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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Morgan Stanley 973k $24M 3% Mar 2026
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UBS Group 893k $22M 6% Mar 2026
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Bank of America Corporation 884k $22M 100% Mar 2026
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1607 Capital Partners 842k $21M 7% Mar 2026
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McGowan Group Asset Management 785k $19M 0% Mar 2026
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Joel Isaacson & Co 732k $18M -2% Mar 2026
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Wells Fargo & Company 729k $18M 2% Mar 2026
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LPL Financial 523k $13M 3% Mar 2026
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Stratos Wealth Partners 459k $11M 3% Mar 2026
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Karpus Investment Management 430k $11M -30% Dec 2025
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Guggenheim Capital, LLC Managers 397k $9.7M 5% Mar 2026
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Kingstone Capital Partners Texas 342k $8.4M 11% Mar 2026
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Advisor Group Holdings 269k $6.8M 12% Dec 2025
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Advisors Asset Management 268k $6.6M 1% Mar 2026
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Ameriprise Financial 256k $6.3M -29% Mar 2026
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Private Advisor 214k $5.2M 4% Mar 2026
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Rockefeller Capital Management 194k $4.8M -6% Mar 2026
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Royal Bank of Canada 190k $4.7M -13% Mar 2026
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First Trust Advisors 153k $3.8M 5% Mar 2026
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Steward Partners Investment Advisory 152k $3.7M 60% Mar 2026
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Cetera Investment Advisers 151k $3.7M 0% Mar 2026
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Wiley Bros.-aintree Capital 134k $3.4M 114% Dec 2025
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Commonwealth Equity Services 128k $3.1M 7% Mar 2026
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Spire Wealth Management 122k $3.0M 6% Mar 2026
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BBK Capital Partners 114k $2.9M -14% Mar 2026
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Legacy Financial Independent Advisors 91k $2.2M 100% Mar 2026
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Morris Retirement Advisors 87k $2.1M 1% Mar 2026
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Sanctuary Advisors 85k $2.1M 1% Mar 2026
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Accel Wealth Management 83k $2.0M -1% Mar 2026
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PMG Family Office 82k $2.0M 6% Mar 2026
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1776 Wealth 76k $1.9M 0% Mar 2026
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Cambridge Investment Research Advisors 76k $1.9M 1% Mar 2026
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Allspring Global Investments Holdings 70k $1.7M 68% Mar 2026
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Shaker Financial Services 62k $1.5M -64% Mar 2026
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HighTower Advisors 58k $1.4M 4% Mar 2026
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Pnc Financial Services 56k $1.4M 185% Mar 2026
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Janney Montgomery Scott 52k $1.3M 4% Mar 2026
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Two Sigma Investments 50k $1.2M -54% Mar 2026
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Stifel Financial 49k $1.2M -6% Mar 2026
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Meridian Wealth Management 45k $1.1M 1% Mar 2026
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Mml Investors Services 45k $1.1M -6% Mar 2026
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Mariner Wealth Advisors 40k $979k -10% Mar 2026
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Founders Financial Alliance 39k $946k 6% Mar 2026
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Samalin Investment Counsel 37k $901k 100% Mar 2026
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Hollencrest Securities 36k $870k -5% Mar 2026
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Prospera Financial Services 34k $838k 7% Mar 2026
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Richmond Investment Services 31k $756k -8% Mar 2026
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CI Private Wealth 27k $623k 1% Mar 2026
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Creative Planning 27k $664k 2% Mar 2026
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Sowell Financial Services 27k $658k 0% Mar 2026
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Baird Financial 26k $657k 0% Dec 2025
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Cornerstone Wealth Management 26k $626k 3% Mar 2026
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Live Oak Private Wealth 25k $604k 0% Mar 2026
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Denver Wealth Management 24k $590k 10% Mar 2026
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Snowden Capital Advisors 23k $587k 10% Dec 2025
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Goss Wealth Management 23k $558k 42% Mar 2026
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Commons Capital 23k $554k 41% Mar 2026
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AQR Capital Management 23k $553k 0% Mar 2026
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Silverlake Wealth Management 22k $534k 0% Mar 2026
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Shikiar Asset Management 20k $491k 0% Mar 2026
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Summit Investment Advisory Services 20k $481k 1% Mar 2026
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Insigneo Advisory Services 20k $479k 0% Mar 2026
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Prime Capital Investment Advisors 20k $479k -10% Mar 2026
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JGP Wealth Management 19k $465k 0% Mar 2026
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Colony 19k $474k 12% Dec 2025
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Davenport & Co 19k $457k -2% Mar 2026
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Kovack Advisors 17k $426k 0% Mar 2026
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AlphaCore Capital 17k $416k 0% Mar 2026
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Summit Financial 17k $411k -2% Mar 2026
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Wealth Alliance Advisory Group 17k $408k 0% Mar 2026
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Envestnet Asset Management 16k $397k 26% Mar 2026
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Heritage Trust 16k $390k 0% Mar 2026
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Fiduciary Trust Company 16k $389k 0% Dec 2025
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Sound Income Strategies 15k $373k 0% Mar 2026
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Independent Advisor Alliance 14k $349k 100% Mar 2026
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HPM Partners 14k $337k -1% Mar 2026
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Johnson & White Wealth Management 14k $332k -3% Mar 2026
