EATON VANCE TAX ADVT DIV INC shareholder history

Current and past EATON VANCE TAX ADVT DIV INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Joel Isaacson & Co., LLC 44441.15%2.90%5.19%Q4 2012Q3 202344
HUNTINGTON NATIONAL BANK 19100.00%0.00%0.01%Q3 2010Q3 202343
COHEN & STEERS, INC. 42420.01%0.04%0.07%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.01%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.03%0.05%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.06%0.13%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.01%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
Advisors Asset Management, Inc. 28130.00%0.08%0.26%Q2 2013Q3 202341
Invesco Ltd. 3740.00%0.00%0.00%Q2 2013Q3 202341
HOLLENCREST CAPITAL MANAGEMENT 40400.10%0.18%0.33%Q4 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3310.00%0.01%0.09%Q2 2013Q3 202340
Creative Planning 40400.00%0.00%0.00%Q2 2013Q1 202340
STIFEL FINANCIAL CORP 39390.00%0.00%0.01%Q1 2014Q3 202339
Janney Montgomery Scott LLC 2930.00%0.01%0.01%Q3 2013Q3 202339
North Star Investment Management Corp. 39390.02%0.03%0.05%Q1 2014Q3 202339
EATON VANCE MANAGEMENT 38380.00%0.00%0.00%Q2 2013Q3 202238
Private Advisor Group, LLC 3310.00%0.03%0.06%Q4 2013Q3 202338
Hudock, Inc. 38380.00%0.00%0.02%Q2 2013Q3 202238
UBS Group AG 36360.01%0.01%0.02%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.02%0.32%0.64%Q4 2014Q3 202336
FIFTH THIRD BANCORP 25110.00%0.00%0.00%Q2 2013Q2 202336
Cambridge Investment Research Advisors, Inc. 26100.00%0.01%0.02%Q3 2014Q3 202336
Formidable Asset Management, LLC 1510.04%2.89%5.98%Q3 2013Q3 202335
Focused Wealth Management, Inc 1620.01%0.01%0.02%Q3 2013Q3 202334
Endurance Wealth Management, Inc. 33330.01%0.01%0.01%Q2 2015Q2 202333
CITIGROUP INC 33330.00%0.00%0.00%Q2 2013Q2 202133
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.00%Q3 2013Q3 202333
Penbrook Management LLC 20120.25%0.62%1.14%Q4 2013Q3 202232
CWM, LLC 2220.00%0.00%0.02%Q3 2013Q3 202332
GOLDMAN SACHS GROUP INC 1810.00%0.00%0.00%Q1 2012Q2 202030
J.P. Morgan Private Wealth Advisors LLC 1220.00%0.00%0.02%Q4 2014Q3 202328
WealthTrust Axiom LLC 2220.07%0.10%0.13%Q2 2013Q1 202128
Steward Partners Investment Advisory, LLC 28280.02%0.02%0.03%Q4 2016Q3 202328
NEXT Financial Group, Inc 1460.00%0.03%0.22%Q2 2014Q4 202127
Advisory Services Network, LLC 1310.00%0.01%0.08%Q4 2013Q1 202327
KEYBANK NATIONAL ASSOCIATION/OH 27270.00%0.00%0.00%Q4 2012Q2 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.03%0.06%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.00%0.01%0.02%Q1 2017Q3 202327
HighTower Advisors, LLC 26260.00%0.01%0.01%Q2 2017Q3 202326
Lourd Capital, LLC 25250.02%0.03%0.08%Q2 2013Q2 201925
FIDUCIARY TRUST CO 2410.01%0.01%0.01%Q2 2017Q3 202325
US BANCORP \DE\ 1820.00%0.00%0.00%Q1 2014Q3 202325
Snowden Capital Advisors LLC 830.01%0.03%0.07%Q4 2016Q3 202324
Shaker Financial Services, LLC 910.13%1.14%2.97%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.01%0.01%0.02%Q4 2017Q3 202324
Geneos Wealth Management Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1210.00%0.01%0.03%Q2 2013Q4 202024
McGowan Group Asset Management, Inc. 1490.06%0.98%2.75%Q4 2014Q3 202323
Financial Advocates Investment Management 1940.02%0.02%0.03%Q4 2017Q3 202323
BANK OF MONTREAL /CAN/ 1820.00%0.00%0.00%Q2 2015Q4 202222
BENJAMIN F. EDWARDS & COMPANY, INC. 910.00%0.00%0.00%Q3 2013Q3 202322
