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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 %
IRC
101
Investors Research Corp
Georgia
$74.2K 3,145 – –
AA
102
AlphaMark Advisors
Kentucky
$71K 3,000 – –
SL
103
Salomon & Ludwin
Virginia
$65.6K 2,780 +2,780 New
AF
104
Allworth Financial
California
$63.6K 2,693 +1,693 +169%
PGAM
105
Princeton Global Asset Management
New Jersey
$59.4K 2,519 – –
KIG
106
Kessler Investment Group
Indiana
$50.6K 2,144 +2,144 New
TAM
107
Tucker Asset Management
Colorado
$50.2K 2,129 -18,667 -90%
OP
108
ORG Partners
Indiana
$41K 1,742 +1,742 New
FFWM
109
Future Financial Wealth Management
Ohio
$40.7K 1,725 +1,725 New
BFPW
110
BOK Financial Private Wealth
Colorado
$40.6K 1,719 – –
IA
111
IFP Advisors
Florida
$40.1K 1,700 – –
GI
112
GAMMA Investing
California
$35.4K 1,500 +1,500 New
PTC
113
Private Trust Company
Ohio
$34.8K 1,476 +29 +2%
EWA
114
EverSource Wealth Advisors
Alabama
$34.1K 1,503 +24 +2%
APC
115
Aspire Private Capital
North Carolina
$24.5K 1,040 – –
GWSG
116
GPS Wealth Strategies Group
Colorado
$23.8K 1,007 – –
First Manhattan
117
First Manhattan
New York
$23.6K 1,000 – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$19K 806 -907 -53%
AssetMark Inc
119
AssetMark Inc
California
$17K 720 +720 New
BFEC
120
Benjamin F. Edwards & Company
Missouri
$12K 500 – –
SIC
121
Salem Investment Counselors
North Carolina
$11.8K 500 +500 New
DJSG
122
D.J. St. Germain
Massachusetts
$6.92K 293 – –
SIS
123
Sound Income Strategies
Florida
$6.35K 269 – –
PA
124
Parallel Advisors
California
$6.1K 259 – –
MG
125
Mather Group
Illinois
$5.56K 250 +250 New
2 3 4
5
6