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, Q3 2022
Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Sep 30, 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
- 111
- +1 vs. Q2 2022
- Shares held
- 10.6M
- +449.0K (+4.4%) vs. Q2 2022
- Total value
- $230.4M
- −$11.2M (−4.6%) vs. Q2 2022
- New holders
- 13
- 33 more added
- Sold out
- 12
- 29 more reduced
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Benjamin F. Edwards & Company, Inc. | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 464 | $10.0K | 0.00% | −1,000−68.3% | Reduced |
| Capital Analysts, LLC | 415 | $9.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 430 | $9.00K | 0.00% | +430 | New |
| Ellis Investment Partners, LLC | 331 | $7.00K | 0.00% | +7+2.2% | Added |
| Sound Income Strategies, LLC | 269 | $6.00K | 0.00% | +269 | New |
| PFS Partners, LLC | 247 | $5.37K | 0.01% | +5+2.1% | Added |
| Hudock, Inc. | 196 | $4.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 132 | $3.00K | 0.00% | +132 | New |
| Trustcore Financial Services, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 2 | $0 | 0.00% | +2 | New |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −9,072−100.0% | Sold out |
| David J Yvars Group | 0 | $0 | 0.00% | −8,660−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| 180 Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,394−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −8,117−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −317−100.0% | Sold out |