Free Trial
→ My public warning after 55 years of watching the markets (From Weiss Ratings) (Ad)tc pixel Free EVT Stock Alerts

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

$27.58 -0.01 (-0.04%)
Closing price 11/13/2026 03:59 PM Eastern
Extended Trading
$27.60 +0.03 (+0.09%)
As of 11/13/2026 07:30 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.
Compare

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

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$47.48M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$8.80M
Get EVT Insider Trade Alerts

Want to know when executives and insiders are buying or selling Eaton Vance Tax-Advantaged Dividend Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EVT Institutional Buying and Selling by Quarter

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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Kovack Advisors Inc.14,829$413K0.0%+25.9%0.000%
11/13/2026Steward Partners Investment Advisory LLC166,611$4.65M0.0%+4.7%0.000%
11/13/2026Xcelsior Advisor Partners LLC22,185$619K0.0%N/A0.000%
11/12/2026 First Trust Advisors LP158,848$4.43M0.0%+1.6%0.000%
11/11/2026 Advisors Asset Management Inc.249,128$6.95M0.1%N/A0.000%
11/11/2026 Private Advisor Group LLC256,119$7.15M0.0%+3.7%0.000%
11/10/2026 HighTower Advisors LLC74,104$2.07M0.0%+3.4%0.000%
11/5/2026 Joel Isaacson & Co. LLC705,622$19.69M0.6%-3.0%0.000%
11/5/2026 Jacobi Capital Management LLC4,036$113K0.0%N/A0.000%
11/5/2026 Lido Advisors LLC13,578$379K0.0%N/A0.000%
11/5/2026 Cornerstone Wealth Management LLC23,131$646K0.0%-12.1%0.000%
11/4/2026 Allspring Global Investments Holdings LLC109,430$3.05M0.0%+11.2%0.000%
11/4/2026 Johnson & White Wealth Management LLC9,723$271K0.1%-28.1%0.000%
11/3/2026 Formidable Asset Management LLC110,513$3.06M0.4%-1.5%0.000%
11/3/2026 Summit Investment Advisory Services LLC20,918$584K0.1%+6.1%0.000%
11/3/2026 Kingstone Capital Partners Texas LLC384,058$10.72M5.3%+3.9%0.000%
11/2/2026 Birchwood Financial Partners Inc.878$25K0.0%-76.2%0.000%
11/2/2026 Legacy Financial Independent Advisors LLC132,653$3.70M1.8%+3.0%0.000%
11/2/2026 Kestra Advisory Services LLC8,665$242K0.0%N/A0.000%
11/2/2026 Commonwealth Equity Services LLC132,276$3.69M0.0%+10.0%0.000%
10/29/2026 SMH Capital Advisors Inc.9,603$268K1.0%N/A0.000%
10/29/2026 MGO One Seven LLC9,418$263K0.0%-30.2%0.000%
10/28/2026 North Star Investment Management Corp.9,544$266K0.0%-12.4%0.000%
10/27/2026 Latitude Advisors LLC1,600$45K0.0%N/A0.000%
10/26/2026 Oppenheimer & Co. Inc.14,381$401K0.0%+12.8%0.000%
10/24/2026 Samalin Investment Counsel LLC100,498$2.81M0.8%+55.1%0.000%
10/23/2026 Wedbush Securities Inc.11,979$334K0.0%N/A0.000%
10/20/2026 Prime Capital Investment Advisors LLC17,919$500K0.0%-5.0%0.000%
10/19/2026 PMG Family Office LLC84,307$2.35M2.2%+2.4%0.000%
10/14/2026 Shaker Financial Services LLC94,702$2.64M0.9%N/A0.000%
10/13/2026 Accel Wealth Management72,433$2.02M0.4%-3.0%0.000%
10/7/2026 MRA Advisory Group89,773$2.51M0.9%+0.7%0.000%
9/9/2026Sequoia Financial Advisors LLC25,816$715K0.0%N/A0.000%
9/9/2026Integrated Wealth Concepts LLC2,690$74K0.0%N/A0.000%
9/9/2026NewEdge Advisors LLC120,137$3.33M0.0%+428.5%0.000%
9/9/2026Baird Financial Group Inc.26,790$742K0.0%+3.9%0.000%
9/8/2026 Allworth Financial LP13,832$383K0.0%+67.4%0.000%
8/27/2026Corient Private Wealth LP25,438$704K0.0%-6.3%0.000%
8/26/2026 HighTower Advisors LLC71,694$1.99M0.0%+24.3%0.000%
8/20/2026Susquehanna International Group LLP7,525$208K0.0%N/A0.000%
SHOCKING! Prediction caught on camera (Ad)

Newly released footage shows James Altucher pulling a document out of a briefcase on camera. It is a document Elon Musk quietly filed with the U.S. government. Paradigm Press publisher Matt Insley says they have never seen anything like it. He says the footage has to be watched to be understood.tc pixel

Watch the camera footage to see exactly what is inside the briefcase.
8/17/2026Corient Private Wealth LP10,167$314K0.0%N/A0.000%
8/17/2026Bank of America Corp DE98,884$3.05M0.0%N/A0.000%
8/12/2026Northwestern 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%
6/3/2026NewEdge Advisors LLC22,732$558K0.0%+41.6%0.000%
5/26/2026 Axiom 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%
5/13/2026 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%
5/7/2026Hollencrest 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%
5/5/2026Sanctuary 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%
3/17/2026Rockefeller 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%
2/19/2026 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%
2/19/2026Corient Private Wealth LLC26,833$676K0.0%-3.4%0.000%
2/18/2026 Garton & 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%
2/17/2026 Abel 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%
2/17/2026 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%
2/17/2026Royal 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%
2/13/2026Wells 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%
I'm handing you this one free (Ad)

Elon Musk doesn't own the chip powering every Tesla, every Starlink dish, and every AI satellite he builds. He licenses it from one overlooked company. That supplier just got a major catalyst. Musk filed to launch 1,000,000 satellites, a move analyst Dylan believes could drive a 100X bigger bill for this chipmaker starting December 8th.tc pixel

See today's free stock pick before the December 8th deadline here
2/12/2026Hollencrest 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%
2/12/2026Steward 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%
2/12/2026Kovack 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%
2/11/2026Cerity Partners LLC13,873$349K0.0%+17.0%0.000%


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 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 ($19.69M), 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 114 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), Advisors Asset Management Inc. ($299.91K), Shaker Financial Services LLC ($291.37K), 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 1,809,151 shares in the last 24 months. This purchase volume represents approximately $47.48M in transactions.

Of the 36 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: Commonwealth Equity Services LLC ($84.21K), Royal Bank of Canada ($34.04K), Bank of America Corp DE ($32.43K), UBS Group AG ($28.70K), Formidable Asset Management LLC ($26.94K), Accel Wealth Management ($22.84K), and Joel Isaacson & Co. LLC ($21.68K).

Institutional investors have sold a total of 346,699 shares in the last 24 months. This volume of shares sold represents approximately $8.80M in transactions.


Related Companies

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 11/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
SHOCKING! Prediction caught on camera
Newly released footage shows James Altucher pulling a document out of a briefcase on camera. It is a document ...
Paradigm Press | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel