P. Morgan Private Wealth Advisors LLC151,445$3.21M0.0%+4.6%0.000%
11/7/2023Kingsview Wealth Management LLC13,710$290K0.0%N/A0.000%
11/6/2023Flputnam Investment Management Co.20,000$424K0.0%N/A0.000%
11/4/2023 NBC Securities Inc.4,350$92K0.0%N/A0.000%
11/3/2023Private Advisor Group LLC143,781$3.05M0.0%-7.6%0.000%
11/2/2023Shaker Financial Services LLC115,585$2.45M1.1%+17.0%0.000%
11/1/2023Investors Research Corp3,145$67K0.0%-30.1%0.000%
10/24/2023 Stratos Wealth Partners LTD.313,733$6.65M0.1%-4.1%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.231,583$4.91M0.0%+3.0%0.000%
10/24/2023 Raymond James & Associates492,947$10.44M0.0%-6.1%0.000%
10/24/2023Joel Isaacson & Co. LLC792,346$16.78M1.1%+1.9%0.000%
10/24/2023 Cambridge Investment Research Advisors Inc.90,871$1.93M0.0%+5.4%0.000%
10/23/2023Commonwealth Equity Services LLC149,212$3.16M0.0%-0.5%0.000%
10/20/2023 Accel Wealth Management125,262$2.65M1.5%-2.3%0.000%
10/17/2023 Xcel Wealth Management LLC13,550$287K0.1%+54.0%0.000%
10/17/2023DAVENPORT & Co LLC25,742$545K0.0%-2.7%0.000%
10/16/2023 RFG Advisory LLC44,137$935K0.0%+6.1%0.000%
10/12/2023IFP Advisors Inc3,700$78K0.0%+37.0%0.000%
10/11/2023 CWM LLC1,713$36K0.0%+57.3%0.000%
8/17/2023Imprint Wealth LLC23,023$2.30M0.1%N/A0.000%
8/15/2023Cohen & Steers Inc.171,013$3.89M0.0%-17.7%0.000%
8/14/2023Sowell Financial Services LLC46,901$1.07M0.1%+6.7%0.000%
8/14/2023Snowden Capital Advisors LLC41,305$940K0.0%+9.5%0.000%
8/11/2023Cornerstone Advisors LLC232,323$5.29M0.3%N/A0.000%
8/11/2023Karpus Management Inc.122,205$2.78M0.1%+1,077.3%0.000%
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8/11/2023Buckingham Strategic Wealth LLC16,190$368K0.0%+74.3%0.000%
8/11/2023Landscape Capital Management L.L.C.22,720$517K0.1%N/A0.000%
8/11/2023Guggenheim Capital LLC216,930$4.94M0.0%+13.0%0.000%
8/10/2023Osaic Holdings Inc.320,628$7.30M0.0%+4.3%0.000%
8/10/2023Commonwealth Equity Services LLC149,894$3.41M0.0%-0.7%0.000%
8/10/2023McGowan Group Asset Management Inc.715,711$16.28M2.5%-0.3%0.000%
8/10/2023Private Advisor Group LLC155,541$3.54M0.0%+18.8%0.000%
8/10/2023Cetera Advisors LLC14,642$333K0.0%+13.7%0.000%
8/10/2023Cetera Advisor Networks LLC49,146$1.12M0.0%+31.0%0.000%
8/8/2023Kestra Private Wealth Services LLC17,466$397K0.0%+4.3%0.000%
(Data available from 1/1/2016 forward)

EVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVT shares?

During the previous two years, 110 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($23.51B), Bank of America Corp DE ($37.36M), Cornerstone Advisors LLC ($21.08M), UBS Group AG ($19.87M), Joel Isaacson & Co. LLC ($16.78M), McGowan Group Asset Management Inc. ($15.45M), and Karpus Management Inc. ($12.87M).Learn more on EVT's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Advantaged Dividend Income Fund stock?

Of the 91 institutional investors that purchased Eaton Vance Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($947.35K), Karpus Management Inc. ($568.00K), McGowan Group Asset Management Inc. ($544.70K), Raymond James & Associates ($235.65K), Formidable Asset Management LLC ($223.19K), Shaker Financial Services LLC ($203.29K), and Raymond James Financial Services Advisors Inc. ($195.62K).

How much institutional buying is happening at Eaton Vance Tax-Advantaged Dividend Income Fund?

Institutional investors have bought a total of 4,681,116 shares in the last 24 months. This purchase volume represents approximately $108.99M in transactions.

Which Eaton Vance Tax-Advantaged Dividend Income Fund major shareholders have been selling company stock?

Of the 54 institutional investors that sold Eaton Vance Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($288.34K), Bank of America Corp DE ($237.66K), Raymond James & Associates ($109.32K), Cohen & Steers Inc. ($74.13K), Advisors Asset Management Inc. ($46.18K), LPL Financial LLC ($36.42K), and Private Advisor Group LLC ($35.25K).

How much institutional selling is happening at Eaton Vance Tax-Advantaged Dividend Income Fund?

Institutional investors have sold a total of 1,231,699 shares in the last 24 months. This volume of shares sold represents approximately $28.64M in transactions.


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This page (NYSE:EVT) was last updated on 4/29/2024 by MarketBeat.com Staff

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