Who owns Eaton V.Tax-Advantaged Dividend Inc Fund?
- Ticker: EVT
- CUSIP Number: 27828G107
Tip: Access positions for across all investors
Analyze quarterly positions in Eaton V.Tax-Advantaged Dividend Inc Fund with up to 7 years of data, all consolidated into one spreadsheet
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Morgan Stanley | 931k | $22M | 100% | Jun 2025 |
|
| Raymond James Financial | 887k | $22M | 7% | Sep 2025 |
|
| UBS Group | 867k | $21M | -2% | Sep 2025 |
|
| 1607 Capital Partners | 797k | $20M | 6% | Sep 2025 |
|
| McGowan Group Asset Management | 788k | $19M | -5% | Sep 2025 |
|
| Wells Fargo & Company | 680k | $17M | 1% | Sep 2025 |
|
| Joel Isaacson & Co | 630k | $15M | -4% | Sep 2025 |
|
| Karpus Investment Management | 613k | $15M | -3% | Sep 2025 |
|
| LPL Financial | 463k | $11M | 7% | Sep 2025 |
|
| Stratos Wealth Partners | 438k | $11M | 28% | Sep 2025 |
|
| Guggenheim Capital, LLC Managers | 377k | $9.2M | 5% | Sep 2025 |
|
| Ameriprise Financial | 350k | $8.5M | 12% | Sep 2025 |
|
| Kingstone Capital Partners Texas | 303k | $7.4M | 1% | Sep 2025 |
|
| Advisors Asset Management | 256k | $6.3M | 2% | Sep 2025 |
|
| Polar Securities | 247k | $6.0M | 2% | Sep 2025 |
|
| Advisor Group Holdings | 241k | $5.9M | 6% | Sep 2025 |
|
| Royal Bank of Canada | 218k | $5.3M | 3% | Sep 2025 |
|
| Rockefeller Capital Management | 209k | $5.1M | -4% | Sep 2025 |
|
| Commonwealth Equity Services | 204k | $5.0M | 0% | Sep 2025 |
|
| Wealth Enhancement Advisory Services | 194k | $4.8M | -3% | Sep 2025 |
|
| Private Advisor | 186k | $4.5M | 5% | Sep 2025 |
|
| Cetera Investment Advisers | 149k | $3.6M | 20% | Sep 2025 |
|
| First Trust Advisors | 139k | $3.4M | 12% | Sep 2025 |
|
| BBK Capital Partners | 139k | $3.3M | -7% | Sep 2025 |
|
| Spire Wealth Management | 122k | $3.0M | 8% | Sep 2025 |
|
| Two Sigma Investments | 110k | $2.7M | 34% | Sep 2025 |
|
| Accel Wealth Management | 96k | $2.3M | -12% | Sep 2025 |
|
| Steward Partners Investment Advisory | 94k | $2.3M | 1% | Sep 2025 |
|
| Cornerstone Advisors | 86k | $2.1M | -54% | Sep 2025 |
|
| Morris Retirement Advisors | 85k | $2.1M | -1% | Sep 2025 |
|
| Prevail Innovative Wealth Advisors | 82k | $2.0M | 23% | Sep 2025 |
|
| Shaker Financial Services | 82k | $2.0M | -31% | Sep 2025 |
|
| 1776 Wealth | 76k | $1.8M | 4% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 71k | $1.7M | 0% | Sep 2025 |
|
| Wiley Bros.-aintree Capital | 63k | $1.5M | 48% | Sep 2025 |
|
| Stifel Financial | 55k | $1.3M | -2% | Sep 2025 |
|
| Janney Montgomery Scott | 53k | $1.3M | 9% | Sep 2025 |
|
| HighTower Advisors | 52k | $1.3M | 4% | Sep 2025 |
|
| Mml Investors Services | 48k | $1.2M | 0% | Sep 2025 |
|
| Cohen & Steers Capital Management | 45k | $1.1M | -61% | Sep 2025 |
|
| Mariner Wealth Advisors | 42k | $1.0M | 10% | Sep 2025 |
|
| Meridian Wealth Management | 41k | $1.0M | 8% | Sep 2025 |
|
| Hollencrest Securities | 38k | $926k | 0% | Sep 2025 |
|
| Founders Financial Alliance | 36k | $872k | 2% | Sep 2025 |
|
| Richmond Investment Services | 35k | $851k | 0% | Sep 2025 |
|
| Allspring Global Investments Holdings | 31k | $758k | 5% | Sep 2025 |
|
| Prospera Financial Services | 31k | $752k | 15% | Sep 2025 |
