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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

130 hedge funds and large institutions have $330M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
43
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$16.3M
2
KCPT
2
Kingstone Capital Partners Texas
Texas
$7.26M
3
LPL Financial
3
LPL Financial
California
$9.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.1M
5
SWM
5
Spire Wealth Management
Virginia
$1.95M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$12.7M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$21.2M
4
AA
4
AQR Arbitrage
Connecticut
$6.24M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
26
Wealth Enhancement Advisory Services
Minnesota
$4.18M 173,812 -9,391 -5%
FAM
27
Formidable Asset Management
Ohio
$3.7M 154,013 -3,303 -2%
First Trust Advisors
28
First Trust Advisors
Illinois
$2.81M 116,951 +774 +0.7%
AWM
29
Accel Wealth Management
Iowa
$2.78M 115,790 -3,579 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$2.52M 104,962 +9,559 +10%
SPIA
31
Steward Partners Investment Advisory
New York
$2.26M 93,783 +9,790 +12%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.25M 93,732 -4,708 -5%
SWM
33
Spire Wealth Management
Virginia
$1.95M 80,958 +80,958 New
MAG
34
MRA Advisory Group
New Jersey
$1.94M 80,786 +1,843 +2%
1W
35
1776 Wealth
Georgia
$1.76M 73,209 -160 -0.2%
Stifel Financial
36
Stifel Financial
Missouri
$1.2M 50,091 +1,258 +3%
PIWA
37
Prevail Innovative Wealth Advisors
Kansas
$1.19M 49,291 +29,699 +152%
HighTower Advisors
38
HighTower Advisors
Illinois
$1.18M 49,023 -1,691 -3%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$1.08M 44,800 -145 -0.3%
MML Investors Services
40
MML Investors Services
Massachusetts
$1.06M 44,083 -352 -0.8%
HCM
41
Hollencrest Capital Management
California
$910K 37,855 – –
RA
42
RFG Advisory
Alabama
$889K 36,948 +8 +0%
SIAS
43
Summit Investment Advisory Services
Minnesota
$876K 36,424 +389 +1%
Mariner
44
Mariner
Kansas
$830K 34,523 +1,120 +3%
SFS
45
Sowell Financial Services
Arkansas
$811K 33,716 -839 -2%
FFA
46
Founders Financial Alliance
North Carolina
$751K 31,227 +830 +3%
Corient Private Wealth
47
Corient Private Wealth
Florida
$734K 30,524 -3,452 -10%
Invesco
48
Invesco
Georgia
$685K 28,468 -1,886 -6%
MWM
49
Meridian Wealth Management
Kentucky
$683K 28,419 +4,706 +20%
SA
50
Sanctuary Advisors
Indiana
$674K 27,294 -2,018 -7%
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