Eaton Vance Tax Advantaged Dividend Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.00 M | $25.25 M | 13.07% | 1.35% |
| MORGAN STANLEY | 02/13/2026 | 946.95 K | $23.84 M | 0.65% | 1.27% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 916.38 K | $23.07 M | -2.02% | 1.23% |
| UBS GROUP AG | 01/29/2026 | 838.70 K | $21.12 M | -3.31% | 1.13% |
| 1607 CAPITAL PARTNERS, LLC | 02/17/2026 | 790.12 K | $19.90 M | -0.87% | 1.06% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 01/29/2026 | 783.60 K | $19.73 M | -0.52% | 1.05% |
| JOEL ISAACSON & CO., LLC | 01/30/2026 | 745.25 K | $18.77 M | 18.34% | 1.00% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 716.78 K | $18.05 M | 5.35% | 0.96% |
| LPL FINANCIAL LLC | 02/11/2026 | 505.97 K | $12.74 M | 9.18% | 0.68% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 446.35 K | $11.24 M | 1.85% | 0.60% |
| KARPUS MANAGEMENT, INC. | 02/17/2026 | 430.28 K | $10.83 M | -29.80% | 0.58% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 378.71 K | $9.54 M | 0.35% | 0.51% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 360.62 K | $9.08 M | 3.14% | 0.48% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 02/03/2026 | 309.13 K | $7.78 M | 1.93% | 0.41% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 268.99 K | $6.77 M | 11.73% | 0.36% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 265.57 K | $6.69 M | 3.78% | 0.36% |
| ROYAL BANK OF CANADA | 02/17/2026 | 223.58 K | $5.63 M | 2.63% | 0.30% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 206.19 K | $5.19 M | 11.02% | 0.28% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 03/17/2026 | 206.09 K | $5.19 M | -1.47% | 0.28% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 193.50 K | $4.97 M | -0.48% | 0.26% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 171.31 K | $4.31 M | 110.07% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 150.65 K | $3.79 M | 1.16% | 0.20% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 145.88 K | $3.67 M | 4.66% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 134.11 K | $3.38 M | 113.91% | 0.18% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 01/16/2026 | 132.48 K | $3.24 M | -4.68% | 0.18% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 119.56 K | $3.01 M | -41.33% | 0.16% |
| SPIRE WEALTH MANAGEMENT | 01/14/2026 | 115.24 K | $2.90 M | -5.37% | 0.15% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 109.57 K | $2.76 M | 0.00% | 0.15% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 95.26 K | $2.40 M | 1.05% | 0.13% |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 02/06/2026 | 88.67 K | $2.23 M | 8.06% | 0.12% |
| MRA ADVISORY GROUP | 01/16/2026 | 86.42 K | $2.18 M | 2.12% | 0.12% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 84.99 K | $2.14 M | -2.95% | 0.11% |
| ACCEL WEALTH MANAGEMENT | 01/20/2026 | 83.28 K | $2.10 M | -13.18% | 0.11% |
| 01/28/2026 | 77.01 K | $1.94 M | -1.13% | 0.10% | |
| 1776 WEALTH LLC | 02/11/2026 | 76.29 K | $1.92 M | 0.84% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 75.03 K | $1.89 M | 6.14% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 55.29 K | $1.39 M | 6.65% | 0.07% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 52.21 K | $1.31 M | 729.11% | 0.07% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 51.79 K | $1.30 M | -4.92% | 0.07% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 50.39 K | $1.27 M | -4.71% | 0.07% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 47.47 K | $1.20 M | -0.69% | 0.06% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 02/04/2026 | 44.80 K | $1.13 M | 8.18% | 0.06% |
| MARINER, LLC | 02/13/2026 | 44.56 K | $1.12 M | 7.43% | 0.06% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 01/15/2026 | 41.55 K | $1.05 M | 34.02% | 0.06% |
| HOLLENCREST CAPITAL MANAGEMENT | 02/12/2026 | 37.36 K | $940.60 K | -1.32% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 36.24 K | $912.57 K | 1.61% | 0.05% |
| RICHMOND INVESTMENT SERVICES, LLC | 02/12/2026 | 33.46 K | $842.44 K | -3.89% | 0.04% |
| PROSPERA FINANCIAL SERVICES INC | 02/09/2026 | 31.82 K | $801.33 K | 3.42% | 0.04% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 29.22 K | $735.71 K | 100.00% | 0.04% |
| CI PRIVATE WEALTH, LLC | 03/09/2026 | 26.83 K | $675.66 K | -3.36% | 0.04% |
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Eaton Vance Tax Advantaged Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 218 institutional investors and hedge funds held shares of Eaton Vance Tax Advantaged Dividend Income Fund. The most heavily invested institutionals were:
UBS Group AG: 892,770
Joel Isaacson & Co., LLC: 731,946
Stratos Wealth Partners, LTD.: 458,958
Private Advisor Group, LLC: 213,798
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 146,211
COMMONWEALTH EQUITY SERVICES, LLC: 127,491
18.56% of Eaton Vance Tax Advantaged Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.26 M shares in the last 24 months. This purchase volume represents approximately $456.31 M in transactions.