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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 20 - 2023-12-31 947,350 $21,079,000 501,740
   McGowan Group Asset Management Inc. 13 - 2023-12-31 759,087 $16,890,000 29,879
   KARPUS MANAGEMENT INC 53 - 2023-12-31 578,381 $12,869,000 314,894
   Stratos Wealth Partners LTD. 148 - 2024-03-31 348,613 $8,227,000 13,281
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 971 - 2024-03-31 286,615 $6,764,000 15,746
   GUGGENHEIM CAPITAL LLC 469 - 2023-12-31 272,839 $6,071,000 25,746
   COHEN & STEERS INC 128 - 2023-12-31 259,013 $5,763,000 50,000
   COMMONWEALTH EQUITY SERVICES LLC. 1196 - 2024-03-31 201,190 $4,748,000 17,978
   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
   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 1138 - 2024-03-31 103,281 $2,437,000 37
   Morris Retirement Advisors LLC 17 - 2023-12-31 80,940 $1,801,000 2,462
   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
   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
   JANNEY MONTGOMERY SCOTT LLC 1478 - 2024-03-31 45,046 $1,063,000 1,330
   CI Private Wealth LLC 1379 - 2023-12-31 35,176 $783,000 1,050
   Sowell Financial Services LLC - 2023-12-31 32,030 $713,000 2,901
   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
   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
   PNC FINANCIAL SERVICES GROUP INC 1671 - 2023-12-31 17,536 $390,000 7,350
   MULTIFINANCIAL SECURITIES CORP 1334 - 2023-12-31 15,555 $346,000 701
   NORTH STAR INVESTMENT MANAGEMENT CORP. 375 - 2023-12-31 13,612 $303,000 23
   US BANCORP 1904 - 2023-12-31 10,839 $241,000 8,200
   SMH CAPITAL ADVISORS INC 28 - 2023-12-31 9,349 $208,000 9,349
   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
   HARBOUR INVESTMENTS INC. 1135 - 2023-12-31 4,450 $99,000 2,100
   HANSON MCCLAIN, INC. 1196 - 2024-03-31 2,693 $64,000 1,693
   PRIVATE TRUST CO NA 1234 - 2024-03-31 1,476 $35,000 29
   EverSource Wealth Advisors LLC 1056 - 2023-12-31 1,479 $33,000 16
  40 Records found
  1    
  Page 1 of 1
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