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 | 05/14/2026 | 1.01 M | $24.89 M | 1.10% | 1.36% |
| MORGAN STANLEY | 05/15/2026 | 973.34 K | $23.90 M | 2.79% | 1.31% |
| UBS GROUP AG | 05/05/2026 | 892.77 K | $21.92 M | 6.45% | 1.20% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 883.95 K | $21.70 M | -3.54% | 1.19% |
| 1607 CAPITAL PARTNERS, LLC | 05/15/2026 | 841.58 K | $20.66 M | 6.51% | 1.13% |
| MCGOWAN GROUP ASSET MANAGEMENT, INC. | 05/11/2026 | 784.80 K | $19.27 M | 0.15% | 1.05% |
| JOEL ISAACSON & CO., LLC | 04/23/2026 | 731.95 K | $17.97 M | -1.78% | 0.98% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 728.62 K | $17.89 M | 1.65% | 0.98% |
| LPL FINANCIAL LLC | 05/06/2026 | 523.14 K | $12.84 M | 3.39% | 0.70% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 458.96 K | $11.27 M | 2.82% | 0.62% |
| KARPUS MANAGEMENT, INC. | 05/14/2026 | 416.38 K | $10.22 M | -3.23% | 0.56% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 396.50 K | $9.73 M | 4.70% | 0.53% |
| KINGSTONE CAPITAL PARTNERS TEXAS, LLC | 05/06/2026 | 341.63 K | $8.39 M | 10.51% | 0.46% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 298.30 K | $7.32 M | 10.90% | 0.40% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 268.38 K | $6.59 M | 1.06% | 0.36% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 255.47 K | $6.26 M | -29.16% | 0.34% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 213.80 K | $5.25 M | 3.69% | 0.29% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 193.50 K | $4.75 M | -6.11% | 0.26% |
| ROYAL BANK OF CANADA | 05/15/2026 | 189.54 K | $4.65 M | -15.22% | 0.25% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 153.16 K | $3.76 M | 4.99% | 0.21% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 152.01 K | $3.73 M | 59.57% | 0.20% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 150.90 K | $3.70 M | 0.17% | 0.20% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 146.21 K | $3.58 M | -24.44% | 0.20% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 140.18 K | $3.48 M | 4.53% | 0.19% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 127.49 K | $3.13 M | 6.64% | 0.17% |
| SPIRE WEALTH MANAGEMENT | 04/22/2026 | 121.61 K | $2.99 M | 5.53% | 0.16% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 113.69 K | $2.86 M | -14.18% | 0.15% |
| 05/05/2026 | 90.78 K | $2.23 M | 100.00% | 0.12% | |
| MRA ADVISORY GROUP | 04/22/2026 | 87.43 K | $2.15 M | 1.17% | 0.12% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 85.43 K | $2.10 M | 0.51% | 0.11% |
| ACCEL WEALTH MANAGEMENT | 04/08/2026 | 82.63 K | $2.03 M | -0.78% | 0.11% |
| 04/17/2026 | 81.46 K | $2.00 M | 5.78% | 0.11% | |
| 1776 WEALTH LLC | 05/08/2026 | 76.29 K | $1.87 M | 0.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 75.76 K | $1.86 M | 0.98% | 0.10% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 05/05/2026 | 69.98 K | $1.72 M | 68.43% | 0.09% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 62.33 K | $1.53 M | -63.62% | 0.08% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 57.66 K | $1.42 M | 4.29% | 0.08% |
| PNC FINANCIAL SERVICES GROUP, INC. | 05/08/2026 | 56.28 K | $1.38 M | 185.17% | 0.08% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 52.17 K | $1.28 M | 3.52% | 0.07% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 50.32 K | $1.24 M | -54.08% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 48.80 K | $1.20 M | -5.76% | 0.07% |
| MERIDIAN WEALTH MANAGEMENT, LLC | 05/06/2026 | 45.07 K | $1.11 M | 0.60% | 0.06% |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 44.48 K | $1.09 M | -6.30% | 0.06% |
| MARINER, LLC | 05/13/2026 | 39.89 K | $979.37 K | -10.48% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 38.54 K | $946.23 K | 6.35% | 0.05% |
| SAMALIN INVESTMENT COUNSEL, LLC | 04/23/2026 | 36.70 K | $900.91 K | 100.00% | 0.05% |
| HOLLENCREST CAPITAL MANAGEMENT | 05/07/2026 | 35.45 K | $870.30 K | -5.10% | 0.05% |
| PROSPERA FINANCIAL SERVICES INC | 04/14/2026 | 34.15 K | $838.38 K | 7.31% | 0.05% |
| RICHMOND INVESTMENT SERVICES, LLC | 04/29/2026 | 30.78 K | $755.69 K | -8.00% | 0.04% |
| CI PRIVATE WEALTH, LLC | 05/15/2026 | 27.14 K | $622.95 K | 1.14% | 0.04% |
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Eaton Vance Tax Advantaged Dividend Income Fund institutional Ownership - FAQ's
During the previous two years, 211 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: 1.01 M
MORGAN STANLEY: 973,340
UBS Group AG: 892,770
BANK OF AMERICA CORP /DE/: 883,948
1607 Capital Partners, LLC: 841,582
McGowan Group Asset Management, Inc.: 784,802
18.44% of Eaton Vance Tax Advantaged Dividend Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 17.99 M shares in the last 24 months. This purchase volume represents approximately $449.50 M in transactions.