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

$23.13 -0.42 (-1.79%)
Closing price 03/28/2025 03:59 PM Eastern
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$23.14 +0.02 (+0.07%)
As of 03/28/2025 05:31 PM Eastern
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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)
63
Total
Institutional Inflows
(last 12 months)
$75.67M
Number of
Institutional Sellers
(last 12 months)
42
Total
Institutional Outflows
(last 12 months)
$35.36M
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EVT Institutional Buying and Selling by Quarter

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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
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%
2/19/2025 Formidable Asset Management LLC154,013$3.70M0.6%-2.1%0.000%
2/19/2025 Richmond Investment Services LLC17,216$414K0.2%N/A0.000%
2/17/2025 McGowan Group Asset Management Inc.836,447$20.12M2.7%-0.4%0.000%
2/17/2025 Cetera Investment Advisers104,962$2.52M0.0%+10.0%0.000%
2/17/2025 Baird Financial Group Inc.18,835$453K0.0%+6.2%0.000%
2/17/2025 Bank of America Corp DE880,408$21.17M0.0%-6.6%0.000%
2/17/2025 Ameriprise Financial Inc.262,575$6.31M0.0%+15.8%0.000%
2/14/2025 AQR Arbitrage LLC259,818$6.24M0.1%-18.9%0.000%
2/14/2025 Parvin Asset Management LLC2,350$57K0.1%N/A0.000%
2/14/2025 Stifel Financial Corp50,091$1.21M0.0%+2.6%0.000%
2/14/2025 Shaker Financial Services LLC181,673$4.37M1.7%-12.1%0.000%
2/14/2025 First Trust Advisors LP116,951$2.81M0.0%+0.7%0.000%
2/13/2025 1607 Capital Partners LLC587,126$14.12M1.1%+11.4%0.000%
2/13/2025 Guggenheim Capital LLC359,498$8.65M0.1%+7.9%0.000%
2/13/2025 Mariner LLC34,523$830K0.0%+3.4%0.000%
2/13/2025 Cohen & Steers Inc.382,313$9.20M0.0%-5.7%0.000%
2/13/2025 Rockefeller Capital Management L.P.192,425$4.63M0.0%-2.7%0.000%
2/13/2025 Raymond James Financial Inc.675,763$16.25M0.0%N/A0.000%
2/13/2025 Invesco Ltd.28,468$685K0.0%-6.2%0.000%
2/13/2025 Sit Investment Associates Inc.20,109$484K0.0%N/A0.000%
2/13/2025 Wells Fargo & Company MN644,068$15.49M0.0%+2.2%0.000%
2/12/2025 Prevail Innovative Wealth Advisors LLC49,291$1.19M0.3%+151.6%0.000%
2/11/2025 LPL Financial LLC394,509$9.49M0.0%+27.3%0.000%
2/10/2025 Advisors Asset Management Inc.219,845$5.29M0.1%+2.4%0.000%
2/10/2025 Corient Private Wealth LLC30,524$734K0.0%-10.2%0.000%
2/10/2025 Commonwealth Equity Services LLC197,965$4.76M0.0%+1.4%0.000%
2/10/2025 Avantax Advisory Services Inc.14,544$350K0.0%-3.5%0.000%
2/7/2025 HighTower Advisors LLC49,023$1.18M0.0%-3.3%0.000%
2/7/2025 Founders Financial Alliance LLC31,227$751K0.2%+2.7%0.000%
2/7/2025 Cornerstone Advisors LLC529,147$12.73M0.5%-26.9%0.000%
2/7/2025 Sowell Financial Services LLC33,716$811K0.0%-2.4%0.000%
2/7/2025 PNC Financial Services Group Inc.20,912$503K0.0%+6.6%0.000%
2/6/2025 Raymond James Financial Inc.675,763$16.25M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC93,783$2.26M0.0%+11.7%0.000%
2/6/2025 Meridian Wealth Management LLC28,419$683K0.0%+19.8%0.000%
2/5/2025 Oppenheimer & Co. Inc.18,002$433K0.0%+80.3%0.000%
2/3/2025 Private Advisor Group LLC174,178$4.19M0.0%+5.1%0.000%
1/31/2025 Atria Wealth Solutions Inc.13,084$315K0.0%-4.4%0.000%
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1/31/2025 Sanctuary 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%
