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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 6.67% |
$22.3 - $29.4
|
16
$382
|
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.69KClosed |
$172K - $226K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.87KClosed |
$86.5K - $114K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
884New |
$19.7K - $26K
|
884
$21.1K
|
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.89KClosed |
$199K - $262K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5KClosed |
$127K - $150K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11KClosed |
$279K - $331K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-800Closed |
$20.3K - $24.1K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.52KNew |
$63.9K - $75.8K
|
2.52K
$60.1K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-400Closed |
$10.1K - $12K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370Closed |
$9.38K - $11.1K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-450Closed |
$11.4K - $13.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.47KClosed |
$189K - $225K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 1.36% |
$1.9K - $2.26K
|
5.45K
$130K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.87KClosed |
$199K - $237K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.2KClosed |
$260K - $308K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
446New |
$11.3K - $13.4K
|
446
$10.6K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$251K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3KNew |
$82.7K - $89.4K
|
3K
$71.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3KClosed |
$478K - $516K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.7KClosed |
$461K - $498K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.73KClosed |
$75.2K - $81.3K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.09KNew |
$30K - $32.5K
|
1.09K
$26K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$276K - $298K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$5.51K - $5.96K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1KClosed |
$27.6K - $29.8K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.59K+ 709.35% |
$209K - $226K
|
8.66K
$207K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.62% |
$13.4K - $14.4K
|
31.4K
$749K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.55KClosed |
$203K - $217K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.41KClosed |
$91.7K - $98.2K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$21.5K - $23K
|
800
$19.1K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36KClosed |
$63.4K - $67.8K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$13.4K - $14.4K
|
500
$11.9K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 57.14% |
$26.9K - $28.8K
|
750
$17.9K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.11KClosed |
$56.7K - $60.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.47KClosed |
$91.1K - $98.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$78.9 - $85.1
|
3
$71.6
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.4KClosed |
$536K - $578K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.01KClosed |
$26.6K - $28.7K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-2.96KClosed |
$77.8K - $83.9K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-2.8KClosed |
$73.6K - $79.4K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-7.71KClosed |
$203K - $219K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$607K - $654K
|
23.1K
$551K
|
|
| Q1 2021 | |||||||
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-1.23KClosed |
$28.3K - $32.5K
|
0
$0
|
|
|
May 18, 2021
Q1 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5KClosed |
$115K - $132K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415New |
$9.55K - $11K
|
415
$9.9K
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40.4KNew |
$930K - $1.07M
|
40.4K
$964K
|
|
|
May 05, 2021
Q1 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.65KClosed |
$38K - $43.6K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1.4KClosed |
$32.1K - $36.9K
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-8.5KClosed |
$196K - $225K
|
0
$0
|
|