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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

131 managers (131 13F filers) reported a position in XEVTX shares at 2024-12-31, 13,721,660 shares in all. 7 filers opened a position and 10 filers sold out during the quarter.

Managers
131
13F filers
131
New
7
Added
43
Reduced
38
Sold out
10
Shares held by filers
13,721,660

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG984,491$23.7M0.01%-12,12613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/880,408$21.2M<0.01%-62,55513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY876,332$21.1M<0.01%+83,49813F-HR/ATimelineGroup
McGowan Group Asset Management, Inc.836,447$20.1M2.69%-3,62913F-HRTimeline
Joel Isaacson & Co., LLC700,564$16.8M0.76%-2,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC675,762$16.3M0.01%13F-HR/ATimelineGroup
Karpus Management, Inc.661,774$15.9M0.47%+10,50713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN644,068$15.5M<0.01%+14,16113F-HRTimelineGroup
1607 Capital Partners, LLC587,126$14.1M1.13%+59,91613F-HRTimeline
Cornerstone Advisors, LLC529,147$12.7M0.51%-194,90413F-HRTimeline
LPL Financial LLC394,509$9.49M<0.01%+84,58513F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.382,313$9.2M0.02%-23,00013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.364,797$8.77M0.12%+79213F-HRTimelineGroup
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC359,498$8.65M0.07%+26,37113F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC301,728$7.26M5.9%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC262,575$6.31M<0.01%+35,76613F-HRTimelineGroup
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC259,818$6.24M0.15%-60,73813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.228,682$5.5M0.01%+6,53213F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA220,976$5.32M<0.01%+2,27913F-HRTimelineGroup
Advisors Asset Management, Inc.219,845$5.29M0.1%+5,05713F-HR/ATimeline
Penserra Capital Management LLCin group Penserra Capital Management L…205,577$4.94M0.09%+13,85213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC197,965$4.76M0.01%+2,76213F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192,425$4.63M0.01%-5,32113F-HRTimelineGroup
Shaker Financial Services, LLC181,673$4.37M1.67%-24,97313F-HRTimeline
Private Advisor Group, LLC174,178$4.19M0.02%+8,48113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…173,812$4.18M0.01%-9,39113F-HR/ATimeline
Formidable Asset Management, LLC154,013$3.7M0.61%-3,30313F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP116,951$2.81M<0.01%+77413F-HRTimelineGroup
Accel Wealth Management115,790$2.78M1.06%-3,57913F-HRTimeline
Cetera Investment Advisers104,962$2.52M0.01%+9,55913F-HRTimeline
Steward Partners Investment Advisory, L…93,783$2.26M0.02%+9,79013F-HRTimeline
Cambridge Investment Research Advisors,…93,732$2.25M0.01%-4,70813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management80,958$1.95M0.06%new13F-HRTimelineGroup
MRA Advisory Group80,786$1.94M1.03%+1,84313F-HRTimeline
1776 Wealth LLC73,209$1.76M0.81%-16013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,091$1.2M<0.01%+1,25813F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC49,291$1.19M0.34%+29,69913F-HRTimeline
HighTower Advisors, LLC49,023$1.18M<0.01%-1,69113F-HRTimeline
Janney Montgomery Scott LLC44,800$1.08M<0.01%-14513F-HRTimeline
MML INVESTORS SERVICES, LLC44,083$1.06M<0.01%-35213F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37,855$910K0.04%013F-HRTimeline
RFG Advisory, LLC36,948$889K0.03%+813F-HRTimeline
Summit Investment Advisory Services, LLC36,424$876K0.45%+38913F-HRTimeline
Mariner, LLCin group Mariner, LLC34,523$830K<0.01%+1,12013F-HRTimelineGroup
Sowell Financial Services LLC33,716$811K0.04%-83913F-HRTimeline
Founders Financial Alliance, LLC31,227$751K0.21%+83013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP30,524$734K<0.01%-3,45213F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.28,468$685K<0.01%-1,88613F-HRTimelineGroup
Meridian Wealth Management, LLC28,419$683K0.03%+4,70613F-HRTimeline
Sanctuary Advisors, LLC27,294$674K<0.01%-2,01813F-HRTimeline
Prime Capital Investment Advisors, LLC28,006$674K0.01%-2,78513F-HRTimeline
Live Oak Private Wealth LLC24,589$591K0.1%013F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.23,335$561K0.25%+22713F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,769$524K0.2%013F-HRTimeline
Snowden Capital Advisors LLC21,264$511K0.02%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…20,912$503K<0.01%+1,29613F-HRTimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC20,109$484K0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,103$483K<0.01%-18413F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO20,000$481K0.01%013F-HRTimeline
