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, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.4K- 21.11% |
$55.1K - $59.2K
|
8.97K
$214K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.93K+ 10.91% |
$44.3K - $47.6K
|
19.6K
$468K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 16.57% |
$62.4K - $67.1K
|
13.7K
$327K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 8.66% |
$567K - $610K
|
310K
$7.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-113K- 76.85% |
$2.59M - $2.78M
|
34K
$811K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-556K- 43.45% |
$12.8M - $13.7M
|
724K
$17.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-469- 4.78% |
$10.8K - $11.6K
|
9.35K
$223K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.72% |
$253 - $271
|
1.53K
$36.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42.1K+ 24.4% |
$967K - $1.04M
|
215K
$5.12M
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.68K+ 16.67% |
$38.6K - $41.5K
|
11.8K
$281K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-3.24K- 4.22% |
$74.3K - $79.8K
|
73.4K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-675- 99.85% |
$15.5K - $16.7K
|
1
$23.9
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 6.19% |
$46.6K - $50.1K
|
30.8K
$735K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-76.2K- 39.41% |
$1.75M - $1.88M
|
117K
$2.79M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1K- 22.47% |
$23K - $24.7K
|
3.45K
$82.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
589New |
$13.5K - $14.5K
|
589
$14.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.64K+ 5.68% |
$37.5K - $40.3K
|
30.4K
$725K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.5K+ 16.01% |
$655K - $703K
|
207K
$4.93M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.16% |
$505 - $543
|
13.7K
$326K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 2.81% |
$29.8K - $32.1K
|
44.9K
$1.07M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 24.35% |
$60.6K - $65.1K
|
8.2K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.84K- 4.69% |
$111K - $119K
|
98.4K
$2.35M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.47KNew |
$194K - $209K
|
8.47K
$202K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.94KNew |
$67.5K - $72.5K
|
2.94K
$70.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-870- 3.97% |
$20K - $21.5K
|
21.1K
$503K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-186- 6.69% |
$4.27K - $4.59K
|
2.59K
$61.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.5KNew |
$241K - $259K
|
10.5K
$251K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-722- 41.76% |
$16.6K - $17.8K
|
1.01K
$24K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-23.4K- 3.22% |
$537K - $577K
|
703K
$16.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 3.13% |
$123K - $132K
|
166K
$3.95M
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$2.3K - $2.47K
|
11.2K
$268K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.7K- 6.85% |
$39K - $41.9K
|
23.1K
$551K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.8K- 1.91% |
$87.3K - $93.8K
|
195K
$4.66M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.19K- 2.08% |
$165K - $177K
|
339K
$8.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.32% |
$232K - $249K
|
314K
$7.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.6KNew |
$473K - $508K
|
20.6K
$492K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 2.96% |
$240K - $258K
|
364K
$8.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.21KNew |
$50.7K - $54.5K
|
2.21K
$52.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.03K- 8.08% |
$23.6K - $25.3K
|
11.7K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
36KNew |
$827K - $889K
|
36K
$860K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.03K- 7.59% |
$69.6K - $74.8K
|
36.9K
$881K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.95K- 2.41% |
$67.6K - $72.7K
|
119K
$2.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-433- 2.26% |
$9.94K - $10.7K
|
18.8K
$447K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 588.09% |
$109K - $117K
|
5.55K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.8KNew |
$41.3K - $44.4K
|
1.8K
$42.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 2.29% |
$5.74K - $6.17K
|
10.7K
$255K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.69K+ 15.7% |
$108K - $116K
|
34.6K
$824K
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 0.27% |
$597 - $641
|
9.73K
$232K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.43K- 4.16% |
$78.7K - $84.6K
|
78.9K
$1.88M
|