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

$24.42 +0.16 (+0.64%)
Closing price 03:58 PM Eastern
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$24.43 +0.00 (+0.02%)
As of 04:10 PM Eastern
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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)
73
Total
Institutional Inflows
(last 12 months)
$27.35B
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$51.09M
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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
8/19/2025 Newbridge Financial Services Group Inc.7,296$176K0.0%N/A0.000%
8/15/2025 Prevail Innovative Wealth Advisors LLC66,918$1.61M0.4%+13.7%0.000%
8/15/2025 MML Investors Services LLC47,885$1.15M0.0%+8.3%0.000%
8/15/2025 Bank of America Corp DE927,449$22.35M0.0%+1.9%0.000%
8/15/2025 Ameriprise Financial Inc.311,391$7.51M0.0%+11.9%0.000%
8/15/2025 AQR Arbitrage LLC89,732$2.16M0.0%-52.7%0.000%
8/14/2025 MGB Wealth Management LLC11,467$276K0.1%-36.1%0.000%
8/14/2025 Raymond James Financial Inc.829,247$19.99M0.0%+17.2%0.000%
8/14/2025 Karpus Management Inc.629,393$15.17M0.5%-0.9%0.000%
8/13/2025 Baird Financial Group Inc.21,535$519K0.0%+14.3%0.000%
8/13/2025 First Trust Advisors LP124,258$3.00M0.0%+2.6%0.000%
8/13/2025 Guggenheim Capital LLC357,795$8.62M0.1%-5.1%0.000%
8/13/2025 McGowan Group Asset Management Inc.833,437$20.09M2.5%+0.5%0.000%
8/13/2025 Denver Wealth Management Inc.22,689$547K0.2%-2.1%0.000%
8/13/2025 Northwestern Mutual Wealth Management Co.1,779$43K0.0%-28.8%0.000%
8/12/2025 J.W. Cole Advisors Inc.10,292$248K0.0%N/A0.000%
8/12/2025 Richmond Investment Services LLC34,684$836K0.2%+100.8%0.000%
8/12/2025 Advisors Asset Management Inc.251,748$6.07M0.1%+1.1%0.000%
8/12/2025 Steward Partners Investment Advisory LLC93,018$2.24M0.0%-8.2%0.000%
8/12/2025 AlphaCore Capital LLC13,316$321K0.0%+9.5%0.000%
8/8/2025 Rockefeller Capital Management L.P.217,388$5.24M0.0%-0.8%0.000%
8/8/2025 Cornerstone Advisors LLC184,683$4.45M0.2%-35.7%0.000%
8/8/2025 Cetera Investment Advisers123,973$2.99M0.0%+3.3%0.000%
8/8/2025 Creative Planning24,736$596K0.0%+13.8%0.000%
8/8/2025 Meridian Wealth Management LLC38,483$927K0.0%+13.9%0.000%
8/8/2025 Calamos Advisors LLC12,903$311K0.0%-8.0%0.000%
8/8/2025 PNC Financial Services Group Inc.12,751$307K0.0%-41.1%0.000%
8/6/2025 Prospera Financial Services Inc26,816$646K0.0%-3.5%0.000%
8/5/2025 Shaker Financial Services LLC117,919$2.84M1.0%-59.1%0.000%
8/4/2025 Kovack Advisors Inc.17,132$413K0.0%N/A0.000%
8/4/2025 Wolverine Asset Management LLC69,057$1.66M0.0%+8.4%0.000%
8/4/2025 Spire Wealth Management113,200$2.73M0.1%+4.8%0.000%
8/1/2025 Envestnet Asset Management Inc.11,567$279K0.0%N/A0.000%
7/29/2025 Stratos Wealth Partners LTD.342,599$8.26M0.1%+0.7%0.000%
7/28/2025 RFG Advisory LLC24,901$600K0.0%-24.7%0.000%
7/25/2025 Atria Wealth Solutions Inc.13,712$330K0.0%+17.7%0.000%
7/25/2025 Allspring Global Investments Holdings LLC29,519$711K0.0%+101.1%0.000%
7/25/2025 Concurrent Investment Advisors LLC11,511$277K0.0%+14.8%0.000%