DAVENPORT & Co LLC19,779$476K<0.01%-1,28613F-HRTimeline
Creative Planningin group Creative Planning19,505$469K<0.01%+75513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,835$453K<0.01%+1,09513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,002$433K0.01%+8,01813F-HRTimelineGroup
Heritage Trust Co17,900$430K0.05%13F-HRTimeline
Richmond Investment Services, LLC17,216$414K0.23%13F-HRTimeline
Wealth Alliance Advisory Group, LLC17,037$410K0.09%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth16,190$389K<0.01%013F-HR/ATimelineGroup
INSIGNEO ADVISORY SERVICES, LLC15,500$373K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,457$372K<0.01%013F-HRTimelineGroup
&PARTNERS14,968$359K<0.01%+2,41613F-HRTimeline
Prospera Financial Services Inc14,711$354K0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,676$353K<0.01%-5,93613F-HRTimelineGroup
Calamos Advisors LLCin group Calamos Advisors LLC14,586$351K<0.01%+2,80513F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.14,544$350K<0.01%-53013F-HRTimeline
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC14,309$344K0.01%-61713F-HRTimelineGroup
North Star Investment Management Corp.13,701$330K0.02%+2313F-HRTimeline
Kingsview Wealth Management, LLC13,608$327K0.01%-2413F-HRTimeline
Atria Wealth Solutions, Inc.13,084$315K<0.01%-60113F-HRTimeline
Stonebridge Financial Planning Group, L…13,000$313K0.14%013F-HRTimeline
COMMONS CAPITAL, LLC11,797$284K0.26%+1,29813F-HRTimeline
Cornerstone Wealth Management, LLC11,690$281K0.02%+1013F-HRTimeline
Xcel Wealth Management, LLC11,325$272K0.08%+10013F-HRTimeline
HANCOCK WHITNEY CORP10,663$256K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC10,415$250K0.01%-26013F-HRTimeline
Private Portfolio Partners LLC10,152$244K0.04%013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$240K<0.01%013F-HR/ATimeline
Financial Security Advisor, Inc.10,000$240K0.06%013F-HRTimeline
NorthStar Asset Management LLC /NJ/9,662$232K0.15%+43613F-HRTimeline
Johnson & White Wealth Management, LLC9,580$229K0.14%-15413F-HRTimeline
Dakota Wealth Management9,340$225K0.01%+5013F-HRTimeline
SMH CAPITAL ADVISORS INC9,283$223K0.54%-6613F-HRTimeline
MGB Wealth Management, LLC8,967$216K0.07%013F-HRTimeline
Cresset Asset Management, LLC8,884$214K<0.01%+17713F-HRTimeline
Financial Advocates Investment Manageme…8,550$206K0.01%+8313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,200$197K<0.01%013F-HRTimelineGroup
COMERICA BANK7,951$191K<0.01%013F-HR/ATimeline
Allworth Financial LP5,763$142K<0.01%+4,75613F-HRTimeline
CWM, LLCin group CWM, LLC5,546$133K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC5,222$126K<0.01%-8,52213F-HRTimeline
CoreCap Advisors, LLC4,129$99.3K<0.01%-20013F-HRTimeline
PRIVATE TRUST CO NA4,069$97.9K0.01%+3113F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$83K<0.01%013F-HRTimeline
Investors Research Corp3,145$75.6K0.02%013F-HRTimeline
AlphaMark Advisors, LLC3,000$72K0.03%013F-HRTimeline
Bank & Trust Co2,729$65.6K0.06%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,702$65.1K<0.01%013F-HRTimelineGroup
Salomon & Ludwin, LLC2,594$62.4K0.01%013F-HRTimeline
Parvin Asset Management, LLC2,350$56.5K0.06%13F-HRTimeline
Parallel Advisors, LLC2,206$53.1K<0.01%-48513F-HRTimeline
Kessler Investment Group, LLC2,144$51.6K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.1,837$44.2K<0.01%-1,10213F-HRTimeline
Future Financial Wealth Managment LLC1,834$44.1K0.03%+3613F-HRTimeline
ORG Partners LLC1,742$41.9K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,719$41.3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$40.9K<0.01%013F-HRTimeline
GAMMA Investing LLC1,500$36.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC1,007$24.2K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.832$20K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…750$18K<0.01%-78013F-HRTimelineGroup
Kennebec Savings Bank589$14.1K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC550$13.2K<0.01%new13F-HRTimelineGroup
MAI Capital Management492$11.8K<0.01%new13F-HRTimeline
Transce3nd, LLC461$11.1K<0.01%13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293$7.05K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC269$6.47K<0.01%013F-HRTimeline
MATHER GROUP, LLC.250$6.01K<0.01%013F-HRTimeline
Plante Moran Financial Advisors, LLC163$3.92K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…100$2.4K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$120<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.4$1040.01%-4,34613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.