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Disclosery

XEVTX EATON VANCE TAX ADVT DIV INC

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COM (fund)

135 managers (135 13F filers) reported a position in XEVTX shares at 2025-03-31, 13,546,542 shares in all. 13 filers opened a position and 8 filers sold out during the quarter.

Managers
135
13F filers
135
New
13
Added
50
Reduced
31
Sold out
8
Shares held by filers
13,546,542

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MORGAN STANLEYin group MORGAN STANLEY937,933$21.8M<0.01%+61,60113F-HRTimelineGroup
UBS Group AGin group UBS Group AG925,304$21.5M<0.01%-59,18713F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/909,904$21.2M<0.01%+29,49613F-HRTimelineGroup
McGowan Group Asset Management, Inc.829,188$19.3M2.55%-7,25913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC707,832$16.5M0.01%+32,07013F-HRTimelineGroup
Joel Isaacson & Co., LLC683,265$15.9M0.72%-17,29913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN682,393$15.9M<0.01%+38,32513F-HRTimelineGroup
Karpus Management, Inc.635,312$14.8M0.48%-26,46213F-HRTimeline
1607 Capital Partners, LLC551,772$12.8M1.03%-35,35413F-HRTimeline
LPL Financial LLC427,680$9.95M<0.01%+33,17113F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC376,895$8.77M0.08%+17,39713F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.340,309$7.92M0.12%-24,48813F-HRTimelineGroup
Kingstone Capital Partners Texas, LLC334,560$7.79M6.27%+32,83213F-HRTimeline
Shaker Financial Services, LLC288,572$6.72M2.61%+106,89913F-HRTimeline
Cornerstone Advisors, LLC287,195$6.68M0.29%-241,95213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC278,198$6.47M<0.01%+15,62313F-HRTimelineGroup
Advisors Asset Management, Inc.249,128$5.8M0.11%+29,28313F-HR/ATimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…219,195$5.1M0.01%+26,77013F-HRTimelineGroup
COHEN & STEERS, INC.in group COHEN & STEERS, INC.217,333$5.06M0.01%-164,98013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA211,404$4.92M<0.01%-9,57213F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.211,016$4.91M0.01%-17,66613F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC197,542$4.6M0.01%-42313F-HRTimeline
AQR Arbitrage LLCin group AQR CAPITAL MANAGEMENT LLC189,517$4.36M0.11%-70,30113F-HRTimelineGroup
Private Advisor Group, LLC178,040$4.14M0.03%+3,86213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…172,920$4.02M0.01%-89213F-HRTimeline
Formidable Asset Management, LLC148,841$3.46M0.58%-5,17213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP121,128$2.82M<0.01%+4,17713F-HRTimelineGroup
Cetera Investment Advisers120,034$2.79M0.01%+15,07213F-HRTimeline
Accel Wealth Management110,043$2.56M0.93%-5,74713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management108,027$2.51M0.08%+27,06913F-HRTimelineGroup
Polar Asset Management Partners Inc.107,667$2.51M0.08%new13F-HRTimeline
Steward Partners Investment Advisory, L…101,362$2.36M0.02%+7,57913F-HRTimeline
Cambridge Investment Research Advisors,…89,002$2.07M0.01%-4,73013F-HRTimeline
MRA Advisory Group82,489$1.92M1.02%+1,70313F-HRTimeline
1776 Wealth LLC73,209$1.7M0.78%013F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC63,725$1.48M0.03%new13F-HRTimelineGroup
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC58,852$1.37M0.36%+9,56113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP53,674$1.25M<0.01%+3,58313F-HRTimelineGroup
HighTower Advisors, LLC49,615$1.15M<0.01%+59213F-HRTimeline
Janney Montgomery Scott LLC47,445$1.1M<0.01%+2,64513F-HRTimeline
MML INVESTORS SERVICES, LLC44,233$1.03M<0.01%+15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT37,855$881K0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC37,373$870K<0.01%+2,85013F-HRTimelineGroup
Summit Investment Advisory Services, LLC36,562$851K0.42%+13813F-HRTimeline
Founders Financial Alliance, LLC34,634$806K0.2%+3,40713F-HRTimeline
Meridian Wealth Management, LLC33,792$786K0.04%+5,37313F-HRTimeline
RFG Advisory, LLC33,059$769K0.02%-3,88913F-HRTimeline
Sowell Financial Services LLC30,128$701K0.03%-3,58813F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,827$648K<0.01%-2,69713F-HRTimelineGroup
Prospera Financial Services Inc27,803$647K0.01%+13,09213F-HRTimeline
Prime Capital Investment Advisors, LLC26,077$607K0.01%-1,92913F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth24,911$580K<0.01%+8,72113F-HR/ATimelineGroup
Live Oak Private Wealth LLC24,589$572K0.09%013F-HRTimeline
Sanctuary Advisors, LLC23,237$541K<0.01%-4,05713F-HRTimeline
DENVER WEALTH MANAGEMENT, INC.23,181$539K0.25%-15413F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC21,769$507K0.19%013F-HRTimeline
Creative Planningin group Creative Planning21,744$506K<0.01%+2,23913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…21,662$504K<0.01%+75013F-HRTimelineGroup
Yukon Wealth Management, Inc.21,265$495K0.21%13F-HRTimeline
