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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 2024

Institutional positions in Eaton Vance Tax-Advantaged Dividend Income Fund as of Dec 31, 2024. 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
131
+4 vs. Q3 2024
Shares held
13.7M
+935.8K (+7.3%) vs. Q3 2024
Total value
$330.0M
+$14.4M (+4.5%) vs. Q3 2024
New holders
14
43 more added
Sold out
10
38 more reduced

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2024: 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 2024: 131 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 2024: $330.0M
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 2024

Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Advantaged Dividend Income Fund; share changes are against Q3 2024.

Institutions holding EVT in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Huntington National Bank–$240.00%––
NBC Securities, Inc.4$1040.01%−4,346−99.9%Reduced
Tower Research Capital LLC (TRC)5$1200.00%00.0%Unchanged
Fifth Third Bancorp100$2.40K0.00%+100New
Plante Moran Financial Advisors, LLC163$3.92K0.00%+163New
Mather Group, LLC.250$6.01K0.00%00.0%Unchanged
Sound Income Strategies, LLC269$6.47K0.00%00.0%Unchanged
St Germain D J Co Inc293$7.05K0.00%00.0%Unchanged
Transce3nd, LLC461$11.1K0.00%+461New
MAI Capital Management492$11.8K0.00%+492New
Principal Securities, Inc.550$13.2K0.00%+550New
Kennebec Savings Bank589$14.1K0.01%00.0%Unchanged
EverSource Wealth Advisors, LLC750$18.0K0.00%−780−51.0%Reduced
Vermillion Wealth Management, Inc.832$20.0K0.01%+832New
GPS Wealth Strategies Group, LLC1,007$24.2K0.00%00.0%Unchanged
GAMMA Investing LLC1,500$36.1K0.00%00.0%Unchanged
IFP Advisors, Inc1,700$40.9K0.00%00.0%Unchanged
BOK Financial Private Wealth, Inc.1,719$41.3K0.00%00.0%Unchanged
ORG Partners LLC1,742$41.9K0.01%00.0%Unchanged
Future Financial Wealth Managment LLC1,834$44.1K0.03%+36+2.0%Added
GHP Investment Advisors, Inc.1,837$44.2K0.00%−1,102−37.5%Reduced
Kessler Investment Group, LLC2,144$51.6K0.02%00.0%Unchanged
Parallel Advisors, LLC2,206$53.1K0.00%−485−18.0%Reduced
Parvin Asset Management, LLC2,350$56.5K0.06%+2,350New
Salomon & Ludwin, LLC2,594$62.4K0.01%00.0%Unchanged
CIBC Private Wealth Group, LLC2,702$65.1K0.00%00.0%Unchanged
Bank & Trust Co2,729$65.6K0.06%00.0%Unchanged
AlphaMark Advisors, LLC3,000$72.0K0.03%00.0%Unchanged
Investors Research Corp3,145$75.6K0.02%00.0%Unchanged
Harbour Investments, Inc.3,450$83.0K0.00%00.0%Unchanged
Private Trust Co NA4,069$97.9K0.01%+31+0.8%Added
CoreCap Advisors, LLC4,129$99.3K0.00%−200−4.6%Reduced
GWM Advisors LLC5,222$125.6K0.00%−8,522−62.0%Reduced
CWM, LLC5,546$133.0K0.00%00.0%Unchanged
Allworth Financial LP5,763$141.7K0.00%+4,756+472.3%Added
Comerica Bank7,951$191.2K0.00%00.0%Unchanged
US Bancorp8,200$197.2K0.00%00.0%Unchanged
Financial Advocates Investment Management8,550$205.6K0.01%+83+1.0%Added
Cresset Asset Management, LLC8,884$213.7K0.00%+177+2.0%Added
MGB Wealth Management, LLC8,967$215.7K0.07%00.0%Unchanged
SMH Capital Advisors Inc9,283$223.3K0.54%−66−0.7%Reduced
Dakota Wealth Management9,340$224.6K0.01%+50+0.5%Added
Johnson & White Wealth Management, LLC9,580$229.0K0.14%−154−1.6%Reduced
NorthStar Asset Management LLC9,662$232.4K0.15%+436+4.7%Added
Kayne Anderson Rudnick Investment Management LLC10,000$240.5K0.00%00.0%Unchanged
