Go Pro
→ Dr. Ron Paul Issues New Warning: “The Next Financial Crisis Is Here” (From Altimetry) (Ad)tc pixel Free EVT Stock Alerts

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

$28.16 +0.26 (+0.91%)
Closing price 09/29/2026 03:59 PM Eastern
Extended Trading
$28.12 -0.04 (-0.14%)
As of 09/29/2026 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)
82
Total
Institutional Inflows
(last 12 months)
$41.56M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$16.33M
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
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%
9/8/2026Allworth Financial LP13,832$383K0.0%+67.4%0.000%
8/27/2026Corient Private Wealth LP25,438$704K0.0%-6.3%0.000%
8/26/2026HighTower Advisors LLC71,694$1.99M0.0%+24.3%0.000%
8/20/2026Susquehanna International Group LLP7,525$208K0.0%N/A0.000%
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%
8/6/2026Global Retirement Partners LLC1,075$33K0.0%N/A0.000%
7/10/2026Accel Wealth Management74,654$2.07M0.5%-9.7%0.000%
7/9/2026Next Level Private LLC8,288$229K0.0%N/A0.000%
7/8/2026MRA Advisory Group89,137$2.47M0.9%+1.9%0.000%
7/1/2026Noble 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%
4/22/2026MRA 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%
What really happened in Washington? (Ad)

President Trump's summit with Xi Jinping drew headlines for tariffs and trade truces, but the real story may be a bid to reset the US dollar. Porter Stansberry says the meeting, attended by figures like Elon Musk, Jensen Huang and Larry Fink, connects to a 13-nation pact designed to cut China out of a massive investment wave.tc pixel

Watch the free documentary to see the five critical assets now.
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%
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%
First Look: Elon’s “Starphone” (Ad)

Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

See the full evidence behind Elon Musk's rumored new device.
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%


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.


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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Dr. Ron Paul Issues New Warning: “The Next Financial Crisis Is Here”
Dr. Ron Paul warns a dangerous experiment is already underway in Washington, involving at least 27 billion dol...
Altimetry | Sponsoredtc pixel
I've seen this movie before (last time: 17,556%)
My track record speaks for itself... KDA: 17,556%. PRE: 3,900%. OCEAN: 2,650%. Every single one was called ...
Crypto 101 Media | Sponsoredtc pixel
A “bloodbath” Is Coming
Reports suggest some Silicon Valley billionaires are stockpiling gold, guns, and gas masks - or leaving the co...
TradeSmith | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
Why I went to Mount Rushmore
A small miner just hit on gold in the hills surrounding Mount Rushmore, thanks to a breakthrough new technolog...
Stansberry Research | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Should You Convert a Traditional IRA to a Roth After 60?
Considering a Roth conversion after 60? The upside includes no income limits on conversions, potential tax-fre...
SmartAsset | Sponsoredtc pixel