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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 %
XWM
76
Xcel Wealth Management
Florida
$312K 13,225 -100 -0.8%
SFPG
77
Stonebridge Financial Planning Group
Florida
$307K 13,000 – –
CWM
78
Cornerstone Wealth Management
Missouri
$287K 12,140 -194 -2%
US Bancorp
79
US Bancorp
Minnesota
$279K 11,839 +1,000 +9%
LAM
80
LifePro Asset Management
California
$271K 11,468 +11,468 New
VF
81
Virtu Financial
New York
$270K 11,439 +11,439 New
MWM
82
MGB Wealth Management
Texas
$259K 10,967 – –
PPP
83
Private Portfolio Partners
New Jersey
$259K 10,962 -489 -4%
DAS
84
Dynamic Advisor Solutions
Arizona
$257K 10,875 – –
SCA
85
SMH Capital Advisors
Texas
$250K 10,605 +1,256 +13%
EB
86
Emprise Bank
Kansas
$245K 10,380 +10,380 New
Comerica Bank
87
Comerica Bank
Texas
$242K 10,273 +3,700 +56%
FSA
88
Financial Security Advisor
Virginia
$236K 10,000 – –
Kayne Anderson Rudnick Investment Management
89
Kayne Anderson Rudnick Investment Management
California
$236K 10,000 – –
JWWM
90
Johnson & White Wealth Management
Pennsylvania
$231K 9,791 -32 -0.3%
DWM
91
Dakota Wealth Management
Florida
$219K 9,290 – –
NAMNJ
92
NorthStar Asset Management (New Jersey)
New Jersey
$219K 9,268 +76 +0.8%
OC
93
Oppenheimer & Co
New York
$216K 9,150 -250 -3%
AAS
94
Avantax Advisory Services
Texas
$208K 8,805 +8,805 New
RJT
95
Raymond James Trust
Florida
$200K 8,486 +8,486 New
NA
96
NewEdge Advisors
Louisiana
$126K 5,345 – –
NS
97
NBC Securities
Alabama
$112K 4,350 – –
CA
98
CoreCap Advisors
Michigan
$105K 4,459 +4,459 New
HI
99
Harbour Investments
Wisconsin
$105K 4,450 – –
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$102K 4,350 +4,350 New
2 3
4
5 6