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Get Institutions for : 
Eaton Vance Tax Advantaged Dividend Income Fund (EVT)  
$23.34 0.34 (1.44%) as of 4:30 Wed 4/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 117    4
Total shares held : 
 12,630,215  
% of shares held : 
 17.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   12  
Amount of shares held : 
 1,211,866  
% of shares held change : 
   1.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $20.98  
Last Quarter's Ending Price : 
 $22.25  
Last Quarter's Average Price : 
 $20.67  
Change from last quarter's     
avg. price to the last closing  : 
2.67 (12.92%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 672,964
 5.33%
 
Increased Positions :
42
 1,582,324
 12.53%
 
Unchanged Positions :
28
 216,155
 1.71%
 
Decreased Positions :
34
-982,800
-7.78%
 
Closed Positions :
9
-60,622
-0.48%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Cornerstone Advisors LLC 11 - 2024-03-31 1,280,326 $30,216,000 332,976
   UBS Group AG 1108 - 2024-03-31 994,711 $23,475,000 101,551
   BANK OF AMERICA CORP /DE/ 1823 - 2024-03-31 963,424 $22,737,000 -1,455
   McGowan Group Asset Management Inc. 15 - 2024-03-31 793,699 $18,731,000 34,612
   MORGAN STANLEY 2809 - 2024-03-31 753,878 $17,792,000 -7,076
   Joel Isaacson & Co. LLC 19 - 2024-03-31 731,342 $17,260,000 -22,009
   KARPUS MANAGEMENT INC 50 - 2024-03-31 577,986 $13,640,000 -395
   WELLS FARGO & CO/MN 1350 - 2024-03-31 565,333 $13,342,000 41,561
   RAYMOND JAMES & ASSOCIATES 1114 - 2024-03-31 453,032 $10,692,000 -6,738
   COHEN & STEERS INC 104 - 2024-03-31 364,313 $8,598,000 105,300
   Stratos Wealth Partners LTD. 148 - 2024-03-31 348,613 $8,227,000 13,281
   Advisor Group Holdings Inc. 803 - 2024-03-31 333,850 $7,879,000 -17,556
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 971 - 2024-03-31 286,615 $6,764,000 15,746
   LPL FINANCIAL CORP 1569 - 2024-03-31 286,138 $6,753,000 27,349
   GUGGENHEIM CAPITAL LLC 452 - 2024-03-31 282,691 $6,672,000 9,852
   ROYAL BANK OF CANADA 1754 - 2024-03-31 274,018 $6,466,000 -580
   SHAKER FINANCIAL SERVICES, LLC 7 - 2024-03-31 243,838 $5,755,000 68,443
   RIVERNORTH CAPITAL MANAGEMENT, INC. 77 - 2024-03-31 239,783 $5,659,000 0
   1607 CAPITAL PARTNERS, LLC 62 *New 2024-03-31 234,420 $5,532,000 234,420
   COMMONWEALTH EQUITY SERVICES LLC. 1196 - 2024-03-31 201,190 $4,748,000 17,978
   CNH PARTNERS LLC 82 - 2024-03-31 199,799 $4,715,000 35,384
   WOLVERINE ASSET MANAGEMENT LLC 43 - 2024-03-31 198,782 $4,691,000 66,261
   BBK Capital Partners LLC 18 - 2024-03-31 195,355 $4,610,000 -7,963
   Rockefeller Capital Management L.P. 728 - 2024-03-31 185,843 $4,386,000 11,577
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 84 - 2024-03-31 164,935 $3,892,000 -17,497
   Private Advisor Group LLC 564 - 2024-03-31 156,637 $3,697,000 10,049
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 755 - 2024-03-31 150,740 $3,557,000 -825
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 608 - 2023-09-30 151,445 $3,208,000 6,697
   Accel Wealth Management 20 - 2024-03-31 121,137 $2,859,000 1,886
   AMERIPRISE FINANCIAL INC 2654 - 2024-03-31 111,070 $2,621,000 -769
   FIRST TRUST ADVISORS LP 1626 - 2024-03-31 108,112 $2,551,000 7,828
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1138 - 2024-03-31 103,281 $2,437,000 37
   FIXED INCOME SECURITIES INC 488 - 2024-03-31 102,834 $2,427,000 32,029
   Flow State Investments L.P. 29 - 2024-03-31 86,302 $2,037,000 -6,640
   Morris Retirement Advisors LLC 20 - 2024-03-31 84,116 $1,985,000 3,176
   Cetera Investment Advisers 1551 *New 2024-03-31 83,181 $1,963,000 83,181
   Steward Partners Investment Advisory LLC 603 - 2024-03-31 77,654 $1,833,000 88
   1776 WEALTH LLC 27 - 2024-03-31 75,240 $1,776,000 0
   HIGHTOWER ADVISORS, LLC 1507 - 2024-03-31 69,146 $1,633,000 -5,782
   J P MORGAN CHASE & CO 3141 - 2024-03-31 64,071 $1,512,000 -23,487
   FINANCIAL NETWORK 1201 - 2024-03-31 61,108 $1,442,000 5,824
   STIFEL FINANCIAL CORP 2077 - 2024-03-31 49,468 $1,167,000 -27,487
