Latest Institutional Purchases of Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Dividend Income Fund (EVT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
199K+ 35.99% |
$4.03M - $4.79M
|
750K
$18.3M
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
134K+ 124.9% |
$2.73M - $3.24M
|
242K
$5.91M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
121K+ 17.15% |
$2.47M - $2.93M
|
829K
$20.2M
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
81.7KNew |
$1.66M - $1.97M
|
81.7K
$1.99M
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
33.2K+ 11.93% |
$674K - $800K
|
311K
$7.6M
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6K+ 15.36% |
$539K - $640K
|
199K
$4.87M
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
26.4K+ 164.93% |
$536K - $636K
|
42.4K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
22.5KNew |
$457K - $542K
|
22.5K
$549K
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
18.7KNew |
$381K - $452K
|
18.7K
$457K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.5K+ 1.93% |
$356K - $423K
|
927K
$22.6M
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
17.4K+ 100.75% |
$354K - $420K
|
34.7K
$846K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
17.1KNew |
$348K - $413K
|
17.1K
$418K
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.8K+ 101.14% |
$301K - $358K
|
29.5K
$720K
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.7K+ 64.29% |
$237K - $281K
|
29.8K
$728K
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.6KNew |
$235K - $279K
|
11.6K
$282K
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
11.4K+ 102.61% |
$231K - $274K
|
22.5K
$548K
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
10.4KNew |
$212K - $251K
|
10.4K
$255K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$209K - $248K
|
10.3K
$251K
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.11K+ 174.38% |
$185K - $220K
|
14.3K
$350K
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
8.5KNew |
$173K - $205K
|
8.5K
$207K
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
8.07K+ 13.71% |
$164K - $194K
|
66.9K
$1.63M
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.3KNew |
$148K - $176K
|
7.3K
$178K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.74K+ 1.58% |
$137K - $162K
|
434K
$10.6M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.77K+ 2.92% |
$117K - $139K
|
203K
$4.96M
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
5.33K+ 8.37% |
$108K - $129K
|
69.1K
$1.68M
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
BUY
|
- |
5.17K+ 4.79% |
$105K - $125K
|
113K
$2.76M
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.69K+ 13.88% |
$95.3K - $113K
|
38.5K
$939K
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.63K+ 47.66% |
$94.1K - $112K
|
14.4K
$350K
|
|
Aug 13, 2025
Q2 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
4.25K+ 0.51% |
$86.3K - $102K
|
833K
$20.3M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.94K+ 3.28% |
$80K - $94.9K
|
124K
$3.02M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.65K+ 8.26% |
$74.2K - $88K
|
47.9K
$1.17M
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.13K+ 2.58% |
$63.6K - $75.4K
|
124K
$3.03M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.99K+ 13.76% |
$60.8K - $72.1K
|
24.7K
$604K
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.91K+ 3.53% |
$59.1K - $70.2K
|
85.4K
$2.08M
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.9K+ 1.29% |
$58.8K - $69.8K
|
227K
$5.54M
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.7K+ 14.34% |
$54.8K - $65.1K
|
21.5K
$525K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.7KNew |
$54.8K - $65.1K
|
2.7K
$65.9K
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.62K+ 1.05% |
$53.2K - $63.1K
|
252K
$6.14M
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.29K+ 0.67% |
$46.5K - $55.2K
|
343K
$8.36M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.13K+ 3.96% |
$43.2K - $51.2K
|
55.8K
$1.36M
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06K+ 17.72% |
$41.9K - $49.7K
|
13.7K
$335K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.48K+ 14.75% |
$30.1K - $35.7K
|
11.5K
$281K
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.28KNew |
$25.9K - $30.7K
|
1.28K
$31.1K
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.15K+ 9.46% |
$23.4K - $27.7K
|
13.3K
$325K
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1K+ 9.09% |
$20.3K - $24.1K
|
12K
$293K
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
935+ 1.97% |
$19K - $22.5K
|
48.4K
$1.18M
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
900New |
$18.3K - $21.7K
|
900
$22K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
608+ 3.15% |
$12.3K - $14.7K
|
19.9K
$486K
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
544New |
$11K - $13.1K
|
544
$13.3K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
475+ 4.56% |
$9.65K - $11.4K
|
10.9K
$266K
|