Who owns Eaton V.Tax-Advantaged Dividend Inc Fund?

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Analyze quarterly positions in Eaton V.Tax-Advantaged Dividend Inc Fund with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Eaton V.Tax-Advantaged Dividend Inc Fund stock

Who bought or sold Eaton V.Tax-Advantaged Dividend Inc Fund this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Raymond James Financial 1.0M $25M 13% Dec 2025
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UBS Group 839k $21M -3% Dec 2025
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1607 Capital Partners 797k $20M 6% Sep 2025
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McGowan Group Asset Management 784k $20M -1% Dec 2025
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Joel Isaacson & Co 745k $19M 18% Dec 2025
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Wells Fargo & Company 717k $18M 5% Dec 2025
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LPL Financial 506k $13M 9% Dec 2025
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Stratos Wealth Partners 446k $11M 2% Dec 2025
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Karpus Investment Management 430k $11M -30% Dec 2025
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Guggenheim Capital, LLC Managers 379k $9.5M 0% Dec 2025
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Ameriprise Financial 361k $9.1M 3% Dec 2025
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Kingstone Capital Partners Texas 309k $7.8M 2% Dec 2025
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Advisor Group Holdings 269k $6.8M 12% Dec 2025
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Advisors Asset Management 266k $6.7M 4% Dec 2025
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Polar Securities 247k $6.0M 2% Sep 2025
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Royal Bank of Canada 218k $5.3M 3% Sep 2025
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Private Advisor 206k $5.2M 11% Dec 2025
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Rockefeller Capital Management 206k $5.2M -1% Dec 2025
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Wealth Enhancement Advisory Services 194k $5.0M 0% Dec 2025
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Shaker Financial Services 171k $4.3M 110% Dec 2025
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Cetera Investment Advisers 151k $3.8M 1% Dec 2025
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First Trust Advisors 146k $3.7M 5% Dec 2025
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Wiley Bros.-aintree Capital 134k $3.4M 114% Dec 2025
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BBK Capital Partners 133k $3.2M -5% Dec 2025
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Commonwealth Equity Services 120k $3.0M -41% Dec 2025
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Spire Wealth Management 115k $2.9M -5% Dec 2025
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Two Sigma Investments 110k $2.7M 34% Sep 2025
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Steward Partners Investment Advisory 95k $2.4M 1% Dec 2025
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Prevail Innovative Wealth Advisors 89k $2.2M 8% Dec 2025
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Morris Retirement Advisors 86k $2.2M 2% Dec 2025
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Sanctuary Advisors 85k $2.1M 266% Dec 2025
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Accel Wealth Management 83k $2.1M -13% Dec 2025
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PMG Family Office 77k $1.9M -1% Dec 2025
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1776 Wealth 76k $1.9M 1% Dec 2025
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Cambridge Investment Research Advisors 75k $1.9M 6% Dec 2025
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HighTower Advisors 55k $1.4M 7% Dec 2025
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Wolverine Asset Management 52k $1.3M 729% Dec 2025
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Stifel Financial 52k $1.3M -5% Dec 2025
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Janney Montgomery Scott 50k $1.3M -5% Dec 2025
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Mml Investors Services 48k $1.2M -1% Dec 2025
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Meridian Wealth Management 45k $1.1M 8% Dec 2025
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Mariner Wealth Advisors 45k $1.1M 7% Dec 2025
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Allspring Global Investments Holdings 42k $1.0M 34% Dec 2025
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Hollencrest Securities 37k $941k -1% Dec 2025
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Founders Financial Alliance 36k $913k 2% Dec 2025
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Richmond Investment Services 34k $842k -4% Dec 2025
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Prospera Financial Services 32k $801k 3% Dec 2025
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Logan Stone Capital 29k $736k 100% Dec 2025
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CI Private Wealth 27k $676k -3% Dec 2025
