EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund
EVT

Overview Fund Activity

127 hedge funds and large institutions have $325M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 39 increasing their positions, 34 reducing their positions, and 11 closing their positions.

Holders
127
Holders Change
+10
Holders Change %
+8.55%
% of All Funds
1.84%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
21
Increased
39
Reduced
34
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$30.2M
2
1CP
2
1607 Capital Partners
Virginia
$5.53M
3
Cohen & Steers
3
Cohen & Steers
New York
$8.6M
4
UBS Group
4
UBS Group
Switzerland
$23.5M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$1.96M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.8M
2
Stifel Financial
2
Stifel Financial
Missouri
$1.17M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.51M
4
JIC
4
Joel Isaacson & Co
New York
$17.3M
5
WAM
5
Weiss Asset Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$3.7M 156,637 +10,049 +7%
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$3.56M 150,740 -825 -0.5%
AWM
28
Accel Wealth Management
Iowa
$2.86M 121,137 +1,886 +2%
Ameriprise
29
Ameriprise
Minnesota
$2.62M 111,070 -769 -0.7%
First Trust Advisors
30
First Trust Advisors
Illinois
$2.55M 108,112 +7,828 +8%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.44M 103,281 +37 +0%
AAM
32
Advisors Asset Management
Colorado
$2.43M 102,834 +32,029 +45%
FSI
33
Flow State Investments
Illinois
$2.04M 86,302 -6,640 -7%
MAG
34
MRA Advisory Group
New Jersey
$1.99M 84,116 +3,176 +4%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$1.96M 83,181 +83,181 New
SPIA
36
Steward Partners Investment Advisory
New York
$1.83M 77,654 +88 +0.1%
1W
37
1776 Wealth
Georgia
$1.78M 75,240 – –
HighTower Advisors
38
HighTower Advisors
Illinois
$1.63M 69,146 -5,782 -8%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.51M 64,071 -23,487 -27%
CAN
40
Cetera Advisor Networks
California
$1.44M 61,108 +5,824 +11%
Stifel Financial
41
Stifel Financial
Missouri
$1.17M 49,468 -27,487 -36%
LCWP
42
Legacy Capital Wealth Partners
Arkansas
$1.1M 48,296 +48,296 New
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$1.06M 45,046 +1,330 +3%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.06M 44,918 -258 -0.6%
RA
45
RFG Advisory
Alabama
$1.02M 43,027 -349 -0.8%
SIAS
46
Summit Investment Advisory Services
Minnesota
$928K 39,306 -53 -0.1%
HCM
47
Hollencrest Capital Management
California
$893K 37,855 – –
Corient Private Wealth
48
Corient Private Wealth
Florida
$805K 34,126 -1,050 -3%
PCIA
49
Prime Capital Investment Advisors
Kansas
$805K 34,109 -4,710 -12%
Mariner
50
Mariner
Kansas
$770K 32,645 – –
1
2
3 4 5