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

$24.59 -0.11 (-0.45%)
Closing price 01/31/2025 03:58 PM Eastern
Extended Trading
$24.56 -0.03 (-0.12%)
As of 01/31/2025 06:30 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 Polygon.io. 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)
57
Total
Institutional Inflows
(last 12 months)
$54.53M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$30.47M
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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
1/31/2025Atria Wealth Solutions Inc.13,084$315K0.0%-4.4%0.000%
1/31/2025Sanctuary Advisors LLC27,294$674K0.0%-6.9%0.000%
1/30/2025 Allworth Financial LP5,763$142K0.0%+472.3%0.000%
1/29/2025 Allspring Global Investments Holdings LLC14,676$353K0.0%-28.8%0.000%
1/28/2025 Joel Isaacson & Co. LLC700,564$16.85M0.8%-0.3%0.000%
1/27/2025 GHP Investment Advisors Inc.1,837$44K0.0%-37.5%0.000%
1/27/2025 Stratos Wealth Partners LTD.364,797$8.77M0.1%+0.2%0.000%
1/24/2025 Calamos Advisors LLC14,586$351K0.0%+23.8%0.000%
1/24/2025 Spire Wealth Management80,958$1.95M0.1%N/A0.000%
1/24/2025 DAVENPORT & Co LLC19,779$476K0.0%-6.1%0.000%
1/23/2025 NorthStar Asset Management LLC NJ 9,662$232K0.1%+4.7%0.000%
1/21/2025 Accel Wealth Management115,790$2.79M1.1%-3.0%0.000%
1/17/2025 Commons Capital LLC11,797$284K0.3%+12.4%0.000%
1/14/2025 MRA Advisory Group80,786$1.94M1.0%+2.3%0.000%
11/25/2024Sanctuary Advisors LLC29,312$742K0.0%-1.7%0.000%
11/15/2024HighTower Advisors LLC50,714$1.25M0.0%+1.7%0.000%
11/14/2024Rockefeller Capital Management L.P.197,746$4.88M0.0%-0.4%0.000%
11/14/2024Walleye Capital LLC17,787$439K0.0%+67.5%0.000%
11/13/2024Private Trust Co. NA4,038$100K0.0%+102.2%0.000%
11/12/2024Larson Financial Group LLC3,000$74K0.0%+233.3%0.000%
11/12/2024 MGB Wealth Management LLC8,967$221K0.1%-21.1%0.000%
11/12/2024Penserra Capital Management LLC191,725$4.73M0.1%N/A0.000%
11/12/2024Meridian Wealth Management LLC23,713$585K0.0%+51.9%0.000%
11/9/2024Landscape Capital Management L.L.C.33,980$839K0.1%-76.8%0.000%
11/8/2024Cornerstone Advisors LLC724,051$17.88M0.7%-43.4%0.000%
11/8/2024SMH Capital Advisors Inc.9,349$231K0.7%-4.8%0.000%
11/8/2024Advisors Asset Management Inc.214,788$5.30M0.1%+24.4%0.000%
11/6/20241776 Wealth LLC73,369$1.81M0.8%-4.2%0.000%
11/5/2024Prime Capital Investment Advisors LLC30,791$760K0.0%-6.2%0.000%
11/4/2024Wolverine Asset Management LLC117,060$2.89M0.0%-39.4%0.000%
10/31/2024Shaker Financial Services LLC206,646$5.10M1.9%+16.0%0.000%
10/29/2024 Janney Montgomery Scott LLC44,945$1.11M0.0%-2.8%0.000%
10/28/2024US Bancorp DE8,200$202K0.0%-24.3%0.000%
10/25/2024 Financial Advocates Investment Management8,467$209K0.0%N/A0.000%
10/24/2024 GHP Investment Advisors Inc.2,939$73K0.0%N/A0.000%
10/24/2024 Wealth Enhancement Advisory Services LLC183,203$4.52M0.0%+12.9%0.000%
10/23/2024 Allworth Financial LP1,007$25K0.0%-41.8%0.000%
10/23/2024 Joel Isaacson & Co. LLC702,784$17.35M0.8%-3.2%0.000%
10/22/2024Private Advisor Group LLC165,697$4.09M0.0%-3.1%0.000%
10/21/2024 Denver Wealth Management Inc.23,108$571K0.3%-6.9%0.000%
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10/19/2024 Allspring Global Investments Holdings LLC20,612$509K0.0%N/A0.000%
10/18/2024Raymond James & Associates338,918$8.37M0.0%-2.1%0.000%
10/17/2024 Stratos Wealth Partners LTD.364,005$8.99M0.1%+3.0%0.000%
10/16/2024 Summit Investment Advisory Services LLC36,035$890K0.5%N/A0.000%
10/16/2024 Cornerstone Wealth Management LLC11,680$288K0.0%-8.1%0.000%
10/11/2024Creative Planning18,750$463K0.0%-2.3%0.000%
10/8/2024CWM LLC5,546$137K0.0%+588.1%0.000%
10/8/2024 Future Financial Wealth Managment LLC1,798$44K0.0%N/A0.000%
10/4/2024 MRA Advisory Group78,943$1.95M1.1%-4.2%0.000%
