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.
Q2 2022 vs. Q1 2022
How the institutions holding Eaton Vance Tax-Advantaged Dividend Income Fund changed between Q1 2022 and Q2 2022.
All holders in Q2 2022All holders in Q1 2022
| Measure | Q1 2022 | Q2 2022 | Change |
|---|---|---|---|
| Holders | 113 | 110 | −3 |
| Shares | 9.97M | 10.1M | +133.9K (+1.3%) |
| Value | $288.3M | $241.6M | −$46.6M (−16.2%) |
New holders (14)
Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q2 2022 but not at the end of Q1 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Advisors Asset Management, Inc. | 68,442 | $1.63M | 0.03% |
| Denver Wealth Management, Inc. | 26,392 | $630.0K | 0.66% |
| RFG Advisory, LLC | 11,303 | $292.0K | 0.02% |
| Raymond James Trust N.A. | 9,706 | $231.0K | 0.01% |
| Integrated Wealth Concepts LLC | 9,072 | $217.0K | 0.01% |
| Motco | 8,117 | $194.0K | 0.01% |
| CoreCap Advisors, LLC | 4,850 | $116.0K | 0.01% |
| Venture Visionary Partners LLC | 4,488 | $107.1K | 0.01% |
| Harbour Investments, Inc. | 2,350 | $56.0K | 0.00% |
| BOK Financial Private Wealth, Inc. | 2,179 | $52.0K | 0.00% |
| SeaCrest Wealth Management, LLC | 2,043 | $49.0K | 0.01% |
| Private Trust Co NA | 1,275 | $30.0K | 0.00% |
| Westside Investment Management, Inc. | 884 | $21.0K | 0.00% |
| CX Institutional | 317 | $8.00K | 0.00% |
Sold out (17)
Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q1 2022 and filed for Q2 2022 without it.
| Institution | Shares, Q1 2022 | Value, Q1 2022 |
|---|---|---|
| Founders Financial Alliance, LLC | 23,942 | $694.0K |
| GWM Advisors LLC | 12,292 | $356.0K |
| Ausdal Financial Partners, Inc. | 10,130 | $294.0K |
| Clough Capital Partners L P | 9,500 | $275.0K |
| Meridian Wealth Management, LLC | 8,927 | $259.0K |
| Brookstone Capital Management | 8,892 | $241.0K |
| Bank of New York Mellon Corp | 8,212 | $238.0K |
| Commons Capital, LLC | 8,105 | $235.0K |
| Avantax Advisory Services, Inc. | 8,058 | $233.0K |
| Institute for Wealth Management, LLC. | 7,692 | $223.0K |
| Cresset Asset Management, LLC | 7,118 | $206.0K |
| Spire Wealth Management | 3,873 | $112.0K |
| Future Financial Wealth Managment LLC | 1,477 | $43.0K |
| TCWP LLC | 983 | $28.0K |
| Roble, Belko & Company, Inc | 909 | $26.0K |
| Addison Advisors LLC | 450 | $13.0K |
| JPMorgan Chase & Co | 226 | $7.00K |