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

$24.40 +0.06 (+0.25%)
As of 07/3/2025 03:30 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$76.49M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$44.30M
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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
5/20/2025Focus Partners Wealth24,911$580K0.0%+53.9%0.000%
5/16/2025Polar Asset Management Partners Inc.107,667$2.51M0.1%N/A0.000%
5/16/2025AQR Arbitrage LLC189,517$4.36M0.1%-27.1%0.000%
5/16/2025Advisors Asset Management Inc.249,128$5.80M0.1%+13.3%0.000%
5/16/20251607 Capital Partners LLC551,772$12.84M1.0%-6.0%0.000%
5/15/2025Royal Bank of Canada211,404$4.92M0.0%-4.3%0.000%
5/14/2025Comerica Bank8,451$197K0.0%+6.3%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.2,500$58K0.0%N/A0.000%
5/13/2025Raymond James Financial Inc.707,832$16.47M0.0%+4.7%0.000%
5/13/2025HighTower Advisors LLC49,615$1.16M0.0%+1.2%0.000%
5/12/2025Meridian Wealth Management LLC33,792$786K0.0%+18.9%0.000%
5/12/2025Virtu Financial LLC12,251$285K0.0%N/A0.000%
5/12/2025Invesco Ltd.20,276$472K0.0%-28.8%0.000%
5/12/2025Founders Financial Alliance LLC34,634$806K0.2%+10.9%0.000%
5/12/2025Wolverine Asset Management LLC63,725$1.48M0.0%N/A0.000%
5/12/2025AlphaCore Capital LLC12,165$283K0.0%N/A0.000%
5/9/2025Cornerstone Advisors LLC287,195$6.68M0.3%-45.7%0.000%
5/9/2025MGB Wealth Management LLC17,934$424K0.2%+100.0%0.000%
5/9/2025Atria Wealth Solutions Inc.11,648$271K0.0%-11.0%0.000%
5/9/2025Shaker Financial Services LLC288,572$6.72M2.6%+58.8%0.000%
5/9/2025PNC Financial Services Group Inc.21,662$504K0.0%+3.6%0.000%
5/7/2025N.E.W. Advisory Services LLC2,155$50K0.0%N/A0.000%
5/7/2025LPL Financial LLC427,680$9.95M0.0%+8.4%0.000%
5/6/2025Cetera Investment Advisers120,034$2.79M0.0%+14.4%0.000%
5/6/2025Avantax Advisory Services Inc.19,301$449K0.0%+32.7%0.000%
5/5/2025Formidable Asset Management LLC148,841$3.46M0.6%-3.4%0.000%
5/5/2025Private Advisor Group LLC178,040$4.14M0.0%+2.2%0.000%
5/2/2025Kingsview Wealth Management LLC14,095$328K0.0%+3.6%0.000%
5/2/2025Prevail Innovative Wealth Advisors LLC58,852$1.37M0.4%+19.4%0.000%
5/1/2025CWM LLC6,221$145K0.0%+12.2%0.000%
5/1/2025Financial Security Advisor Inc.11,000$256K0.1%+10.0%0.000%
4/30/2025Allworth Financial LP9,873$218K0.0%+71.3%0.000%
4/30/2025Stratos Wealth Partners LTD.340,309$7.92M0.1%-6.7%0.000%
4/29/2025Concurrent Investment Advisors LLC10,031$233K0.0%N/A0.000%
4/29/2025Calamos Advisors LLC14,025$326K0.0%-3.8%0.000%
4/28/2025Private Trust Co. NA5,102$119K0.0%+25.4%0.000%
4/28/2025Yukon Wealth Management Inc.21,265$495K0.2%N/A0.000%
4/25/2025Joel Isaacson & Co. LLC683,265$15.90M0.7%-2.5%0.000%
4/23/2025Spire Wealth Management108,027$2.51M0.1%+33.4%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.89,002$2.07M0.0%-5.0%0.000%
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4/18/2025Cornerstone Wealth Management LLC11,090$258K0.0%-5.1%0.000%
4/17/2025Sowell Financial Services LLC30,128$701K0.0%-10.6%0.000%
4/17/2025Janney Montgomery Scott LLC47,445$1.10M0.0%+5.9%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC172,920$4.02M0.0%-0.5%0.000%
4/15/2025Kingstone Capital Partners Texas LLC334,560$7.79M6.3%+10.9%0.000%
4/11/2025MRA Advisory Group82,489$1.92M1.0%+2.1%0.000%
4/10/2025Accel Wealth Management110,043$2.56M0.9%-5.0%0.000%
4/9/2025RFG Advisory LLC33,059$769K0.0%-10.5%0.000%
4/9/2025NBC Securities Inc.4,350$101K0.0%+108,650.0%0.000%
4/7/2025GAMMA Investing LLC34,905$812K0.0%+2,227.0%0.000%
3/17/2025Wealth Enhancement Advisory Services LLC173,812$4.18M0.0%-5.1%0.000%
2/20/2025Kingstone Capital Partners Texas LLC301,728$7.26M5.9%N/A0.000%
2/19/2025Formidable Asset Management LLC154,013$3.70M0.6%-2.1%0.000%
2/19/2025Richmond Investment Services LLC17,216$414K0.2%N/A0.000%
2/17/2025McGowan Group Asset Management Inc.836,447$20.12M2.7%-0.4%0.000%
2/17/2025Cetera Investment Advisers104,962$2.52M0.0%+10.0%0.000%
2/17/2025Baird Financial Group Inc.18,835$453K0.0%+6.2%0.000%
2/17/2025Bank of America Corp DE880,408$21.17M0.0%-6.6%0.000%
2/17/2025Ameriprise Financial Inc.262,575$6.31M0.0%+15.8%0.000%
2/14/2025AQR Arbitrage LLC259,818$6.24M0.1%-18.9%0.000%
