Eaton Vance Tax-Advantaged Dividend Income Fund

EVT

Exchange: NYSE
SEC CIK: 0001253327

SEC filings (opens in a new tab)

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.

Q4 2022 vs. Q3 2022

How the institutions holding Eaton Vance Tax-Advantaged Dividend Income Fund changed between Q3 2022 and Q4 2022.

All holders in Q4 2022 All holders in Q3 2022

13F holders of EVT: Q3 2022 compared with Q4 2022
Measure	Q3 2022	Of which not filed for Q4 2022	Q4 2022	Change
Holders	111	3	120	+12
Shares	10.6M	32.3K	10.6M	+115.2K (+1.1%)
Value	$230.4M	$703.0K	$239.6M	+$9.86M (+4.3%)

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (25)

Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q4 2022 but not at the end of Q3 2022.

Institutions new to EVT in Q4 2022
Institution	Shares	Value	% of portfolio
Summit Investment Advisory Services, LLC	47,199	$1.08M	1.30%
Weiss Asset Management LP	38,752	$883.5K	0.04%
Wolverine Asset Management LLC	25,069	$571.6K	0.01%
Elequin Capital LP	17,714	$403.9K	0.11%
Cassaday & Co Wealth Management LLC	15,625	$356.3K	0.02%
Insigneo Advisory Services, LLC	15,500	$353.0K	0.13%
Bank of New York Mellon Corp	12,639	$288.2K	0.00%
Northern Trust Corp	10,950	$249.7K	0.00%
Landscape Capital Management, L.L.C.	10,662	$243.1K	0.04%
Invesco Ltd.	10,538	$240.3K	0.00%
Karpus Management, Inc.	10,380	$236.7K	0.01%
Meridian Wealth Management, LLC	9,491	$216.4K	0.02%
Dynamic Advisor Solutions LLC	9,180	$209.3K	0.01%
180 Wealth Advisors, LLC	8,490	$204.3K	0.05%
Avantax Advisory Services, Inc.	8,819	$201.1K	0.00%
Money Concepts Capital Corp	5,754	$131.2K	0.01%
CoreCap Advisors, LLC	4,259	$97.1K	0.01%
Advisory Services Network, LLC	3,455	$78.8K	0.00%
GWM Advisors LLC	7,900	$68.9K	0.00%
Cary Street Partner Investment Advisory LLC	1,925	$43.9K	0.00%
Allworth Financial LP	1,440	$32.8K	0.00%
EWG Elevate Inc.	1,395	$31.8K	0.02%
Fortis Capital Advisors, LLC	791	$18.0K	0.01%
Fiduciary Alliance LLC	728	$16.6K	0.00%
EverSource Wealth Advisors, LLC	704	$16.1K	0.00%

Sold out (13)

Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q3 2022 and filed for Q4 2022 without it.

Institutions that sold out of EVT in Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
AE Wealth Management LLC	32,334	$703.0K
Envestnet Asset Management Inc	15,107	$329.0K
Mercer Global Advisors Inc	14,109	$307.0K
Captrust Financial Advisors	13,905	$302.0K
Penbrook Management LLC	13,339	$290.0K
Susquehanna International Group, LLP	10,605	$231.0K
Baird Financial Group, Inc.	10,295	$224.0K
Evoke Wealth, LLC	1,095	$24.0K
GPS Wealth Strategies Group, LLC	1,007	$22.0K
Westside Investment Management, Inc.	884	$19.0K
Ellis Investment Partners, LLC	331	$7.00K
Hudock, Inc.	196	$4.00K
FMR LLC	2	$0

Not filed for Q4 2022 yet (3)

Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q3 2022 and haven't filed a 13F for Q4 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVT in Q3 2022 that haven't filed for Q4 2022
Institution	Shares, Q3 2022	Value, Q3 2022
Eaton Vance Management	31,380	$683.0K
Strategic Asset Management, LLC	800	$17.0K
FourThought Financial, LLC	132	$3.00K