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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 $330M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 43 increasing their positions, 38 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
1.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
14
Increased
43
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$16.3M
2
KCPT
2
Kingstone Capital Partners Texas
Texas
$7.26M
3
LPL Financial
3
LPL Financial
California
$9.49M
4
Morgan Stanley
4
Morgan Stanley
New York
$21.1M
5
SWM
5
Spire Wealth Management
Virginia
$1.95M

Top Sellers

1
CA
1
Cornerstone Advisors
North Carolina
$12.7M
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
Bank of America
3
Bank of America
North Carolina
$21.2M
4
AA
4
AQR Arbitrage
Connecticut
$6.24M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCIA
51
Prime Capital Investment Advisors
Kansas
$674K 28,006 -2,785 -9%
LOPW
52
Live Oak Private Wealth
North Carolina
$591K 24,589 – –
DWM
53
Denver Wealth Management
Colorado
$561K 23,335 +227 +1%
SWM
54
Silverlake Wealth Management
Vermont
$524K 21,769 – –
SCA
55
Snowden Capital Advisors
New York
$511K 21,264 – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$503K 20,912 +1,296 +7%
SIA
57
Sit Investment Associates
Minnesota
$484K 20,109 +20,109 New
Truist Financial
58
Truist Financial
North Carolina
$483K 20,103 -184 -0.9%
FLPIM
59
F.L. Putnam Investment Management
Massachusetts
$481K 20,000 – –
DC
60
Davenport & Co
Virginia
$476K 19,779 -1,286 -6%
Creative Planning
61
Creative Planning
Kansas
$469K 19,505 +755 +4%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$453K 18,835 +1,095 +6%
OC
63
Oppenheimer & Co
New York
$433K 18,002 +8,018 +80%
HT
64
Heritage Trust
Oklahoma
$430K 17,900 +17,900 New
RIS
65
Richmond Investment Services
Wisconsin
$414K 17,216 +17,216 New
WAAG
66
Wealth Alliance Advisory Group
Kansas
$410K 17,037 – –
Focus Partners Wealth
67
Focus Partners Wealth
Massachusetts
$389K 16,190 – –
IAS
68
Insigneo Advisory Services
Florida
$373K 15,500 – –
FT
69
Fiduciary Trust
Massachusetts
$372K 15,457 – –
P
70
&Partners
Tennessee
$359K 14,968 +2,416 +19%
PFS
71
Prospera Financial Services
Texas
$354K 14,711 +14,711 New
Allspring Global Investments
72
Allspring Global Investments
North Carolina
$353K 14,676 -5,936 -29%
Calamos Advisors
73
Calamos Advisors
Illinois
$351K 14,586 +2,805 +24%
AAS
74
Avantax Advisory Services
Texas
$350K 14,544 -530 -4%
KPWS
75
Kestra Private Wealth Services
Texas
$344K 14,309 -617 -4%
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