F.L. Putnam Investment Management’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

F.L. Putnam Investment Management’s Portfolio EVT Stock Details EVT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-20,000	Closed	-$482K	–	585
2025 Q2	$482K	Hold	20,000	–	–	0.01%	419
2025 Q1	$465K	Hold	20,000	–	–	0.01%	426
2024 Q4	$481K	Hold	20,000	–	–	0.01%	428
2024 Q3	$494K	Hold	20,000	–	–	0.01%	431
2024 Q2	$466K	Hold	20,000	–	–	0.01%	427
2024 Q1	$472K	Sell	20,000 -2,361	-11%	-$53.1K	0.01%	352
2023 Q4	$498K	Buy	22,361 +2,361	+12%	+$48.8K	0.01%	335
2023 Q3	$424K	Buy	+20,000	New	+$452K	0.01%	361

Other funds holding EVT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

F.L. Putnam Investment Management's EVT Position: Q3 2025 in Review

F.L. Putnam Investment Management sold out of Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) in Q3 2025, closing a stake of 20,000 shares — an estimated $482K sold.

F.L. Putnam Investment Management first reported a position in EVT in Q3 2023 and held it in 8 quarters. The position peaked at $498K in Q4 2023. 142 funds tracked by Wall St. Rank hold EVT as of Q3 2025.

F.L. Putnam Investment Management reported no remaining Eaton Vance Tax-Advantaged Dividend Income Fund position as of Q3 2025 after selling out during the quarter.
F.L. Putnam Investment Management sold 20,000 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q3 2025, an estimated $482K.
F.L. Putnam Investment Management first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q3 2023 and held it in 8 quarters.
F.L. Putnam Investment Management's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $498K in Q4 2023.
142 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q3 2025.

Based on F.L. Putnam Investment Management's 13F filing for Q3 2025, filed 10 Oct 2025.