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 |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
81KNew |
$1.92M - $2.08M
|
81K
$1.99M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 5.12% |
$201K - $218K
|
174K
$4.28M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.76K+ 472.29% |
$113K - $122K
|
5.76K
$142K
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 23.81% |
$66.6K - $72K
|
14.6K
$358K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 2.33% |
$43.8K - $47.3K
|
80.8K
$1.98M
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3K+ 12.36% |
$30.8K - $33.3K
|
11.8K
$290K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 0.22% |
$18.8K - $20.3K
|
365K
$8.96M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550New |
$13.1K - $14.1K
|
550
$13.5K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
436+ 4.73% |
$10.4K - $11.2K
|
9.66K
$237K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
389+ 1.08% |
$9.24K - $9.99K
|
36.4K
$895K
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
227+ 0.98% |
$5.39K - $5.83K
|
23.3K
$573K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.38K - $2.57K
|
100
$2.46K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83+ 0.98% |
$1.97K - $2.13K
|
8.55K
$210K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 0.54% |
$1.19K - $1.28K
|
9.34K
$229K
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 2.0% |
$855 - $924
|
1.83K
$45K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$238 - $257
|
11.7K
$287K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.02% |
$190 - $205
|
36.9K
$907K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.8 - $25.7
|
183K
$4.5M
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
192KNew |
$4.4M - $4.73M
|
192K
$4.71M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
167K+ 46.39% |
$3.84M - $4.12M
|
527K
$12.9M
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
77.1K+ 13.43% |
$1.77M - $1.9M
|
651K
$16M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42.1K+ 24.4% |
$967K - $1.04M
|
215K
$5.28M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 4.3% |
$750K - $806K
|
793K
$19.5M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 4.83% |
$667K - $716K
|
630K
$15.5M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.5K+ 16.01% |
$655K - $703K
|
207K
$5.08M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.4K+ 8.95% |
$628K - $675K
|
333K
$8.18M
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27.1K+ 3.34% |
$623K - $669K
|
840K
$20.6M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 12.57% |
$582K - $625K
|
227K
$5.57M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 8.66% |
$567K - $610K
|
310K
$7.61M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20K+ 194.53% |
$460K - $495K
|
30.4K
$745K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.6KNew |
$450K - $483K
|
19.6K
$481K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.6KNew |
$288K - $310K
|
12.6K
$308K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 5.04% |
$245K - $263K
|
222K
$5.46M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.32% |
$232K - $249K
|
314K
$7.7M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.5KNew |
$218K - $234K
|
9.5K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$200K - $215K
|
8.71K
$214K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.49KNew |
$195K - $209K
|
8.49K
$208K
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.11K+ 51.93% |
$186K - $200K
|
23.7K
$582K
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.17K+ 67.5% |
$165K - $177K
|
17.8K
$437K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 588.09% |
$109K - $117K
|
5.55K
$136K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.69K+ 15.7% |
$108K - $116K
|
34.6K
$849K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.19K+ 38.46% |
$96.1K - $103K
|
15.1K
$370K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 5.03% |
$92.4K - $99.3K
|
84K
$2.06M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 2.96% |
$63K - $67.6K
|
95.4K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.43K+ 2.13% |
$55.7K - $59.8K
|
116K
$2.85M
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.21KNew |
$50.7K - $54.5K
|
2.21K
$54.3K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.1K+ 233.33% |
$48.2K - $51.8K
|
3K
$73.7K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.04K+ 102.2% |
$46.9K - $50.4K
|
4.04K
$99.2K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.93K+ 10.91% |
$44.3K - $47.6K
|
19.6K
$482K
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.64K+ 5.68% |
$37.5K - $40.3K
|
30.4K
$747K
|