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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.97K+ 100.0% |
$204K - $222K
|
17.9K
$434K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-242K- 45.72% |
$5.51M - $5.98M
|
287K
$6.95M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$277K - $301K
|
12.2K
$294K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-231- 2.49% |
$5.26K - $5.71K
|
9.05K
$219K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.16KNew |
$49.1K - $53.3K
|
2.16K
$52.1K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 8.41% |
$755K - $820K
|
428K
$10.3M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-255- 2.64% |
$5.81K - $6.31K
|
9.41K
$228K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 32.71% |
$108K - $118K
|
19.3K
$467K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 14.36% |
$343K - $373K
|
120K
$2.9M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
284+ 1.98% |
$6.47K - $7.02K
|
14.6K
$353K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.17K- 3.36% |
$118K - $128K
|
149K
$3.6M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.86K+ 2.22% |
$87.9K - $95.5K
|
178K
$4.31M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.58% |
$11.1K - $12K
|
14.1K
$341K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.56K+ 19.4% |
$218K - $236K
|
58.9K
$1.42M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
675+ 12.17% |
$15.4K - $16.7K
|
6.22K
$150K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1K+ 10.0% |
$22.8K - $24.7K
|
11K
$266K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.5K- 6.71% |
$558K - $606K
|
340K
$8.23M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.11K+ 71.32% |
$93.6K - $102K
|
9.87K
$239K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$228K - $248K
|
10K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-80- 0.4% |
$1.82K - $1.98K
|
19.7K
$477K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
21.3KNew |
$484K - $526K
|
21.3K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 1.02% |
$1.98K - $2.15K
|
8.64K
$209K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 25.39% |
$23.5K - $25.5K
|
5.1K
$123K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
45+ 0.4% |
$1.02K - $1.11K
|
11.4K
$275K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-561- 3.85% |
$12.8K - $13.9K
|
14K
$339K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-17.3K- 2.47% |
$394K - $428K
|
683K
$16.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.1K+ 33.44% |
$616K - $669K
|
108K
$2.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
165+ 0.92% |
$3.76K - $4.08K
|
18.2K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.73K- 5.05% |
$108K - $117K
|
89K
$2.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-154- 0.66% |
$3.51K - $3.81K
|
23.2K
$561K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-600- 5.13% |
$13.7K - $14.8K
|
11.1K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-466- 3.4% |
$10.6K - $11.5K
|
13.2K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.65K+ 5.9% |
$60.2K - $65.4K
|
47.4K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.59K- 10.64% |
$81.7K - $88.7K
|
30.1K
$729K
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.8K+ 10.88% |
$748K - $812K
|
335K
$8.09M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.4K- 95.7% |
$761K - $826K
|
1.5K
$36.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
803New |
$18.3K - $19.9K
|
803
$19.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
500New |
$11.4K - $12.4K
|
500
$12.1K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
138+ 0.38% |
$3.14K - $3.41K
|
36.6K
$884K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.75K- 4.96% |
$131K - $142K
|
110K
$2.66M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
139+ 1.45% |
$3.17K - $3.44K
|
9.72K
$235K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-397- 21.65% |
$9.04K - $9.82K
|
1.44K
$34.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.89K- 10.53% |
$88.6K - $96.2K
|
33.1K
$800K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.35K+ 108650.0% |
$99K - $107K
|
4.35K
$105K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 8.37% |
$420K - $454K
|
229K
$5.53M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
832New |
$19.8K - $21.4K
|
832
$20.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
492New |
$11.7K - $12.6K
|
492
$11.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.1K+ 6.17% |
$26K - $28.1K
|
18.8K
$456K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 4.62% |
$4.75K - $5.14K
|
4.13K
$99.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
2.35KNew |
$55.8K - $60.3K
|
2.35K
$56.8K
|
|