DaveManuel.com · Institutional Ownership · Who Owns It
EATON VANCE TAX ADVT DIV INC (EVT)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
159
Reporting holders
$393.8M
Reported value
0.0%
Calls
0.0%
Puts
+12
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +4.8%+$969.1K |
| 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 | -10.0%-$708.9K |
| Advisors Asset Management, Inc. | $6.1M | 218,584 | 0.09% | 17q | -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 |
| Cambridge Investment Research Advisors, Inc. | $4.2M | 152,388 | 0.00% | 31q | +101.1%+$2.1M |
| 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% | 15q | +428.5%+$2.7M |
| 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 |
| Janney Montgomery Scott LLC | $1.6M | 56,486 | 0.00% | 31q | +8.3%+$119.6K |
| PNC Financial Services Group, Inc. | $1.6M | 56,082 | 0.00% | 31q | HELD |
| 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 |
| Corient Private Wealth LP | $704.1K | 25,438 | 0.00% | 14q | -6.3%-$47.1K |
| 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 |
| SHIKIAR ASSET MANAGEMENT INC | $554.0K | 20,000 | 0.14% | 4q | 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 |
| 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 |
| WEDBUSH SECURITIES INC | $331.0K | 11,973 | 0.01% | 4q | +2.1%+$6.7K |
| 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 |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 44 | $32.1M | 1,150,906 | 3 | 13 | 11 | 0.0% |
| Q2 2026 | 159 | $393.8M | 14,240,427 | 26 | 62 | 29 | 0.0% |
| Q1 2026 | 147 | $337.9M | 13,757,861 | 15 | 50 | 38 | 0.0% |
| Q4 2025 | 150 | $349.3M | 13,866,403 | 17 | 50 | 33 | 0.0% |
| Q3 2025 | 143 | $337.8M | 13,821,533 | 12 | 51 | 33 | 0.0% |
| Q2 2025 | 145 | $341.4M | 14,167,901 | 14 | 51 | 37 | 0.0% |
| Q1 2025 | 136 | $315.2M | 13,546,695 | 13 | 45 | 30 | 0.0% |
| Q4 2024 | 132 | $330.4M | 13,738,000 | 8 | 40 | 33 | 0.0% |
| Q3 2024 | 131 | $332.3M | 13,458,449 | 16 | 35 | 40 | 0.0% |
| Q2 2024 | 125 | $317.7M | 13,643,480 | 10 | 36 | 39 | 0.0% |
| Q1 2024 | 128 | $362.3M | 15,353,613 | 20 | 34 | 28 | 0.0% |
| Q4 2023 | 118 | $300.1M | 13,489,695 | 15 | 39 | 31 | 0.0% |
| Q3 2023 | 110 | $244.5M | 11,546,403 | 9 | 38 | 28 | 0.0% |
| Q2 2023 | 109 | $248.1M | 10,905,099 | 9 | 44 | 20 | 0.0% |
| Q1 2023 | 112 | $236.1M | 10,441,704 | 11 | 30 | 32 | 0.0% |
| Q4 2022 | 119 | $240.9M | 10,517,639 | 21 | 28 | 38 | 0.0% |
| Q3 2022 | 108 | $994.3M | 45,685,029 | 11 | 29 | 27 | 0.0% |
| Q2 2022 | 108 | $1.1B | 45,796,848 | 11 | 30 | 23 | 0.0% |
| Q1 2022 | 112 | $1.5B | 50,314,355 | 7 | 30 | 34 | 0.0% |
| Q4 2021 | 122 | $1.5B | 49,109,680 | 14 | 37 | 22 | 0.0% |
| Q3 2021 | 110 | $910.0M | 33,147,233 | 10 | 42 | 20 | 0.0% |
| Q2 2021 | 109 | $915.1M | 33,107,782 | 6 | 32 | 21 | 0.0% |
| Q1 2021 | 115 | $866.0M | 32,957,605 | 18 | 31 | 26 | 0.0% |
| Q4 2020 | 113 | $774.8M | 32,764,775 | 19 | 26 | 28 | 0.0% |
| Q3 2020 | 95 | $737.7M | 37,439,415 | 13 | 26 | 25 | 0.0% |
| Q2 2020 | 91 | $178.5M | 9,266,944 | 13 | 19 | 33 | 0.0% |
| Q1 2020 | 96 | $348.8M | 20,690,871 | 15 | 21 | 25 | 0.0% |
| Q4 2019 | 106 | $540.1M | 21,165,118 | 11 | 23 | 23 | 0.0% |
| Q3 2019 | 97 | $550.7M | 22,417,665 | 13 | 28 | 22 | 0.0% |
| Q2 2019 | 98 | $502.4M | 21,107,553 | 10 | 24 | 27 | 0.0% |
| Q1 2019 | 108 | $452.1M | 20,280,691 | 15 | 22 | 32 | 0.0% |
| Q4 2018 | 106 | $228.0M | 11,939,214 | 0 | 4 | 2 | 0.0% |