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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

119 hedge funds and large institutions have $241M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 31 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+9
Holders Change %
+8.18%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
31
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$2.89M
2
WAM
2
Weiss Asset Management
Massachusetts
$884K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7M
4
RJA
4
Raymond James & Associates
Florida
$12.7M
5
PCIA
5
Prime Capital Investment Advisors
Kansas
$1.07M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$37.4M
2
UBS Group
2
UBS Group
Switzerland
$24M
3
AWM
3
AE Wealth Management
Kansas
$0
4
JWWM
4
Johnson & White Wealth Management
Pennsylvania
$1.28M
5
Wells Fargo
5
Wells Fargo
California
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
51
Encompass Wealth Advisors
Oregon
$494K +$8.21K +360 +2%
AAM
52
Advisors Asset Management
Colorado
$444K -$151K -6,640 -25%
KPWS
53
Kestra Private Wealth Services
Texas
$407K -$23.1K -1,012 -5%
EC
54
Elequin Capital
New York
$404K +$404K +17,714 New
WAAG
55
Wealth Alliance Advisory Group
Kansas
$388K +$125K +5,500 +48%
CCWM
56
Cassaday & Co Wealth Management
Virginia
$356K +$356K +15,625 New
IAS
57
Insigneo Advisory Services
Florida
$353K +$353K +15,500 New
FT
58
Fiduciary Trust
Massachusetts
$343K – – –
SFPG
59
Stonebridge Financial Planning Group
Florida
$323K -$2.28K -100 -0.7%
SCA
60
SMH Capital Advisors
Texas
$313K +$15K +660 +5%
CA
61
Cetera Advisors
Colorado
$312K -$129K -5,650 -29%
NSIM
62
North Star Investment Management
Illinois
$308K +$433 +19 +0.1%
FAIM
63
Financial Advocates Investment Management
Washington
$299K +$2.87K +126 +1%
Truist Financial
64
Truist Financial
North Carolina
$292K +$958 +42 +0.3%
Bank of New York Mellon
65
Bank of New York Mellon
New York
$288K +$288K +12,639 New
PPP
66
Private Portfolio Partners
New Jersey
$268K -$5.75K -252 -2%
BPA
67
Beacon Pointe Advisors
California
$262K +$13.2K +579 +5%
Northern Trust
68
Northern Trust
Illinois
$250K +$250K +10,950 New
LCM
69
Landscape Capital Management
New Jersey
$243K +$243K +10,662 New
Invesco
70
Invesco
Georgia
$240K +$240K +10,538 New
KIM
71
Karpus Investment Management
New York
$237K +$237K +10,380 New
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$228K – – –
Kayne Anderson Rudnick Investment Management
73
Kayne Anderson Rudnick Investment Management
California
$228K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$226K -$8.87K -370 -4%
PFS
75
Prospera Financial Services
Texas
$221K -$30.6K -1,341 -12%
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