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 |
---|---|---|---|---|---|---|---|
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
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.93KClosed |
$151K - $178K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Rmb Capital Management, LLC
|
SELL
|
- |
-16KClosed |
$303K - $357K
|
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
|
Sage Capital Advisors,Llc
|
BUY
|
- |
750New |
$17.3K - $18.4K
|
750
$17.9K
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.5KNew |
$1.37M - $1.46M
|
59.5K
$1.42M
|
|
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
|
|
Jul 31, 2018
Q2 2018
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-10.8KClosed |
$235K - $257K
|
0
$0
|
|
Q1 2018 | |||||||
May 16, 2018
Q1 2018
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-13.9KClosed |
$300K - $337K
|
0
$0
|
|
May 15, 2018
Q1 2018
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.3KClosed |
$114K - $128K
|
0
$0
|
|
May 09, 2018
Q1 2018
|
Regis Management CO LLC
|
SELL
|
- |
-23.8KClosed |
$512K - $575K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Calton & Associates, Inc.
|
SELL
|
- |
-261Closed |
$5.62K - $6.31K
|
0
$0
|
|
Apr 17, 2018
Q1 2018
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-9.5KClosed |
$205K - $230K
|
0
$0
|
|
Apr 16, 2018
Q1 2018
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$103K - $116K
|
0
$0
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18KNew |
$25.9K - $27.4K
|
1.18K
$28K
|
|
Feb 14, 2018
Q4 2017
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.87KClosed |
$108K - $114K
|
0
$0
|
|
Jan 25, 2018
Q4 2017
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-293Closed |
$6.47K - $6.82K
|
0
$0
|
|
Q3 2017 | |||||||
Nov 13, 2017
Q3 2017
|
Pittenger & Anderson Inc
|
SELL
|
- |
-545Closed |
$11.6K - $12.1K
|
0
$0
|
|
Nov 08, 2017
Q3 2017
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.79KClosed |
$37.9K - $39.6K
|
0
$0
|
|
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$53K - $55.5K
|
2.5K
$59.7K
|
|
Q2 2017 | |||||||
Aug 08, 2017
Q2 2017
|
Hudock, Inc.
|
BUY
|
- |
196New |
N/A
|
196
$4.68K
|