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Pensionmark Financial Group 13k $323k 0% Mar 2026
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Abel Hall 13k $319k 0% Mar 2026
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Stonebridge Financial Planning Group 13k $319k 0% Mar 2026
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Concurrent Investment Advisors 13k $317k 6% Mar 2026
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Oppenheimer & Co 13k $311k 1% Mar 2026
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Financial Security Advisor 13k $307k 2% Mar 2026
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North Star Investment Management 12k $303k 0% Mar 2026
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Kestra Private Wealth Services 12k $294k 1% Mar 2026
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Calamos Advisors 12k $293k -43% Mar 2026
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CWM 12k $300k -5% Dec 2025
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RFG Advisory 12k $289k -30% Mar 2026
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Wedbush Morgan Securities 12k $288k 26% Mar 2026
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Simplicity Wealth 12k $282k 0% Mar 2026
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MGB Wealth Management 12k $289k 0% Dec 2025
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Kingsview Wealth Management 11k $279k 0% Mar 2026
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Dynamic Advisors Solutions 11k $264k -1% Mar 2026
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Hancock Bank Trust Department 11k $280k -8% Mar 2026
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HBK Sorce Advisory 11k $280k 100% Mar 2026
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Harbour Wealth Management Group 10k $247k -1% Mar 2026
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Kayne Anderson Rudnick Investment Management 10k $252k 0% Dec 2025
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Hanson McClain Advisors 9.9k $248k -18% Dec 2025
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Cresset Asset Management 9.8k $241k 2% Mar 2026
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NorthStar Asset Management 9.3k $229k 4% Mar 2026
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Cooper/haims Advisors 9.1k $225k 0% Mar 2026
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Oakmont Partners 9.0k $221k 0% Mar 2026
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Vista Investment Partners Ii 8.5k $209k 0% Mar 2026
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David Vaughan Investments 8.4k $206k 100% Mar 2026
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Axiom Investment Management 8.1k $199k 100% Mar 2026
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Private Trust Co Na 5.2k $129k 1% Mar 2026
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Fifth Third Bancorp 5.2k $128k 100% Mar 2026
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Brian McDonald 5.2k $131k -43% Dec 2025
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Nbc Securities 4.9k $119k 0% Mar 2026
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Birchwood Financial Partners 3.6k $89k 2% Mar 2026
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Harbour Investments 3.5k $85k 0% Mar 2026
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Investors Research Corp 3.1k $77k 0% Mar 2026
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CoreCap Advisors 3.1k $77k -24% Mar 2026
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Noble Wealth Management PBC 3.0k $75k 100% Mar 2026
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N.E.W. Advisory Services 3.0k $74k 49% Mar 2026
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Bank & Trust 2.7k $67k 0% Mar 2026
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Parvin Asset Management 2.4k $58k 0% Mar 2026
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Salomon & Ludwin 2.1k $53k 0% Mar 2026
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Golden State Equity Partners 2.0k $50k 100% Mar 2026
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ORG Partners 1.7k $44k 0% Dec 2025
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Milestone Group 1.7k $42k 0% Mar 2026
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Blue Bell Private Wealth Management 1.6k $39k -78% Mar 2026
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GAMMA Investing 1.5k $37k 0% Mar 2026
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IFP Advisors 1.5k $37k -12% Mar 2026
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Atlantic Trust 1.2k $30k 0% Dec 2025
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Keating Financial Advisory Services 996.00 $25k 100% Mar 2026
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Maryland Capital Advisors 933.00 $24k 100% Dec 2025
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Farther Finance Advisors 916.00 $23k 0% Mar 2026
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Old Point Trust & Financial Services N A 901.00 $22k 0% Mar 2026
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Caldwell Trust 816.00 $20k 0% Mar 2026
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Union Bankshares 800.00 $20k 0% Mar 2026
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EverSource Wealth Advisors 700.00 $17k -7% Mar 2026
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Armstrong Advisory Group 577.00 $14k 2% Mar 2026
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Community Fin'l Svs 500.00 $12k 100% Mar 2026
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MAI Wealth Advisors 492.00 $12k 0% Mar 2026
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Bruce G. Allen Investments 425.00 $10k 100% Mar 2026
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Vermillion Wealth Management 417.00 $10k -8% Mar 2026
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SageView Advisory Group 263.00 $6.6k 100% Dec 2025
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Smh Capital Advisors 221.00 $221k -98% Mar 2026
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Rossby Financial, LCC 213.00 $5.3k 100% Mar 2026
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Kennebec Savings Bank 196.00 $4.8k -67% Mar 2026
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Assetmark 168.00 $4.1k 0% Mar 2026
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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% Mar 2026
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BlackRock 1.00 $13.000000 100% Mar 2026
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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
Wealth Enhancement Advisory Services Dec 2025 194k $5.0M
Prevail Innovative Wealth Advisors Dec 2025 89k $2.2M
Wolverine Asset Management Dec 2025 52k $1.3M
Cohen & Steers Capital Management Sep 2025 45k $1.1M
Logan Stone Capital Dec 2025 29k $736k
Jane Street Dec 2025 14k $340k
Susquehanna International Sep 2025 13k $307k
Modern Wealth Management Sep 2025 8.3k $202k
Xcel Wealth Management Dec 2025 8.1k $205k
Next Level Private Dec 2025 8.0k $201k
Murphy, Middleton, Hinkle & Parker Dec 2025 6.1k $307k
Kestra Advisory Services Dec 2025 5.6k $141k
Flagship Harbor Advisors Dec 2025 3.3k $82k
Advisory Services Network Sep 2025 2.1k $51k
Garton & Associates Financial Advisors Dec 2025 2.0k $52k
Oakworth Capital Dec 2025 1.0k $25k
First Horizon National Corp Dec 2025 1.0k $25k
D. J. St. Germain Dec 2025 293.00 $7.4k
Highline Wealth Partners Dec 2025 150.00 $3.8k