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Eaton Vance Tax-Advantaged Dividend Income Fund

107 hedge funds and large institutions have $248M invested in Eaton Vance Tax-Advantaged Dividend Income Fund in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 46 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
107
Holders Change
-4
Holders Change %
-3.6%
% of All Funds
1.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
46
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$35.6M 1,564,188 -58,458 -4%
UBS Group
2
UBS Group
Switzerland
$24.9M 1,096,149 +33,120 +3%
Morgan Stanley
3
Morgan Stanley
New York
$18.2M 798,393 -25,148 -3%
JIC
4
Joel Isaacson & Co
New York
$17.7M 777,788 +15,337 +2%
MGAM
5
McGowan Group Asset Management
Texas
$16.3M 715,711 -2,321 -0.3%
RJA
6
Raymond James & Associates
Florida
$11.9M 524,883 -24,189 -4%
Wells Fargo
7
Wells Fargo
California
$11.9M 523,407 +34,143 +7%
SWP
8
Stratos Wealth Partners
Ohio
$7.44M 326,982 +2,157 +0.7%
Osaic Holdings
9
Osaic Holdings
Arizona
$7.29M 320,628 +13,095 +4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.81M 299,191 +12,090 +4%
LPL Financial
11
LPL Financial
California
$6.37M 279,995 -12,004 -4%
CA
12
Cornerstone Advisors
North Carolina
$5.29M 232,323 +232,323 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.11M 224,792 +1,868 +0.8%
GC
14
Guggenheim Capital
Illinois
$4.94M 216,930 +24,951 +13%
FAM
15
Formidable Asset Management
Ohio
$4.81M 211,395 -6,903 -3%
Cohen & Steers
16
Cohen & Steers
New York
$3.89M 171,013 -36,677 -18%
PAG
17
Private Advisor Group
New Jersey
$3.54M 155,541 +24,641 +19%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.41M 149,894 -1,117 -0.7%
JPMPWA
19
J.P. Morgan Private Wealth Advisors
California
$3.29M 144,748 +23,458 +19%
AWM
20
Accel Wealth Management
Iowa
$2.92M 128,250 +3,569 +3%
KIM
21
Karpus Investment Management
New York
$2.78M 122,205 +111,825 +1,077%
First Trust Advisors
22
First Trust Advisors
Illinois
$2.36M 103,575 -4,031 -4%
SFS
23
Shaker Financial Services
Virginia
$2.25M 98,767 -23,553 -19%
Ameriprise
24
Ameriprise
Minnesota
$2.24M 98,605 +22,388 +29%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$2.03M 89,266 +27,145 +44%