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 2022
Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Mar 31, 2022. 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
- 113
- −6 vs. Q4 2021
- Shares held
- 9.97M
- +413.7K (+4.3%) vs. Q4 2021
- Total value
- $288.3M
- +$3.25M (+1.1%) vs. Q4 2021
- New holders
- 8
- 34 more added
- Sold out
- 14
- 37 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 157 | $391.6M |
| Q1 2026 | 146 | $337.8M |
| Q4 2025 | 149 | $348.6M |
| Q3 2025 | 143 | $337.3M |
| Q2 2025 | 145 | $331.0M |
| Q1 2025 | 135 | $315.2M |
| Q4 2024 | 131 | $330.0M |
| Q3 2024 | 131 | $332.3M |
| Q2 2024 | 125 | $317.1M |
| Q1 2024 | 126 | $323.3M |
| Q4 2023 | 118 | $281.3M |
| Q3 2023 | 110 | $244.5M |
| Q2 2023 | 109 | $248.0M |
| Q1 2023 | 113 | $236.1M |
| Q4 2022 | 120 | $239.6M |
| Q3 2022 | 111 | $230.4M |
| Q2 2022 | 110 | $241.6M |
| Q1 2022 | 113 | $288.3M |
| Q4 2021 | 122 | $286.0M |
| Q3 2021 | 111 | $266.8M |
| Q2 2021 | 110 | $281.6M |
| Q1 2021 | 119 | $260.8M |
Institutions, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Trustcore Financial Services, LLC | 15 | $0 | 0.00% | −1,300−98.9% | Reduced |
| Hudock, Inc. | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 237 | $6.88K | 0.01% | −168−41.5% | Reduced |
| JPMorgan Chase & Co | 226 | $7.00K | 0.00% | +226 | New |
| Ellis Investment Partners, LLC | 318 | $9.00K | 0.00% | +6+1.9% | Added |
| Capital Analysts, LLC | 415 | $12.0K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 450 | $13.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 446 | $13.0K | 0.00% | +446 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 750 | $22.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 800 | $23.0K | 0.03% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 909 | $26.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 1,000 | $28.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 983 | $28.0K | 0.01% | +983 | New |
| GPS Wealth Strategies Group, LLC | 1,007 | $29.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,040 | $30.0K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 1,095 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,090 | $32.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 1,464 | $42.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,477 | $43.0K | 0.04% | +17+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 2,072 | $60.0K | 0.00% | −3,900−65.3% | Reduced |
| Endurance Wealth Management, Inc. | 2,500 | $72.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,519 | $73.0K | 0.02% | +2,519 | New |
| Fifth Third Bancorp | 2,750 | $80.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 3,000 | $87.0K | 0.05% | 00.0% | Unchanged |
| American Portfolios Advisors | 3,301 | $95.7K | 0.00% | +2,040+161.8% | Added |
| Focused Wealth Management, Inc | 3,693 | $107.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 3,873 | $112.0K | 0.00% | −14,420−78.8% | Reduced |
| Bessemer Group Inc | 4,500 | $130.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4,500 | $130.0K | 0.04% | 00.0% | Unchanged |
| IFP Advisors, Inc | 6,808 | $155.0K | 0.00% | +6,808 | New |
| Belpointe Asset Management LLC | 5,448 | $158.0K | 0.01% | −75−1.4% | Reduced |
| US Bancorp | 6,760 | $196.0K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,118 | $206.0K | 0.00% | +126+1.8% | Added |
| Institute for Wealth Management, LLC. | 7,692 | $223.0K | 0.04% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 7,815 | $226.0K | 0.00% | +7,815 | New |
| Avantax Advisory Services, Inc. | 8,058 | $233.0K | 0.00% | +10+0.1% | Added |
| 180 Wealth Advisors, LLC | 8,394 | $234.0K | 0.05% | 00.0% | Unchanged |
| Commons Capital, LLC | 8,105 | $235.0K | 0.25% | +32+0.4% | Added |
| Bank of New York Mellon Corp | 8,212 | $238.0K | 0.00% | +8,212 | New |
| Brookstone Capital Management | 8,892 | $241.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 8,300 | $241.0K | 0.08% | 00.0% | Unchanged |
| David J Yvars Group | 8,660 | $251.0K | 0.17% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 8,927 | $259.0K | 0.03% | +136+1.5% | Added |
| J.W. Cole Advisors, Inc. | 9,482 | $275.0K | 0.02% | −25,768−73.1% | Reduced |
