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 |
---|---|---|---|---|---|---|---|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6K+ 15.36% |
$539K - $640K
|
199K
$4.83M
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
475+ 4.56% |
$9.65K - $11.4K
|
10.9K
$263K
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.91K+ 3.53% |
$59.1K - $70.2K
|
85.4K
$2.07M
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.1K+ 88.99% |
$298K - $324K
|
27.8K
$673K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.6K+ 7.03% |
$1.4M - $1.52M
|
938K
$22.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.5K+ 3.35% |
$672K - $729K
|
910K
$22M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$22.8 - $24.7
|
5.22K
$126K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 120.0% |
$137 - $148
|
11
$266
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-165K- 43.15% |
$3.76M - $4.08M
|
217K
$5.26M
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.04K+ 6.92% |
$23.6K - $25.6K
|
16K
$387K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.57K- 4.33% |
$218K - $237K
|
211K
$5.11M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 8.26% |
$64.9K - $70.5K
|
37.4K
$904K
|
|
May 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
108KNew |
$2.45M - $2.66M
|
108K
$2.6M
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.46KNew |
$215K - $234K
|
9.46K
$229K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.24K+ 11.48% |
$51K - $55.4K
|
21.7K
$526K
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-70.3K- 27.06% |
$1.6M - $1.74M
|
190K
$4.58M
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-35.4K- 6.02% |
$805K - $874K
|
552K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29.3K+ 13.32% |
$667K - $724K
|
249K
$6.03M
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
61+ 0.35% |
$1.39K - $1.51K
|
17.3K
$418K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.6K+ 5.95% |
$356K - $386K
|
278K
$6.73M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.7K- 8.84% |
$61.4K - $66.7K
|
27.8K
$673K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
631New |
$14.4K - $15.6K
|
631
$15.3K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 13.91% |
$610K - $662K
|
219K
$5.3M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5KNew |
$56.9K - $61.8K
|
2.5K
$60.5K
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-26.5K- 4.0% |
$603K - $654K
|
635K
$15.4M
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.18K+ 3.57% |
$95.1K - $103K
|
121K
$2.93M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
500+ 6.29% |
$11.4K - $12.4K
|
8.45K
$204K
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-7.26K- 0.87% |
$165K - $180K
|
829K
$20.1M
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.4K+ 4.84% |
$396K - $430K
|
377K
$9.12M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150+ 0.34% |
$3.42K - $3.71K
|
44.2K
$1.07M
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 6.89% |
$43.9K - $47.7K
|
26.1K
$631K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.3K+ 5.95% |
$873K - $948K
|
682K
$16.5M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.58K+ 8.08% |
$173K - $187K
|
101K
$2.45M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.08% |
$4.21K - $4.58K
|
9.07K
$219K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1K+ 4.75% |
$730K - $793K
|
708K
$17.1M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-59.2K- 6.01% |
$1.35M - $1.46M
|
925K
$22.4M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.58K+ 7.15% |
$81.6K - $88.6K
|
53.7K
$1.3M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.41K+ 10.91% |
$77.6K - $84.3K
|
34.6K
$838K
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.7KNew |
$1.45M - $1.58M
|
63.7K
$1.54M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187New |
$4.26K - $4.62K
|
187
$4.52K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.37K+ 18.91% |
$122K - $133K
|
33.8K
$817K
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$279K - $303K
|
12.3K
$296K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.19K- 28.78% |
$187K - $203K
|
20.3K
$490K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
592+ 1.21% |
$13.5K - $14.6K
|
49.6K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
534+ 4.53% |
$12.2K - $13.2K
|
12.3K
$298K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
750+ 3.59% |
$17.1K - $18.5K
|
21.7K
$524K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-423- 0.21% |
$9.63K - $10.5K
|
198K
$4.78M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 10.98% |
$32.7K - $35.5K
|
11.6K
$282K
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
107K+ 58.84% |
$2.43M - $2.64M
|
289K
$6.98M
|