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 01, 2020
Q1 2020
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.6KClosed |
$132K - $279K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-340Closed |
$4.24K - $8.99K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-1.55KClosed |
$19.3K - $41K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-290Closed |
$6.91K - $7.42K
|
0
$0
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.75KNew |
$137K - $147K
|
5.75K
$139K
|
|
|
Feb 13, 2020
Q4 2019
|
First Manhattan CO
New York, NY |
SELL
|
- |
-190- 15.97% |
$4.53K - $4.86K
|
1K
$24.2K
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-350Closed |
$8.34K - $8.96K
|
0
$0
|
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.69KNew |
$88K - $94.5K
|
3.69K
$89.3K
|
|
| Q3 2019 | |||||||
|
Nov 14, 2019
Q3 2019
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10KClosed |
$232K - $248K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Evoke Wealth, LLC
|
BUY
|
- |
1.1KNew |
$25.4K - $27.2K
|
1.1K
$26.5K
|
|
|
Nov 12, 2019
Q3 2019
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-1.44KClosed |
$33.3K - $35.6K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Keybank National Association
|
SELL
|
- |
-13.2KClosed |
$307K - $328K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$34.8K - $37.2K
|
1.5K
$36.3K
|
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-400Closed |
$9.28K - $9.92K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Peoples Financial Services Corp.
|
SELL
|
- |
-800Closed |
$18.6K - $19.8K
|
0
$0
|
|
|
Oct 16, 2019
Q3 2019
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4KClosed |
$92.8K - $99.2K
|
0
$0
|
|
|
Oct 09, 2019
Q3 2019
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-70Closed |
$1.62K - $1.74K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-1.09KClosed |
$24.1K - $26K
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Independent Advisor Alliance
|
SELL
|
- |
-11.6KClosed |
$256K - $277K
|
0
$0
|
|
|
Aug 09, 2019
Q2 2019
|
Essex Savings Bank
|
SELL
|
- |
-1.12KClosed |
$24.8K - $26.8K
|
0
$0
|
|
|
Aug 08, 2019
Q2 2019
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-92.3KClosed |
$2.04M - $2.21M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-375Closed |
$8.3K - $8.97K
|
0
$0
|
|
|
Jul 31, 2019
Q2 2019
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-7.85KClosed |
$174K - $188K
|
0
$0
|
|
|
Jul 19, 2019
Q2 2019
|
Regions Financial Corp
|
SELL
|
- |
-2.23KClosed |
$49.4K - $53.4K
|
0
$0
|
|
|
Jul 15, 2019
Q2 2019
|
First Hawaiian Bank
|
SELL
|
- |
-760Closed |
$16.8K - $18.2K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-210Closed |
$4.65K - $5.02K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.4KClosed |
$198K - $233K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16KClosed |
$303K - $357K
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.93KClosed |
$151K - $178K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-900Closed |
$17.1K - $20.1K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-23Closed |
$437 - $515
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-15.2KClosed |
$289K - $340K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-200Closed |
$3.8K - $4.48K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-72.5KClosed |
$1.38M - $1.62M
|
0
$0
|
|
|
May 08, 2019
Q1 2019
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-82.5KClosed |
$1.57M - $1.85M
|
0
$0
|
|
|
Apr 12, 2019
Q1 2019
|
Ledyard National Bank
|
SELL
|
- |
-475Closed |
$9.03K - $10.6K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.3KClosed |
$43.8K - $51.6K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Girard Partners Ltd.
|
SELL
|
- |
-500Closed |
$8.82K - $12.4K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-8.57KClosed |
$151K - $213K
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Wedbush Securities Inc
|
SELL
|
- |
-9.02KClosed |
$159K - $224K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-26.1KClosed |
$601K - $642K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-7.3KClosed |
$168K - $180K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Adviser Investments LLC
|
SELL
|
- |
-1.35KClosed |
$31.1K - $33.2K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.5KNew |
$1.37M - $1.46M
|
59.5K
$1.44M
|
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
750New |
$17.3K - $18.4K
|
750
$18.1K
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.62KClosed |
$37.3K - $39.9K
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-3.05KClosed |
$70.1K - $74.9K
|
0
$0
|
|
|
Nov 01, 2018
Q3 2018
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-87KClosed |
$2M - $2.14M
|
0
$0
|
|
|
Oct 19, 2018
Q3 2018
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-9.36KClosed |
$215K - $230K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 13, 2018
Q2 2018
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.98KClosed |
$42.8K - $46.9K
|
0
$0
|
|