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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29K+ 6.68% |
$685K - $710K
|
463K
$11.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
264+ 1.98% |
$6.23K - $6.46K
|
13.6K
$326K
|
|
|
Nov 07, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-12.3K- 38.67% |
$290K - $301K
|
19.5K
$468K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
559+ 1.59% |
$13.2K - $13.7K
|
35.7K
$856K
|
|
|
Nov 07, 2025
Q3 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-779- 0.91% |
$18.4K - $19.1K
|
84.6K
$2.03M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-1.93K- 18.47% |
$45.5K - $47.2K
|
8.51K
$204K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-99K- 53.59% |
$2.34M - $2.42M
|
85.7K
$2.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 14.74% |
$93.3K - $96.8K
|
30.8K
$739K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.13K+ 1.64% |
$97.6K - $101K
|
256K
$6.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95.6K+ 27.92% |
$2.26M - $2.34M
|
438K
$10.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.27KNew |
$219K - $227K
|
9.27K
$223K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
3.04K+ 4.19% |
$71.8K - $74.4K
|
75.7K
$1.82M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-990- 36.67% |
$23.4K - $24.2K
|
1.71K
$41.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
250New |
$5.9K - $6.12K
|
250
$6K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 3.85% |
$45.4K - $47.1K
|
51.8K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-361- 3.84% |
$8.52K - $8.83K
|
9.05K
$217K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-756- 3.12% |
$17.8K - $18.5K
|
23.5K
$564K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 5.5% |
$32.3K - $33.5K
|
23.5K
$565K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.1K- 44.01% |
$310K - $321K
|
16.7K
$401K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
800New |
$18.9K - $19.6K
|
800
$19.2K
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.93K+ 7.61% |
$69.1K - $71.7K
|
41.4K
$994K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
579+ 5.01% |
$13.7K - $14.2K
|
12.1K
$292K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.79K+ 16.84% |
$89.3K - $92.6K
|
26.3K
$630K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-29.1K- 4.42% |
$688K - $713K
|
630K
$15.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.95K- 25.95% |
$69.6K - $72.2K
|
8.42K
$202K
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.86K- 6.62% |
$233K - $241K
|
139K
$3.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.05K- 2.53% |
$119K - $124K
|
194K
$4.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 0.92% |
$65K - $67.4K
|
303K
$7.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-62.8K- 90.88% |
$1.48M - $1.54M
|
6.3K
$151K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5K+ 9.3% |
$106K - $110K
|
52.9K
$1.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
680+ 5.91% |
$16K - $16.6K
|
12.2K
$293K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
8.58K+ 7.58% |
$202K - $210K
|
122K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460+ 0.23% |
$10.9K - $11.3K
|
204K
$4.89M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.23K+ 247.89% |
$52.7K - $54.6K
|
3.13K
$75.2K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.2% |
$566 - $587
|
12.3K
$295K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9KNew |
$280K - $290K
|
11.9K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-36.4K- 30.84% |
$858K - $890K
|
81.5K
$1.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-185- 7.13% |
$4.37K - $4.53K
|
2.41K
$57.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.48K+ 5.02% |
$35K - $36.3K
|
31K
$744K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 21.74% |
$66.2K - $68.6K
|
15.7K
$377K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104New |
$2.45K - $2.54K
|
104
$2.5K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
30+ 2.04% |
$708 - $734
|
1.5K
$36K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.69KNew |
$229K - $237K
|
9.69K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7- 0.05% |
$165 - $171
|
14.3K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 100.69% |
$148K - $153K
|
12.5K
$300K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.64% |
$779 - $808
|
5.17K
$124K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-70- 8.72% |
$1.65K - $1.71K
|
733
$17.6K
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
20KNew |
$472K - $489K
|
20K
$480K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-400- 2.35% |
$9.44K - $9.79K
|
16.6K
$399K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$3.54K - $3.67K
|
150
$3.6K
|
|