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

$28.88 -0.03 (-0.09%)
As of 02:29 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)
81
Total
Institutional Inflows
(last 12 months)
$40.84M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$16.33M
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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
9/9/2026 Integrated Wealth Concepts LLC2,690$74K0.0%N/A0.000%
9/9/2026 NewEdge Advisors LLC120,137$3.33M0.0%+428.5%0.000%
9/9/2026 Baird Financial Group Inc.26,790$742K0.0%+3.9%0.000%
9/8/2026 Allworth Financial LP13,832$383K0.0%+67.4%0.000%
8/27/2026 Corient Private Wealth LP25,438$704K0.0%-6.3%0.000%
8/26/2026 HighTower Advisors LLC71,694$1.99M0.0%+24.3%0.000%
8/20/2026 Susquehanna International Group LLP7,525$208K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP10,167$314K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE98,884$3.05M0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.1,953$60K0.0%N/A0.000%
8/6/2026 Global Retirement Partners LLC1,075$33K0.0%N/A0.000%
7/10/2026 Accel Wealth Management74,654$2.07M0.5%-9.7%0.000%
7/9/2026 Next Level Private LLC8,288$229K0.0%N/A0.000%
7/8/2026 MRA Advisory Group89,137$2.47M0.9%+1.9%0.000%
7/1/2026 Noble Wealth Management PBC2,604$72K0.0%-14.5%0.000%
6/3/2026 NewEdge Advisors LLC22,732$558K0.0%+41.6%0.000%
5/26/2026 Axiom Investment Management LLC8,094$199K0.2%N/A0.000%
5/19/2026 Bank of America Corp DE883,948$21.70M0.0%-3.5%0.000%
5/18/2026 Royal Bank of Canada189,544$4.65M0.0%-15.2%0.000%
5/13/2026 First Trust Advisors LP153,157$3.76M0.0%+5.0%0.000%
5/8/2026 PNC Financial Services Group Inc.56,278$1.38M0.0%+185.2%0.000%
5/7/2026 Hollencrest Capital Management35,450$870K0.0%-5.1%0.000%
5/6/2026 Allspring Global Investments Holdings LLC69,983$1.72M0.0%+68.4%0.000%
5/5/2026 Sanctuary Advisors LLC85,429$2.10M0.0%+0.5%0.000%
5/4/2026 Calamos Advisors LLC11,920$293K0.0%-42.6%0.000%
5/1/2026 Fifth Third Bancorp5,198$128K0.0%N/A0.000%
4/29/2026 Richmond Investment Services LLC30,782$756K0.1%-8.0%0.000%
4/28/2026 Ascentis Independent Advisors2,047$50K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC213,798$5.25M0.0%+3.7%0.000%
4/23/2026 Formidable Asset Management LLC113,692$2.86M0.4%-14.2%0.000%
4/22/2026 Janney Montgomery Scott LLC52,167$1.28M0.0%+3.5%0.000%
4/22/2026 MRA Advisory Group87,433$2.15M0.9%+1.2%0.000%
4/20/2026 RFG Advisory LLC11,764$289K0.0%-29.8%0.000%
4/17/2026 PMG Family Office LLC81,461$2M2.2%+5.8%0.000%
3/17/2026 Rockefeller Capital Management L.P.206,093$5.19M0.0%-1.5%0.000%
3/13/2026 World Investment Advisors13,147$331K0.0%+35.7%0.000%
3/9/2026 Corient Private Wealth LLC26,833$676K0.0%-3.4%0.000%
2/19/2026 Harbour Wealth Management Group Inc.10,120$255K0.2%N/A0.000%
2/19/2026 Birchwood Financial Partners Inc.3,570$90K0.1%N/A0.000%
2/19/2026 Corient Private Wealth LLC26,833$676K0.0%-3.4%0.000%
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2/18/2026 Garton & Associates Financial Advisors LLC2,045$51K0.0%N/A0.000%
2/18/2026 1607 Capital Partners LLC790,120$19.90M1.4%-0.9%0.000%
2/17/2026 Guggenheim Capital LLC378,707$9.54M0.1%+0.3%0.000%
2/17/2026 Abel Hall LLC13,000$327K0.1%N/A0.000%
2/17/2026 Cetera Investment Advisers150,645$3.79M0.0%+1.2%0.000%
2/17/2026 Kovack Advisors Inc.17,135$431K0.0%N/A0.000%
2/17/2026 Osaic Holdings Inc.268,988$6.77M0.0%+11.7%0.000%
2/17/2026 Private Advisor Group LLC206,194$5.19M0.0%+11.0%0.000%
2/17/2026 &PARTNERS134,105$3.38M0.0%+113.9%0.000%
2/17/2026 Royal Bank of Canada223,583$5.63M0.0%+2.6%0.000%
2/16/2026 Mariner LLC44,562$1.12M0.0%+7.4%0.000%
2/13/2026 Kestra Advisory Services LLC5,598$141K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp51,785$1.30M0.0%-4.9%0.000%
2/13/2026 First Trust Advisors LP145,877$3.67M0.0%+4.7%0.000%
2/13/2026 Wells Fargo & Company MN716,777$18.05M0.0%+5.3%0.000%
2/13/2026 Summit Financial LLC17,034$429K0.0%-9.1%0.000%
2/12/2026 Advisors Asset Management Inc.265,566$6.69M0.1%+3.8%0.000%
2/12/2026 Hollencrest Capital Management37,355$941K0.0%-1.3%0.000%
2/12/2026 Jane Street Group LLC13,513$340K0.0%N/A0.000%
2/12/2026 Richmond Investment Services LLC33,457$842K0.1%-3.9%0.000%
2/12/2026 Commonwealth Equity Services LLC119,555$3.01M0.0%-41.3%0.000%
2/12/2026 Steward Partners Investment Advisory LLC95,263$2.40M0.0%+1.0%0.000%
2/12/2026 Founders Financial Alliance LLC36,242$913K0.2%+1.6%0.000%
2/12/2026 Kovack Advisors Inc.17,135$432K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC50,391$1.27M0.0%-4.7%0.000%
2/11/2026 Cooper Haims Advisors LLC9,144$230K0.1%N/A0.000%
2/11/2026 Cerity Partners LLC13,873$349K0.0%+17.0%0.000%
2/11/2026 1776 Wealth LLC76,286$1.92M0.7%+0.8%0.000%
2/11/2026 LPL Financial LLC505,967$12.74M0.0%+9.2%0.000%
2/9/2026 Kingsview Wealth Management LLC11,349$286K0.0%+7.5%0.000%
2/9/2026 Blue Bell Private Wealth Management LLC7,260$183K0.0%+131.9%0.000%
2/9/2026 Prospera Financial Services Inc31,823$801K0.0%+3.4%0.000%
2/6/2026 Prevail Innovative Wealth Advisors LLC88,666$2.23M0.4%+8.1%0.000%
2/6/2026 PNC Financial Services Group Inc.19,735$497K0.0%+54.8%0.000%
2/6/2026 HighTower Advisors LLC55,290$1.39M0.0%+6.7%0.000%
2/5/2026 AlphaCore Capital LLC16,864$425K0.0%+24.2%0.000%
2/5/2026 Cornerstone Wealth Management LLC24,783$624K0.0%-5.6%0.000%
2/5/2026 Johnson & White Wealth Management LLC13,953$351K0.2%-2.7%0.000%
2/5/2026 Allworth Financial LP9,863$248K0.0%-17.8%0.000%
2/4/2026 World Investment Advisors13,147$331K0.0%+35.7%0.000%
2/4/2026 Meridian Wealth Management LLC44,799$1.13M0.0%+8.2%0.000%
2/3/2026 RFG Advisory LLC16,747$422K0.0%-28.8%0.000%
2/3/2026 Kingstone Capital Partners Texas LLC309,126$7.78M4.5%+1.9%0.000%
2/2/2026 Wolverine Asset Management LLC52,209$1.32M0.0%+729.1%0.000%
2/2/2026 Oppenheimer & Co. Inc.12,588$317K0.0%-24.7%0.000%
1/30/2026 Simplicity Wealth LLC11,468$289K0.0%N/A0.000%
1/30/2026 Joel Isaacson & Co. LLC745,247$18.77M0.6%+18.3%0.000%
1/30/2026 Oakworth Capital Inc.1,006$25K0.0%N/A0.000%
1/29/2026Comerica Bank5,198$131K0.0%-43.1%0.000%
1/29/2026 Kestra Private Wealth Services LLC11,904$300K0.0%-7.2%0.000%
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1/29/2026 UBS Group AG838,697$21.12M0.0%-3.3%0.000%
1/29/2026 Sanctuary Advisors LLC84,994$2.14M0.0%-2.9%0.000%
1/29/2026 McGowan Group Asset Management Inc.783,596$19.73M2.4%-0.5%0.000%
1/29/2026 Calamos Advisors LLC20,757$523K0.0%+32.1%0.000%
1/28/2026 PMG Family Office LLC77,011$1.94M2.2%-1.1%0.000%
1/27/2026 First Horizon Corp1,000$25K0.0%N/A0.000%
1/26/2026 Shaker Financial Services LLC171,313$4.31M1.4%+110.1%0.000%
1/26/2026CWM LLC11,912$300K0.0%-4.6%0.000%
1/21/2026 Prime Capital Investment Advisors LLC21,716$547K0.0%-7.6%0.000%
1/21/2026 Sound Income Strategies LLC15,026$381K0.0%+4,942.3%0.000%


EVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 141 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($21.68M), UBS Group AG ($21.12M), 1607 Capital Partners LLC ($19.90M), McGowan Group Asset Management Inc. ($19.73M), Joel Isaacson & Co. LLC ($18.77M), Wells Fargo & Company MN ($18.05M), and Karpus Management Inc. ($15.17M).Learn more on Eaton Vance Tax-Advantaged Dividend Income Fund's institutional investors.

Of the 113 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. ($1.56M), Shaker Financial Services LLC ($225.17K), Penserra Capital Management LLC ($191.73K), LPL Financial LLC ($160.28K), Bank of America Corp DE ($124.22K), and Spire Wealth Management ($121.78K).

Institutional investors have bought a total of 1,642,804 shares in the last 24 months. This purchase volume represents approximately $41.56M in transactions.

Of the 43 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 ($98.97K), Commonwealth Equity Services LLC ($84.21K), Wolverine Asset Management LLC ($62.76K), McGowan Group Asset Management Inc. ($49.84K), UBS Group AG ($45.09K), Shaker Financial Services LLC ($36.37K), and Formidable Asset Management LLC ($35.15K).

Institutional investors have sold a total of 661,447 shares in the last 24 months. This volume of shares sold represents approximately $16.33M in transactions.


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Institutional ownership data for NYSE:EVT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.
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