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Eaton Vance Tax-Advantaged Dividend Income Fund

EVT
Exchange
NYSE
SEC CIK
0001253327

No open-market purchases or sales by Eaton Vance Tax-Advantaged Dividend Income Fund insiders were filed in the last 90 days; 157 institutions reported holding it in 13F filings for Q2 2026, worth $391.6M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
119
No complete 13F data for Q4 2020
Shares held
9.92M
No complete 13F data for Q4 2020
Total value
$260.8M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EVT on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 119 institutions
Q1 2021: 119 institutionsQ2 2021: 110 institutionsQ3 2021: 111 institutionsQ4 2021: 122 institutionsQ1 2022: 113 institutionsQ2 2022: 110 institutionsQ3 2022: 111 institutionsQ4 2022: 120 institutionsQ1 2023: 113 institutionsQ2 2023: 109 institutionsQ3 2023: 110 institutionsQ4 2023: 118 institutionsQ1 2024: 126 institutionsQ2 2024: 125 institutionsQ3 2024: 131 institutionsQ4 2024: 131 institutionsQ1 2025: 135 institutionsQ2 2025: 145 institutionsQ3 2025: 143 institutionsQ4 2025: 149 institutionsQ1 2026: 146 institutionsQ2 2026: 157 institutions
Value heldQ1 2021: $260.8M
Q1 2021: $260.8MQ2 2021: $281.6MQ3 2021: $266.8MQ4 2021: $286.0MQ1 2022: $288.3MQ2 2022: $241.6MQ3 2022: $230.4MQ4 2022: $239.6MQ1 2023: $236.1MQ2 2023: $248.0MQ3 2023: $244.5MQ4 2023: $281.3MQ1 2024: $323.3MQ2 2024: $317.1MQ3 2024: $332.3MQ4 2024: $330.0MQ1 2025: $315.2MQ2 2025: $331.0MQ3 2025: $337.3MQ4 2025: $348.6MQ1 2026: $337.8MQ2 2026: $391.6M
Institutions holding EVT and their total value by quarter
QuarterHoldersValue
Q2 2026157$391.6M
Q1 2026146$337.8M
Q4 2025149$348.6M
Q3 2025143$337.3M
Q2 2025145$331.0M
Q1 2025135$315.2M
Q4 2024131$330.0M
Q3 2024131$332.3M
Q2 2024125$317.1M
Q1 2024126$323.3M
Q4 2023118$281.3M
Q3 2023110$244.5M
Q2 2023109$248.0M
Q1 2023113$236.1M
Q4 2022120$239.6M
Q3 2022111$230.4M
Q2 2022110$241.6M
Q1 2022113$288.3M
Q4 2021122$286.0M
Q3 2021111$266.8M
Q2 2021110$281.6M
Q1 2021119$260.8M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EVT in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of America Corp1,837,310$48.3M0.01%––
UBS Group AG1,166,910$30.7M0.01%––
Morgan Stanley757,352$19.9M0.00%––
Joel Isaacson & Co., LLC747,295$19.6M1.72%––
Cohen & Steers, Inc.569,980$15.0M0.03%––
Wells Fargo & Company489,201$12.9M0.00%––
Stratos Wealth Partners, LTD.329,295$8.65M0.24%––
Formidable Asset Management, LLC271,246$7.13M1.55%––
Penserra Capital Management LLC265,278$6.97M0.13%––
LPL Financial LLC264,507$6.95M0.01%––
Advisor Group Holdings, Inc.230,030$6.04M0.01%––
Commonwealth Equity Services, LLC192,824$5.07M0.01%––
Karpus Management, Inc.182,125$4.78M0.14%––
Raymond James & Associates167,901$4.41M0.00%––
Guggenheim Capital LLC167,569$4.40M0.03%––
First Trust Advisors LP165,694$4.35M0.01%––
McGowan Group Asset Management, Inc.161,725$4.25M0.69%––
Royal Bank of Canada158,646$4.17M0.00%––
Private Advisor Group, LLC118,474$3.11M0.03%––
Advisors Asset Management, Inc.76,059$2.00M0.03%––
1776 Wealth LLC74,617$1.96M1.24%––
Stifel Financial Corp74,386$1.95M0.00%––
Steward Partners Investment Advisory, LLC73,437$1.93M0.03%––
Cambridge Investment Research Advisors, Inc.65,292$1.72M0.01%––
Morris Retirement Advisors, LLC64,084$1.68M1.59%––
AE Wealth Management LLC62,026$1.63M0.02%––
HighTower Advisors, LLC59,686$1.57M0.00%––
