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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
   BANK OF AMERICA CORP /DE/ 1746 - 2023-12-31 964,879 $21,469,000 -590,811
   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
   Joel Isaacson & Co. LLC - 2023-12-31 753,351 $16,762,000 -38,995
   WELLS FARGO & CO/MN 1391 - 2023-12-31 523,772 $11,654,000 -15,742
   RAYMOND JAMES & ASSOCIATES 1114 - 2024-03-31 453,032 $10,692,000 -6,738
   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
   LPL FINANCIAL CORP 1592 - 2023-12-31 258,789 $5,758,000 -5,074
   BBK Capital Partners LLC 14 - 2023-12-31 203,318 $4,524,000 -4,987
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 755 - 2024-03-31 150,740 $3,557,000 -825
   FIRST TRUST ADVISORS LP 1667 - 2023-12-31 100,284 $2,231,000 -4,870
   Steward Partners Investment Advisory LLC 541 - 2023-12-31 77,566 $1,726,000 -16,541
   HIGHTOWER ADVISORS, LLC 1510 - 2023-12-31 74,928 $1,664,000 -8,639
   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
   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
   MARINER WEALTH ADVISORS, LLC 1665 - 2023-12-31 32,645 $726,000 -1,265
   DENVER WEALTH MANAGEMENT INC. 42 - 2024-03-31 27,189 $642,000 -289
   Snowden Capital Advisors LLC 641 - 2023-12-31 24,993 $556,000 -3,312
   DAVENPORT & CO LLC - 2023-12-31 24,142 $537,000 -1,600
   KESTRA PRIVATE WEALTH SERVICES LLC 841 - 2023-12-31 16,881 $376,000 -614
   Xcel Wealth Management LLC 97 - 2024-03-31 13,225 $312,000 -100
   Kingsview Wealth Management LLC 759 - 2023-12-31 13,659 $304,000 -51
   Financial Advocates Investment Management 556 - 2023-12-31 13,501 $300,000 -1
   Cornerstone Wealth Management LLC 434 - 2024-03-31 12,140 $287,000 -194
   Private Portfolio Partners LLC 226 - 2023-12-31 11,451 $255,000 -680
   Johnson & White Wealth Management LLC 77 - 2024-03-31 9,791 $231,000 -32
   OPPENHEIMER & CO INC 1272 - 2023-12-31 9,400 $209,000 -3,011
   ELEQUIN CAPITAL LP 156 - 2023-12-31 5,352 $119,000 -10,038
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2014 - 2023-12-31 2,371 $53,000 -4,225
   IFP Advisors Inc 1620 - 2023-12-31 1,700 $38,000 -2,000
   CWM LLC 2908 - 2024-03-31 806 $19,000 -907
  36 Records found
  1    
  Page 1 of 1
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