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.
Q3 2023 vs. Q2 2023
How the institutions holding Eaton Vance Tax-Advantaged Dividend Income Fund changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 109 | 1 | 110 | +2 |
| Shares | 10.9M | 2.50K | 11.5M | +646.5K (+5.9%) |
| Value | $248.0M | $57.0K | $244.5M | −$3.47M (−1.4%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (11)
Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 145,701 | $3.09M | 0.01% |
| Wolverine Asset Management LLC | 40,486 | $857.5K | 0.02% |
| Flputnam Investment Management Co | 20,000 | $423.6K | 0.01% |
| Kingsview Wealth Management, LLC | 13,710 | $290.4K | 0.01% |
| M Holdings Securities, Inc. | 12,922 | $274.0K | 0.04% |
| Susquehanna International Group, LLP | 12,895 | $273.1K | 0.00% |
| Financial Security Advisor, Inc. | 10,000 | $211.8K | 0.10% |
| NBC Securities, Inc. | 4,350 | $92.0K | 0.01% |
| VisionPoint Advisory Group, LLC | 3,033 | $64.2K | 0.03% |
| Comerica Bank | 3,001 | $63.6K | 0.00% |
| FMR LLC | 1 | $21 | 0.00% |
Sold out (9)
Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| 1776 Wealth LLC | 65,223 | $1.48M |
| SMH Capital Advisors Inc | 12,023 | $274.0K |
| Tilia Fiduciary Partners, Inc. | 1,090 | $24.8K |
| Fifth Third Bancorp | 1,000 | $22.8K |
| AdvisorNet Financial, Inc | 750 | $17.1K |
| Fiduciary Alliance LLC | 728 | $16.6K |
| Safeguard Financial, LLC | 701 | $15.0K |
| Sandy Spring Bank | 240 | $5.46K |
| Chesapeake Asset Management LLC | 125 | $2.84K |
Not filed for Q3 2023 yet (1)
Institutions that held Eaton Vance Tax-Advantaged Dividend Income Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Endurance Wealth Management, Inc. | 2,500 | $57.0K |