Snowden Capital Advisors LLC21,264$495K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.20,276$472K<0.01%-8,19213F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO20,000$465K0.01%013F-HRTimeline
DAVENPORT & Co LLC19,699$458K<0.01%-8013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.19,301$449K<0.01%+4,75713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.18,835$438K<0.01%013F-HRTimelineGroup
MGB Wealth Management, LLC17,934$424K0.15%+8,96713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …18,167$423K0.01%+16513F-HRTimelineGroup
Heritage Trust Co17,900$417K0.05%013F-HRTimeline
Richmond Investment Services, LLC17,277$402K0.22%+6113F-HRTimeline
Wealth Alliance Advisory Group, LLC17,037$396K0.08%013F-HRTimeline
&PARTNERS16,004$371K<0.01%+1,03613F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC15,500$361K0.04%013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co15,457$360K<0.01%013F-HRTimelineGroup
Allspring Global Investments Holdings, …in group Allspring Global Investments …14,676$342K<0.01%013F-HRTimelineGroup
KESTRA PRIVATE WEALTH SERVICES, LLCin group Kestra Advisory Services, LLC14,593$340K0.01%+28413F-HRTimelineGroup
Kingsview Wealth Management, LLC14,095$328K0.01%+48713F-HRTimeline
Calamos Advisors LLCin group Calamos Advisors LLC14,025$326K<0.01%-56113F-HRTimelineGroup
North Star Investment Management Corp.13,235$308K0.02%-46613F-HRTimeline
Stonebridge Financial Planning Group, L…13,000$303K0.14%013F-HRTimeline
COMMONS CAPITAL, LLC12,331$287K0.26%+53413F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC12,251$285K0.02%new13F-HRTimelineGroup
AlphaCore Capital LLC12,165$283K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.11,648$271K<0.01%-1,43613F-HRTimeline
Xcel Wealth Management, LLC11,370$265K0.08%+4513F-HRTimeline
Cornerstone Wealth Management, LLC11,090$258K0.02%-60013F-HRTimeline
Financial Security Advisor, Inc.11,000$256K0.06%+1,00013F-HRTimeline
HANCOCK WHITNEY CORP10,663$248K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC10,415$242K0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…10,031$233K0.01%new13F-HRTimelineGroup
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…10,000$233K<0.01%013F-HRTimeline
Johnson & White Wealth Management, LLC9,719$226K0.13%+13913F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,462$220K<0.01%new13F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/9,407$219K0.14%-25513F-HRTimeline
Allworth Financial LP9,873$218K<0.01%+4,11013F-HRTimeline
Dakota Wealth Management9,340$217K0.01%013F-HRTimeline
Cresset Asset Management, LLC9,069$211K<0.01%+18513F-HRTimeline
SMH CAPITAL ADVISORS INC9,052$211K0.49%-23113F-HRTimeline
Financial Advocates Investment Manageme…8,637$201K0.01%+8713F-HRTimeline
COMERICA BANK8,451$197K<0.01%+50013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\8,200$191K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC6,221$145K<0.01%+67513F-HRTimelineGroup
NewEdge Advisors, LLC5,223$122K<0.01%+113F-HRTimeline
PRIVATE TRUST CO NA5,102$119K0.01%+1,03313F-HRTimeline
LANARK FINANCIAL, INC.4,350$101K0.01%+4,34613F-HRTimeline
CoreCap Advisors, LLC4,129$96.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.3,450$80.3K<0.01%013F-HRTimeline
Investors Research Corp3,145$73.2K0.02%013F-HRTimeline
Bank & Trust Co2,729$63.5K0.05%013F-HRTimeline
Salomon & Ludwin, LLC2,594$60.4K0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,500$58.2K<0.01%new13F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,702$55K<0.01%013F-HRTimelineGroup
Parvin Asset Management, LLC2,350$54.7K0.06%013F-HRTimeline
N.E.W. Advisory Services LLC2,155$50.1K<0.01%new13F-HRTimeline
Kessler Investment Group, LLC2,144$49.9K0.02%013F-HRTimeline
ORG Partners LLC1,742$40.5K0.01%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,719$40K<0.01%013F-HRTimeline
IFP Advisors, Inc1,700$39.6K<0.01%013F-HRTimeline
GAMMA Investing LLC1,500$34.9K<0.01%013F-HR/ATimeline
Future Financial Wealth Managment LLC1,437$33.4K0.02%-39713F-HRTimeline
GPS Wealth Strategies Group, LLC1,007$23.4K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.832$19.4K0.01%013F-HRTimeline
Caldwell Trust Co816$19K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC803$18.7K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…750$17.5K<0.01%013F-HRTimelineGroup
TD Capital Management LLC631$14.7K<0.01%new13F-HRTimeline
Kennebec Savings Bank589$13.7K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC550$13.2K<0.01%013F-HRTimelineGroup
Perkins Coie Trust Co500$11.6K<0.01%new13F-HRTimeline
MAI Capital Management492$11.4K<0.01%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC293$6.82K<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC269$6.26K<0.01%013F-HRTimeline
MATHER GROUP, LLC.250$5.82K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO187$4.35K<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…11$256<0.01%+613F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.