Barrett Asset Management, LLC 21210.00%0.00%0.00%Q4 2016Q4 202121
IFP Advisors, Inc 1470.00%0.01%0.01%Q4 2015Q3 202321
Brinker Capital Investments, LLC 21210.00%0.00%0.00%Q4 2014Q4 201921
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
DAVENPORT & Co LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
Private Portfolio Partners LLC 20200.07%0.11%0.19%Q4 2018Q3 202320
Capital Analysts, LLC 1140.00%0.00%0.02%Q3 2014Q3 202320
Cetera Advisor Networks LLC 1910.01%0.01%0.02%Q3 2018Q3 202320
Karpus Management, Inc. 1140.01%0.46%1.08%Q2 2013Q3 202320
Apriem Advisors 1090.00%0.14%0.42%Q2 2013Q2 202019
Wealth Alliance Advisory Group, LLC 19190.11%0.15%0.18%Q1 2019Q3 202319
Glassman Wealth Services 1620.01%0.03%0.04%Q1 2015Q4 202018
Jacobi Capital Management LLC 18180.01%0.01%0.02%Q2 2017Q3 202118
CHEMICAL BANK 18180.03%0.03%0.04%Q1 2015Q2 201918
AE Wealth Management LLC 18180.01%0.05%0.29%Q2 2018Q3 202218
Commonwealth Equity Services, Inc 18180.02%0.02%0.02%Q2 2013Q3 201718
Rockefeller Capital Management L.P. 17170.00%0.00%0.01%Q3 2019Q3 202317
People's United Financial, Inc. 17170.00%0.00%0.00%Q2 2013Q2 201717
Ahrens Investment Partners LLC 810.00%0.09%0.11%Q4 2016Q1 202317
180 WEALTH ADVISORS, LLC 910.05%0.09%0.12%Q4 2017Q4 202217
Aspire Private Capital, LLC 1340.01%0.01%0.02%Q1 2019Q3 202317
Mariner, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
DEUTSCHE BANK AG\ 1250.00%0.00%0.00%Q3 2013Q2 202117
MUFG Americas Holdings Corp 16160.00%0.01%0.01%Q2 2013Q1 201716
NewEdge Advisors, LLC 740.00%0.01%0.03%Q3 2018Q3 202316
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 16160.01%0.41%0.85%Q2 2013Q1 201716
CPWM, LLC 1110.00%0.05%0.12%Q1 2014Q3 201816
Evercore Wealth Management, LLC 1240.00%0.00%0.01%Q4 2013Q4 201716
Stonebridge Financial Planning Group, LLC 16160.18%0.29%0.68%Q4 2019Q3 202316
BUCKINGHAM STRATEGIC WEALTH, LLC 1210.00%0.03%0.18%Q2 2017Q3 202315
Capital Advisors, Ltd. LLC 15150.04%0.06%0.08%Q3 2015Q1 201915
1776 Wealth LLC 15150.78%1.13%1.27%Q4 2019Q2 202315
D.A. DAVIDSON & CO. 15150.00%0.00%0.00%Q4 2013Q2 201715
MSI Financial Services Inc 15150.02%0.05%0.10%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.01%0.01%0.02%Q1 2020Q3 202315
Cribstone Capital Management, LLC 15150.02%0.04%0.08%Q2 2016Q4 201915
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 15150.34%0.69%0.98%Q2 2013Q4 201615
Sowell Financial Services LLC 870.01%0.05%0.17%Q3 2019Q3 202315
Investors Research Corp 15150.02%0.04%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.01%0.02%0.03%Q2 2016Q4 201915
TRUIST FINANCIAL CORP 1410.00%0.00%0.00%Q4 2019Q3 202315
AdvisorNet Financial, Inc 15150.00%0.00%0.00%Q4 2019Q2 202315
M&T BANK CORP 1320.00%0.00%0.00%Q1 2016Q4 201915
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.11%0.14%0.17%Q2 2020Q3 202314
Bogart Wealth, LLC 14140.01%0.02%0.02%Q3 2017Q4 202014
Ellis Investment Partners, LLC 14140.00%0.02%0.04%Q2 2019Q3 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.01%0.06%Q2 2013Q3 201614
EVOKE WEALTH, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
SMH CAPITAL ADVISORS INC 1120.40%0.60%1.64%Q3 2019Q2 202313
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.03%0.10%Q2 2013Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.01%0.02%0.03%Q3 2020Q3 202313
VICUS CAPITAL 13130.04%0.05%0.08%Q2 2014Q2 201713