9/5/2024Sanctuary Advisors LLC29,820$682K0.0%N/A0.000%
8/26/2024Founders Financial Alliance LLC28,762$670K0.2%+2.2%0.000%
8/22/2024Cetera Investment Advisers92,661$2.16M0.0%+11.4%0.000%
8/21/2024Truist Financial Corp19,472$454K0.0%-12.1%0.000%
8/16/2024Creative Planning19,183$447K0.0%+4.8%0.000%
8/15/2024Logan Stone Capital LLC18,904$440K0.1%N/A0.000%
8/13/2024Hancock Whitney Corp10,663$248K0.0%N/A0.000%
8/12/2024SMH Capital Advisors Inc.9,818$229K0.7%-7.4%0.000%
8/6/2024 MRA Advisory Group82,371$1.92M1.1%-2.1%0.000%
8/5/2024Private Advisor Group LLC171,048$3.98M0.0%+9.2%0.000%
8/3/2024Shaker Financial Services LLC178,135$4.15M1.7%-26.9%0.000%
8/2/2024Wolverine Asset Management LLC193,216$4.50M0.1%-2.8%0.000%
7/31/2024Commonwealth Equity Services LLC199,004$4.64M0.0%-1.1%0.000%
7/25/2024 Calamos Advisors LLC10,098$235K0.0%N/A0.000%
7/23/2024Xcel Wealth Management LLC11,325$264K0.1%-14.4%0.000%
7/22/2024 Denver Wealth Management Inc.24,808$578K0.3%-8.8%0.000%
7/19/2024Raymond James & Associates346,111$8.06M0.0%-23.6%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC162,227$3.78M0.0%+7.6%0.000%
7/15/2024 RFG Advisory LLC39,972$931K0.0%-7.1%0.000%
7/12/2024 Accel Wealth Management122,314$2.85M1.1%+1.0%0.000%
7/8/2024 Bank & Trust Co2,729$64K0.1%N/A0.000%
5/24/2024Cetera Advisors LLC21,341$504K0.0%+37.2%0.000%
5/24/2024Cetera Investment Advisers83,181$1.96M0.0%N/A0.000%
5/20/2024Virtu Financial LLC11,439$270K0.0%N/A0.000%
5/17/2024Comerica Bank10,273$242K0.0%+56.3%0.000%
5/14/2024Advisors Asset Management Inc.102,834$2.43M0.0%+45.2%0.000%
5/10/2024Osaic Holdings Inc.333,850$7.88M0.0%-5.0%0.000%
5/10/2024Cornerstone Advisors LLC1,280,326$30.22M1.3%+35.1%0.000%
5/8/2024Avantax Advisory Services Inc.8,805$208K0.0%N/A0.000%
5/7/2024Stonebrook Private Inc.13,300$314K0.1%-6.3%0.000%
5/6/2024 ORG Partners LLC1,742$41K0.1%N/A0.000%
5/3/2024 MRA Advisory Group84,116$1.99M1.2%+3.9%0.000%
5/2/2024 Salomon & Ludwin LLC2,780$66K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC45,046$1.06M0.0%+3.0%0.000%
4/30/2024Private Advisor Group LLC156,637$3.70M0.0%+6.9%0.000%
4/30/2024 Joel Isaacson & Co. LLC731,342$17.26M0.9%-2.9%0.000%
4/29/2024Commonwealth Equity Services LLC201,190$4.75M0.0%+9.8%0.000%
4/26/2024LifePro Asset Management11,468$271K0.2%N/A0.000%
4/23/2024Raymond James Financial Services Advisors Inc.286,615$6.76M0.0%+5.8%0.000%
4/22/2024 Kessler Investment Group LLC2,144$51K0.0%N/A0.000%
4/22/2024Raymond James & Associates453,032$10.69M0.0%-1.5%0.000%
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4/19/2024 Accel Wealth Management121,137$2.86M1.2%+1.6%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC150,740$3.56M0.0%-0.5%0.000%
4/15/2024 Future Financial Wealth Managment LLC1,725$41K0.0%N/A0.000%
4/8/2024 Emprise Bank10,380$245K0.2%N/A0.000%
4/5/2024 GAMMA Investing LLC1,500$35K0.0%N/A0.000%
3/22/2024PNC Financial Services Group Inc.17,536$390K0.0%+72.2%0.000%
3/4/2024Tucker Asset Management LLC20,796$463K0.1%N/A0.000%
2/15/2024Flow State Investments L.P.92,942$2.07M0.7%N/A0.000%
2/15/2024Cohen & Steers Inc.259,013$5.76M0.0%+23.9%0.000%
2/13/2024Karpus Management Inc.578,381$12.87M0.4%+119.5%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, 116 institutional investors and hedge funds held shares of Eaton Vance Tax-Advantaged Dividend Income Fund. The most heavily invested institutionals were Aspire Private Capital LLC ($23.51B), Bank of America Corp DE ($37.36M), UBS Group AG ($19.87M), Cornerstone Advisors LLC ($17.88M), Joel Isaacson & Co. LLC ($16.85M), McGowan Group Asset Management Inc. ($15.45M), and Karpus Management Inc. ($12.87M).Learn more on EVT's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Advantaged Dividend Income Fund stock?