Ameriprise Financial Inc51,574$1.35M0.00%––
Janney Montgomery Scott LLC50,896$1.34M0.01%––
Raymond James Financial Services Advisors, Inc.47,228$1.24M0.00%––
Oppenheimer & Co Inc45,914$1.21M0.02%––
Hollencrest Capital Management45,340$1.19M0.11%––
Deutsche Bank AG43,940$1.15M0.00%––
Encompass Wealth Advisors, LLC31,455$878.0K0.22%––
Creative Planning33,392$877.0K0.00%––
Mariner, LLC33,144$871.0K0.01%––
Cetera Advisors LLC33,157$871.0K0.02%––
J.W. Cole Advisors, Inc.31,600$830.0K0.08%––
Denver Wealth Management, Inc.26,392$765.0K0.81%––
Live Oak Private Wealth LLC24,589$646.0K0.16%––
Invesco Ltd.24,275$638.0K0.00%––
Accel Wealth Management24,035$631.0K0.51%––
Davenport & Co LLC22,974$604.0K0.01%––
Cetera Advisor Networks LLC22,562$593.0K0.01%––
Eaton Vance Management22,230$584.0K0.00%––
Penbrook Management LLC21,239$558.0K0.40%––
MML Investors Services, LLC21,018$552.0K0.01%––
Stonebridge Financial Planning Group, LLC20,058$537.0K0.31%––
Hennion & Walsh Asset Management, Inc.20,393$536.0K0.03%––
Sowell Financial Services LLC18,557$523.0K0.02%––
Shaker Financial Services, LLC16,644$437.0K0.17%––
Kestra Private Wealth Services, LLC16,198$426.0K0.03%––
The PNC Financial Services Group, Inc.15,579$409.0K0.00%––
Fiduciary Trust Co14,150$372.0K0.01%––
Private Portfolio Partners LLC13,940$366.2K0.12%––
Laidlaw Wealth Management LLC13,750$361.0K0.12%––
North Star Investment Management Corp.13,415$352.0K0.03%––
Truist Financial Corp13,335$350.0K0.00%––
Financial Advocates Investment Management12,312$323.0K0.02%––
Spire Wealth Management11,871$309.0K0.01%––
Wealth Alliance Advisory Group, LLC11,572$304.0K0.16%––
TCF National Bank11,000$289.0K0.03%––
Founders Financial Alliance, LLC10,651$280.0K0.14%––
Meridian Wealth Management, LLC10,206$268.0K0.04%––
SMH Capital Advisors Inc10,122$266.0K0.59%––
Kayne Anderson Rudnick Investment Management LLC10,000$263.0K0.00%––
180 Wealth Advisors, LLC9,294$259.0K0.06%––
Kestra Advisory Services, LLC9,773$257.0K0.00%––
Buckingham Strategic Wealth, LLC9,720$255.0K0.01%––
Citigroup Inc9,491$249.0K0.00%––
National Asset Management, Inc.9,416$248.0K0.01%––
First Republic Investment Management, Inc.9,385$247.0K0.00%––
Snowden Capital Advisors LLC9,196$241.6K0.01%––
David J Yvars Group8,660$227.0K0.14%––
Raymond James Trust N.A.8,417$221.0K0.01%––
Ahrens Investment Partners LLC8,300$218.0K0.11%––
Xcel Wealth Management, LLC8,226$216.0K0.08%––
Mercer Global Advisors Inc8,038$211.0K0.00%––
GWM Advisors LLC8,008$210.0K0.01%––
Acorn Wealth Advisors, LLC7,951$209.0K0.15%––
Institute for Wealth Management, LLC.7,749$204.0K0.04%––
WealthTrust Axiom LLC7,712$202.0K0.07%––
US Bancorp6,760$178.0K0.00%––
Rockefeller Capital Management L.P.5,825$153.0K0.00%––
Geneos Wealth Management Inc.4,394$119.0K0.00%––
Investors Research Corp4,500$118.0K0.04%––
Focused Wealth Management, Inc3,693$97.0K0.02%––
Wealthcare Advisory Partners LLC3,465$91.0K0.01%––
WealthShield Partners, LLC3,405$89.0K0.02%––
Allred Capital Management, LLC2,958$77.7K0.04%––
Valley Brook Capital Group2,800$73.0K0.07%––
Jacobi Capital Management LLC2,643$69.0K0.01%––
Endurance Wealth Management, Inc.2,500$66.0K0.01%––
Harbour Investments, Inc.2,350$62.0K0.00%––
Fifth Third Bancorp2,250$59.0K0.00%––
Pinnacle Bancorp, Inc.2,110$55.0K0.03%––
Bessemer Group Inc1,852$49.0K0.00%––
NEXT Financial Group, Inc1,800$47.0K0.00%––
CWM, LLC1,464$40.0K0.00%––
Northwestern Mutual Wealth Management Co1,450$38.0K0.00%––