Wealthcare Advisory Partners LLC 1110.01%0.01%0.02%Q3 2017Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
B. Riley Wealth Advisors, Inc. 610.00%0.04%0.12%Q2 2013Q4 202112
Cetera Advisors LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Accel Wealth Management 12120.51%1.33%1.87%Q4 2020Q3 202312
J.W. COLE ADVISORS, INC. 1110.02%0.06%0.10%Q4 2019Q4 202212
American Portfolios Advisors 930.00%0.00%0.00%Q4 2017Q2 202212
Laurel Wealth Advisors, Inc. 12120.05%0.11%0.18%Q1 2017Q4 201912
ENCOMPASS WEALTH ADVISORS, LLC 12120.16%0.20%0.34%Q4 2020Q3 202312
Founders Financial Alliance, LLC 750.12%0.25%0.38%Q3 2020Q3 202312
Transamerica Financial Advisors, Inc. 12120.01%0.01%0.02%Q2 2013Q1 201612
MRA Advisory Group 12121.16%1.41%1.58%Q4 2020Q3 202312
First Allied Advisory Services, Inc. 11110.02%0.04%0.05%Q2 2013Q4 201511
Plante Moran Financial Advisors, LLC 920.05%0.06%0.07%Q1 2016Q3 202111
Tiller Private Wealth, Inc. 11111.40%3.56%4.54%Q4 2015Q2 201811
SevenBridge Financial Group, LLC 710.00%0.00%0.00%Q2 2016Q2 201911
Pinnacle Bancorp, Inc. 11110.02%0.03%0.04%Q4 2018Q2 202111
Meridian Wealth Management, LLC 610.02%0.03%0.08%Q2 2020Q3 202311
FLAGSHIP HARBOR ADVISORS, LLC 1010.01%0.02%0.06%Q4 2017Q3 202011
WASHINGTON TRUST BANK 10100.00%0.00%0.01%Q1 2014Q2 201610
Roble, Belko & Company, Inc 10100.01%0.01%0.01%Q4 2019Q1 202210
Ledyard National Bank 10100.00%0.00%0.00%Q3 2016Q4 201810
PEOPLES FINANCIAL SERVICES CORP. 10100.01%0.01%0.01%Q1 2017Q2 201910
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.01%Q1 2021Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.01%Q1 2021Q3 202310
Avondale Wealth Management 10100.03%0.05%0.09%Q4 2017Q1 202010
Virtu KCG Holdings LLC 540.01%0.02%0.03%Q3 2013Q4 20159
BESSEMER GROUP INC 720.00%0.00%0.00%Q4 2020Q1 20239
Regis Management CO LLC 990.08%0.09%0.10%Q4 2015Q4 20179
SG Americas Securities, LLC 810.00%0.00%0.01%Q2 2013Q4 20159
VSR Financial Services, Inc. 720.04%0.05%0.06%Q4 2013Q1 20169
Sound Income Strategies, LLC 540.00%0.00%0.00%Q4 2017Q3 20239
Acorn Wealth Advisors, LLC 420.06%0.15%0.21%Q4 2017Q2 20219
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q1 2017Q3 20219
MANUFACTURERS LIFE INSURANCE COMPANY, THE 990.00%0.00%0.00%Q2 2016Q2 20189
FMR LLC 310.00%0.00%0.00%Q4 2018Q3 20239
DOLIVER ADVISORS, LP 210.12%0.34%0.59%Q2 2013Q4 20189
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 210.03%0.10%0.46%Q2 2015Q3 20238
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
LEVEL FOUR ADVISORY SERVICES, LLC 710.02%0.03%0.05%Q4 2016Q4 20188
CAPTRUST FINANCIAL ADVISORS 510.00%0.00%0.01%Q2 2013Q3 20228
Kavar Capital Partners, LLC 310.02%0.02%0.03%Q4 2013Q2 20198
Baird Financial Group, Inc. 410.00%0.00%0.00%Q2 2019Q1 20238
Thomas J. Herzfeld Advisors, Inc. 440.01%0.20%0.34%Q4 2013Q1 20168
SILVERLAKE WEALTH MANAGEMENT LLC 880.27%0.33%0.38%Q4 2021Q3 20238
TRUST CO OF VERMONT 530.00%0.00%0.00%Q4 2019Q3 20238
ENVESTNET ASSET MANAGEMENT INC 410.00%0.00%0.00%Q1 2016Q3 20228
DENVER WEALTH MANAGEMENT, INC. 610.42%0.58%0.81%Q1 2021Q3 20238
SEI INVESTMENTS CO 880.00%0.00%0.00%Q3 2016Q2 20188
Ranch Capital Advisors Inc. 880.00%0.00%0.00%Q4 2019Q3 20218
Princeton Global Asset Management LLC 710.01%0.02%0.02%Q1 2020Q3 20238
TCF National Bank 770.03%0.03%0.03%Q3 2019Q1 20217
Atria Wealth Solutions, Inc. 770.01%0.01%0.02%Q1 2022Q3 20237
MERCER GLOBAL ADVISORS INC /ADV 770.00%0.00%0.00%Q1 2021Q3 20227