11/25/2024 Sanctuary Advisors LLC29,312$742K0.0%-1.7%0.000%
11/15/2024 HighTower Advisors LLC50,714$1.25M0.0%+1.7%0.000%
11/14/2024 Rockefeller Capital Management L.P.197,746$4.88M0.0%-0.4%0.000%
11/14/2024 Walleye Capital LLC17,787$439K0.0%+67.5%0.000%
11/13/2024 Private Trust Co. NA4,038$100K0.0%+102.2%0.000%
11/12/2024 Larson Financial Group LLC3,000$74K0.0%+233.3%0.000%
11/12/2024 MGB Wealth Management LLC8,967$221K0.1%-21.1%0.000%
11/12/2024 Penserra Capital Management LLC191,725$4.73M0.1%N/A0.000%
11/12/2024 Meridian Wealth Management LLC23,713$585K0.0%+51.9%0.000%
11/9/2024 Landscape Capital Management L.L.C.33,980$839K0.1%-76.8%0.000%
11/8/2024 Cornerstone Advisors LLC724,051$17.88M0.7%-43.4%0.000%
11/8/2024 SMH Capital Advisors Inc.9,349$231K0.7%-4.8%0.000%
11/8/2024 Advisors Asset Management Inc.214,788$5.30M0.1%+24.4%0.000%
11/6/2024 1776 Wealth LLC73,369$1.81M0.8%-4.2%0.000%
11/5/2024 Prime Capital Investment Advisors LLC30,791$760K0.0%-6.2%0.000%
11/4/2024 Wolverine Asset Management LLC117,060$2.89M0.0%-39.4%0.000%
10/31/2024 Shaker 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%
10/28/2024 US 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%
10/22/2024 Private 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%
10/17/2024 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%
10/11/2024 Creative Planning18,750$463K0.0%-2.3%0.000%
10/8/2024 CWM 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%
9/5/2024 Sanctuary Advisors LLC29,820$682K0.0%N/A0.000%
8/26/2024 Founders Financial Alliance LLC28,762$670K0.2%+2.2%0.000%
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8/22/2024 Cetera Investment Advisers92,661$2.16M0.0%+11.4%0.000%
8/21/2024 Truist Financial Corp19,472$454K0.0%-12.1%0.000%
8/16/2024 Creative Planning19,183$447K0.0%+4.8%0.000%
8/15/2024 Logan Stone Capital LLC18,904$440K0.1%N/A0.000%
8/13/2024 Hancock Whitney Corp10,663$248K0.0%N/A0.000%
8/12/2024 SMH 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%
8/5/2024 Private Advisor Group LLC171,048$3.98M0.0%+9.2%0.000%
8/3/2024 Shaker Financial Services LLC178,135$4.15M1.7%-26.9%0.000%
8/2/2024 Wolverine Asset Management LLC193,216$4.50M0.1%-2.8%0.000%
(Data available from 1/1/2016 forward)

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EVT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVT shares?

During the previous two years, 121 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), Joel Isaacson & Co. LLC ($16.85M), Raymond James Financial Inc. ($16.25M), 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 104 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 ($301.73K), 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 5,942,599 shares in the last 24 months. This purchase volume represents approximately $137.59M in transactions.

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

Of the 59 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 ($219.37K), 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 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 2,065,936 shares in the last 24 months. This volume of shares sold represents approximately $48.85M in transactions.


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This page (NYSE:EVT) was last updated on 3/30/2025 by MarketBeat.com Staff
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