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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
500New |
$11.4K - $12.4K
|
500
$12.1K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.58% |
$11.1K - $12K
|
14.1K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
284+ 1.98% |
$6.47K - $7.02K
|
14.6K
$353K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187New |
$4.26K - $4.62K
|
187
$4.52K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.08% |
$4.21K - $4.58K
|
9.07K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
165+ 0.92% |
$3.76K - $4.08K
|
18.2K
$439K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150+ 0.34% |
$3.42K - $3.71K
|
44.2K
$1.07M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
139+ 1.45% |
$3.17K - $3.44K
|
9.72K
$235K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
138+ 0.38% |
$3.14K - $3.41K
|
36.6K
$884K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 1.02% |
$1.98K - $2.15K
|
8.64K
$209K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
61+ 0.35% |
$1.39K - $1.51K
|
17.3K
$418K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
45+ 0.4% |
$1.02K - $1.11K
|
11.4K
$275K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 120.0% |
$137 - $148
|
11
$266
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$22.8 - $24.7
|
5.22K
$126K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$478K - $516K
|
20.1K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
17.9KNew |
$425K - $460K
|
17.9K
$433K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.7K+ 8.37% |
$420K - $454K
|
229K
$5.53M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.9K+ 7.22% |
$329K - $356K
|
206K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8KNew |
$257K - $278K
|
10.8K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Parvin Asset Management, LLC
Sioux Falls, SD |
BUY
|
- |
2.35KNew |
$55.8K - $60.3K
|
2.35K
$56.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.1K+ 6.17% |
$26K - $28.1K
|
18.8K
$456K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
832New |
$19.8K - $21.4K
|
832
$20.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550New |
$13.1K - $14.1K
|
550
$13.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
492New |
$11.7K - $12.6K
|
492
$11.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
461New |
$10.9K - $11.8K
|
461
$11.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163New |
$3.87K - $4.19K
|
163
$3.94K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.38K - $2.57K
|
100
$2.42K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 0.54% |
$1.19K - $1.28K
|
9.34K
$226K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.32% |
$232K - $249K
|
314K
$7.59M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.5KNew |
$218K - $234K
|
9.5K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.49KNew |
$195K - $209K
|
8.49K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.17K+ 67.5% |
$165K - $177K
|
17.8K
$430K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.21KNew |
$50.7K - $54.5K
|
2.21K
$53.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.1K+ 233.33% |
$48.2K - $51.8K
|
3K
$72.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 80.13% |
$27.6K - $29.7K
|
2.7K
$65.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.16KNew |
$26.7K - $28.7K
|
1.16K
$28.2K
|
|
|
Jun 26, 2025
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$24.7K - $26.5K
|
1.08K
$26K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
589New |
$13.5K - $14.5K
|
589
$14.2K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$422K - $457K
|
18.9K
$457K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.3KNew |
$364K - $395K
|
16.3K
$395K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$228K - $247K
|
10.2K
$248K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.73KNew |
$60.9K - $66K
|
2.73K
$66K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
431New |
$9.62K - $10.4K
|
431
$10.4K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.3KNew |
$1.06M - $1.14M
|
48.3K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
11.5KNew |
$251K - $271K
|
11.5K
$277K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.4KNew |
$227K - $245K
|
10.4K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.82K+ 10.53% |
$128K - $137K
|
61.1K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.79K+ 37.2% |
$127K - $137K
|
21.3K
$516K
|
|