|
| CI Private Wealth | 28k | $679k | 0% | Sep 2025 |
|
| Sowell Financial Services | 27k | $655k | 0% | Sep 2025 |
|
| Cornerstone Wealth Management | 26k | $642k | 17% | Sep 2025 |
|
| Baird Financial | 26k | $635k | 21% | Sep 2025 |
|
| Live Oak Private Wealth | 25k | $601k | 0% | Sep 2025 |
|
| RFG Advisory | 24k | $575k | -5% | Sep 2025 |
|
| Prime Capital Investment Advisors | 24k | $574k | -3% | Sep 2025 |
|
| Creative Planning | 23k | $565k | -7% | Sep 2025 |
|
| AQR Capital Management | 23k | $550k | 0% | Sep 2025 |
|
| Denver Wealth Management | 22k | $539k | -3% | Sep 2025 |
|
| Silverlake Wealth Management | 22k | $532k | 0% | Sep 2025 |
|
| Snowden Capital Advisors | 21k | $520k | 0% | Sep 2025 |
|
| Shikiar Asset Management | 20k | $489k | 100% | Sep 2025 |
|
| H D Vest Advisory Services | 20k | $480k | 3% | Jun 2025 |
|
| Insigneo Advisory Services | 20k | $477k | 26% | Sep 2025 |
|
| Summit Investment Advisory Services | 20k | $477k | -39% | Sep 2025 |
|
| Davenport & Co | 19k | $462k | 0% | Sep 2025 |
|
| Summit Financial | 19k | $458k | 0% | Sep 2025 |
|
| Colony | 17k | $412k | 0% | Sep 2025 |
|
| Oppenheimer & Co | 17k | $409k | -44% | Sep 2025 |
|
| Wealth Alliance Advisory Group | 17k | $407k | -2% | Sep 2025 |
|
| Heritage Trust | 16k | $388k | 7% | Sep 2025 |
|
| Calamos Advisors | 16k | $384k | 22% | Sep 2025 |
|
| Fiduciary Trust Company | 16k | $378k | 0% | Sep 2025 |
|
| Invesco | 15k | $366k | -26% | Sep 2025 |
|
| Johnson & White Wealth Management | 14k | $351k | 0% | Sep 2025 |
|
| Goss Wealth Management | 14k | $351k | 0% | Sep 2025 |
|
| Commons Capital | 14k | $348k | 15% | Sep 2025 |
|
| Atria Wealth Solutions | 14k | $331k | 18% | Jun 2025 |
|
| AlphaCore Capital | 14k | $332k | 2% | Sep 2025 |
|
| Stonebridge Financial Planning Group | 13k | $318k | -3% | Sep 2025 |
|
| Kestra Private Wealth Services | 13k | $314k | 1% | Sep 2025 |
|
| Pnc Financial Services | 13k | $312k | 0% | Sep 2025 |
|
| Susquehanna International | 13k | $307k | 100% | Sep 2025 |
|
| CWM | 13k | $305k | 101% | Sep 2025 |
|
| North Star Investment Management | 12k | $300k | 0% | Sep 2025 |
|
| Concurrent Investment Advisors | 12k | $298k | 6% | Sep 2025 |
|
| Envestnet Asset Management | 12k | $297k | 5% | Sep 2025 |
|
| Financial Security Advisor | 12k | $293k | 0% | Sep 2025 |
|
| Hanson McClain Advisors | 12k | $293k | 22% | Sep 2025 |
|
| HPM Partners | 12k | $290k | 100% | Sep 2025 |
|
| MGB Wealth Management | 12k | $280k | 0% | Sep 2025 |
|
| Dynamic Advisors Solutions | 11k | $265k | 0% | Sep 2025 |
|
| Hancock Bank Trust Department | 11k | $261k | 0% | Sep 2025 |
|
| Kingsview Wealth Management | 11k | $258k | -25% | Sep 2025 |
|
| Kayne Anderson Rudnick Investment Management | 10k | $245k | 0% | Sep 2025 |
|
| Pensionmark Financial Group | 9.7k | $237k | 100% | Sep 2025 |
|
| Cresset Asset Management | 9.5k | $231k | 2% | Sep 2025 |
|
| Oakmont Partners | 9.3k | $228k | 0% | Sep 2025 |
|
| Wedbush Morgan Securities | 9.3k | $227k | 100% | Sep 2025 |
|
| Brian McDonald | 9.1k | $224k | 10% | Sep 2025 |
|
| NorthStar Asset Management | 9.0k | $221k | -3% | Sep 2025 |
|
| Smh Capital Advisors | 9.0k | $222k | 1% | Sep 2025 |
|
