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

Eaton Vance Tax-Advantaged Dividend Income Fund logo
$24.94 +0.10 (+0.40%)
(As of 10:08 AM ET)
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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)
$57.13M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$31.27M
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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
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%
11/12/2024Larson Financial Group LLC3,000$74K0.0%+233.3%0.000%
11/12/2024 MGB Wealth Management LLC8,967$221K0.1%-21.1%0.000%
11/12/2024 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%
10/17/2024Stratos 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%
10/11/2024 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%
9/5/2024Sanctuary Advisors LLC29,820$682K0.0%N/A0.000%
8/26/2024 Founders Financial Alliance LLC28,762$670K0.2%+2.2%0.000%
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%
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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%
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%
7/23/2024 Xcel 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%
7/15/2024RFG 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%
5/24/2024 Cetera Investment Advisers83,181$1.96M0.0%N/A0.000%
5/20/2024Virtu Financial LLC11,439$270K0.0%N/A0.000%
5/17/2024 Comerica Bank10,273$242K0.0%+56.3%0.000%
5/14/2024 Advisors Asset Management Inc.102,834$2.43M0.0%+45.2%0.000%
5/10/2024 Osaic Holdings Inc.333,850$7.88M0.0%-5.0%0.000%
5/10/2024 Cornerstone Advisors LLC1,280,326$30.22M1.3%+35.1%0.000%
5/8/2024 Avantax Advisory Services Inc.8,805$208K0.0%N/A0.000%
5/7/2024 Stonebrook 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%
4/30/2024 Private 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%
4/26/2024 LifePro 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%
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%
4/8/2024Emprise Bank10,380$245K0.2%N/A0.000%
4/5/2024 GAMMA Investing LLC1,500$35K0.0%N/A0.000%
3/22/2024 PNC Financial Services Group Inc.17,536$390K0.0%+72.2%0.000%
3/4/2024Tucker Asset Management LLC20,796$463K0.1%N/A0.000%
2/15/2024 Flow State Investments L.P.92,942$2.07M0.7%N/A0.000%
2/15/2024 Cohen & Steers Inc.259,013$5.76M0.0%+23.9%0.000%
2/13/2024 Karpus Management Inc.578,381$12.87M0.4%+119.5%0.000%
2/12/2024 Weiss Asset Management LP21,198$472K0.0%N/A0.000%
2/12/2024 Steward Partners Investment Advisory LLC77,566$1.73M0.0%-17.6%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.103,244$2.30M0.0%+13.6%0.000%
2/9/2024 Corient Private Wealth LLC35,176$783K0.0%+3.1%0.000%
2/9/2024 Wells Fargo & Company MN523,772$11.65M0.0%-2.9%0.000%
This Bull Market Indicator called NVDA at $116 (Ad)

Every now and again we find an investment idea so incredible we can’t help but share. And today is one of those rare days… Except, today we won't be giving you insight on any one particular stock… But rather, insight on a revolutionary new stock picking indicator… In fact, within the last year, this indicator has become famous for a multitude of reasons… But one of the biggest was because of the buy signal it issued on October 18th, 2022. In fact, on that very day, it said to buy NVDA at $116.37… Anyone who did would be sitting on a tremendously large return today… But even if you missed the original buy signal from October, this incredible indicator issued 11 other buy signals while Nvidia made its epic run…

All you have to do is follow this link here
2/9/2024 Cornerstone Advisors LLC947,350$21.08M0.9%+112.6%0.000%
2/9/2024 UBS Group AG893,160$19.87M0.0%-15.5%0.000%
2/9/2024 PNC Financial Services Group Inc.17,536$390K0.0%+72.2%0.000%
2/8/2024 Janney Montgomery Scott LLC43,716$973K0.0%+2.3%0.000%
2/7/2024Private Portfolio Partners LLC11,451$255K0.1%-5.6%0.000%
2/7/2024 Formidable Asset Management LLC203,318$4.52M1.0%-2.4%0.000%
2/7/2024 Shaker Financial Services LLC175,395$3.90M1.6%+51.7%0.000%
2/6/2024 SMH Capital Advisors Inc.9,349$208K0.5%N/A0.000%
2/6/2024 Private Advisor Group LLC146,588$3.26M0.0%+2.0%0.000%
2/5/2024 Kestra Private Wealth Services LLC16,881$376K0.0%-3.5%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, 115 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 ($17.35M), 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 98 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 4,205,392 shares in the last 24 months. This purchase volume represents approximately $95.37M in transactions.

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

Of the 55 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 1,887,512 shares in the last 24 months. This volume of shares sold represents approximately $44.27M in transactions.


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This page (NYSE:EVT) was last updated on 11/21/2024 by MarketBeat.com Staff
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