INSIGNEO ADVISORY SERVICES, LLC
Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund
CIK 1964958
MIAMI, FL
Position in EVT
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$478,725
-$12,285 QoQ
Shares Held
19,500
0.0% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EVT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $31,343,090 across 36 Asset Management names. EVT ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PSLV |
Sprott Physical Silver Trust
|
360,967 | $8,803,985 | |
| 2 | BX |
Blackstone Inc.
|
35,203 | $4,047,992 | |
| 3 | PHYS |
Sprott Physical Gold Trust
|
94,308 | $3,342,275 | |
| 4 | PCN |
Pimco Corporate & Income Strategy Fund
|
250,450 | $2,980,355 | |
| 5 | GHY |
PGIM Global High Yield Fund, Inc.
|
133,500 | $1,555,275 | |
| 6 | EMD |
Western Asset Emerging Markets Debt Fund Inc.
|
140,684 | $1,381,516 | |
| 7 | BLK |
BlackRock, Inc.
|
1,076 | $1,034,799 | |
| 8 | AMP |
Ameriprise Financial Inc
|
1,438 | $639,047 |
All Filings in EVT
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,725 | 19,500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $491,010 | 19,500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $476,775 | 19,500 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $373,550 | 15,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $360,685 | 15,500 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $372,775 | 15,500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $382,695 | 15,500 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $360,995 | 15,500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $365,800 | 15,500 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $344,875 | 15,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $328,290 | 15,500 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $352,625 | 15,500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $350,455 | 15,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $353,400 | 15,500 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||