| Readystate Asset Management | 8.5k | $208k | -18% | Sep 2025 |
|
| Vista Investment Partners Ii | 8.5k | $208k | 0% | Sep 2025 |
|
| Xcel Wealth Management | 8.4k | $206k | -26% | Sep 2025 |
|
| Modern Wealth Management | 8.3k | $202k | 100% | Sep 2025 |
|
| Newbridge Financial Services Group | 7.3k | $178k | 0% | Sep 2025 |
|
| Wolverine Asset Management | 6.3k | $154k | -91% | Sep 2025 |
|
| Private Trust Co Na | 5.2k | $126k | 1% | Sep 2025 |
|
| Nbc Securities | 4.9k | $119k | 11% | Sep 2025 |
|
| CoreCap Advisors | 4.1k | $101k | 0% | Sep 2025 |
|
| Harbour Investments | 3.5k | $84k | 0% | Sep 2025 |
|
| Investors Research Corp | 3.1k | $77k | 0% | Sep 2025 |
|
| Blue Bell Private Wealth Management | 3.1k | $77k | 248% | Sep 2025 |
|
| Bank & Trust | 2.7k | $67k | 0% | Sep 2025 |
|
| Salomon & Ludwin | 2.4k | $59k | -7% | Sep 2025 |
|
| Parvin Asset Management | 2.4k | $58k | 0% | Sep 2025 |
|
| Advisory Services Network | 2.1k | $51k | 100% | Sep 2025 |
|
| N.E.W. Advisory Services | 2.0k | $49k | 0% | Sep 2025 |
|
| ORG Partners | 1.7k | $43k | 0% | Sep 2025 |
|
| Milestone Group | 1.7k | $42k | 0% | Sep 2025 |
|
| Ameritas Advisory Services | 1.7k | $42k | -37% | Sep 2025 |
|
| IFP Advisors | 1.7k | $42k | 0% | Sep 2025 |
|
| GAMMA Investing | 1.5k | $37k | 0% | Sep 2025 |
|
| Future Financial Wealth Managment | 1.5k | $37k | 2% | Sep 2025 |
|
| Atlantic Trust | 1.2k | $29k | -56% | Sep 2025 |
|
| Vermillion Wealth Management | 832.00 | $20k | 0% | Sep 2025 |
|
| Caldwell Trust | 816.00 | $20k | 100% | Sep 2025 |
|
| Union Bankshares | 800.00 | $20k | 100% | Sep 2025 |
|
| EverSource Wealth Advisors | 750.00 | $18k | 0% | Sep 2025 |
|
| Farther Finance Advisors | 733.00 | $18k | -9% | Sep 2025 |
|
| Kennebec Savings Bank | 589.00 | $14k | 0% | Sep 2025 |
|
| Armstrong Advisory Group | 555.00 | $14k | 2% | Sep 2025 |
|
| Principal Securities | 550.00 | $13k | -42% | Sep 2025 |
|
| Perkins Coie Trust | 500.00 | $12k | 0% | Sep 2025 |
|
| MAI Wealth Advisors | 492.00 | $12k | 0% | Sep 2025 |
|
| Sound Income Strategies | 298.00 | $7.3k | 0% | Sep 2025 |
|
| D. J. St. Germain | 293.00 | $7.2k | 0% | Sep 2025 |
|
| Parallel Advisors | 256.00 | $6.3k | 100% | Sep 2025 |
|
| Central Trust & Investment | 250.00 | $6.1k | 100% | Sep 2025 |
|
| Highline Wealth Partners | 150.00 | $3.7k | 100% | Sep 2025 |
|
| Mather Group | 104.00 | $2.5k | 100% | Sep 2025 |
|
| Hantz Financial Services | 2.00 | $0 | 0% | Sep 2025 |
|
| Huntington National Bank | 1.00 | $24.000000 | 0% | Sep 2025 |
|
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 |
| Putnam Fl Investment Management | Jun 2025 | 20k | $482k |
| Kovack Advisors | Jun 2025 | 17k | $413k |
| J.w. Cole Advisors | Jun 2025 | 10k | $248k |
| Us Bancorp | Jun 2025 | 8.2k | $198k |
| 13F Holdings Report | Jun 2025 | 2.0k | $49k |
| Northwestern Mutual Wealth Management Company | Jun 2025 | 1.8k | $43k |
| Elequin Capital | Jun 2025 | 1.3k | $31k |
| TD Capital Management | Jun 2025 | 631.00 | $15k |
| Evolution Wealth Management | Jun 2025 | 371.00 | $8.9k |
| Jpmorgan Chase & Co | Mar 2025 | 187.00 | $4.4k |
| Jones Financial Companies, L.L | Jun 2025 | 60.00 | $1.4k |
| Tower Research Capital | Jun 2025 | 1.00 | $24.000000 |