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 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.36K- 10.56% |
$51.7K - $55.7K
|
20K
$484K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.97K - $2.12K
|
90
$2.18K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
11.5KNew |
$251K - $271K
|
11.5K
$277K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.14KNew |
$47K - $50.6K
|
2.14K
$51.9K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$11K - $11.8K
|
500
$12.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
250New |
$5.48K - $5.9K
|
250
$6.05K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.4KNew |
$227K - $245K
|
10.4K
$251K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
240KNew |
$4.48M - $5.36M
|
240K
$5.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10K- 65.22% |
$188K - $225K
|
5.35K
$129K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.17K- 5.42% |
$40.6K - $48.6K
|
37.9K
$916K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.2KNew |
$396K - $474K
|
21.2K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$36.6K - $43.7K
|
1.96K
$47.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$58K - $69.3K
|
3.1K
$75K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.25% |
$112 - $134
|
273
$6.6K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1KNew |
$1.39M - $1.66M
|
74.1K
$1.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 54.05% |
$37.4K - $44.7K
|
1.7K
$41.1K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.03KNew |
$64K - $71.6K
|
3.03K
$73.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
410+ 2.72% |
$8.65K - $9.68K
|
15.5K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.77% |
$8.36K - $9.35K
|
22.8K
$551K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.7K+ 4.63% |
$141K - $158K
|
151K
$3.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.36K- 30.11% |
$28.6K - $32K
|
3.15K
$76.1K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
293New |
$6.25K - $6.78K
|
293
$7.09K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$491K - $533K
|
23K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.9K+ 74.31% |
$147K - $160K
|
16.2K
$392K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.14% |
$21.3K - $23.1K
|
13K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
701New |
$15K - $16.2K
|
701
$17K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
240New |
$5.12K - $5.55K
|
240
$5.81K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.5K - $16.8K
|
728
$17.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$3.2K - $3.47K
|
150
$3.63K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$42.8K - $49.5K
|
2K
$48.4K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-579- 5.04% |
$12.4K - $14.3K
|
10.9K
$264K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$43.8K - $50.7K
|
2.05K
$49.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 21.11% |
$9.84K - $11.4K
|
1.72K
$41.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.28K - $4.95K
|
200
$4.84K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$21.5K - $24.9K
|
1.01K
$24.4K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$171 - $198
|
8
$194
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$50.3K - $58.1K
|
2.35K
$56.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-243- 2.56% |
$5.27K - $6.02K
|
9.25K
$224K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6KNew |
$274K - $313K
|
12.6K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13K+ 87.73% |
$282K - $323K
|
27.8K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$41.8K - $47.7K
|
1.93K
$46.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
791New |
$17.2K - $19.6K
|
791
$19.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-285- 66.28% |
$6.18K - $7.07K
|
145
$3.51K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$238K - $271K
|
11K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.5K- 77.78% |
$76K - $86.8K
|
1K
$24.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$336K - $384K
|
15.5K
$375K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6KNew |
$339K - $387K
|
15.6K
$378K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.49KNew |
$184K - $210K
|
8.49K
$205K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-370- 3.77% |
$8.03K - $9.17K
|
9.43K
$228K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.5K+ 47.67% |
$119K - $136K
|
17K
$412K
|
|