Financial Security Advisor, Inc.10,000$240.5K0.06%00.0%Unchanged
Private Portfolio Partners LLC10,152$244.2K0.04%00.0%Unchanged
Dynamic Advisor Solutions LLC10,415$250.5K0.01%−260−2.4%Reduced
Hancock Whitney Corp10,663$256.4K0.01%00.0%Unchanged
Xcel Wealth Management, LLC11,325$272.4K0.08%+100+0.9%Added
Cornerstone Wealth Management, LLC11,690$281.1K0.02%+10+0.1%Added
Commons Capital, LLC11,797$283.7K0.26%+1,298+12.4%Added
Stonebridge Financial Planning Group, LLC13,000$312.6K0.14%00.0%Unchanged
Atria Wealth Solutions, Inc.13,084$314.7K0.00%−601−4.4%Reduced
Kingsview Wealth Management, LLC13,608$327.3K0.01%−24−0.2%Reduced
North Star Investment Management Corp.13,701$329.5K0.02%+23+0.2%Added
Kestra Private Wealth Services, LLC14,309$344.1K0.01%−617−4.1%Reduced
Avantax Advisory Services, Inc.14,544$349.8K0.00%−530−3.5%Reduced
Calamos Advisors LLC14,586$350.8K0.00%+2,805+23.8%Added
Allspring Global Investments Holdings, LLC14,676$353.0K0.00%−5,936−28.8%Reduced
Prospera Financial Services Inc14,711$353.8K0.01%+14,711New
Wiley Bros.-Aintree Capital, LLC14,968$358.9K0.00%+2,416+19.2%Added
Fiduciary Trust Co15,457$371.7K0.00%00.0%Unchanged
Insigneo Advisory Services, LLC15,500$372.8K0.04%00.0%Unchanged
Colony Group, LLC16,190$389.4K0.00%00.0%Unchanged
Wealth Alliance Advisory Group, LLC17,037$409.7K0.09%00.0%Unchanged
Richmond Investment Services, LLC17,216$414.0K0.23%+17,216New
Heritage Trust Co17,900$430.5K0.05%+17,900New
Oppenheimer & Co Inc18,002$432.9K0.01%+8,018+80.3%Added
Baird Financial Group, Inc.18,835$453.0K0.00%+1,095+6.2%Added
Creative Planning19,505$469.1K0.00%+755+4.0%Added
Davenport & Co LLC19,779$475.7K0.00%−1,286−6.1%Reduced
Flputnam Investment Management Co20,000$481.0K0.01%00.0%Unchanged
Truist Financial Corp20,103$483.5K0.00%−184−0.9%Reduced
Sit Investment Associates Inc20,109$484.0K0.01%+20,109New
The PNC Financial Services Group, Inc.20,912$502.9K0.00%+1,296+6.6%Added
Snowden Capital Advisors LLC21,264$511.4K0.02%00.0%Unchanged
Silverlake Wealth Management LLC21,769$523.5K0.20%00.0%Unchanged
Denver Wealth Management, Inc.23,335$561.2K0.25%+227+1.0%Added
Live Oak Private Wealth LLC24,589$591.4K0.10%00.0%Unchanged
Prime Capital Investment Advisors, LLC28,006$673.5K0.01%−2,785−9.0%Reduced
Sanctuary Advisors, LLC27,294$674.2K0.00%−2,018−6.9%Reduced
Meridian Wealth Management, LLC28,419$683.5K0.03%+4,706+19.8%Added
Invesco Ltd.28,468$684.7K0.00%−1,886−6.2%Reduced
CI Private Wealth, LLC30,524$734.1K0.00%−3,452−10.2%Reduced
Founders Financial Alliance, LLC31,227$751.0K0.21%+830+2.7%Added
Sowell Financial Services LLC33,716$810.9K0.04%−839−2.4%Reduced
Mariner, LLC34,523$830.3K0.00%+1,120+3.4%Added
Summit Investment Advisory Services, LLC36,424$876.0K0.45%+389+1.1%Added
RFG Advisory, LLC36,948$888.6K0.03%+80.0%Added
Hollencrest Capital Management37,855$910.4K0.04%00.0%Unchanged
MML Investors Services, LLC44,083$1.06M0.00%−352−0.8%Reduced
Janney Montgomery Scott LLC44,800$1.08M0.00%−145−0.3%Reduced
HighTower Advisors, LLC49,023$1.18M0.00%−1,691−3.3%Reduced
Prevail Innovative Wealth Advisors, LLC49,291$1.19M0.34%+29,699+151.6%Added
Stifel Financial Corp50,091$1.20M0.00%+1,258+2.6%Added
1776 Wealth LLC73,209$1.76M0.81%−160−0.2%Reduced
Morris Retirement Advisors, LLC80,786$1.94M1.03%+1,843+2.3%Added
Spire Wealth Management80,958$1.95M0.06%+80,958New
Cambridge Investment Research Advisors, Inc.93,732$2.25M0.01%−4,708−4.8%Reduced