7/24/2025 Financial Security Advisor Inc.12,000$289K0.1%+9.1%0.000%
7/23/2025 Joel Isaacson & Co. LLC658,913$15.88M0.6%-3.6%0.000%
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7/23/2025 Prime Capital Investment Advisors LLC24,251$584K0.0%-7.0%0.000%
7/22/2025 DAVENPORT & Co LLC18,899$455K0.0%-4.1%0.000%
7/22/2025 Accel Wealth Management108,641$2.62M0.9%-1.3%0.000%
7/21/2025 Ameritas Advisory Services LLC2,700$65K0.0%N/A0.000%
7/17/2025 Janney Montgomery Scott LLC48,380$1.17M0.0%+2.0%0.000%
7/17/2025 Johnson & White Wealth Management LLC14,351$346K0.2%+47.7%0.000%
7/15/2025 North Star Investment Management Corp.12,260$295K0.0%-7.4%0.000%
7/14/2025 Sowell Financial Services LLC26,797$646K0.0%-11.1%0.000%
7/11/2025 Kingstone Capital Partners Texas LLC1,131,099,919$26.28B3.6%+337,985.8%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC199,482$4.87M0.0%+15.4%0.000%
7/8/2025 MRA Advisory Group85,401$2.06M1.0%+3.5%0.000%
5/20/2025 Focus Partners Wealth24,911$580K0.0%+53.9%0.000%
5/16/2025 Polar Asset Management Partners Inc.107,667$2.51M0.1%N/A0.000%
5/16/2025 AQR Arbitrage LLC189,517$4.36M0.1%-27.1%0.000%
5/16/2025 Advisors Asset Management Inc.249,128$5.80M0.1%+13.3%0.000%
5/16/2025 1607 Capital Partners LLC551,772$12.84M1.0%-6.0%0.000%
5/15/2025 Royal Bank of Canada211,404$4.92M0.0%-4.3%0.000%
5/14/2025 Comerica Bank8,451$197K0.0%+6.3%0.000%
5/14/2025 Northwestern Mutual Wealth Management Co.2,500$58K0.0%N/A0.000%
5/13/2025 Raymond James Financial Inc.707,832$16.47M0.0%+4.7%0.000%
5/13/2025 HighTower Advisors LLC49,615$1.16M0.0%+1.2%0.000%
5/12/2025 Meridian Wealth Management LLC33,792$786K0.0%+18.9%0.000%
5/12/2025 Virtu Financial LLC12,251$285K0.0%N/A0.000%
5/12/2025 Invesco Ltd.20,276$472K0.0%-28.8%0.000%
5/12/2025 Founders Financial Alliance LLC34,634$806K0.2%+10.9%0.000%
5/12/2025 Wolverine Asset Management LLC63,725$1.48M0.0%N/A0.000%
5/12/2025 AlphaCore Capital LLC12,165$283K0.0%N/A0.000%
5/9/2025 Cornerstone Advisors LLC287,195$6.68M0.3%-45.7%0.000%
5/9/2025 MGB Wealth Management LLC17,934$424K0.2%+100.0%0.000%
5/9/2025 Atria Wealth Solutions Inc.11,648$271K0.0%-11.0%0.000%
5/9/2025 Shaker Financial Services LLC288,572$6.72M2.6%+58.8%0.000%
5/9/2025 PNC Financial Services Group Inc.21,662$504K0.0%+3.6%0.000%
5/7/2025 N.E.W. Advisory Services LLC2,155$50K0.0%N/A0.000%
5/7/2025 LPL Financial LLC427,680$9.95M0.0%+8.4%0.000%
5/6/2025 Cetera Investment Advisers120,034$2.79M0.0%+14.4%0.000%
5/6/2025 Avantax Advisory Services Inc.19,301$449K0.0%+32.7%0.000%
5/5/2025 Formidable Asset Management LLC148,841$3.46M0.6%-3.4%0.000%
5/5/2025 Private Advisor Group LLC178,040$4.14M0.0%+2.2%0.000%
5/2/2025 Kingsview Wealth Management LLC14,095$328K0.0%+3.6%0.000%
5/2/2025 Prevail Innovative Wealth Advisors LLC58,852$1.37M0.4%+19.4%0.000%
5/1/2025 CWM LLC6,221$145K0.0%+12.2%0.000%
5/1/2025 Financial Security Advisor Inc.11,000$256K0.1%+10.0%0.000%
4/30/2025 Allworth Financial LP9,873$218K0.0%+71.3%0.000%
4/30/2025 Stratos Wealth Partners LTD.340,309$7.92M0.1%-6.7%0.000%
