EATON VANCE TAX ADVT DIV INC (EVT)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
154
Reporting holders
$388.0M
Reported value
0.0%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $28.3M | 1,020,608 | 0.01% | 7q | +0.7%+$192.1K |
| MORGAN STANLEY | $27.4M | 991,440 | 0.00% | 35q | +1.9%+$501.0K |
| 1607 Capital Partners, LLC | $26.2M | 946,952 | 2.28% | 10q | +12.5%+$2.9M |
| UBS Group AG | $25.0M | 902,526 | 0.00% | 31q | +1.1%+$270.0K |
| BANK OF AMERICA CORP /DE/ | $22.6M | 817,695 | 0.00% | 31q | -7.5%-$1.8M |
| McGowan Group Asset Management, Inc. | $21.5M | 777,149 | 2.61% | 25q | -1.0%-$211.8K |
| WELLS FARGO & COMPANY/MN | $21.1M | 763,634 | 0.00% | 31q | -47.6%-$19.2M |
| Joel Isaacson & Co., LLC | $20.1M | 727,304 | 0.58% | 31q | -0.6%-$128.5K |
| LPL Financial LLC | $14.9M | 538,364 | 0.00% | 31q | +2.9%+$421.3K |
| Stratos Wealth Partners, LTD. | $12.0M | 433,686 | 0.12% | 31q | -5.5%-$699.5K |
| Karpus Management, Inc. | $11.4M | 412,721 | 0.33% | 15q | -0.9%-$101.1K |
| GUGGENHEIM CAPITAL LLC | $10.4M | 375,585 | 0.07% | 31q | -5.3%-$578.9K |
| Kingstone Capital Partners Texas, LLC | $10.2M | 369,491 | 5.45% | 7q | +8.2%+$771.3K |
| OSAIC HOLDINGS, INC. | $8.7M | 314,076 | 0.01% | 26q | +5.3%+$436.8K |
| Private Advisor Group, LLC | $6.8M | 247,099 | 0.03% | 31q | +15.6%+$921.8K |
| AMERIPRISE FINANCIAL INC | $6.4M | 229,857 | 0.00% | 31q | -55.0%-$7.8M |
| Advisors Asset Management, Inc. | $6.1M | 218,584 | 0.09% | 24q | -18.6%-$1.4M |
| Rockefeller Capital Management L.P. | $5.8M | 208,410 | 0.01% | 28q | +7.7%+$412.6K |
| ROYAL BANK OF CANADA | $5.4M | 196,431 | 0.00% | 31q | +3.6%+$190.6K |
| Cetera Investment Advisers | $4.8M | 172,878 | 0.00% | 10q | +14.6%+$608.5K |
| Steward Partners Investment Advisory, LLC | $4.4M | 159,161 | 0.02% | 31q | +4.7%+$197.9K |
| FIRST TRUST ADVISORS LP | $4.3M | 156,281 | 0.00% | 31q | +2.0%+$86.5K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $4.2M | 153,941 | 0.01% | 12q | +5.3%+$211.5K |
| &PARTNERS | $4.1M | 146,491 | 0.02% | 8q | +4.5%+$174.6K |
| LEGACY FINANCIAL INDEPENDENT ADVISORS LLC | $3.6M | 128,835 | 1.68% | 2q | +41.9%+$1.1M |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.3M | 120,199 | 0.00% | 31q | -5.7%-$201.8K |
| NewEdge Advisors, LLC | $3.3M | 120,137 | 0.01% | new | NEW |
| Spire Wealth Management | $3.2M | 115,599 | 0.10% | 7q | -4.9%-$166.3K |
| Formidable Asset Management, LLC | $2.8M | 112,161 | 0.44% | 23q | -1.3%-$37.6K |