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Sowell Financial Services 27k $675k 0% Dec 2025
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Creative Planning 27k $667k 15% Dec 2025
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Baird Financial 26k $657k 0% Dec 2025
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Cornerstone Wealth Management 25k $624k -6% Dec 2025
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Live Oak Private Wealth 25k $619k 0% Dec 2025
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Snowden Capital Advisors 23k $587k 10% Dec 2025
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AQR Capital Management 23k $550k 0% Sep 2025
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Denver Wealth Management 22k $552k -1% Dec 2025
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Silverlake Wealth Management 22k $548k 0% Dec 2025
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Prime Capital Investment Advisors 22k $547k -8% Dec 2025
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Calamos Advisors 21k $523k 32% Dec 2025
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Shikiar Asset Management 20k $504k 0% Dec 2025
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Pnc Financial Services 20k $497k 55% Dec 2025
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Insigneo Advisory Services 20k $491k 0% Dec 2025
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Summit Investment Advisory Services 20k $490k 0% Dec 2025
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JGP Wealth Management 19k $477k 100% Dec 2025
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Davenport & Co 19k $476k 0% Dec 2025
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Colony 19k $474k 12% Dec 2025
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Kovack Advisors 17k $432k 100% Dec 2025
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Summit Financial 17k $429k -9% Dec 2025
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AlphaCore Capital 17k $425k 24% Dec 2025
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RFG Advisory 17k $422k -29% Dec 2025
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Wealth Alliance Advisory Group 17k $419k 0% Dec 2025
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Goss Wealth Management 16k $404k 12% Dec 2025
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Commons Capital 16k $404k 13% Dec 2025
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Heritage Trust 16k $400k 0% Dec 2025
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Fiduciary Trust Company 16k $389k 0% Dec 2025
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Sound Income Strategies 15k $381k 4942% Dec 2025
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Johnson & White Wealth Management 14k $351k -3% Dec 2025
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HPM Partners 14k $349k 17% Dec 2025
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Jane Street 14k $340k 100% Dec 2025
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Pensionmark Financial Group 13k $244k 36% Dec 2025
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Abel Hall 13k $327k 100% Dec 2025
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Stonebridge Financial Planning Group 13k $327k 0% Dec 2025
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Envestnet Asset Management 13k $323k 6% Dec 2025
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Oppenheimer & Co 13k $317k -25% Dec 2025
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North Star Investment Management 12k $310k 0% Dec 2025
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Financial Security Advisor 12k $309k 2% Dec 2025
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Concurrent Investment Advisors 12k $306k 0% Dec 2025
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CWM 12k $300k -5% Dec 2025
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Kestra Private Wealth Services 12k $300k -7% Dec 2025
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Hancock Bank Trust Department 12k $290k 8% Dec 2025
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Simplicity Wealth 12k $289k 100% Dec 2025
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MGB Wealth Management 12k $289k 0% Dec 2025
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Kingsview Wealth Management 11k $286k 8% Dec 2025
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Dynamic Advisors Solutions 11k $274k 0% Dec 2025
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Harbour Wealth Management Group 10k $255k 100% Dec 2025
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Kayne Anderson Rudnick Investment Management 10k $245k 0% Sep 2025
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Hanson McClain Advisors 9.9k $248k -18% Dec 2025
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Cresset Asset Management 9.6k $243k 2% Dec 2025
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Wedbush Morgan Securities 9.3k $234k 0% Dec 2025
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Cooper/haims Advisors 9.1k $230k 100% Dec 2025
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Smh Capital Advisors 9.0k $227k 0% Dec 2025
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Oakmont Partners 9.0k $227k -4% Dec 2025
