EVT icon

Eaton Vance Tax-Advantaged Dividend Income Fund

124 hedge funds and large institutions have $317M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 42 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
-3
Holders Change %
-2.36%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
38
Reduced
42
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
DWM
51
Denver Wealth Management
Colorado
$578K 24,808 -2,381 -9%
LOPW
52
Live Oak Private Wealth
North Carolina
$573K 24,589
DC
53
Davenport & Co
Virginia
$511K 21,935 -1,307 -6%
SWM
54
Silverlake Wealth Management
Vermont
$507K 21,769 -1,150 -5%
FLPIM
55
F.L. Putnam Investment Management
Massachusetts
$466K 20,000
Truist Financial
56
Truist Financial
North Carolina
$454K 19,472 -2,679 -12%
Creative Planning
57
Creative Planning
Kansas
$447K 19,183 +882 +5%
LSC
58
Logan Stone Capital
Illinois
$440K 18,904 +18,904 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$412K 17,686 +150 +0.9%
WAAG
60
Wealth Alliance Advisory Group
Kansas
$397K 17,037
KPWS
61
Kestra Private Wealth Services
Texas
$388K 16,644 -267 -2%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$384K 16,485 +254 +2%
AWS
63
Atria Wealth Solutions
New York
$382K 16,403 -12,718 -44%
Two Sigma Investments
64
Two Sigma Investments
New York
$380K 16,330 +16,330 New
BSW
65
Buckingham Strategic Wealth
Missouri
$377K 16,190
MWM
66
Meridian Wealth Management
Kentucky
$364K 15,608 +15,608 New
FT
67
Fiduciary Trust
Massachusetts
$360K 15,457
IAS
68
Insigneo Advisory Services
Florida
$356K 15,500
NA
69
NewEdge Advisors
Louisiana
$334K 14,330 +8,985 +168%
NSIM
70
North Star Investment Management
Illinois
$318K 13,656 +23 +0.2%
KWM
71
Kingsview Wealth Management
Oregon
$317K 13,614 -62 -0.5%
SFPG
72
Stonebridge Financial Planning Group
Florida
$303K 13,000
CWM
73
Cornerstone Wealth Management
Missouri
$296K 12,707 +567 +5%
MWM
74
MGB Wealth Management
Texas
$270K 11,367 +400 +4%
Comerica Bank
75
Comerica Bank
Texas
$268K 11,523 +1,250 +12%