| Clough Capital Partners L P | 9,500 | $275.0K | 0.02% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10,000 | $290.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,023 | $291.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 10,130 | $294.0K | 0.04% | +118+1.2% | Added |
| Baird Financial Group, Inc. | 10,360 | $300.0K | 0.00% | −3,405−24.7% | Reduced |
| Buckingham Strategic Wealth, LLC | 10,408 | $302.0K | 0.01% | 00.0% | Unchanged |
| SMH Capital Advisors Inc | 10,955 | $317.0K | 0.51% | +544+5.2% | Added |
| Huntington National Bank | – | $319.0K | 0.00% | – | – |
| Wealth Alliance Advisory Group, LLC | 11,537 | $334.0K | 0.14% | 00.0% | Unchanged |
| GWM Advisors LLC | 12,292 | $356.0K | 0.01% | −4,592−27.2% | Reduced |
| Truist Financial Corp | 12,670 | $367.0K | 0.00% | −761−5.7% | Reduced |
| Financial Advocates Investment Management | 13,203 | $383.0K | 0.03% | +891+7.2% | Added |
| North Star Investment Management Corp. | 13,474 | $390.0K | 0.03% | +16+0.1% | Added |
| Penbrook Management LLC | 13,739 | $398.0K | 0.26% | −6,500−32.1% | Reduced |
| Private Portfolio Partners LLC | 13,914 | $403.2K | 0.10% | −284−2.0% | Reduced |
| Mercer Global Advisors Inc | 14,218 | $412.0K | 0.00% | −100−0.7% | Reduced |
| Envestnet Asset Management Inc | 14,662 | $425.0K | 0.00% | −86−0.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 14,704 | $426.0K | 0.24% | −10.0% | Reduced |
| Fiduciary Trust Co | 15,047 | $436.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 16,784 | $486.0K | 0.02% | +24+0.1% | Added |
| Prospera Financial Services Inc | 17,078 | $495.0K | 0.02% | +4,922+40.5% | Added |
| Invesco Ltd. | 17,329 | $502.0K | 0.00% | −3,870−18.3% | Reduced |
| MML Investors Services, LLC | 21,574 | $625.0K | 0.00% | −230−1.1% | Reduced |
| Davenport & Co LLC | 22,497 | $652.0K | 0.00% | −600−2.6% | Reduced |
| Silverlake Wealth Management LLC | 22,919 | $664.2K | 0.38% | −763−3.2% | Reduced |
| Founders Financial Alliance, LLC | 23,942 | $694.0K | 0.31% | −7,684−24.3% | Reduced |
| Live Oak Private Wealth LLC | 24,589 | $713.0K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 25,331 | $734.0K | 0.01% | −3,613−12.5% | Reduced |
| Snowden Capital Advisors LLC | 25,386 | $735.0K | 0.03% | +12,982+104.7% | Added |
| Encompass Wealth Advisors, LLC | 26,586 | $770.0K | 0.19% | +196+0.7% | Added |
| First Republic Investment Management, Inc. | 30,071 | $871.0K | 0.00% | +18,498+159.8% | Added |
| Eaton Vance Management | 31,380 | $909.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 32,682 | $947.0K | 0.00% | −1,062−3.1% | Reduced |
| Sowell Financial Services LLC | 38,758 | $969.0K | 0.17% | +2,312+6.3% | Added |
| Creative Planning | 34,603 | $1.00M | 0.00% | −1,253−3.5% | Reduced |
| Atria Wealth Solutions, Inc. | 36,529 | $1.06M | 0.02% | +36,529 | New |
| Rockefeller Capital Management L.P. | 37,977 | $1.10M | 0.01% | −945−2.4% | Reduced |
| Hollencrest Capital Management | 40,026 | $1.16M | 0.10% | −3,114−7.2% | Reduced |
| Cetera Advisor Networks LLC | 40,868 | $1.18M | 0.01% | −1,311−3.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 44,176 | $1.28M | 0.00% | −447−1.0% | Reduced |
| Janney Montgomery Scott LLC | 44,524 | $1.29M | 0.01% | −3,526−7.3% | Reduced |
| Cetera Advisors LLC | 44,836 | $1.30M | 0.03% | +11,648+35.1% | Added |
| Ameriprise Financial Inc | 55,268 | $1.60M | 0.00% | +742+1.4% | Added |
| AE Wealth Management LLC | 55,858 | $1.62M | 0.01% | +1,223+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 68,345 | $1.98M | 0.01% | +768+1.1% | Added |
| Morris Retirement Advisors, LLC | 69,443 | $2.01M | 1.53% | +1,078+1.6% | Added |
| Steward Partners Investment Advisory, LLC | 69,614 | $2.02M | 0.03% | +528+0.8% | Added |
| 1776 Wealth LLC | 73,271 | $2.12M | 1.23% | −2,815−3.7% | Reduced |
| Stifel Financial Corp | 76,700 | $2.22M | 0.00% | +5,459+7.7% | Added |
| HighTower Advisors, LLC | 77,445 | $2.25M | 0.01% | −8,597−10.0% | Reduced |
| Private Advisor Group, LLC | 112,428 | $3.26M | 0.02% | −2,614−2.3% | Reduced |
| Accel Wealth Management | 123,635 | $3.61M | 1.87% | +5,610+4.8% | Added |
| Commonwealth Equity Services, LLC | 147,178 | $4.26M | 0.01% | +15,276+11.6% | Added |
| Guggenheim Capital LLC | 162,563 | $4.71M | 0.03% | +17,745+12.3% | Added |
| First Trust Advisors LP | 164,303 | $4.76M | 0.00% | −6,107−3.6% | Reduced |