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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

107 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
46
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
1
Cornerstone Advisors
North Carolina
$5.29M
2
KIM
2
Karpus Investment Management
New York
$2.78M
3
Wells Fargo
3
Wells Fargo
California
$11.9M
4
UBS Group
4
UBS Group
Switzerland
$24.9M
5
Rockefeller Capital Management
5
Rockefeller Capital Management
New York
$2.03M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$35.6M
2
Cohen & Steers
2
Cohen & Steers
New York
$3.89M
3
Morgan Stanley
3
Morgan Stanley
New York
$18.2M
4
RJA
4
Raymond James & Associates
Florida
$11.9M
5
SFS
5
Shaker Financial Services
Virginia
$2.25M
Name Market Value Shares Shares
Change 		Shares
Change %
LCM
51
Landscape Capital Management
New Jersey
$517K 22,720 +22,720 New
EWA
52
Encompass Wealth Advisors
Oregon
$509K 22,391 +382 +2%
Invesco
53
Invesco
Georgia
$484K 21,253 +255 +1%
KPWS
54
Kestra Private Wealth Services
Texas
$397K 17,466 +725 +4%
WAAG
55
Wealth Alliance Advisory Group
Kansas
$388K 17,037 – –
BSW
56
Buckingham Strategic Wealth
Missouri
$368K 16,190 +6,902 +74%
CCWM
57
Cassaday & Co Wealth Management
Virginia
$355K 15,625 – –
IAS
58
Insigneo Advisory Services
Florida
$353K 15,500 – –
FT
59
Fiduciary Trust
Massachusetts
$342K 15,047 – –
CA
60
Cetera Advisors
Colorado
$333K 14,642 +1,768 +14%
FAIM
61
Financial Advocates Investment Management
Washington
$313K 13,746 +483 +4%
NSIM
62
North Star Investment Management
Illinois
$309K 13,569 +20 +0.1%
SFPG
63
Stonebridge Financial Planning Group
Florida
$296K 13,000 -1,000 -7%
PPP
64
Private Portfolio Partners
New Jersey
$286K 12,574 – –
CWM
65
Cornerstone Wealth Management
Missouri
$285K 12,514 -61 -0.5%
SCA
66
SMH Capital Advisors
Texas
$274K 12,023 -125 -1%
OC
67
Oppenheimer & Co
New York
$274K 12,041 -4,780 -28%
MWM
68
Meridian Wealth Management
Kentucky
$258K 11,360 -291 -2%
BPA
69
Beacon Pointe Advisors
California
$248K 10,900 – –
DAS
70
Dynamic Advisor Solutions
Arizona
$242K 10,625 +840 +9%
JWWM
71
Johnson & White Wealth Management
Pennsylvania
$236K 10,369 +29 +0.3%
Kayne Anderson Rudnick Investment Management
72
Kayne Anderson Rudnick Investment Management
California
$228K 10,000 – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$201K 8,851 -1,165 -12%
XWM
74
Xcel Wealth Management
Florida
$200K 8,800 +8,800 New
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$150K 6,596 +3,725 +130%
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