2/14/2025Parvin Asset Management LLC2,350$57K0.1%N/A0.000%
2/14/2025Stifel Financial Corp50,091$1.21M0.0%+2.6%0.000%
2/14/2025Shaker Financial Services LLC181,673$4.37M1.7%-12.1%0.000%
2/14/2025First Trust Advisors LP116,951$2.81M0.0%+0.7%0.000%
2/13/20251607 Capital Partners LLC587,126$14.12M1.1%+11.4%0.000%
2/13/2025Guggenheim Capital LLC359,498$8.65M0.1%+7.9%0.000%
2/13/2025Mariner LLC34,523$830K0.0%+3.4%0.000%
2/13/2025Cohen & Steers Inc.382,313$9.20M0.0%-5.7%0.000%
2/13/2025Rockefeller Capital Management L.P.192,425$4.63M0.0%-2.7%0.000%
2/13/2025Raymond James Financial Inc.675,763$16.25M0.0%N/A0.000%
2/13/2025Invesco Ltd.28,468$685K0.0%-6.2%0.000%
2/13/2025Sit Investment Associates Inc.20,109$484K0.0%N/A0.000%
2/13/2025Wells Fargo & Company MN644,068$15.49M0.0%+2.2%0.000%
2/12/2025Prevail Innovative Wealth Advisors LLC49,291$1.19M0.3%+151.6%0.000%
2/11/2025LPL Financial LLC394,509$9.49M0.0%+27.3%0.000%
2/10/2025Advisors Asset Management Inc.219,845$5.29M0.1%+2.4%0.000%
2/10/2025Corient Private Wealth LLC30,524$734K0.0%-10.2%0.000%
2/10/2025Commonwealth Equity Services LLC197,965$4.76M0.0%+1.4%0.000%
2/10/2025Avantax Advisory Services Inc.14,544$350K0.0%-3.5%0.000%
2/7/2025HighTower Advisors LLC49,023$1.18M0.0%-3.3%0.000%
2/7/2025Founders Financial Alliance LLC31,227$751K0.2%+2.7%0.000%
2/7/2025Cornerstone Advisors LLC529,147$12.73M0.5%-26.9%0.000%
2/7/2025Sowell Financial Services LLC33,716$811K0.0%-2.4%0.000%
2/7/2025PNC Financial Services Group Inc.20,912$503K0.0%+6.6%0.000%
2/6/2025Raymond James Financial Inc.675,763$16.25M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC93,783$2.26M0.0%+11.7%0.000%
2/6/2025Meridian Wealth Management LLC28,419$683K0.0%+19.8%0.000%
2/5/2025Oppenheimer & Co. Inc.18,002$433K0.0%+80.3%0.000%
2/3/2025Private Advisor Group LLC174,178$4.19M0.0%+5.1%0.000%
1/31/2025Atria Wealth Solutions Inc.13,084$315K0.0%-4.4%0.000%
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1/31/2025Sanctuary Advisors LLC27,294$674K0.0%-6.9%0.000%
1/30/2025Allworth Financial LP5,763$142K0.0%+472.3%0.000%
1/29/2025Allspring Global Investments Holdings LLC14,676$353K0.0%-28.8%0.000%
1/28/2025Joel Isaacson & Co. LLC700,564$16.85M0.8%-0.3%0.000%
1/27/2025GHP Investment Advisors Inc.1,837$44K0.0%-37.5%0.000%
1/27/2025Stratos Wealth Partners LTD.364,797$8.77M0.1%+0.2%0.000%
1/24/2025Calamos Advisors LLC14,586$351K0.0%+23.8%0.000%
1/24/2025Spire Wealth Management80,958$1.95M0.1%N/A0.000%
1/24/2025DAVENPORT & Co LLC19,779$476K0.0%-6.1%0.000%
1/23/2025NorthStar Asset Management LLC NJ 9,662$232K0.1%+4.7%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, 122 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Bank of America Corp DE ($21.17M), McGowan Group Asset Management Inc. ($20.12M), UBS Group AG ($19.87M), Raymond James Financial Inc. ($16.47M), Joel Isaacson & Co. LLC ($15.90M), Wells Fargo & Company MN ($15.49M), and Karpus Management Inc. ($12.87M).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 106 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: Raymond James Financial Inc. ($1.38M), Cornerstone Advisors LLC ($1.28M), Karpus Management Inc. ($568.00K), Kingstone Capital Partners Texas LLC ($334.56K), Shaker Financial Services LLC ($212.04K), Wolverine Asset Management LLC ($196.25K), 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 3,194,038 shares in the last 24 months. This purchase volume represents approximately $76.49M in transactions.

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

Of the 45 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 ($993.13K), AQR Arbitrage LLC ($131.04K), Raymond James & Associates ($114.11K), Landscape Capital Management L.L.C. ($112.78K), Shaker Financial Services LLC ($90.68K), Wolverine Asset Management LLC ($81.72K), 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 1,841,563 shares in the last 24 months. This volume of shares sold represents approximately $44.30M in transactions.


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This page (NYSE:EVT) was last updated on 7/5/2025 by MarketBeat.com Staff
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