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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, Q4 2022

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Dec 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
120
+12 vs. Q3 2022
Shares held
10.6M
+115.2K (+1.1%) vs. Q3 2022
Total value
$239.6M
+$9.86M (+4.3%) vs. Q3 2022
New holders
25
31 more added
Sold out
13
37 more reduced

3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 120 institutions
Q1 2021: 119 institutionsQ2 2021: 110 institutionsQ3 2021: 111 institutionsQ4 2021: 122 institutionsQ1 2022: 113 institutionsQ2 2022: 110 institutionsQ3 2022: 111 institutionsQ4 2022: 120 institutionsQ1 2023: 113 institutionsQ2 2023: 109 institutionsQ3 2023: 110 institutionsQ4 2023: 118 institutionsQ1 2024: 126 institutionsQ2 2024: 125 institutionsQ3 2024: 131 institutionsQ4 2024: 131 institutionsQ1 2025: 135 institutionsQ2 2025: 145 institutionsQ3 2025: 143 institutionsQ4 2025: 149 institutionsQ1 2026: 146 institutionsQ2 2026: 157 institutions
Value heldQ4 2022: $239.6M
Q1 2021: $260.8MQ2 2021: $281.6MQ3 2021: $266.8MQ4 2021: $286.0MQ1 2022: $288.3MQ2 2022: $241.6MQ3 2022: $230.4MQ4 2022: $239.6MQ1 2023: $236.1MQ2 2023: $248.0MQ3 2023: $244.5MQ4 2023: $281.3MQ1 2024: $323.3MQ2 2024: $317.1MQ3 2024: $332.3MQ4 2024: $330.0MQ1 2025: $315.2MQ2 2025: $331.0MQ3 2025: $337.3MQ4 2025: $348.6MQ1 2026: $337.8MQ2 2026: $391.6M
Institutions holding EVT and their total value by quarter
QuarterHoldersValue
Q2 2026157$391.6M
Q1 2026146$337.8M
Q4 2025149$348.6M
Q3 2025143$337.3M
Q2 2025145$331.0M
Q1 2025135$315.2M
Q4 2024131$330.0M
Q3 2024131$332.3M
Q2 2024125$317.1M
Q1 2024126$323.3M
Q4 2023118$281.3M
Q3 2023110$244.5M
Q2 2023109$248.0M
Q1 2023113$236.1M
Q4 2022120$239.6M
Q3 2022111$230.4M
Q2 2022110$241.6M
Q1 2022113$288.3M
Q4 2021122$286.0M
Q3 2021111$266.8M
Q2 2021110$281.6M
Q1 2021119$260.8M

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q3 2022.

