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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 1746 - 2023-12-31 964,879 $21,469,000 -590,811
   Cornerstone Advisors LLC 20 - 2023-12-31 947,350 $21,079,000 501,740
   UBS Group AG 1096 - 2023-12-31 893,160 $19,873,000 -163,829
   MORGAN STANLEY 2836 - 2023-12-31 760,954 $16,931,000 -7,994
   McGowan Group Asset Management Inc. 13 - 2023-12-31 759,087 $16,890,000 29,879
   Joel Isaacson & Co. LLC - 2023-12-31 753,351 $16,762,000 -38,995
   KARPUS MANAGEMENT INC 53 - 2023-12-31 578,381 $12,869,000 314,894
   WELLS FARGO & CO/MN 1391 - 2023-12-31 523,772 $11,654,000 -15,742
   RAYMOND JAMES & ASSOCIATES 1090 - 2023-12-31 459,770 $10,230,000 -33,177
   Stratos Wealth Partners LTD. 148 - 2024-03-31 348,613 $8,227,000 13,281
   Advisor Group Holdings Inc. 931 - 2023-12-31 351,406 $7,819,000 -18,228
   ROYAL BANK OF CANADA 1763 - 2023-12-31 274,598 $6,110,000 -16,436
   GUGGENHEIM CAPITAL LLC 469 - 2023-12-31 272,839 $6,071,000 25,746
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 972 - 2023-12-31 270,869 $6,027,000 39,286
   COHEN & STEERS INC 128 - 2023-12-31 259,013 $5,763,000 50,000
   LPL FINANCIAL CORP 1592 - 2023-12-31 258,789 $5,758,000 -5,074
   RIVERNORTH CAPITAL MANAGEMENT, INC. 77 *New 2023-12-31 239,783 $5,335,000 239,783
   BBK Capital Partners LLC 14 - 2023-12-31 203,318 $4,524,000 -4,987
   COMMONWEALTH EQUITY SERVICES LLC. 1200 - 2023-12-31 183,212 $4,076,000 34,000
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 67 - 2023-12-31 182,432 $4,059,000 164,119
   SHAKER FINANCIAL SERVICES, LLC 9 - 2023-12-31 175,395 $3,903,000 59,810
   Rockefeller Capital Management L.P. 706 - 2023-12-31 174,266 $3,877,000 73,450
   CNH PARTNERS LLC 108 *New 2023-12-31 164,415 $3,658,000 164,415
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 755 - 2024-03-31 150,740 $3,557,000 -825
   Private Advisor Group LLC 586 - 2023-12-31 146,588 $3,262,000 2,807
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 608 - 2023-09-30 151,445 $3,208,000 6,697
   WOLVERINE ASSET MANAGEMENT LLC 98 - 2023-12-31 132,521 $2,949,000 92,035
   Accel Wealth Management 20 - 2024-03-31 121,137 $2,859,000 1,886
   AMERIPRISE FINANCIAL INC 2695 - 2023-12-31 111,839 $2,483,000 8,624
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1112 - 2023-12-31 103,244 $2,297,000 12,373
   FIRST TRUST ADVISORS LP 1667 - 2023-12-31 100,284 $2,231,000 -4,870
   Flow State Investments L.P. 21 *New 2023-12-31 92,942 $2,068,000 92,942
   J P MORGAN CHASE & CO 2978 *New 2023-12-31 87,558 $1,948,000 87,558
   Morris Retirement Advisors LLC 17 - 2023-12-31 80,940 $1,801,000 2,462
   Steward Partners Investment Advisory LLC 541 - 2023-12-31 77,566 $1,726,000 -16,541
   STIFEL FINANCIAL CORP 1779 - 2023-12-31 76,955 $1,712,000 1,746
   1776 WEALTH LLC 25 - 2023-12-31 75,240 $1,674,000 75,240
   HIGHTOWER ADVISORS, LLC 1510 - 2023-12-31 74,928 $1,664,000 -8,639
   FIXED INCOME SECURITIES INC 597 - 2023-12-31 70,805 $1,575,000 16,682
   FINANCIAL NETWORK 1247 - 2023-12-31 55,284 $1,230,000 4,629
   RFG Advisory Group LLC 355 - 2024-03-31 43,027 $1,015,000 -349
   MML INVESTORS SERVICES LLC 1359 - 2023-12-31 45,176 $1,005,000 -2,105
   JANNEY MONTGOMERY SCOTT LLC 1451 - 2023-12-31 43,716 $973,000 973
   Summit Investment Advisory Services LLC 25 - 2024-03-31 39,306 $928,000 -53
   Atria Wealth Solutions Inc. 912 - 2023-12-31 39,578 $881,000 -6,219
   Prime Capital Investment Advisors LLC - 2023-12-31 38,819 $864,000 -1,221
   HOLLENCREST SECURITIES LLC 141 - 2023-12-31 37,855 $842,000 -2,171