SeaCrest Wealth Management, LLC 610.00%0.00%0.01%Q4 2017Q2 20227
TILIA FIDUCIARY PARTNERS, INC. 770.02%0.02%0.03%Q4 2021Q2 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.01%0.01%0.02%Q2 2013Q4 20147
Allred Capital Management, LLC 310.04%0.20%0.24%Q4 2018Q1 20217
Beacon Pointe Advisors, LLC 770.00%0.00%0.01%Q1 2022Q3 20237
DELTA ASSET MANAGEMENT LLC/TN 770.00%0.00%0.00%Q2 2015Q4 20167
BB&T SECURITIES, LLC 430.00%0.01%0.01%Q3 2013Q1 20167
TRUSTCORE FINANCIAL SERVICES, LLC 770.00%0.00%0.00%Q2 2021Q4 20227
WFG Advisors, LP 770.00%0.00%0.01%Q2 2013Q4 20147
SHEPHERD KAPLAN KROCHUK, LLC 770.02%0.08%0.10%Q2 2014Q4 20157
MASSMUTUAL TRUST CO FSB/ADV 410.00%0.00%0.01%Q4 2013Q1 20237
Eudaimonia Partners, LLC 660.01%0.01%0.02%Q4 2019Q1 20216
AVANTAX ADVISORY SERVICES, INC. 410.00%0.00%0.00%Q3 2020Q4 20226
REGIONS FINANCIAL CORP 660.00%0.00%0.00%Q4 2017Q1 20196
SUSQUEHANNA INTERNATIONAL GROUP, LLP 110.00%0.00%0.00%Q1 2014Q3 20236
Clear Perspective Advisors, LLC 660.01%0.01%0.01%Q4 2016Q1 20186
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Prospera Financial Services Inc 510.00%0.02%0.04%Q3 2020Q4 20226
BOK Financial Private Wealth, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
David J Yvars Group 660.13%0.17%0.29%Q1 2021Q2 20226
UBS AG 660.02%0.02%0.02%Q2 2013Q3 20146
Belpointe Asset Management LLC 660.01%0.01%0.01%Q4 2021Q1 20236
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 310.02%0.02%0.02%Q4 2019Q3 20216
Capital Bank & Trust Co 660.00%0.00%0.00%Q3 2017Q4 20186
PRIVATE TRUST CO NA 660.00%0.01%0.01%Q2 2022Q3 20236
1832 Asset Management L.P. 660.01%0.02%0.02%Q1 2015Q2 20166
RAYMOND JAMES TRUST N.A. 420.01%0.01%0.01%Q1 2021Q1 20236
Parallel Advisors, LLC 510.00%0.00%0.00%Q1 2019Q1 20236
RFG Advisory, LLC 660.02%0.03%0.04%Q2 2022Q3 20236
DUBUQUE BANK & TRUST CO 660.00%0.01%0.01%Q4 2014Q1 20166
Zullo Investment Group, Inc. 550.04%0.04%0.05%Q4 2021Q4 20225
Bank of New York Mellon Corp 310.00%0.00%0.00%Q2 2015Q4 20225
Royal Fund Management, LLC 410.00%0.00%0.00%Q4 2016Q4 20195
Inscription Capital, LLC 550.11%0.96%1.66%Q4 2018Q4 20195
AlphaMark Advisors, LLC 550.03%0.03%0.03%Q3 2022Q3 20235
Spire Wealth Management 550.00%0.01%0.01%Q1 2021Q1 20225
Johnson & White Wealth Management, LLC 550.20%0.46%1.29%Q3 2022Q3 20235
US FINANCIAL ADVISORS, LLC 550.01%0.01%0.02%Q4 2014Q4 20155
SUNTRUST BANKS INC 310.00%0.00%0.01%Q2 2013Q3 20195
Partnervest Advisory Services LLC 550.00%0.00%0.00%Q2 2013Q2 20145
NWAM LLC 550.09%0.10%0.11%Q2 2012Q2 20135
Prime Capital Investment Advisors, LLC 550.02%0.02%0.04%Q3 2022Q3 20235
NATIONAL PLANNING CORP 410.00%0.03%0.04%Q4 2014Q3 20175
Kovack Advisors, Inc. 550.03%0.06%0.09%Q4 2019Q4 20205
Kestra Advisory Services, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
HL FINANCIAL SERVICES LLC 210.00%0.00%0.00%Q3 2017Q1 20195
Ameritas Investment Company, LLC 210.00%0.01%0.02%Q4 2018Q1 20215
MONROE BANK & TRUST/MI 550.01%0.02%0.03%Q2 2013Q2 20145
USCA RIA LLC 550.07%0.09%0.10%Q4 2014Q4 20155
Institute for Wealth Management, LLC. 550.04%0.04%0.04%Q1 2021Q1 20225
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 410.00%0.00%0.01%Q3 2020Q3 20235
FineMark National Bank & Trust 210.00%0.00%0.01%Q2 2013Q4 20155
Strategic Asset Management, LLC 550.03%0.03%0.03%Q3 2021Q3 20225
AQR Capital Management 410.00%0.01%0.01%Q4 2012Q3 20145
Tower Research Capital LLC (TRC) 110.00%0.00%0.00%Q4 2015Q1 20234
Ausdal Financial Partners, Inc. 310.02%0.03%0.04%Q4 2015Q1 20224
Legacy Private Trust Co. 440.03%0.04%0.04%Q1 2014Q4 20144
Diversified Portfolios, Inc. 440.12%0.12%0.12%Q1 2017Q4 20174
New Harbor Financial Group, LLC 440.00%0.05%0.09%Q4 2014Q3 20154
RMB Capital Management, LLC 110.01%0.02%0.03%Q2 2015Q4 20184
Sigma Planning Corp 440.01%0.01%0.01%Q1 2019Q4 20194
LIBERTY WEALTH MANAGEMENT LLC 440.03%0.04%0.05%Q2 2019Q1 20204
Capital One Investing, Inc. 440.06%0.11%0.13%Q4 2018Q3 20194
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 310.02%0.04%0.07%Q2 2013Q3 20144
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.61%0.77%0.91%Q2 2015Q1 20164
Elequin Capital, LP 440.06%0.09%0.11%Q4 2022Q3 20234
Beacon Capital Management, Inc. 440.00%0.00%0.00%Q1 2015Q4 20154
Summit Investment Advisory Services, LLC 440.72%0.88%1.30%Q4 2022Q3 20234
Dynamic Advisor Solutions LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Vident Investment Advisory, LLC 440.07%0.08%0.09%Q1 2018Q4 20184
INSIGNEO ADVISORY SERVICES, LLC 440.07%0.10%0.13%Q4 2022Q3 20234
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
QUADRANT CAPITAL GROUP LLC 440.00%0.00%0.00%Q1 2021Q4 20214
KHP Capital, LLC 440.31%0.32%0.35%Q4 2017Q3 20184
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2016Q1 20234
Sheaff Brock Investment Advisors, LLC 440.02%0.03%0.03%Q2 2017Q1 20184
BANK OF NOVA SCOTIA 330.01%0.01%0.01%Q2 2017Q4 20173
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
CLOUGH CAPITAL PARTNERS L P 330.02%0.02%0.02%Q3 2021Q1 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
Brookstone Capital Management 330.00%0.00%0.01%Q3 2021Q1 20223
Weiss Asset Management LP 110.03%0.05%0.07%Q4 2016Q4 20223
BROWN BROTHERS HARRIMAN & CO 210.00%0.00%0.00%Q2 2014Q2 20193
Cornerstone Wealth Management, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Claraphi Advisory Network, LLC 210.04%0.08%0.14%Q3 2019Q2 20203
Sandy Spring Bank 210.00%0.00%0.00%Q4 2015Q2 20233
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Xcel Wealth Management, LLC 210.06%0.08%0.11%Q1 2021Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Laidlaw Wealth Management LLC 330.12%0.12%0.12%Q1 2021Q3 20213
Riggs Asset Managment Co. Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
Sonora Investment Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Pensionmark Financial Group, LLC 330.06%0.06%0.07%Q2 2021Q4 20213
BlackRock Investment Management, LLC 110.00%0.00%0.00%Q4 2013Q2 20163
MOTCO 110.00%0.01%0.02%Q3 2021Q2 20222
RWA WEALTH PARTNERS, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
TCI Wealth Advisors, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Addison Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Cresset Asset Management, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Future Financial Wealth Managment LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Valley Brook Capital Group, Inc. 220.06%0.07%0.07%Q4 2020Q1 20212
SRS Capital Advisors, Inc. 220.00%0.05%0.11%Q1 2020Q2 20202
TFS CAPITAL LLC 110.03%0.07%0.11%Q2 2014Q1 20152
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Simplicity Solutions, LLC 220.12%0.17%0.22%Q4 2018Q1 20192
Allworth Financial LP 110.00%0.00%0.00%Q2 2019Q4 20222
CX Institutional 110.00%0.00%0.00%Q3 2021Q2 20222
Concord Wealth Partners 220.00%0.00%0.00%Q1 2022Q2 20222
BLUEFIN CAPITAL MANAGEMENT, LLC 220.03%0.06%0.09%Q3 2022Q4 20222
NORTHERN TRUST CORP 110.00%0.00%0.00%Q3 2013Q4 20222
Cowen Prime Services LLC 220.10%0.11%0.11%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
Lindbrook Capital, LLC 110.00%0.02%0.05%Q3 2020Q4 20212
Orion Portfolio Solutions, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
Cornerstone Advisors, LLC 220.25%0.35%0.44%Q2 2023Q3 20232
WealthShield Partners, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Penserra Capital Management LLC 220.13%0.15%0.17%Q1 2021Q2 20212
QUATTRO FINANCIAL ADVISORS LLC 220.09%0.17%0.24%Q3 2017Q4 20172
NINE MASTS CAPITAL Ltd 110.14%0.22%0.30%Q2 2015Q1 20172
FormulaFolio Investments, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
ORG Partners LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Westside Investment Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
Detwiler Fenton Investment Management LLC 220.33%0.38%0.43%Q2 2011Q3 20112
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Essex Savings Bank 220.01%0.01%0.01%Q4 2018Q1 20192
Fortis Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 220.00%0.00%0.00%Q3 2018Q4 20182
IHT Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Jolley Asset Management, LLC 220.32%0.34%0.36%Q4 2019Q1 20202
Global Financial Private Capital, Inc 220.03%0.03%0.03%Q4 2018Q1 20192
ASSETMARK, INC 110.00%0.00%0.00%Q3 2019Q1 20212
CULLEN/FROST BANKERS, INC. 110.00%0.00%0.00%Q3 2019Q2 20202
Blue Trust, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
ATWOOD & PALMER INC 220.00%0.00%0.00%Q2 2014Q3 20142
TFC Financial Management, Inc. 220.00%0.00%0.00%Q3 2022Q4 20222
COMMONS CAPITAL, LLC 220.24%0.25%0.25%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
Madden Advisory Services, Inc. 110.00%0.00%0.01%Q3 2015Q1 20172
OTA Financial Group L.P. 110.46%0.47%0.48%Q4 2013Q1 20162
ADE, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
WEDBUSH SECURITIES INC 110.02%0.02%0.02%Q3 2018Q3 20181
Bison Wealth, LLC 110.13%0.13%0.13%Q2 2015Q2 20151
Hennion & Walsh Asset Management, Inc. 110.03%0.03%0.03%Q1 2021Q1 20211
KNIGHT CAPITAL GROUP LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Brand Asset Management Group, Inc. 110.16%0.16%0.16%Q2 2018Q2 20181
Kingfisher Capital LLC 110.01%0.01%0.01%Q4 2015Q4 20151
TWO SIGMA SECURITIES, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Pointe Capital Management LLC 110.03%0.03%0.03%Q1 2023Q1 20231
Smithfield Trust Co 110.00%0.00%0.00%Q2 2020Q2 20201
Paloma Partners Management Co 110.01%0.01%0.01%Q4 2013Q4 20131
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Pinnacle Summer Investments, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q3 2019Q3 20191
Capital Investment Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
CENTRAL TRUST Co 110.00%0.00%0.00%Q3 2021Q3 20211
Alpine Global Management, LLC 110.35%0.35%0.35%Q4 2018Q4 20181
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
HOWE & RUSLING INC 110.01%0.01%0.01%Q2 2013Q2 20131
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Norway Savings Bank 110.01%0.01%0.01%Q1 2020Q1 20201
CAPITAL ONE, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2019Q4 20191
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q2 2019Q2 20191
Dakota Wealth Management 110.04%0.04%0.04%Q4 2020Q4 20201
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
VisionPoint Advisory Group, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Realta Investment Advisors 110.00%0.00%0.00%Q2 2019Q2 20191
Legacy Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BRYN MAWR TRUST Co 110.03%0.03%0.03%Q2 2018Q2 20181
FourThought Financial, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
GFS Advisors, LLC 110.06%0.06%0.06%Q1 2016Q1 20161
Kessler Investment Group, LLC 110.05%0.05%0.05%Q3 2013Q3 20131
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
Column Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Newbridge Financial Services Group, Inc. 110.03%0.03%0.03%Q3 2020Q3 20201
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
MGO ONE SEVEN LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
CORNERSTONE ADVISORS INC 110.07%0.07%0.07%Q4 2018Q4 20181
NBC SECURITIES, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.07%0.07%0.07%Q1 2015Q1 20151
REILLY FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
Clearstead Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Inspire Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ameritas Advisory Services, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Montecito Bank & Trust 110.01%0.01%0.01%Q4 2016Q4 20161
Litman Gregory Wealth Management LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Tortoise Investment Management, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
FNY Investment Advisers, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
INVESTMENT CENTERS OF AMERICA INC 110.02%0.02%0.02%Q3 2017Q3 20171
THRIVENT FINANCIAL FOR LUTHERANS 110.00%0.00%0.00%Q3 2017Q3 20171
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
Integrated Wealth Concepts LLC 110.01%0.01%0.01%Q2 2022Q2 20221
MANAGED ACCOUNT ADVISORS LLC 110.00%0.00%0.00%Q1 2015Q1 20151
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Hanson & Doremus Investment Management 110.00%0.00%0.00%Q3 2017Q3 20171
Kingsview Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
MYCIO WEALTH PARTNERS, LLC 110.04%0.04%0.04%Q2 2016Q2 20161
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
Financial Security Advisor, Inc. 110.10%0.10%0.10%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.02%0.02%0.02%Q4 2016Q4 20161
Independent Advisor Alliance 110.04%0.04%0.04%Q1 2019Q1 20191
NewSquare Capital LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Financial Architects, Inc 110.00%0.00%0.00%Q2 2016Q2 20161
Marathon Trading Investment Management LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q2 2017Q2 20171
D'Orazio & Associates, Inc. 110.01%0.01%0.01%Q4 2020Q4 20201
Navis Wealth Advisors, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
FLPUTNAM INVESTMENT MANAGEMENT CO 110.01%0.01%0.01%Q3 2023Q3 20231
Gladstone Institutional Advisory LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.05%0.05%0.05%Q2 2018Q2 20181
Gupta Wealth Management LLC 110.01%0.01%0.01%Q4 2015Q4 20151
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q4 2022Q4 20221
PITTENGER & ANDERSON INC 110.00%0.00%0.00%Q2 2017Q2 20171
Vigilant Capital Management, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Claro Advisors LLC 110.00%0.00%0.00%Q4 2018Q4 20181
OLD MISSION CAPITAL, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
External links

This page lists all the filers that currently own EATON VANCE TAX ADVT DIV INC or have owned EATON VANCE TAX ADVT DIV INC in the past.