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

$27.27 +0.10 (+0.37%)
Closing price 07/9/2026 03:59 PM Eastern
Extended Trading
$27.30 +0.03 (+0.11%)
As of 07/9/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
88
Total
Institutional Inflows
(last 12 months)
$27.30B
Number of
Institutional Sellers
(last 12 months)
54
Total
Institutional Outflows
(last 12 months)
$27.34M
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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
7/9/2026Next 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%
6/3/2026NewEdge Advisors LLC22,732$558K0.0%+41.6%0.000%
5/26/2026Axiom Investment Management LLC8,094$199K0.2%N/A0.000%
5/19/2026Bank of America Corp DE883,948$21.70M0.0%-3.5%0.000%
5/18/2026Royal Bank of Canada189,544$4.65M0.0%-15.2%0.000%
5/13/2026First Trust Advisors LP153,157$3.76M0.0%+5.0%0.000%
5/8/2026PNC Financial Services Group Inc.56,278$1.38M0.0%+185.2%0.000%
5/7/2026Hollencrest Capital Management35,450$870K0.0%-5.1%0.000%
5/6/2026Allspring Global Investments Holdings LLC69,983$1.72M0.0%+68.4%0.000%
5/5/2026Sanctuary Advisors LLC85,429$2.10M0.0%+0.5%0.000%
5/4/2026Calamos Advisors LLC11,920$293K0.0%-42.6%0.000%
5/1/2026Fifth Third Bancorp5,198$128K0.0%N/A0.000%
4/29/2026Richmond Investment Services LLC30,782$756K0.1%-8.0%0.000%
4/28/2026Ascentis Independent Advisors2,047$50K0.0%N/A0.000%
4/27/2026Private Advisor Group LLC213,798$5.25M0.0%+3.7%0.000%
4/23/2026Formidable Asset Management LLC113,692$2.86M0.4%-14.2%0.000%
4/22/2026Janney 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%
4/20/2026RFG Advisory LLC11,764$289K0.0%-29.8%0.000%
4/17/2026PMG Family Office LLC81,461$2M2.2%+5.8%0.000%
3/17/2026Rockefeller Capital Management L.P.206,093$5.19M0.0%-1.5%0.000%
3/13/2026World Investment Advisors13,147$331K0.0%+35.7%0.000%
3/9/2026Corient Private Wealth LLC26,833$676K0.0%-3.4%0.000%
2/19/2026Harbour Wealth Management Group Inc.10,120$255K0.2%N/A0.000%
2/19/2026Birchwood Financial Partners Inc.3,570$90K0.1%N/A0.000%
2/19/2026Corient Private Wealth LLC26,833$676K0.0%-3.4%0.000%
2/18/2026Garton & Associates Financial Advisors LLC2,045$51K0.0%N/A0.000%
2/18/20261607 Capital Partners LLC790,120$19.90M1.4%-0.9%0.000%
2/17/2026Guggenheim Capital LLC378,707$9.54M0.1%+0.3%0.000%
2/17/2026Abel Hall LLC13,000$327K0.1%N/A0.000%
2/17/2026Cetera Investment Advisers150,645$3.79M0.0%+1.2%0.000%
2/17/2026Kovack Advisors Inc.17,135$431K0.0%N/A0.000%
2/17/2026Osaic Holdings Inc.268,988$6.77M0.0%+11.7%0.000%
2/17/2026Private Advisor Group LLC206,194$5.19M0.0%+11.0%0.000%
2/17/2026&PARTNERS134,105$3.38M0.0%+113.9%0.000%
2/17/2026Royal Bank of Canada223,583$5.63M0.0%+2.6%0.000%
2/16/2026Mariner LLC44,562$1.12M0.0%+7.4%0.000%
2/13/2026Kestra Advisory Services LLC5,598$141K0.0%N/A0.000%
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2/13/2026Stifel Financial Corp51,785$1.30M0.0%-4.9%0.000%
2/13/2026First Trust Advisors LP145,877$3.67M0.0%+4.7%0.000%
2/13/2026Wells Fargo & Company MN716,777$18.05M0.0%+5.3%0.000%
2/13/2026Summit Financial LLC17,034$429K0.0%-9.1%0.000%
2/12/2026Advisors Asset Management Inc.265,566$6.69M0.1%+3.8%0.000%
2/12/2026Hollencrest Capital Management37,355$941K0.0%-1.3%0.000%
2/12/2026Jane Street Group LLC13,513$340K0.0%N/A0.000%
2/12/2026Richmond Investment Services LLC33,457$842K0.1%-3.9%0.000%
2/12/2026Commonwealth Equity Services LLC119,555$3.01M0.0%-41.3%0.000%
2/12/2026Steward Partners Investment Advisory LLC95,263$2.40M0.0%+1.0%0.000%
2/12/2026Founders Financial Alliance LLC36,242$913K0.2%+1.6%0.000%
2/12/2026Kovack Advisors Inc.17,135$432K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC50,391$1.27M0.0%-4.7%0.000%
2/11/2026Cooper Haims Advisors LLC9,144$230K0.1%N/A0.000%
2/11/2026Cerity Partners LLC13,873$349K0.0%+17.0%0.000%
2/11/20261776 Wealth LLC76,286$1.92M0.7%+0.8%0.000%
2/11/2026LPL Financial LLC505,967$12.74M0.0%+9.2%0.000%
2/9/2026Kingsview Wealth Management LLC11,349$286K0.0%+7.5%0.000%
2/9/2026Blue Bell Private Wealth Management LLC7,260$183K0.0%+131.9%0.000%