   CI Private Wealth LLC 1379 - 2023-12-31 35,176 $783,000 1,050
   MARINER WEALTH ADVISORS, LLC 1665 - 2023-12-31 32,645 $726,000 -1,265
   Sowell Financial Services LLC - 2023-12-31 32,030 $713,000 2,901
   DENVER WEALTH MANAGEMENT INC. 42 - 2024-03-31 27,189 $642,000 -289
   Founders Financial Alliance LLC 93 - 2023-12-31 27,418 $610,000 71
   INVESCO LTD 3025 - 2023-12-31 26,794 $596,000 4,949
   Snowden Capital Advisors LLC 641 - 2023-12-31 24,993 $556,000 -3,312
   Live Oak Private Wealth LLC 105 - 2023-12-31 24,589 $547,000 0
   SILVERLAKE WEALTH MANAGEMENT LLC 90 - 2024-03-31 22,919 $541,000 0
   DAVENPORT & CO LLC - 2023-12-31 24,142 $537,000 -1,600
   PUTNAM FL INVESTMENT MANAGEMENT CO 334 - 2023-12-31 22,361 $498,000 2,361
   BB&T CORP 1937 - 2023-12-31 22,110 $492,000 1,179
   WEISS CAPITAL LLC 177 *New 2023-12-31 21,198 $472,000 21,198
   TUCKER ASSET MANAGEMENT LLC 54 *New 2023-12-31 20,796 $463,000 20,796
   Wealth Alliance Advisory Group LLC 126 - 2024-03-31 17,037 $402,000 0
   CREATIVE PLANNING 1857 *New 2023-12-31 17,988 $400,000 17,988
   PNC FINANCIAL SERVICES GROUP INC 1671 - 2023-12-31 17,536 $390,000 7,350
   KESTRA PRIVATE WEALTH SERVICES LLC 841 - 2023-12-31 16,881 $376,000 -614
   BUCKINGHAM ASSET MANAGEMENT, LLC 520 - 2023-12-31 16,190 $360,000 0
   MULTIFINANCIAL SECURITIES CORP 1334 - 2023-12-31 15,555 $346,000 701
   INSIGNEO ADVISORY SERVICES LLC 308 - 2023-12-31 15,500 $345,000 0
   FIDUCIARY TRUST CO 517 - 2023-12-31 15,457 $344,000 0
   Stonebrook Private Inc. 147 - 2023-12-31 14,200 $316,000 0
   Kingsview Wealth Management LLC 759 - 2023-12-31 13,659 $304,000 -51
   NORTH STAR INVESTMENT MANAGEMENT CORP. 375 - 2023-12-31 13,612 $303,000 23
   Financial Advocates Investment Management 556 - 2023-12-31 13,501 $300,000 -1
   Xcel Wealth Management LLC 96 - 2023-12-31 13,325 $296,000 -225
   Stonebridge Financial Planning Group LLC 124 - 2023-12-31 13,000 $289,000 0
   M HOLDINGS SECURITIES, INC. 170 - 2023-12-31 12,922 $288,000 0
   Cornerstone Wealth Management LLC 434 - 2024-03-31 12,140 $287,000 -194
   Baird Financial Group Inc. 1535 *New 2023-12-31 12,681 $282,000 12,681
   Meridian Wealth Management LLC 520 - 2023-12-31 11,757 $262,000 211
   Dynamic Advisors Solutions LLC 798 - 2024-03-31 10,875 $257,000 0
   Private Portfolio Partners LLC 226 - 2023-12-31 11,451 $255,000 -680
   Emprise Bank 100 - 2024-03-31 10,380 $245,000 0
   Beacon Pointe Advisors LLC 1117 - 2023-12-31 10,900 $243,000 0
   US BANCORP 1904 - 2023-12-31 10,839 $241,000 8,200
   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
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 432 - 2023-12-31 10,000 $223,000 0
   OPPENHEIMER & CO INC 1272 - 2023-12-31 9,400 $209,000 -3,011
   SMH CAPITAL ADVISORS INC 28 - 2023-12-31 9,349 $208,000 9,349
   Oakmont Partners LLC 601 *New 2023-12-31 9,290 $207,000 9,290
   NorthStar Asset Management LLC /NJ/ 72 - 2023-12-31 9,192 $205,000 0
   COMERICA BANK 2359 - 2023-12-31 6,573 $146,000 3,572
   Goss Wealth Management LLC 1872 - 2023-12-31 5,345 $119,000 33
   ELEQUIN CAPITAL LP 156 - 2023-12-31 5,352 $119,000 -10,038
   NBC SECURITIES INC. 935 - 2024-03-31 4,350 $112,000 0
   HARBOUR INVESTMENTS INC. 1135 - 2023-12-31 4,450 $99,000 2,100
   Focused Wealth Management Inc 232 - 2023-12-31 3,693 $82,000 0
   ALPHAMARK ADVISORS LLC 303 - 2024-03-31 3,000 $71,000 0
   Investors Research Corp 462 - 2023-12-31 3,145 $70,000 0
   Castleview Partners LLC 249 *New 2023-12-31 3,099 $69,000 3,099
  100 Records found
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