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 |
---|---|---|---|---|---|---|---|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242+ 0.55% |
$5.56K - $5.97K
|
44.4K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70+ 0.14% |
$1.61K - $1.73K
|
48.8K
$1.16M
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 0.27% |
$597 - $641
|
9.73K
$232K
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.16% |
$505 - $543
|
13.7K
$326K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.13% |
$413 - $444
|
13.6K
$325K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.72% |
$253 - $271
|
1.53K
$36.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$422K - $457K
|
18.9K
$450K
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.3KNew |
$364K - $395K
|
16.3K
$389K
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$254K
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$228K - $247K
|
10.2K
$244K
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.73KNew |
$60.9K - $66K
|
2.73K
$65K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.43K+ 939.0% |
$54.3K - $58.8K
|
2.69K
$64.1K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
834+ 9.11% |
$18.6K - $20.2K
|
9.98K
$238K
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
537New |
$12K - $13K
|
537
$12.8K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
431New |
$9.62K - $10.4K
|
431
$10.3K
|
|
Q1 2024 | |||||||
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.3KNew |
$1.06M - $1.14M
|
48.3K
$1.15M
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
11.5KNew |
$251K - $271K
|
11.5K
$273K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$251K - $270K
|
11.4K
$272K
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.4KNew |
$227K - $245K
|
10.4K
$247K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.82K+ 10.53% |
$128K - $137K
|
61.1K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.79K+ 37.2% |
$127K - $137K
|
21.3K
$508K
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.14KNew |
$47K - $50.6K
|
2.14K
$51K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$38.1K - $41.1K
|
1.74K
$41.5K
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$32.9K - $35.4K
|
1.5K
$35.7K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
720New |
$15.8K - $17K
|
720
$17.1K
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$11K - $11.8K
|
500
$11.9K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
250New |
$5.48K - $5.9K
|
250
$5.95K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130+ 3.0% |
$2.85K - $3.07K
|
4.46K
$106K
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.97K - $2.12K
|
90
$2.14K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
240KNew |
$4.48M - $5.36M
|
240K
$5.71M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1KNew |
$1.39M - $1.66M
|
74.1K
$1.77M
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.2KNew |
$396K - $474K
|
21.2K
$505K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.29KNew |
$174K - $208K
|
9.29K
$221K
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$58K - $69.3K
|
3.1K
$73.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$36.6K - $43.7K
|
1.96K
$46.5K
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.25% |
$112 - $134
|
273
$6.5K
|
|
Q3 2023 | |||||||
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
10KNew |
$211K - $236K
|
10K
$238K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.7K+ 4.63% |
$141K - $158K
|
151K
$3.61M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.35KNew |
$91.8K - $103K
|
4.35K
$104K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.03KNew |
$64K - $71.6K
|
3.03K
$72.2K
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
410+ 2.72% |
$8.65K - $9.68K
|
15.5K
$368K
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.77% |
$8.36K - $9.35K
|
22.8K
$543K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$491K - $533K
|
23K
$548K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.9K+ 74.31% |
$147K - $160K
|
16.2K
$385K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.5K - $16.8K
|
728
$17.3K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
701New |
$15K - $16.2K
|
701
$16.7K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
293New |
$6.25K - $6.78K
|
293
$6.98K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
240New |
$5.12K - $5.55K
|
240
$5.71K
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$3.2K - $3.47K
|
150
$3.57K
|