   Legacy Capital Wealth Partners LLC 42 *New 2024-03-31 48,296 $1,102,000 48,296
   JANNEY MONTGOMERY SCOTT LLC 1478 - 2024-03-31 45,046 $1,063,000 1,330
   MML INVESTORS SERVICES LLC 1394 - 2024-03-31 44,918 $1,060,000 -258
   RFG Advisory Group LLC 355 - 2024-03-31 43,027 $1,015,000 -349
   Summit Investment Advisory Services LLC 25 - 2024-03-31 39,306 $928,000 -53
   HOLLENCREST SECURITIES LLC 151 - 2024-03-31 37,855 $893,000 0
   CI Private Wealth LLC 1387 - 2024-03-31 34,126 $805,000 -1,050
   Prime Capital Investment Advisors LLC 502 - 2024-03-31 34,109 $805,000 -4,710
   MARINER WEALTH ADVISORS, LLC 1696 - 2024-03-31 32,645 $770,000 0
   Sowell Financial Services LLC 400 - 2024-03-31 29,668 $700,000 -2,362
   Atria Wealth Solutions Inc. 1086 - 2024-03-31 29,121 $687,000 -10,457
   Founders Financial Alliance LLC 107 - 2024-03-31 28,144 $664,000 726
   DENVER WEALTH MANAGEMENT INC. 42 - 2024-03-31 27,189 $642,000 -289
   Snowden Capital Advisors LLC 672 - 2024-03-31 24,993 $590,000 0
   Live Oak Private Wealth LLC 106 - 2024-03-31 24,589 $580,000 0
   DAVENPORT & CO LLC 758 - 2024-03-31 23,242 $549,000 -900
   SILVERLAKE WEALTH MANAGEMENT LLC 90 - 2024-03-31 22,919 $541,000 0
   BB&T CORP 1919 - 2024-03-31 22,151 $523,000 41
   MULTIFINANCIAL SECURITIES CORP 1588 - 2024-03-31 21,341 $504,000 5,786
   PUTNAM FL INVESTMENT MANAGEMENT CO 352 - 2024-03-31 20,000 $472,000 -2,361
   TUCKER ASSET MANAGEMENT LLC 54 *New 2023-12-31 20,796 $463,000 20,796
   CREATIVE PLANNING 1947 - 2024-03-31 18,301 $432,000 313
   PNC FINANCIAL SERVICES GROUP INC 1650 - 2024-03-31 17,536 $414,000 0
   Wealth Alliance Advisory Group LLC 126 - 2024-03-31 17,037 $402,000 0
   INVESCO LTD 3317 - 2024-03-31 17,040 $402,000 -9,754
   KESTRA PRIVATE WEALTH SERVICES LLC 889 - 2024-03-31 16,911 $399,000 30
   Baird Financial Group Inc. 1472 - 2024-03-31 16,231 $383,000 3,550
   BUCKINGHAM ASSET MANAGEMENT, LLC 528 - 2024-03-31 16,190 $382,000 0
   INSIGNEO ADVISORY SERVICES LLC 329 - 2024-03-31 15,500 $366,000 0
   FIDUCIARY TRUST CO 521 - 2024-03-31 15,457 $365,000 0
   Walleye Trading Advisors LLC 1458 *New 2024-03-31 15,256 $360,000 15,256
   Kingsview Wealth Management LLC 788 - 2024-03-31 13,676 $323,000 17
   NORTH STAR INVESTMENT MANAGEMENT CORP. 372 - 2024-03-31 13,633 $322,000 21
   Financial Advocates Investment Management 565 - 2024-03-31 13,583 $321,000 82
   Stonebrook Private Inc. 152 - 2024-03-31 13,300 $314,000 -900
   Xcel Wealth Management LLC 97 - 2024-03-31 13,225 $312,000 -100
   Stonebridge Financial Planning Group LLC 128 - 2024-03-31 13,000 $307,000 0
   Cornerstone Wealth Management LLC 434 - 2024-03-31 12,140 $287,000 -194
   US BANCORP 1833 - 2024-03-31 11,839 $279,000 1,000
   LifePro Asset Management 104 *New 2024-03-31 11,468 $271,000 11,468
   VIRTU FINANCIAL LLC 647 *New 2024-03-31 11,439 $270,000 11,439
   Private Portfolio Partners LLC 234 - 2024-03-31 10,962 $259,000 -489
   MGB Wealth Management LLC 165 - 2024-03-31 10,967 $259,000 0
   Dynamic Advisors Solutions LLC 798 - 2024-03-31 10,875 $257,000 0
   SMH CAPITAL ADVISORS INC 27 - 2024-03-31 10,605 $250,000 1,256
   Emprise Bank 100 - 2024-03-31 10,380 $245,000 0
   COMERICA BANK 2226 - 2024-03-31 10,273 $242,000 3,700
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 455 - 2024-03-31 10,000 $236,000 0
   Financial Security Advisor Inc. 94 - 2024-03-31 10,000 $236,000 0
   Johnson & White Wealth Management LLC 77 - 2024-03-31 9,791 $231,000 -32
   Oakmont Partners LLC 651 - 2024-03-31 9,290 $219,000 0
   NorthStar Asset Management LLC /NJ/ 77 - 2024-03-31 9,268 $219,000 76
   OPPENHEIMER & CO INC 1310 - 2024-03-31 9,150 $216,000 -250
   H D Vest Advisory Services 1514 *New 2024-03-31 8,805 $208,000 8,805
   RAYMOND JAMES TRUST CO 1195 *New 2024-03-31 8,486 $200,000 8,486
   Goss Wealth Management LLC 1983 - 2024-03-31 5,345 $126,000 0
   NBC SECURITIES INC. 935 - 2024-03-31 4,350 $112,000 0
   Atlantic Trust Group LLC 1385 *New 2024-03-31 4,350 $102,000 4,350
  100 Records found
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