| Allspring Global Investments Holdings, LLC | $2.7M | 98,412 | 0.00% | 8q | +40.6%+$786.9K |
| Sanctuary Advisors, LLC | $2.6M | 93,032 | 0.01% | 9q | +8.9%+$210.5K |
| MRA Advisory Group | $2.5M | 89,137 | 0.89% | 23q | +1.9%+$47.2K |
| PMG Family Office LLC | $2.3M | 82,310 | 2.10% | 4q | +1.0%+$23.5K |
| 1776 Wealth LLC | $2.1M | 76,286 | 0.74% | 11q | HELD |
| Accel Wealth Management | $2.1M | 74,654 | 0.47% | 23q | -9.7%-$220.8K |
| HighTower Advisors, LLC | $2.0M | 71,694 | 0.00% | 31q | +24.3%+$388.4K |
| Samalin Investment Counsel, LLC | $1.8M | 64,791 | 0.56% | 2q | +76.6%+$777.6K |
| PNC Financial Services Group, Inc. | $1.6M | 56,082 | 0.00% | 31q | HELD |
| Corient Private Wealth LP | $1.4M | 50,876 | 0.00% | 14q | +87.5%+$657.1K |
| MML INVESTORS SERVICES, LLC | $1.4M | 50,278 | 0.00% | 31q | +13.0%+$160.5K |
| STIFEL FINANCIAL CORP | $1.3M | 47,657 | 0.00% | 31q | -2.3%-$31.6K |
| Meridian Wealth Management, LLC | $1.3M | 46,138 | 0.04% | 9q | +2.4%+$29.7K |
| Saba Capital Management, L.P. | $1.2M | 44,169 | 0.03% | new | NEW |
| Founders Financial Alliance, LLC | $1.1M | 40,261 | 0.15% | 16q | +4.5%+$47.6K |
| Mariner, LLC | $1.1M | 39,652 | 0.00% | 28q | -0.6%-$6.7K |
| HOLLENCREST CAPITAL MANAGEMENT | $981.3K | 35,450 | 0.06% | 32q | HELD |
| Prospera Financial Services Inc | $953.0K | 34,428 | 0.01% | 7q | +0.8%+$7.8K |
| Creative Planning | $846.1K | 30,567 | 0.00% | 11q | +13.0%+$97.7K |
| Snowden Capital Advisors LLC | $772.3K | 27,899 | 0.02% | 23q | +28.9%+$173.0K |
| Focus Partners Wealth | $764.4K | 27,617 | 0.00% | 8q | +35.0%+$198.3K |
| Sowell Financial Services LLC | $757.0K | 27,347 | 0.02% | 19q | +2.1%+$15.2K |
| True North Advisors, LLC | $747.4K | 27,000 | 0.07% | new | NEW |
| Baird Financial Group, Inc. | $741.5K | 26,790 | 0.00% | 11q | +3.9%+$27.8K |
| Cornerstone Wealth Management, LLC | $728.1K | 26,306 | 0.03% | 14q | +3.1%+$21.9K |
| Sequoia Financial Advisors, LLC | $714.6K | 25,816 | 0.00% | new | NEW |
| XTX Topco Ltd | $709.5K | 25,631 | 0.01% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $699.6K | 25,274 | 0.00% | 5q | +12.3%+$76.6K |
| Live Oak Private Wealth LLC | $680.6K | 24,589 | 0.09% | 25q | HELD |
| COMMONS CAPITAL, LLC | $665.2K | 24,031 | 0.47% | 8q | +6.5%+$40.7K |
| DENVER WEALTH MANAGEMENT, INC. | $663.9K | 23,984 | 0.19% | 19q | HELD |
| SILVERLAKE WEALTH MANAGEMENT LLC | $602.6K | 21,769 | 0.11% | 19q | HELD |
| Summit Investment Advisory Services, LLC | $545.8K | 19,719 | 0.14% | 8q | +0.7%+$3.6K |
