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

$22.13 +0.07 (+0.32%)
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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)
61
Total
Institutional Inflows
(last 12 months)
$77.25M
Number of
Institutional Sellers
(last 12 months)
43
Total
Institutional Outflows
(last 12 months)
$36.03M
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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
4/25/2025Joel Isaacson & Co. LLC683,265$15.90M0.7%-2.5%0.000%
4/23/2025 Spire Wealth Management108,027$2.51M0.1%+33.4%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.89,002$2.07M0.0%-5.0%0.000%
4/18/2025 Cornerstone Wealth Management LLC11,090$258K0.0%-5.1%0.000%
4/17/2025 Sowell Financial Services LLC30,128$701K0.0%-10.6%0.000%
4/17/2025 Janney Montgomery Scott LLC47,445$1.10M0.0%+5.9%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC172,920$4.02M0.0%-0.5%0.000%
4/15/2025 Kingstone Capital Partners Texas LLC334,560$7.79M6.3%+10.9%0.000%
4/11/2025 MRA Advisory Group82,489$1.92M1.0%+2.1%0.000%
4/10/2025 Accel Wealth Management110,043$2.56M0.9%-5.0%0.000%
4/9/2025 RFG Advisory LLC33,059$769K0.0%-10.5%0.000%
4/9/2025 NBC Securities Inc.4,350$101K0.0%+108,650.0%0.000%
4/7/2025 GAMMA Investing LLC34,905$812K0.0%+2,227.0%0.000%
3/17/2025 Wealth Enhancement Advisory Services LLC173,812$4.18M0.0%-5.1%0.000%
2/20/2025 Kingstone 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%
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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%
2/7/2025 Sowell 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%
2/5/2025 Oppenheimer & 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%
1/31/2025Sanctuary Advisors LLC27,294$674K0.0%-6.9%0.000%
1/30/2025Allworth Financial LP5,763$142K0.0%+472.3%0.000%
1/29/2025 Allspring 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%
1/27/2025 GHP 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%
1/24/2025 Spire 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%
1/21/2025 Accel Wealth Management115,790$2.79M1.1%-3.0%0.000%
1/17/2025Commons 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%
11/12/2024MGB 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%
10/25/2024Financial 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%
10/23/2024Allworth Financial LP1,007$25K0.0%-41.8%0.000%
10/23/2024Joel Isaacson & Co. LLC702,784$17.35M0.8%-3.2%0.000%
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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%
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%
10/17/2024Stratos 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%
(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, 118 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 ($21.17M), McGowan Group Asset Management Inc. ($20.12M), UBS Group AG ($19.87M), Raymond James Financial Inc. ($16.25M), Joel Isaacson & Co. LLC ($15.90M), and Wells Fargo & Company MN ($15.49M).Learn more on EVT's institutional investors.

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

Of the 102 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: Raymond James Financial Inc. ($1.35M), Cornerstone Advisors LLC ($1.28M), Karpus Management Inc. ($568.00K), Kingstone Capital Partners Texas LLC ($334.56K), Penserra Capital Management LLC ($191.73K), Private Advisor Group LLC ($191.29K), 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 6,034,795 shares in the last 24 months. This purchase volume represents approximately $139.74M in transactions.

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

Of the 56 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 ($751.18K), Raymond James & Associates ($210.15K), UBS Group AG ($202.99K), Shaker Financial Services LLC ($118.57K), Landscape Capital Management L.L.C. ($117.18K), Wolverine Asset Management LLC ($81.72K), and Joel Isaacson & Co. LLC ($64.92K).

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

Institutional investors have sold a total of 2,084,946 shares in the last 24 months. This volume of shares sold represents approximately $49.31M in transactions.


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This page (NYSE:EVT) was last updated on 4/25/2025 by MarketBeat.com Staff
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