Eaton Vance Tax-Advantaged Dividend Income

EVT • NYSE

Eaton Vance Tax-Advantaged Dividend Income is a publicly traded company on NYSE. As of Q3 2025, 129 institutional investors hold shares in this company, with total holdings valued at $310.3M. MORGAN STANLEY is the largest holder with a position valued at $23.0M.

Websiteeatonvance.com

Overview

Overview of institutional ownership in EVT as of Q3 2025

All Institutions

Institutions: 129
Value Held: $310.3M
Shares Held: 12.7M
Avg Position: $2.4M
Median Position: $366.1K

Hedge Funds

Hedge Funds: 6
Value Held: $29.1M
Shares Held: 1.2M
Avg Position: $4.9M
Median Position: $1.6M

Biggest Investors

Institutions with the largest positions in EVT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$23.0M 0.00% of portfolio	0.00% 940.8K shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$22.9M 0.00% of portfolio	0.00% 935.2K shares	Q4 2022 Held for 2y 11m	$1.33T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$21.7M 0.01% of portfolio	0.00% 886.7K shares	Q4 2024 Held for 11 months	$310.43B
UBS Group AG Institution	Sergio P. Ermotti CEO	$21.2M 0.00% of portfolio	0.00% 867.4K shares	Q4 2022 Held for 2y 11m	$511.54B
1607 Capital Partners, LLC Hedge Fund•Sector	James Edward Mallory Managing Partner	$19.5M 1.47% of portfolio	0.00% 797.0K shares	Q1 2024 Held for 1y 8m	$1.3B
McGowan Group Asset Management, Inc. RIA/Wealth	Spencer Dean Mcgowan President	$19.3M 2.77% of portfolio	0.00% 787.7K shares	Q4 2022 Held for 2y 11m	$695.1M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$16.6M 0.00% of portfolio	0.00% 680.4K shares	Q4 2022 Held for 2y 11m	$488.50B
Joel Isaacson & Co., LLC RIA/Wealth	David N Peltz CEO	$15.4M 0.56% of portfolio	0.00% 629.8K shares	Q4 2022 Held for 2y 11m	$2.8B
K Karpus Management, Inc. Institution	-	$15.0M 0.48% of portfolio	0.00% 612.9K shares	Q4 2022 Held for 2y 11m	$3.1B
L LPL Financial LLC Institution	-	$11.3M 0.00% of portfolio	0.00% 463.4K shares	Q4 2022 Held for 2y 11m	$340.07B

Net Capital Flow

Institutional buying and selling activity for EVT in Q3 2025

Traded: +$2.4M
Buyers: 62
Sellers: 44
Total Bought: +$15.1M
Total Sold: −$12.7M
Avg Position: $2.2M

Biggest Buyers

Institution	Net Bought	Current Position
Stratos Wealth Partners, LTD. RIA/Wealth	+$2.3M +95.6K shares	$10.7M 438.2K shares
RAYMOND JAMES FINANCIAL INC RIA/Wealth	+$1.4M +57.5K shares	$21.7M 886.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$1.2M +-80.0 shares	$1.2M 47.8K shares
1607 Capital Partners, LLC Hedge Fund•Sector	+$1.1M +46.7K shares	$19.5M 797.0K shares
AMERIPRISE FINANCIAL INC Institution	+$934.9K +38.2K shares	$8.5M 349.6K shares
L LPL Financial LLC Institution	+$709.6K +29.0K shares	$11.3M 463.4K shares
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy	+$681.8K +27.9K shares	$2.7M 109.6K shares
Cetera Investment Advisers RIA/Wealth	+$610.0K +24.9K shares	$3.6M 148.9K shares
G GUGGENHEIM CAPITAL LLC Institution	+$479.4K +19.6K shares	$9.2M 377.4K shares
W WILEY BROS.-AINTREE CAPITAL, LLC Institution	+$479.3K +20.3K shares	$1.5M 62.7K shares

Biggest Sellers

Institution	Net Sold	Current Position
C Cornerstone Advisors, LLC Institution	−$2.4M −99.0K shares	$2.1M 85.7K shares
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	−$2.2M −89.7K shares	Sold Off 0 shares
WOLVERINE ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$1.5M −62.8K shares	$154.0K 6.3K shares
McGowan Group Asset Management, Inc. RIA/Wealth	−$1.1M −45.8K shares	$19.3M 787.7K shares
Shaker Financial Services, LLC RIA/Wealth	−$889.2K −36.4K shares	$2.0M 81.5K shares
Joel Isaacson & Co., LLC RIA/Wealth	−$712.5K −29.1K shares	$15.4M 629.8K shares
Kovack Advisors, Inc. RIA/Wealth	−$412.9K −17.1K shares	Sold Off 0 shares
K Karpus Management, Inc. Institution	−$402.2K −16.5K shares	$15.0M 612.9K shares
UBS Group AG Institution	−$400.8K −16.4K shares	$21.2M 867.4K shares
OPPENHEIMER & CO INC RIA/Wealth	−$321.2K −13.1K shares	$408.6K 16.7K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EVT in Q3 2025