4/29/2025 Concurrent Investment Advisors LLC10,031$233K0.0%N/A0.000%
4/29/2025 Calamos Advisors LLC14,025$326K0.0%-3.8%0.000%
4/28/2025 Private Trust Co. NA5,102$119K0.0%+25.4%0.000%
4/28/2025 Yukon Wealth Management Inc.21,265$495K0.2%N/A0.000%
4/25/2025 Joel Isaacson & Co. LLC683,265$15.90M0.7%-2.5%0.000%
4/23/2025 Spire Wealth Management108,027$2.51M0.1%+33.4%0.000%
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4/22/2025 Cambridge Investment Research Advisors Inc.89,002$2.07M0.0%-5.0%0.000%
4/18/2025 Cornerstone Wealth Management LLC11,090$258K0.0%-5.1%0.000%
4/17/2025 Sowell Financial Services LLC30,128$701K0.0%-10.6%0.000%
4/17/2025 Janney Montgomery Scott LLC47,445$1.10M0.0%+5.9%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC172,920$4.02M0.0%-0.5%0.000%
4/15/2025 Kingstone Capital Partners Texas LLC334,560$7.79M6.3%+10.9%0.000%
4/11/2025 MRA Advisory Group82,489$1.92M1.0%+2.1%0.000%
4/10/2025 Accel Wealth Management110,043$2.56M0.9%-5.0%0.000%
4/9/2025 RFG Advisory LLC33,059$769K0.0%-10.5%0.000%
4/9/2025 NBC Securities Inc.4,350$101K0.0%+108,650.0%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, 124 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Kingstone Capital Partners Texas LLC ($26.28B), Bank of America Corp DE ($22.35M), McGowan Group Asset Management Inc. ($20.09M), Raymond James Financial Inc. ($19.99M), UBS Group AG ($19.87M), Joel Isaacson & Co. LLC ($15.88M), and Wells Fargo & Company MN ($15.49M).Learn more on Eaton Vance Tax-Advantaged Dividend Income Fund's institutional investors.

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

Of the 104 institutional investors that purchased Eaton Vance Tax-Advantaged Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($1.13B), Raymond James Financial Inc. ($1.51M), Cornerstone Advisors LLC ($1.05M), Karpus Management Inc. ($456.18K), Shaker Financial Services LLC ($212.04K), Wolverine Asset Management LLC ($201.58K), and Penserra Capital Management LLC ($191.73K).

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

Institutional investors have bought a total of 1,134,221,908 shares in the last 24 months. This purchase volume represents approximately $27.35B in transactions.

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

Of the 49 institutional investors that sold Eaton Vance Tax-Advantaged Dividend Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($1.10M), AQR Arbitrage LLC ($230.82K), Shaker Financial Services LLC ($195.63K), Landscape Capital Management L.L.C. ($112.78K), Wolverine Asset Management LLC ($76.16K), Joel Isaacson & Co. LLC ($67.26K), and Bank of America Corp DE ($62.56K).

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

Institutional investors have sold a total of 2,116,304 shares in the last 24 months. This volume of shares sold represents approximately $51.09M in transactions.


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This page (NYSE:EVT) was last updated on 8/28/2025 by MarketBeat.com Staff
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