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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.46% |
$1.18K - $1.22K
|
10.8K
$260K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 2.02% |
$260 - $269
|
555
$13.3K
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-12.7K- 11.71% |
$300K - $311K
|
95.9K
$2.3M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.01% |
$427 - $506
|
211K
$5.08M
|
|
|
Sep 22, 2025
Q2 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
816New |
$16.6K - $19.7K
|
816
$19.6K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
371New |
$7.54K - $8.94K
|
371
$8.91K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.3KNew |
$148K - $176K
|
7.3K
$175K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-133- 6.17% |
$2.7K - $3.21K
|
2.02K
$48.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.5KNew |
$457K - $542K
|
22.5K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-99.8K- 52.65% |
$2.03M - $2.4M
|
89.7K
$2.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-6.47K- 36.06% |
$131K - $156K
|
11.5K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 90.91% |
$203 - $241
|
1
$24
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-721- 28.84% |
$14.6K - $17.4K
|
1.78K
$42.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.7KNew |
$381K - $452K
|
18.7K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$1.22K - $1.45K
|
60
$1.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$209K - $248K
|
10.3K
$247K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.28KNew |
$25.9K - $30.7K
|
1.28K
$30.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
608+ 3.15% |
$12.3K - $14.7K
|
19.9K
$478K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.91K- 41.14% |
$181K - $215K
|
12.8K
$306K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.5KNew |
$173K - $205K
|
8.5K
$204K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.1KNew |
$348K - $413K
|
17.1K
$411K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$40.6 - $48.2
|
2
$48
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06K+ 17.72% |
$41.9K - $49.7K
|
13.7K
$329K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1K+ 9.09% |
$20.3K - $24.1K
|
12K
$288K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-800- 4.06% |
$16.2K - $19.3K
|
18.9K
$454K
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-120- 5.6% |
$2.44K - $2.89K
|
2.02K
$48.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 10.78% |
$589 - $699
|
298
$7.15K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.33K- 11.06% |
$67.7K - $80.3K
|
26.8K
$643K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.46KNew |
$215K - $234K
|
9.46K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
631New |
$14.4K - $15.6K
|
631
$15.2K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$279K - $303K
|
12.3K
$294K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187New |
$4.26K - $4.62K
|
187
$4.49K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 1.02% |
$1.98K - $2.15K
|
8.64K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
21.3KNew |
$484K - $526K
|
21.3K
$511K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.4K- 95.7% |
$761K - $826K
|
1.5K
$36K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
500New |
$11.4K - $12.4K
|
500
$12K
|
|
| Q4 2024 | |||||||
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
832New |
$19.8K - $21.4K
|
832
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
492New |
$11.7K - $12.6K
|
492
$11.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
2.35KNew |
$55.8K - $60.3K
|
2.35K
$56.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 4.62% |
$4.75K - $5.14K
|
4.13K
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$478K - $516K
|
20.1K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
461New |
$10.9K - $11.8K
|
461
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.9K+ 7.22% |
$329K - $356K
|
206K
$4.94M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8KNew |
$257K - $278K
|
10.8K
$260K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-780- 50.98% |
$18.5K - $20K
|
750
$18K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163New |
$3.87K - $4.19K
|
163
$3.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-184- 0.91% |
$4.37K - $4.73K
|
20.1K
$483K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.02K- 6.88% |
$47.9K - $51.8K
|
27.3K
$655K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 37.5% |
$26.2K - $28.3K
|
1.84K
$44.1K
|
|