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Eaton Vance Tax-Advantaged Dividend Income Fund
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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 %
SFS
51
Sowell Financial Services
Arkansas
$700K 29,668 -2,362 -7%
AWS
52
Atria Wealth Solutions
New York
$687K 29,121 -10,457 -26%
FFA
53
Founders Financial Alliance
North Carolina
$664K 28,144 +726 +3%
DWM
54
Denver Wealth Management
Colorado
$642K 27,189 -289 -1%
SCA
55
Snowden Capital Advisors
New York
$590K 24,993 – –
LOPW
56
Live Oak Private Wealth
North Carolina
$580K 24,589 – –
DC
57
Davenport & Co
Virginia
$549K 23,242 -900 -4%
SWM
58
Silverlake Wealth Management
Vermont
$541K 22,919 – –
Truist Financial
59
Truist Financial
North Carolina
$523K 22,151 +41 +0.2%
CA
60
Cetera Advisors
Colorado
$504K 21,341 +5,786 +37%
FLPIM
61
F.L. Putnam Investment Management
Massachusetts
$472K 20,000 -2,361 -11%
Creative Planning
62
Creative Planning
Kansas
$432K 18,301 +313 +2%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$414K 17,536 – –
Invesco
64
Invesco
Georgia
$402K 17,040 -9,754 -36%
WAAG
65
Wealth Alliance Advisory Group
Kansas
$402K 17,037 – –
KPWS
66
Kestra Private Wealth Services
Texas
$399K 16,911 +30 +0.2%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$383K 16,231 +3,550 +28%
BSW
68
Buckingham Strategic Wealth
Missouri
$382K 16,190 – –
IAS
69
Insigneo Advisory Services
Florida
$366K 15,500 – –
FT
70
Fiduciary Trust
Massachusetts
$365K 15,457 – –
Walleye Capital
71
Walleye Capital
New York
$360K 15,256 +15,256 New
KWM
72
Kingsview Wealth Management
Oregon
$323K 13,676 +17 +0.1%
NSIM
73
North Star Investment Management
Illinois
$322K 13,633 +21 +0.2%
FAIM
74
Financial Advocates Investment Management
Washington
$321K 13,583 +82 +0.6%
SP
75
Stonebrook Private
Michigan
$314K 13,300 -900 -6%
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