Of the 99 institutional investors that purchased Eaton Vance Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Cornerstone Advisors LLC ($1.28M), Karpus Management Inc. ($568.00K), Shaker Financial Services LLC ($197.70K), Penserra Capital Management LLC ($191.73K), Private Advisor Group LLC ($182.81K), Wolverine Asset Management LLC ($157.59K), and International Assets Investment Management LLC ($148.27K).

How much institutional buying is happening at Eaton Vance Tax-Advantaged Dividend Income Fund?

Institutional investors have bought a total of 4,280,765 shares in the last 24 months. This purchase volume represents approximately $97.21M in transactions.

Which Eaton Vance Tax-Advantaged Dividend Income Fund major shareholders have been selling company stock?

Of the 58 institutional investors that sold Eaton Vance Tax-Advantaged Dividend Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($556.28K), UBS Group AG ($254.44K), Raymond James & Associates ($219.37K), Landscape Capital Management L.L.C. ($117.18K), Bank of America Corp DE ($113.78K), Shaker Financial Services LLC ($93.59K), and Wolverine Asset Management LLC ($81.72K).

How much institutional selling is happening at Eaton Vance Tax-Advantaged Dividend Income Fund?

Institutional investors have sold a total of 1,856,726 shares in the last 24 months. This volume of shares sold represents approximately $43.59M in transactions.


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This page (NYSE:EVT) was last updated on 2/1/2025 by MarketBeat.com Staff
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