MML Investors Services
EVT icon

MML Investors Services’s Eaton Vance Tax-Advantaged Dividend Income Fund EVT Stock Holding History

MML Investors Services’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
2026
Q1 		$1.09M Sell
44,481
-2,993
-6% -$76.5K ﹤0.01% 1713
2025
Q4 		$1.2M Sell
47,474
-331
-0.7% -$8.08K ﹤0.01% 1689
2025
Q3 		$1.17M Sell
47,805
-80
-0.2% -$1.93K ﹤0.01% 1632
2025
Q2 		$1.15M Buy
47,885
+3,652
+8% +$83.1K ﹤0.01% 1575
2025
Q1 		$1.03M Buy
44,233
+150
+0.3% +$3.59K ﹤0.01% 1551
2024
Q4 		$1.06M Sell
44,083
-352
-0.8% -$8.7K ﹤0.01% 1464
2024
Q3 		$1.1M Buy
44,435
+242
+0.5% +$5.79K ﹤0.01% 1407
2024
Q2 		$1.03M Sell
44,193
-725
-2% -$16.8K ﹤0.01% 1385
2024
Q1 		$1.06M Sell
44,918
-258
-0.6% -$5.8K ﹤0.01% 1399
2023
Q4 		$1M Sell
45,176
-2,105
-4% -$43.5K ﹤0.01% 1361
2023
Q3 		$1M Sell
47,281
-451
-0.9% -$10.2K 0.01% 1222
2023
Q2 		$1.09M Buy
47,732
+745
+2% +$16.6K 0.01% 1193
2023
Q1 		$1.06M Buy
46,987
+1,183
+3% +$27.6K 0.01% 1040
2022
Q4 		$1.04M Sell
45,804
-1,506
-3% -$35.3K 0.01% 1123
2022
Q3 		$1.03M Buy
47,310
+23,107
+95% +$573K 0.01% 1047
2022
Q2 		$578K Buy
24,203
+2,629
+12% +$66.7K ﹤0.01% 1336
2022
Q1 		$625K Sell
21,574
-230
-1% -$6.37K ﹤0.01% 1337
2021
Q4 		$650K Buy
21,804
+355
+2% +$10.2K ﹤0.01% 1256
2021
Q3 		$589K Buy
21,449
+406
+2% +$11.3K ﹤0.01% 1266
2021
Q2 		$582K Buy
21,043
+25
+0.1% +$688 ﹤0.01% 1249
2021
Q1 		$552K Buy
21,018
+136
+0.7% +$3.34K 0.01% 1212
2020
Q4 		$494K Buy
20,882
+79
+0.4% +$1.7K 0.01% 1158
2020
Q3 		$410K Sell
20,803
-6,761
-25% -$134K 0.01% 1136
2020
Q2 		$530K Sell
27,564
-8,714
-24% -$164K 0.01% 965
2020
Q1 		$611K Buy
36,278
+3,150
+10% +$72K 0.01% 794
2019
Q4 		$845K Buy
33,128
+1,498
+5% +$37.3K 0.01% 780
2019
Q3 		$777K Sell
31,630
-3,463
-10% -$83.5K 0.01% 771
2019
Q2 		$835K Buy
35,093
+1,184
+3% +$27.5K 0.01% 790
2019
Q1 		$756K Buy
33,909
+168
+0.5% +$3.58K 0.01% 819
2018
Q4 		$641K Sell
33,741
-1,709
-5% -$37.9K 0.01% 787
2018
Q3 		$869K Buy
35,450
+12,175
+52% +$292K 0.01% 729
2018
Q2 		$536K Sell
23,275
-434
-2% -$9.85K 0.01% 813
2018
Q1 		$519K Sell
23,709
-165
-0.7% -$3.77K 0.01% 831
2017
Q4 		$556K Hold
23,874
– – 0.01% 780
2017
Q3 		$528K Sell
23,874
-828
-3% -$18.1K 0.01% 760
2017
Q2 		$540K Sell
24,702
-153
-0.6% -$3.32K 0.01% 742
2017
Q1 		$526K Buy
+24,855
New +$534K 0.01% 436

Other funds holding EVT

Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JIC
Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

MML Investors Services's EVT Position: Q1 2026 in Review

MML Investors Services reduced its Eaton Vance Tax-Advantaged Dividend Income Fund (EVT) stake by 6.3% in Q1 2026, selling an estimated $76.5K and leaving 44,481 shares worth $1.09M. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

MML Investors Services first reported a position in EVT in Q1 2017 and has held it in 37 quarters since. The position peaked at $1.2M in Q4 2025. 145 funds tracked by Wall St. Rank hold EVT as of Q1 2026.

  • MML Investors Services held 44,481 shares of Eaton Vance Tax-Advantaged Dividend Income Fund worth $1.09M as of Q1 2026.
  • MML Investors Services sold 2,993 Eaton Vance Tax-Advantaged Dividend Income Fund shares in Q1 2026, an estimated $76.5K.
  • Eaton Vance Tax-Advantaged Dividend Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q1 2026, its #1713 holding.
  • MML Investors Services first reported a position in Eaton Vance Tax-Advantaged Dividend Income Fund in Q1 2017 and has held it in 37 quarters since.
  • MML Investors Services's Eaton Vance Tax-Advantaged Dividend Income Fund position peaked at $1.2M in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Dividend Income Fund as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.