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Eaton Vance Tax-Advantaged Dividend Income Fund
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Overview Fund Activity

111 hedge funds and large institutions have $267M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2021 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 48 increasing their positions, 21 reducing their positions, and 8 closing their positions.

Holders
111
Holders Change
+1
Holders Change %
+0.91%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
48
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$22.3M
2
AWM
2
Accel Wealth Management
Iowa
$2.26M
3
CA
3
Cetera Advisors
Colorado
$1.57M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.03M
5
SFS
5
Shaker Financial Services
Virginia
$2.19M

Top Sellers

1
PCM
1
Penserra Capital Management
California
$0
2
FAM
2
Formidable Asset Management
Ohio
$6.62M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Cohen & Steers
4
Cohen & Steers
New York
$10.9M
5
Bank of America
5
Bank of America
North Carolina
$57.3M
Name Market Value Shares Shares
Change 		Shares
Change %
IFWM
76
Institute for Wealth Management
Colorado
$212K 7,730 – –
AFP
77
Ausdal Financial Partners
Iowa
$207K 7,555 +7,555 New
BCM
78
Brookstone Capital Management
Illinois
$204K 7,195 +7,195 New
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$201K 7,318 – –
US Bancorp
80
US Bancorp
Minnesota
$186K 6,760 – –
SWM
81
Spire Wealth Management
Virginia
$172K 6,283 +433 +7%
IRC
82
Investors Research Corp
Georgia
$124K 4,500 – –
Bessemer Group
83
Bessemer Group
New Jersey
$124K 4,500 +4,500 New
GWM
84
Geneos Wealth Management
Colorado
$121K 4,394 – –
FWM
85
Focused Wealth Management
New York
$101K 3,693 – –
NFG
86
Next Financial Group
Texas
$88K 3,200 +1,400 +78%
HI
87
Harbour Investments
Wisconsin
$78K 2,847 – –
JCM
88
Jacobi Capital Management
Pennsylvania
$75K 2,730 +45 +2%
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$74K 2,672 +1,222 +84%
EWM
90
Endurance Wealth Management
Rhode Island
$69K 2,500 – –
Fifth Third Bancorp
91
Fifth Third Bancorp
Ohio
$62K 2,250 – –
M
92
MOTCO
Texas
$43K 1,550 +1,550 New
EW
93
Evoke Wealth
California
$30K 1,095 – –
BAM
94
Barrett Asset Management
New York
$30K 1,101 – –
APC
95
Aspire Private Capital
North Carolina
$29K 1,040 – –
GWSG
96
GPS Wealth Strategies Group
Colorado
$28K 1,007 – –
First Manhattan
97
First Manhattan
New York
$27K 1,000 – –
CTC
98
Central Trust Company
Missouri
$27K 1,000 +1,000 New
RBC
99
Roble Belko & Company
Pennsylvania
$25K 909 – –
SAM
100
Strategic Asset Management
Minnesota
$23K 800 +800 New
1 2 3
4
5