2/9/2026Prospera Financial Services Inc31,823$801K0.0%+3.4%0.000%
2/6/2026Prevail Innovative Wealth Advisors LLC88,666$2.23M0.4%+8.1%0.000%
2/6/2026PNC Financial Services Group Inc.19,735$497K0.0%+54.8%0.000%
2/6/2026HighTower Advisors LLC55,290$1.39M0.0%+6.7%0.000%
2/5/2026AlphaCore Capital LLC16,864$425K0.0%+24.2%0.000%
2/5/2026Cornerstone Wealth Management LLC24,783$624K0.0%-5.6%0.000%
2/5/2026Johnson & White Wealth Management LLC13,953$351K0.2%-2.7%0.000%
2/5/2026Allworth Financial LP9,863$248K0.0%-17.8%0.000%
2/4/2026World Investment Advisors13,147$331K0.0%+35.7%0.000%
2/4/2026Meridian Wealth Management LLC44,799$1.13M0.0%+8.2%0.000%
2/3/2026RFG Advisory LLC16,747$422K0.0%-28.8%0.000%
2/3/2026Kingstone Capital Partners Texas LLC309,126$7.78M4.5%+1.9%0.000%
2/2/2026Wolverine Asset Management LLC52,209$1.32M0.0%+729.1%0.000%
2/2/2026Oppenheimer & Co. Inc.12,588$317K0.0%-24.7%0.000%
1/30/2026Simplicity Wealth LLC11,468$289K0.0%N/A0.000%
1/30/2026Joel Isaacson & Co. LLC745,247$18.77M0.6%+18.3%0.000%
1/30/2026Oakworth Capital Inc.1,006$25K0.0%N/A0.000%
1/29/2026Comerica Bank5,198$131K0.0%-43.1%0.000%
1/29/2026Kestra Private Wealth Services LLC11,904$300K0.0%-7.2%0.000%
1/29/2026UBS Group AG838,697$21.12M0.0%-3.3%0.000%
1/29/2026Sanctuary Advisors LLC84,994$2.14M0.0%-2.9%0.000%
1/29/2026McGowan Group Asset Management Inc.783,596$19.73M2.4%-0.5%0.000%
1/29/2026Calamos Advisors LLC20,757$523K0.0%+32.1%0.000%
1/28/2026PMG Family Office LLC77,011$1.94M2.2%-1.1%0.000%
1/27/2026First Horizon Corp1,000$25K0.0%N/A0.000%
1/26/2026Shaker Financial Services LLC171,313$4.31M1.4%+110.1%0.000%
1/26/2026CWM LLC11,912$300K0.0%-4.6%0.000%
1/21/2026Prime Capital Investment Advisors LLC21,716$547K0.0%-7.6%0.000%
1/21/2026Sound Income Strategies LLC15,026$381K0.0%+4,942.3%0.000%
1/20/2026Accel Wealth Management83,280$2.10M0.6%-13.2%0.000%
1/20/2026Stratos Wealth Partners LTD.446,351$11.24M0.1%+1.8%0.000%
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1/16/2026 MRA Advisory Group86,420$2.18M0.9%+2.1%0.000%
1/16/2026Formidable Asset Management LLC132,477$3.24M0.5%-4.7%0.000%
1/15/2026Allspring Global Investments Holdings LLC41,549$1.05M0.0%+34.0%0.000%
1/14/2026Spire Wealth Management115,237$2.90M0.1%-5.4%0.000%
1/12/2026 JGP Wealth Management LLC18,938$477K0.0%N/A0.000%
1/9/2026Murphy Middleton Hinkle & Parker Inc.6,092$153K0.0%N/A0.000%
1/8/2026Wealth Enhancement Advisory Services LLC193,500$4.97M0.0%-0.5%0.000%
1/7/2026Next Level Private LLC7,980$201K0.1%N/A0.000%
1/5/2026Commons Capital LLC16,028$404K0.3%+12.6%0.000%
12/22/2025PMG Family Office LLC77,890$1.90M2.1%N/A0.000%


EVT Institutional Ownership - Frequently Asked Questions

During the previous two years, 140 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 ($21.70M), 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), and Wells Fargo & Company MN ($18.05M).Learn more on Eaton Vance Tax-Advantaged Dividend Income Fund's institutional investors.

Of the 112 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), Spire Wealth Management ($121.78K), and Polar Asset Management Partners Inc. ($117.62K).

Institutional investors have bought a total of 1,132,471,586 shares in the last 24 months. This purchase volume represents approximately $27.30B in transactions.

Of the 54 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: Shaker Financial Services LLC ($207.02K), Cornerstone Advisors LLC ($201.49K), AQR Arbitrage LLC ($99.79K), Commonwealth Equity Services LLC ($84.21K), Wolverine Asset Management LLC ($62.76K), Joel Isaacson & Co. LLC ($53.49K), and McGowan Group Asset Management Inc. ($49.84K).

Institutional investors have sold a total of 1,119,434 shares in the last 24 months. This volume of shares sold represents approximately $27.34M in transactions.


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This page (NYSE:EVT) was last updated on 7/10/2026 by MarketBeat.com Staff.
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