Institutions holding EVT in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$230.00%––
Trustcore Financial Services, LLC16$3740.00%00.0%Unchanged
Private Advisor Group, LLC120,893$2.76K0.00%−18,074−13.0%Reduced
TFC Financial Management145$3.31K0.00%−285−66.3%Reduced
PFS Partners, LLC252$5.74K0.01%+5+2.0%Added
Sound Income Strategies, LLC269$6.13K0.00%00.0%Unchanged
Capital Analysts, LLC415$9.00K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.500$11.0K0.00%00.0%Unchanged
CWM, LLC464$11.0K0.00%00.0%Unchanged
EverSource Wealth Advisors, LLC704$16.1K0.00%+704New
Fiduciary Alliance LLC728$16.6K0.00%+728New
AdvisorNet Financial, Inc750$17.1K0.00%00.0%Unchanged
Fortis Capital Advisors, LLC791$18.0K0.01%+791New
First Manhattan Co1,000$22.8K0.00%00.0%Unchanged
Bessemer Group Inc1,000$23.0K0.00%−3,500−77.8%Reduced
Aspire Private Capital, LLC1,040$23.7K0.01%00.0%Unchanged
Tilia Fiduciary Partners, Inc.1,090$24.9K0.02%00.0%Unchanged
EWG Elevate Inc.1,395$31.8K0.02%+1,395New
Allworth Financial LP1,440$32.8K0.00%+1,440New
Cary Street Partner Investment Advisory LLC1,925$43.9K0.00%+1,925New
BOK Financial Private Wealth, Inc.2,179$49.7K0.00%00.0%Unchanged
Harbour Investments, Inc.2,350$53.6K0.00%00.0%Unchanged
Princeton Global Asset Management LLC2,519$57.0K0.02%00.0%Unchanged
Endurance Wealth Management, Inc.2,500$57.0K0.01%00.0%Unchanged
Fifth Third Bancorp2,750$62.7K0.00%00.0%Unchanged
AlphaMark Advisors, LLC3,000$68.0K0.03%00.0%Unchanged
Zullo Investment Group, Inc.3,000$68.4K0.04%00.0%Unchanged
GWM Advisors LLC7,900$68.9K0.00%+7,900New
US Bancorp3,053$69.6K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co3,161$72.1K0.00%+1,181+59.6%Added
Advisory Services Network, LLC3,455$78.8K0.00%+3,455New
Focused Wealth Management, Inc3,693$84.2K0.02%00.0%Unchanged
Private Trust Co NA3,835$87.0K0.01%+25+0.7%Added
CoreCap Advisors, LLC4,259$97.1K0.01%+4,259New
Investors Research Corp4,500$102.6K0.03%00.0%Unchanged
Belpointe Asset Management LLC5,448$124.2K0.01%00.0%Unchanged
Money Concepts Capital Corp5,754$131.2K0.01%+5,754New
IFP Advisors, Inc6,906$157.0K0.00%+50+0.7%Added
Avantax Advisory Services, Inc.8,819$201.1K0.00%+8,819New
Raymond James Trust N.A.8,906$203.0K0.01%−800−8.2%Reduced
180 Wealth Advisors, LLC8,490$204.3K0.05%+8,490New
Dynamic Advisor Solutions LLC9,180$209.3K0.01%+9,180New
J.W. Cole Advisors, Inc.9,252$210.9K0.02%−243−2.6%Reduced
Buckingham Strategic Wealth, LLC9,288$211.8K0.00%−1,120−10.8%Reduced
Meridian Wealth Management, LLC9,491$216.4K0.02%+9,491New
Prospera Financial Services Inc9,711$221.4K0.01%−1,341−12.1%Reduced
Bank of Montreal9,432$226.2K0.00%−370−3.8%Reduced
Kayne Anderson Rudnick Investment Management LLC10,000$228.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.10,016$228.4K0.00%00.0%Unchanged
Karpus Management, Inc.10,380$236.7K0.01%+10,380New
Invesco Ltd.10,538$240.3K0.00%+10,538New
Landscape Capital Management, L.L.C.10,662$243.1K0.04%+10,662New
Northern Trust Corp10,950$249.7K0.00%+10,950New
Beacon Pointe Advisors, LLC11,479$261.7K0.01%+579+5.3%Added
Private Portfolio Partners LLC11,764$268.2K0.07%−252−2.1%Reduced
Bank of New York Mellon Corp12,639$288.2K0.00%+12,639New
Truist Financial Corp12,795$291.7K0.00%+42+0.3%Added
Financial Advocates Investment Management13,134$299.5K0.02%+126+1.0%Added
North Star Investment Management Corp.13,530$308.5K0.03%+19+0.1%Added
Cetera Advisors LLC13,695$312.2K0.01%−5,650−29.2%Reduced
SMH Capital Advisors Inc13,741$313.3K0.46%+660+5.0%Added
Stonebridge Financial Planning Group, LLC14,176$323.2K0.22%−100−0.7%Reduced
Fiduciary Trust Co15,047$343.1K0.01%00.0%Unchanged
Insigneo Advisory Services, LLC15,500$353.0K0.13%+15,500New
Cassaday & Co Wealth Management LLC15,625$356.3K0.02%+15,625New
Wealth Alliance Advisory Group, LLC17,037$388.4K0.15%+5,500+47.7%Added
Elequin Capital LP17,714$403.9K0.11%+17,714New
Kestra Private Wealth Services, LLC17,839$406.7K0.02%−1,012−5.4%Reduced
Advisors Asset Management, Inc.19,489$444.3K0.01%−6,640−25.4%Reduced
Encompass Wealth Advisors, LLC21,646$493.5K0.18%+360+1.7%Added
Oppenheimer & Co Inc22,848$520.9K0.01%−382−1.6%Reduced
Silverlake Wealth Management LLC22,919$522.6K0.33%00.0%Unchanged
Creative Planning23,176$528.4K0.00%−4,533−16.4%Reduced
Live Oak Private Wealth LLC24,589$560.6K0.12%00.0%Unchanged
Atria Wealth Solutions, Inc.24,729$563.8K0.01%−3,641−12.8%Reduced
Wolverine Asset Management LLC25,069$571.6K0.01%+25,069New
Davenport & Co LLC25,356$578.0K0.00%−270−1.1%Reduced
Founders Financial Alliance, LLC26,403$602.0K0.28%+205+0.8%Added
RFG Advisory, LLC25,136$618.6K0.03%+5,683+29.2%Added
Bluefin Capital Management, LLC27,840$634.8K0.11%+13,010+87.7%Added
Denver Wealth Management, Inc.29,653$676.0K0.50%+2,907+10.9%Added
Snowden Capital Advisors LLC30,717$700.3K0.03%−549−1.8%Reduced
Cetera Advisor Networks LLC36,314$828.0K0.01%−8,439−18.9%Reduced
Mariner, LLC38,495$878.0K0.00%+5,813+17.8%Added
Weiss Asset Management LP38,752$883.5K0.04%+38,752New
Hollencrest Capital Management40,026$912.6K0.11%00.0%Unchanged
Stifel Financial Corp43,191$984.8K0.00%−22,088−33.8%Reduced
Janney Montgomery Scott LLC44,814$1.02M0.00%+290+0.7%Added
Sowell Financial Services LLC45,464$1.04M0.07%+3,452+8.2%Added
MML Investors Services, LLC45,804$1.04M0.01%−1,506−3.2%Reduced
Prime Capital Investment Advisors, LLC46,787$1.07M0.04%+27,216+139.1%Added
Summit Investment Advisory Services, LLC47,199$1.08M1.30%+47,199New
Steward Partners Investment Advisory, LLC53,902$1.23M0.02%−2,457−4.4%Reduced
Rockefeller Capital Management L.P.55,716$1.27M0.01%+11,588+26.3%Added
Ameriprise Financial Inc60,862$1.39M0.00%+5,957+10.8%Added
1776 Wealth LLC62,189$1.42M1.02%−11,082−15.1%Reduced
First Republic Investment Management, Inc.71,061$1.62M0.00%+25,277+55.2%Added
Morris Retirement Advisors, LLC71,924$1.64M1.29%+825+1.2%Added
Cambridge Investment Research Advisors, Inc.78,134$1.78M0.01%+1,084+1.4%Added
HighTower Advisors, LLC88,840$2.02M0.00%−3,283−3.6%Reduced