Latest Institutional Transactions on Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Dividend Income Fund (EVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-9.39K- 5.13% |
$223K - $241K
|
174K
$4.07M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
832New |
$19.8K - $21.4K
|
832
$19.5K
|
|
|
Feb 19, 2025
Q4 2024
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
302KNew |
$7.17M - $7.75M
|
302K
$7.07M
|
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.2KNew |
$409K - $442K
|
17.2K
$403K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.3K- 2.1% |
$78.4K - $84.8K
|
154K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.63K- 0.43% |
$86.2K - $93.2K
|
836K
$19.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
492New |
$11.7K - $12.6K
|
492
$11.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.6K- 6.63% |
$1.49M - $1.61M
|
880K
$20.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
177+ 2.03% |
$4.2K - $4.55K
|
8.88K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10.5K+ 1.61% |
$250K - $270K
|
662K
$15.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.71K- 4.78% |
$112K - $121K
|
93.7K
$2.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.42K+ 19.25% |
$57.4K - $62K
|
15K
$351K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 1.22% |
$288K - $311K
|
984K
$23.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.1K+ 6.17% |
$26K - $28.1K
|
18.8K
$441K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 4.62% |
$4.75K - $5.14K
|
4.13K
$96.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
2.35KNew |
$55.8K - $60.3K
|
2.35K
$55K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-60.7K- 18.95% |
$1.44M - $1.56M
|
260K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
83.5K+ 10.53% |
$1.98M - $2.14M
|
876K
$20.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
755+ 4.03% |
$17.9K - $19.4K
|
19.5K
$457K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
35.8K+ 15.77% |
$849K - $918K
|
263K
$6.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.28K+ 1.04% |
$54.1K - $58.5K
|
221K
$5.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.32K- 2.69% |
$126K - $137K
|
192K
$4.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7KNew |
$349K - $378K
|
14.7K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-25K- 12.08% |
$593K - $641K
|
182K
$4.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
17.9KNew |
$425K - $460K
|
17.9K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.89K- 6.21% |
$44.8K - $48.4K
|
28.5K
$667K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$478K - $516K
|
20.1K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.9K+ 7.22% |
$329K - $356K
|
206K
$4.81M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
774+ 0.67% |
$18.4K - $19.9K
|
117K
$2.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-352- 0.79% |
$8.36K - $9.04K
|
44.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
461New |
$10.9K - $11.8K
|
461
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.56K+ 10.02% |
$227K - $245K
|
105K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.52K- 62.01% |
$202K - $219K
|
5.22K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.4K+ 7.92% |
$626K - $677K
|
359K
$8.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-23K- 5.67% |
$546K - $591K
|
382K
$8.95M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
59.9K+ 11.36% |
$1.42M - $1.54M
|
587K
$13.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 2.58% |
$29.9K - $32.3K
|
50.1K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 3.35% |
$26.6K - $28.8K
|
34.5K
$809K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 9.04% |
$66.1K - $71.5K
|
28K
$656K
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.7K+ 151.59% |
$705K - $763K
|
49.3K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8KNew |
$257K - $278K
|
10.8K
$253K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-66- 0.71% |
$1.57K - $1.69K
|
9.28K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 2.25% |
$336K - $364K
|
644K
$15.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.6K+ 27.29% |
$2.01M - $2.17M
|
395K
$9.24M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-160- 0.22% |
$3.8K - $4.11K
|
73.2K
$1.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 1.41% |
$65.6K - $70.9K
|
198K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$546 - $591
|
13.7K
$321K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.45K- 10.16% |
$82K - $88.6K
|
30.5K
$715K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-485- 18.02% |
$11.5K - $12.5K
|
2.21K
$51.7K
|