New Positions: 9
New Value: $2.4M
Exited Positions: 12
Exited Value: $3.2M

New Positions

Institution	Position Value
MML INVESTORS SERVICES, LLC RIA/Wealth	$1.2M 47.8K shares
Johnson & White Wealth Management, LLC RIA/Wealth	$350.7K 14.3K shares
HPM Partners LLC RIA/Wealth	$289.9K 11.9K shares
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	$244.5K 10.0K shares
Modern Wealth Management, LLC RIA/Wealth	$201.8K 8.3K shares
NBC SECURITIES, INC. RIA/Wealth	$118.6K 4.9K shares
Union Bankshares Corp Institution	$19.6K 800.0 shares
HIGHLINE WEALTH PARTNERS LLC RIA/Wealth	$3.7K 150.0 shares
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution	- - shares

Exited Positions

Institution	Previous Position
CNH PARTNERS LLC Hedge Fund•Multi-Strategy	$2.2M 89.7K shares
Kovack Advisors, Inc. RIA/Wealth	$412.9K 17.1K shares
J J.W. COLE ADVISORS, INC. Institution	$248.0K 10.3K shares
$US BANCORP \DE\ logo$ US BANCORP \DE\ Institution	$197.6K 8.2K shares
Kessler Investment Group, LLC RIA/Wealth	$48.8K 2.0K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	$42.9K 1.8K shares
E ELEQUIN CAPITAL LP Hedge Fund•Multi-Strategy	$30.7K 1.3K shares
TD Capital Management LLC RIA/Wealth	$15.2K 631.0 shares
JPMORGAN CHASE & CO Institution	$3.3K 136.0 shares
J JONES FINANCIAL COMPANIES LLLP Institution	$1.4K 60.0 shares

Options Activity

Institutions with the largest Call and Put options positions in EVT as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with EVT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
McGowan Group Asset Management, Inc. RIA/Wealth	Spencer Dean Mcgowan President	2.77% $19.3M	0.00% 787.7K shares	Q4 2022 Held for 2y 11m	$695.1M
1607 Capital Partners, LLC Hedge Fund•Sector	James Edward Mallory Managing Partner	1.47% $19.5M	0.00% 797.0K shares	Q1 2024 Held for 1y 8m	$1.3B
Morris Retirement Advisors, LLC RIA/Wealth	Marco Lima Managing Partner	0.90% $2.1M	0.00% 84.6K shares	Q4 2022 Held for 2y 11m	$229.3M
SMH CAPITAL ADVISORS INC RIA/Wealth	Dwayne Alan Moyers President	0.88% $221.7K	0.00% 9.0K shares	Q4 2022 Held for 2y 11m	$25.1M
1776 Wealth LLC RIA/Wealth	Sean David O'Toole Managing Partner	0.71% $1.8M	0.00% 75.7K shares	Q1 2023 Held for 2y 8m	$259.4M
Shaker Financial Services, LLC RIA/Wealth	Kathryn Shaker Baummer Partner	0.68% $2.0M	0.00% 81.5K shares	Q4 2022 Held for 2y 11m	$291.6M
Accel Wealth Management RIA/Wealth	Todd Joseph Manternach Managing Partner	0.68% $2.3M	0.00% 95.9K shares	Q4 2022 Held for 2y 11m	$343.8M
Joel Isaacson & Co., LLC RIA/Wealth	David N Peltz CEO	0.56% $15.4M	0.00% 629.8K shares	Q4 2022 Held for 2y 11m	$2.8B
B BBK Capital Partners, LLC ETF Provider	William Bush Brown CEO	0.53% $3.3M	0.00% 139.0K shares	Q3 2023 Held for 2y 2m	$632.9M
K Karpus Management, Inc. Institution	-	0.48% $15.0M	0.00% 612.9K shares	Q4 2022 Held for 2y 11m	$3.1B

Hedge Fund Spotlight

Discover hedge funds investing in EVT

READYSTATE ASSET MANAGEMENT LP

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Barnett Grossman

Portfolio Value: $1.0B
Positions: 259
Last Reported: Q3 2025

Sector Allocation

Position in Eaton Vance Tax-Advantaged Dividend Income

Market Value: $208.0K
Shares Held: 8.5K
Portfolio Weight: 0.02%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$61.1M	6.10%
2 CyberArk Software CYBR	Software - Infrastructure Technology	$54.5M	5.44%
3 Exact Sciences EXAS	Medical - Diagnostics & Research Healthcare	$47.6M	4.75%