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 |
|---|---|---|---|---|---|
| TCWP LLC | 983 | $28.0K | 0.01% | +983 | New |
| Roble, Belko & Company, Inc | 909 | $26.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 800 | $23.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 750 | $22.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 500 | $14.0K | 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 |
| Capital Analysts, LLC | 415 | $12.0K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 318 | $9.00K | 0.00% | +6+1.9% | Added |
| JPMorgan Chase & Co | 226 | $7.00K | 0.00% | +226 | New |
| PFS Partners, LLC | 237 | $6.88K | 0.01% | −168−41.5% | Reduced |
| Hudock, Inc. | 196 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 15 | $0 | 0.00% | −1,300−98.9% | Reduced |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −73,584−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −18,550−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −10,245−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −7,472−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −4,999−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,320−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Denver Wealth Management, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |