EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Measured signals that fired on EVT
| date | signal | measured base rate |
|---|---|---|
| 2026-08-10 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-08-03 | Breakout to a 52-week high price | -1.00% over 21 days · t = -8.58 · n = 24,386 statistically distinguishable from its control group |
| 2026-07-28 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-07-02 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-05-06 | Equal highs taken out structure | -0.70% over 21 days · t = -8.28 · n = 68,636 statistically distinguishable from its control group |
| 2026-05-05 | Breakout to a 52-week high price | -1.00% over 21 days · t = -8.58 · n = 24,386 statistically distinguishable from its control group |
Excess return against a matched control group, on a point-in-time universe that includes delisted companies. Most families do not survive that. How the measurement works →
Insider transactions (Form 4)
| date | insider | what | shares | price | value |
|---|---|---|---|---|---|
| 2025-11-18 | DiGregorio Derek | Open-market sale | 1.1K | 23.64 | 25.0K |
| 2025-11-18 | DiGregorio Derek | Open-market sale | 1.1K | 23.64 | 25.0K |
| 2025-11-12 | DiGregorio Derek | Other Acquisition/Disposition | 23 | 24.45 | 562 |
| 2025-11-12 | DiGregorio Derek | Other Acquisition/Disposition | 7 | 24.45 | 173 |
| 2025-10-31 | DiGregorio Derek | Other Acquisition/Disposition | 270 | 0.00 | 0 |
| 2025-10-31 | DiGregorio Derek | Other Acquisition/Disposition | 50 | 0.00 | 0 |
| 2025-10-31 | DiGregorio Derek | Other Acquisition/Disposition | 50 | 0.00 | 0 |
| 2025-10-31 | QUINTON KEITH | Other Acquisition/Disposition | 456 | 0.00 | 0 |
| 2025-09-23 | Dunn Aaron Director | Open-market sale | 2.0K | 24.32 | 49.5K |
| 2025-08-29 | Dunn Aaron Director | Other Acquisition/Disposition | 14 | 24.42 | 333 |
Open-market purchases (code P) are the informative ones. Grants, option exercises and tax withholding are compensation mechanics, not decisions. How to read a Form 4 →
Largest institutional holders
| manager | value | shares |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | 24.9M | 1.0M |
| MORGAN STANLEY | 23.9M | 973.3K |
| UBS Group AG | 21.9M | 892.8K |
| BANK OF AMERICA CORP /DE/ | 21.7M | 883.9K |
| 1607 Capital Partners, LLC | 20.7M | 841.6K |
| McGowan Group Asset Management, Inc. | 19.3M | 784.8K |
| Joel Isaacson & Co., LLC | 18.0M | 731.9K |
| WELLS FARGO & COMPANY/MN | 17.9M | 728.6K |
| LPL Financial LLC | 12.8M | 523.1K |
| Stratos Wealth Partners, LTD. | 11.3M | 459.0K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Latest SEC filings
| form | filed | period | |
|---|---|---|---|
| N-PX | 2026-08-03 | 2026-06-30 | on EDGAR ↗ |
| N-CSRS | 2026-06-26 | 2026-04-30 | on EDGAR ↗ |
| NPORT-P | 2026-06-24 | 2026-04-30 | on EDGAR ↗ |
| NPORT-P | 2026-03-31 | 2026-01-31 | on EDGAR ↗ |
| N-CEN | 2026-01-13 | 2025-10-31 | on EDGAR ↗ |
| N-CSR | 2025-12-30 | 2025-10-31 | on EDGAR ↗ |
| NPORT-P | 2025-12-29 | 2025-10-31 | on EDGAR ↗ |
| 4/A | 2025-12-12 | 2025-11-18 | on EDGAR ↗ |
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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