| INSIGNEO ADVISORY SERVICES, LLC | $539.8K | 19,500 | 0.02% | 15q | HELD |
| JGP Wealth Management, LLC | $524.2K | 18,938 | 0.05% | 3q | HELD |
| Prime Capital Investment Advisors, LLC | $521.9K | 18,854 | 0.01% | 16q | -3.3%-$17.7K |
| SMH CAPITAL ADVISORS INC | $517.5K | 18,694 | 1.01% | 11q | +102.9%+$262.4K |
| DAVENPORT & Co LLC | $514.8K | 18,599 | 0.00% | 31q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $508.5K | 18,372 | 0.00% | 5q | +13.5%+$60.6K |
| AlphaCore Capital LLC | $477.3K | 17,242 | 0.01% | 6q | +1.9%+$8.8K |
| Summit Financial, LLC | $466.3K | 16,845 | 0.01% | 5q | +0.6%+$2.8K |
| Wealth Alliance Advisory Group, LLC | $460.5K | 16,637 | 0.07% | 30q | HELD |
| Heritage Trust Co | $439.4K | 15,875 | 0.04% | 7q | HELD |
| Advisors Capital Management, LLC | $421.5K | 15,228 | 0.00% | new | NEW |
| Richmond Investment Services, LLC | $418.2K | 15,107 | 0.13% | 7q | -50.9%-$433.9K |
| Fiduciary Trust Co | $416.5K | 15,047 | 0.00% | 31q | HELD |
| Beacon Pointe Advisors, LLC | $413.6K | 14,943 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $402.7K | 14,549 | 0.00% | new | NEW |
| Allworth Financial LP | $382.9K | 13,832 | 0.00% | 11q | +67.4%+$154.2K |
| Kingsview Wealth Management, LLC | $382.0K | 13,799 | 0.00% | 12q | +21.6%+$67.8K |
| Johnson & White Wealth Management, LLC | $374.1K | 13,515 | 0.14% | 16q | HELD |
| MGO ONE SEVEN LLC | $373.4K | 13,492 | 0.01% | new | NEW |
| Cerity Partners LLC | $369.8K | 13,359 | 0.00% | 4q | -2.6%-$9.8K |
| EP Wealth Advisors, LLC | $365.9K | 13,217 | 0.00% | new | NEW |
| Stonebridge Financial Planning Group, LLC | $359.8K | 13,000 | 0.11% | 27q | HELD |
| STEVENS CAPITAL PARTNERS | $359.8K | 13,000 | 0.07% | new | NEW |
| Abel Hall, LLC | $359.8K | 13,000 | 0.06% | 3q | HELD |
| Concurrent Investment Advisors, LLC | $358.3K | 12,943 | 0.00% | 6q | HELD |
| OPPENHEIMER & CO INC | $353.0K | 12,754 | 0.00% | 31q | +0.6%+$2.3K |
| Financial Security Advisor, Inc. | $346.0K | 12,500 | 0.06% | 12q | HELD |
| HBK Sorce Advisory LLC | $334.0K | 11,650 | 0.01% | 2q | +9.4%+$28.7K |
| Kovack Advisors, Inc. | $327.4K | 11,783 | 0.02% | 3q | -31.2%-$148.7K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $305.8K | 11,047 | 0.00% | 24q | -7.7%-$25.7K |
| Dynamic Advisor Solutions LLC | $302.1K | 10,915 | 0.01% | 15q | +1.4%+$4.2K |
| North Star Investment Management Corp. | $301.5K | 10,894 | 0.02% | 31q | -11.7%-$39.8K |