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NorthStar Asset Management 9.0k $226k -1% Dec 2025
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Vista Investment Partners Ii 8.5k $214k 0% Dec 2025
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Xcel Wealth Management 8.1k $205k -4% Dec 2025
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Next Level Private 8.0k $201k 100% Dec 2025
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Blue Bell Private Wealth Management 7.3k $183k 132% Dec 2025
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Murphy, Middleton, Hinkle & Parker 6.1k $307k 100% Dec 2025
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Kestra Advisory Services 5.6k $141k 100% Dec 2025
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Private Trust Co Na 5.2k $131k 1% Dec 2025
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Brian McDonald 5.2k $131k -43% Dec 2025
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Nbc Securities 4.9k $122k 0% Dec 2025
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CoreCap Advisors 4.1k $104k 0% Dec 2025
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Birchwood Financial Partners 3.6k $90k 100% Dec 2025
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Harbour Investments 3.5k $87k 0% Dec 2025
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Flagship Harbor Advisors 3.3k $82k 100% Dec 2025
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Investors Research Corp 3.1k $79k 0% Dec 2025
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Bank & Trust 2.7k $69k 0% Dec 2025
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Parvin Asset Management 2.4k $59k 0% Dec 2025
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Salomon & Ludwin 2.1k $55k -11% Dec 2025
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Garton & Associates Financial Advisors 2.0k $52k 100% Dec 2025
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N.E.W. Advisory Services 2.0k $51k 0% Dec 2025
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ORG Partners 1.7k $44k 0% Dec 2025
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Milestone Group 1.7k $43k 0% Dec 2025
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IFP Advisors 1.7k $43k 0% Dec 2025
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GAMMA Investing 1.5k $38k 0% Dec 2025
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Atlantic Trust 1.2k $30k 0% Dec 2025
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Oakworth Capital 1.0k $25k 100% Dec 2025
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First Horizon National Corp 1.0k $25k 100% Dec 2025
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Maryland Capital Advisors 933.00 $24k 100% Dec 2025
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Farther Finance Advisors 913.00 $23k 25% Dec 2025
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Old Point Trust & Financial Services N A 901.00 $23k 100% Dec 2025
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Caldwell Trust 816.00 $21k 0% Dec 2025
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Union Bankshares 800.00 $20k 0% Dec 2025
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EverSource Wealth Advisors 750.00 $19k 0% Dec 2025
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Kennebec Savings Bank 589.00 $15k 0% Dec 2025
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Armstrong Advisory Group 566.00 $14k 2% Dec 2025
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MAI Wealth Advisors 492.00 $12k 0% Dec 2025
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Vermillion Wealth Management 453.00 $11k -46% Dec 2025
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D. J. St. Germain 293.00 $7.4k 0% Dec 2025
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SageView Advisory Group 263.00 $6.6k 100% Dec 2025
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Assetmark 168.00 $4.2k 100% Dec 2025
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Highline Wealth Partners 150.00 $3.8k 0% Dec 2025
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Gunpowder Capital Management, LLC dba Oliver Wealth Management 42.00 $1.1k 100% Dec 2025
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Hantz Financial Services 2.00 $0 0% Dec 2025
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Huntington National Bank 1.00 $25.000000 0% Dec 2025
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Who sold out of Eaton V.Tax-Advantaged Dividend Inc Fund?

Fund or Company Name Date Sold Shares Held Valued At
CNH Partners Jun 2025 90k $2.2M
Cornerstone Advisors Sep 2025 86k $2.1M
Cohen & Steers Capital Management Sep 2025 45k $1.1M
Invesco Sep 2025 15k $366k
Susquehanna International Sep 2025 13k $307k
Readystate Asset Management Sep 2025 8.5k $208k
Modern Wealth Management Sep 2025 8.3k $202k
Newbridge Financial Services Group Sep 2025 7.3k $178k
Advisory Services Network Sep 2025 2.1k $51k
Ameritas Advisory Services Sep 2025 1.7k $42k
Future Financial Wealth Managment Sep 2025 1.5k $37k
Principal Securities Sep 2025 550.00 $13k
Perkins Coie Trust Sep 2025 500.00 $12k
Parallel Advisors Sep 2025 256.00 $6.3k
Central Trust & Investment Sep 2025 250.00 $6.1k
Mather Group Sep 2025 104.00 $2.5k