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

$24.40 +0.06 (+0.25%)
Closing price 07/3/2025 03:30 PM Eastern
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$24.40 +0.01 (+0.02%)
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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)
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%
$100 Trillion “AI Metal” Found in American Ghost Town (Ad)

Jeff Brown recently traveled to a ghost town in the middle of an American desert… To investigate what could be the biggest technology story of this decade. In short, he believes what he's holding in his hand is the key to the $100 trillion AI boom… And only one company here in the U.S. can mine this obscure metal.

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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 7/7/2025 by MarketBeat.com Staff
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