| HANCOCK WHITNEY CORP | $295.2K | 10,663 | 0.00% | 9q | HELD |
| World Investment Advisors | $281.8K | 11,279 | 0.00% | 4q | -14.3%-$46.9K |
| Harbour Wealth Management Group, Inc. | $280.5K | 10,132 | 0.19% | 3q | +0.7%+$2.0K |
| Cresset Asset Management, LLC | $277.3K | 10,018 | 0.00% | 8q | +1.9%+$5.1K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $276.8K | 10,000 | 0.00% | 25q | HELD |
| Axiom Investment Management LLC | $275.7K | 9,960 | 0.18% | 2q | +23.1%+$51.6K |
Showing the largest 100 of 159 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 154 | $388.0M | 14,032,536 | 28 | 57 | 29 | 0.0% |
| Q1 2026 | 139 | $357.5M | 14,550,134 | 14 | 46 | 37 | 0.0% |
| Q4 2025 | 143 | $351.8M | 13,963,597 | 17 | 48 | 31 | 0.0% |
| Q3 2025 | 135 | $327.7M | 13,406,874 | 10 | 48 | 32 | 0.0% |
| Q2 2025 | 136 | $329.0M | 13,655,196 | 14 | 46 | 35 | 0.0% |
| Q1 2025 | 126 | $300.5M | 12,918,447 | 12 | 39 | 29 | 0.0% |
| Q4 2024 | 121 | $311.5M | 12,950,991 | 7 | 38 | 29 | 0.0% |
| Q3 2024 | 121 | $312.8M | 12,670,546 | 15 | 33 | 36 | 0.0% |
| Q2 2024 | 114 | $302.4M | 12,984,500 | 9 | 34 | 36 | 0.0% |
| Q1 2024 | 115 | $341.7M | 14,482,530 | 19 | 29 | 26 | 0.0% |
| Q4 2023 | 107 | $285.3M | 12,823,026 | 15 | 35 | 29 | 0.0% |
| Q3 2023 | 97 | $232.4M | 10,973,944 | 8 | 35 | 25 | 0.0% |
| Q2 2023 | 95 | $231.5M | 10,174,782 | 7 | 40 | 17 | 0.0% |
| Q1 2023 | 95 | $215.3M | 9,521,688 | 11 | 26 | 25 | 0.0% |
| Q4 2022 | 98 | $216.7M | 9,504,930 | 21 | 21 | 30 | 0.0% |
| Q3 2022 | 109 | $230.4M | 10,566,581 | 11 | 29 | 28 | 0.0% |
| Q2 2022 | 109 | $241.6M | 10,119,054 | 11 | 30 | 24 | 0.0% |
| Q1 2022 | 113 | $290.4M | 10,056,033 | 7 | 30 | 35 | 0.0% |
| Q4 2021 | 122 | $286.0M | 9,603,226 | 14 | 38 | 21 | 0.0% |
| Q3 2021 | 110 | $266.8M | 9,717,686 | 10 | 42 | 20 | 0.0% |
| Q2 2021 | 109 | $281.6M | 10,189,723 | 6 | 32 | 21 | 0.0% |
| Q1 2021 | 118 | $262.8M | 9,995,122 | 20 | 32 | 26 | 0.0% |
| Q4 2020 | 113 | $229.3M | 9,698,864 | 19 | 27 | 27 | 0.0% |
| Q3 2020 | 95 | $175.8M | 8,924,958 | 13 | 25 | 26 | 0.0% |
| Q2 2020 | 91 | $178.5M | 9,266,944 | 13 | 19 | 32 | 0.0% |
| Q1 2020 | 96 | $158.9M | 9,410,375 | 15 | 21 | 24 | 0.0% |
| Q4 2019 | 107 | $214.7M | 8,414,057 | 12 | 23 | 23 | 0.0% |
| Q3 2019 | 97 | $215.2M | 8,764,396 | 13 | 28 | 22 | 0.0% |
| Q2 2019 | 98 | $206.1M | 8,657,952 | 10 | 24 | 27 | 0.0% |
| Q1 2019 | 108 | $210.0M | 9,417,590 | 15 | 22 | 32 | 0.0% |
| Q4 2018 | 106 | $200.9M | 10,511,582 | 0 | 5 | 1 | 0.0% |