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 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$50.3K - $58.1K
|
2.35K
$56K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$43.8K - $50.7K
|
2.05K
$48.8K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$42.8K - $49.5K
|
2K
$47.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$21.5K - $24.9K
|
1.01K
$24K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.28K - $4.95K
|
200
$4.76K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$171 - $198
|
8
$190
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6KNew |
$339K - $387K
|
15.6K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$336K - $384K
|
15.5K
$369K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13K+ 87.73% |
$282K - $323K
|
27.8K
$663K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6KNew |
$274K - $313K
|
12.6K
$301K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$238K - $271K
|
11K
$261K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.49KNew |
$184K - $210K
|
8.49K
$202K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.5K+ 47.67% |
$119K - $136K
|
17K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$41.8K - $47.7K
|
1.93K
$45.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.4KNew |
$30.3K - $34.6K
|
1.4K
$33.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
791New |
$17.2K - $19.6K
|
791
$18.8K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$298K - $370K
|
13.9K
$331K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$214K - $266K
|
10K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3KNew |
$64.3K - $79.8K
|
3K
$71.4K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$5.76K - $7.16K
|
269
$6.4K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132New |
$2.83K - $3.51K
|
132
$3.14K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.16% |
$150 - $186
|
331
$7.88K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.07KNew |
$203K - $267K
|
9.07K
$216K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
8.12KNew |
$181K - $239K
|
8.12K
$193K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$100K - $132K
|
4.49K
$107K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04KNew |
$45.6K - $60.1K
|
2.04K
$48.6K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
884New |
$19.7K - $26K
|
884
$21K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
317New |
$7.08K - $9.33K
|
317
$7.55K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 6.67% |
$22.3 - $29.4
|
16
$381
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.52KNew |
$63.9K - $75.8K
|
2.52K
$60K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
446New |
$11.3K - $13.4K
|
446
$10.6K
|
|
| Q4 2021 | |||||||
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$250K
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.59K+ 709.35% |
$209K - $226K
|
8.66K
$206K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3KNew |
$82.7K - $89.4K
|
3K
$71.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.09KNew |
$30K - $32.5K
|
1.09K
$26K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$21.5K - $23K
|
800
$19K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.62% |
$13.4K - $14.4K
|
31.4K
$747K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$13.4K - $14.4K
|
500
$11.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$607K - $654K
|
23.1K
$550K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$78.9 - $85.1
|
3
$71.4
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40.4KNew |
$930K - $1.07M
|
40.4K
$962K
|
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415New |
$9.55K - $11K
|
415
$9.88K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
271KNew |
$5.11M - $5.61M
|
271K
$6.46M
|
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.04KNew |
$19.6K - $21.5K
|
1.04K
$24.8K
|
|
| Q2 2020 | |||||||
|
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24.6KNew |
$380K - $537K
|
24.6K
$585K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.75KNew |
$137K - $147K
|
5.75K
$137K
|
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.69KNew |
$88K - $94.5K
|
3.69K
$87.9K
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$34.8K - $37.2K
|
1.5K
$35.7K
|
|
|
Nov 12, 2019
Q3 2019
|
Evoke Wealth, LLC
|
BUY
|
- |
1.1KNew |
$25.4K - $27.2K
|
1.1K
$26.1K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.5KNew |
$1.37M - $1.46M
|
59.5K
$1.42M
|
|