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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 $332M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 43 reducing their positions, and 9 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
17
Increased
39
Reduced
43
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$4.73M
2
1CP
2
1607 Capital Partners
Virginia
$13M
3
KIM
3
Karpus Investment Management
New York
$16.1M
4
AAM
4
Advisors Asset Management
Colorado
$5.3M
5
SIAS
5
Summit Investment Advisory Services
Minnesota
$890K

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$17.9M
2
LCM
2
Landscape Capital Management
New Jersey
$839K
3
WAM
3
Wolverine Asset Management
Illinois
$2.89M
4
FSI
4
Flow State Investments
Illinois
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.4M
Name Market Value Shares Shares
Change 		Shares
Change %
LOPW
51
Live Oak Private Wealth
North Carolina
$607K 24,589 – –
MWM
52
Meridian Wealth Management
Kentucky
$585K 23,713 +8,105 +52%
DWM
53
Denver Wealth Management
Colorado
$571K 23,108 -1,700 -7%
SWM
54
Silverlake Wealth Management
Vermont
$537K 21,769 – –
SCA
55
Snowden Capital Advisors
New York
$525K 21,264 -3,589 -14%
DC
56
Davenport & Co
Virginia
$520K 21,065 -870 -4%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$509K 20,612 +20,612 New
Truist Financial
58
Truist Financial
North Carolina
$501K 20,287 +815 +4%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$494K 20,000 – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$484K 19,616 +1,930 +11%
PIWA
61
Prevail Innovative Wealth Advisors
Kansas
$484K 19,592 +19,592 New
Creative Planning
62
Creative Planning
Kansas
$463K 18,750 -433 -2%
Walleye Capital
63
Walleye Capital
New York
$439K 17,787 +7,168 +68%
Baird Financial Group
64
Baird Financial Group
Wisconsin
$438K 17,740 +1,255 +8%
WAAG
65
Wealth Alliance Advisory Group
Kansas
$421K 17,037 – –
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$400K 16,190 +16,190 New
IAS
67
Insigneo Advisory Services
Florida
$383K 15,500 – –
FT
68
Fiduciary Trust
Massachusetts
$382K 15,457 – –
AAS
69
Avantax Advisory Services
Texas
$372K 15,074 +4,187 +38%
KPWS
70
Kestra Private Wealth Services
Texas
$369K 14,926 -1,718 -10%
NA
71
NewEdge Advisors
Louisiana
$339K 13,744 -586 -4%
AWS
72
Atria Wealth Solutions
New York
$338K 13,685 -2,718 -17%
NSIM
73
North Star Investment Management
Illinois
$338K 13,678 +22 +0.2%
KWM
74
Kingsview Wealth Management
Oregon
$337K 13,632 +18 +0.1%
SFPG
75
Stonebridge Financial Planning Group
Florida
$321K 13,000 – –
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