A detailed history of Morris Retirement Advisors, LLC transactions in Eaton Vance Tax Advantaged Dividend Income Fund stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 78,943 shares of EVT stock, worth $1.98 Million. This represents 1.08% of its overall portfolio holdings.

Number of Shares
78,943
Previous 82,371 4.16%
Holding current value
$1.98 Million
Previous $1.92 Million 1.51%
% of portfolio
1.08%
Previous 1.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 03, 2024

SELL
$22.96 - $24.67 $78,706 - $84,568
-3,428 Reduced 4.16%
78,943 $1.95 Million
Q2 2024

Aug 06, 2024

SELL
$22.32 - $24.17 $38,948 - $42,176
-1,745 Reduced 2.07%
82,371 $1.92 Million
Q1 2024

May 03, 2024

BUY
$21.9 - $23.6 $69,554 - $74,953
3,176 Added 3.92%
84,116 $1.99 Million
Q4 2023

Feb 12, 2024

BUY
$18.7 - $22.37 $46,039 - $55,074
2,462 Added 3.14%
80,940 $1.8 Million
Q3 2023

Nov 08, 2023

BUY
$21.1 - $23.6 $1,519 - $1,699
72 Added 0.09%
78,478 $1.66 Million
Q2 2023

Jul 17, 2023

BUY
$21.34 - $23.14 $157,169 - $170,426
7,365 Added 10.37%
78,406 $1.78 Million
Q1 2023

Apr 13, 2023

SELL
$21.39 - $24.74 $18,887 - $21,845
-883 Reduced 1.23%
71,041 $1.61 Million
Q4 2022

Feb 02, 2023

BUY
$21.7 - $24.79 $17,902 - $20,451
825 Added 1.16%
71,924 $1.64 Million
Q3 2022

Oct 14, 2022

BUY
$21.42 - $26.61 $15,529 - $19,292
725 Added 1.03%
71,099 $1.55 Million
Q2 2022

Aug 08, 2022

BUY
$22.34 - $29.44 $20,798 - $27,408
931 Added 1.34%
70,374 $1.68 Million
Q1 2022

May 10, 2022

BUY
$25.35 - $30.08 $27,327 - $32,426
1,078 Added 1.58%
69,443 $2.01 Million
Q4 2021

Feb 02, 2022

BUY
$27.56 - $29.79 $11,961 - $12,928
434 Added 0.64%
68,365 $2.04 Million
Q3 2021

Oct 28, 2021

BUY
$26.88 - $28.77 $99,106 - $106,074
3,687 Added 5.74%
67,931 $1.87 Million
Q2 2021

Jul 29, 2021

BUY
$26.29 - $28.35 $4,206 - $4,536
160 Added 0.25%
64,244 $1.78 Million
Q1 2021

May 04, 2021

SELL
$23.01 - $26.44 $8,720 - $10,020
-379 Reduced 0.59%
64,084 $1.68 Million
Q4 2020

Feb 01, 2021

BUY
$18.54 - $23.72 $1.2 Million - $1.53 Million
64,463 New
64,463 $1.53 Million

Others Institutions Holding EVT

About EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND


  • Ticker EVT
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Eaton Vance Tax-Advantaged Dividend Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across the diversified sectors. The fund primarily invests in dividend paying value stocks of companie...
More about EVT
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