Eaton Vance Tax-Advantaged Dividend Income Fund - COM (EVT)

CUSIP: 27828G107

Q1 2025 13F Holders as of 31 Mar 2025

Share change
-179,175
SEC-reported price per share
$23.27
Number of holders
134
Value change
-$4,346,327
Number of buys
63
Number of sells
38

Security key

27828G107

Report period

Q1 2025

Institutions

134

Top holders

10

Ownership snapshot

Top reported holders of EVT - Eaton Vance Tax-Advantaged Dividend Income Fund - COM (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.

Comparable stake leader
UBS Group AG
Disclosed value leader
UBS Group AG
Comparable rows
0/15
Latest evidence
31 Dec 2024
13F Highest disclosed value: $23,677,009 15 rows are not safely comparable across share classes. Showing 1-6 of 15 holder rows.

Quick read

UBS Group AG has the largest disclosed position value at $23.68M.

0 of 15 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.

Open SEC evidence Opens UBS Group AG's linked filing trail.
Disclosed position value Top 5
UBS Group AG $23.68M
BANK OF AMERICA CORP /DE/ $21.17M
MORGAN STANLEY $21.08M
McGowan Group Asset Management, Inc. $20.12M
Joel Isaacson & Co., LLC $16.85M

Value bars compare disclosed positions; verify each figure against the linked filing evidence.

Detailed SEC evidence table Showing 1-6 of 15 holder rows
Holder Evidence Ownership % Position 12M Net Δ As of
UBS Group AG
13F
Company
13F
class O/S missing
$23,677,009
984,491 shares
31 Dec 2024
BANK OF AMERICA CORP /DE/
13F
Company
13F
class O/S missing
$21,173,808
880,408 shares
31 Dec 2024
MORGAN STANLEY
13F
Company
13F
class O/S missing
$21,075,812
876,332 shares
31 Dec 2024
McGowan Group Asset Management, Inc.
13F
Company
13F
class O/S missing
$20,116,546
836,447 shares
31 Dec 2024
Joel Isaacson & Co., LLC
13F
Company
13F
class O/S missing
$16,848,575
700,564 shares
31 Dec 2024
RAYMOND JAMES FINANCIAL INC
13F
Company
13F
class O/S missing
$16,252,088
675,762 shares
31 Dec 2024
How to read this table

Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.

13F holder rows

Institutional holders as of Q1 2025

Investor-level positions for this CUSIP, loaded as an interactive table.

Institutions
134
Shares
13,523,305
Rows available
134
Investor Option Weight % Change % SEC-reported value * Price Shares Share Change Activity Report Period

* SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. The marker flags a reported price that did not pass the local price check.

Compare Q1 2025 vs Q1 2026 Across Filers

Q1 2026 holders
145
Q1 2025 holders
134
Holder diff
-11
Investor Q1 2026 Shares Q1 2025 Shares Share Diff Share Chg % Q1 2026 value Q1 2025 value Value change Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
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