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 | 08/14/2026 | 1.02 M | $28.25 M | 0.68% | 1.37% |
| MORGAN STANLEY | 08/13/2026 | 991.44 K | $27.44 M | 1.86% | 1.33% |
| 1607 CAPITAL PARTNERS, LLC | 09/02/2026 | 946.95 K | $26.21 M | 12.52% | 1.27% |
| UBS GROUP AG | 08/13/2026 | 902.53 K | $24.98 M | 1.09% | 1.21% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 817.70 K | $22.63 M | -7.50% | 1.10% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 08/12/2026 | 777.15 K | $21.51 M | -0.98% | 1.04% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 763.63 K | $21.14 M | 4.81% | 1.02% |
| JOEL ISAACSON & CO., LLC | 08/04/2026 | 727.30 K | $20.13 M | -0.63% | 0.98% |
| LPL FINANCIAL LLC | 08/07/2026 | 538.36 K | $14.90 M | 2.91% | 0.72% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 433.69 K | $12.00 M | -5.51% | 0.58% |
| KARPUS MANAGEMENT, INC. | 08/14/2026 | 412.72 K | $11.42 M | -0.88% | 0.55% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 375.59 K | $10.40 M | -5.27% | 0.50% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 08/11/2026 | 369.49 K | $10.23 M | 8.16% | 0.50% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 314.08 K | $8.69 M | 5.29% | 0.42% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 247.10 K | $6.84 M | 15.58% | 0.33% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 229.86 K | $6.36 M | -10.03% | 0.31% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 218.58 K | $6.05 M | -18.55% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 08/13/2026 | 208.41 K | $5.77 M | 7.70% | 0.28% |
| ROYAL BANK OF CANADA | 08/14/2026 | 196.43 K | $5.44 M | 3.63% | 0.26% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 172.88 K | $4.79 M | 14.57% | 0.23% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 159.16 K | $4.41 M | 4.70% | 0.21% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 156.28 K | $4.33 M | 2.04% | 0.21% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 153.94 K | $4.21 M | 5.29% | 0.21% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 146.49 K | $4.05 M | 4.50% | 0.20% |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | 08/10/2026 | 128.84 K | $3.57 M | 41.92% | 0.17% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 120.20 K | $3.33 M | -5.72% | 0.16% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 120.14 K | $3.33 M | 428.49% | 0.16% |
| SPIRE WEALTH MANAGEMENT | 07/15/2026 | 115.60 K | $3.20 M | -4.94% | 0.16% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 112.16 K | $2.75 M | -1.35% | 0.15% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 98.41 K | $2.72 M | 40.62% | 0.13% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 93.03 K | $2.58 M | 8.90% | 0.12% |
| MRA ADVISORY GROUP | 07/08/2026 | 89.14 K | $2.47 M | 1.95% | 0.12% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 82.31 K | $2.28 M | 1.04% | 0.11% |
| 1776 WEALTH LLC | 08/10/2026 | 76.29 K | $2.11 M | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 76.19 K | $2.11 M | 0.57% | 0.10% |
| ACCEL WEALTH MANAGEMENT | 07/10/2026 | 74.65 K | $2.07 M | -9.65% | 0.10% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 71.69 K | $1.98 M | 24.34% | 0.10% |
| SAMALIN INVESTMENT COUNSEL, LLC | 07/27/2026 | 64.79 K | $1.79 M | 76.56% | 0.09% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 56.49 K | $1.56 M | 8.28% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/07/2026 | 56.08 K | $1.55 M | -0.35% | 0.08% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 50.28 K | $1.39 M | 13.03% | 0.07% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 47.66 K | $1.32 M | -2.34% | 0.06% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 08/05/2026 | 46.14 K | $1.28 M | 2.38% | 0.06% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 44.17 K | $1.22 M | 100.00% | 0.06% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 40.26 K | $1.11 M | 4.46% | 0.05% |
| MARINER, LLC | 08/13/2026 | 39.65 K | $1.10 M | -0.60% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 08/13/2026 | 35.45 K | $981.26 K | 0.00% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 07/15/2026 | 34.43 K | $953.01 K | 0.82% | 0.05% |
| CREATIVE PLANNING | 08/13/2026 | 30.57 K | $846.10 K | 13.05% | 0.04% |
| SNOWDEN CAPITAL ADVISORS LLC | 08/13/2026 | 27.90 K | $772.25 K | 28.86% | 0.04% |
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Eaton Vance Tax Advantaged Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 232 institutional investors and hedge funds held shares of Eaton Vance Tax Advantaged Dividend Income Fund. The most heavily invested institutionals were:
RAYMOND JAMES FINANCIAL INC: 1.02 M
MORGAN STANLEY: 991,440
1607 Capital Partners, LLC: 946,952
UBS Group AG: 902,526
BANK OF AMERICA CORP /DE/: 817,695
McGowan Group Asset Management, Inc.: 777,149
19.01% of Eaton Vance Tax Advantaged Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 18.61 M shares in the last 24 months. This purchase volume represents approximately $465.01 M in transactions.