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 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.14KNew |
$47K - $50.6K
|
2.14K
$51.9K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$38.1K - $41.1K
|
1.74K
$42.1K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
720New |
$15.8K - $17K
|
720
$17.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$11K - $11.8K
|
500
$12.1K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
250New |
$5.48K - $5.9K
|
250
$6.05K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.97K - $2.12K
|
90
$2.18K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
240KNew |
$4.48M - $5.36M
|
240K
$5.8M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1KNew |
$1.39M - $1.66M
|
74.1K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.2KNew |
$396K - $474K
|
21.2K
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$58K - $69.3K
|
3.1K
$75K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$36.6K - $43.7K
|
1.96K
$47.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.25% |
$112 - $134
|
273
$6.6K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.7K+ 4.63% |
$141K - $158K
|
151K
$3.66M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.03KNew |
$64K - $71.6K
|
3.03K
$73.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
410+ 2.72% |
$8.65K - $9.68K
|
15.5K
$374K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.77% |
$8.36K - $9.35K
|
22.8K
$551K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$491K - $533K
|
23K
$557K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.9K+ 74.31% |
$147K - $160K
|
16.2K
$392K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.5K - $16.8K
|
728
$17.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
701New |
$15K - $16.2K
|
701
$17K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
293New |
$6.25K - $6.78K
|
293
$7.09K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
240New |
$5.12K - $5.55K
|
240
$5.81K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$3.2K - $3.47K
|
150
$3.63K
|
|
| Q1 2023 | |||||||
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$50.3K - $58.1K
|
2.35K
$56.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$43.8K - $50.7K
|
2.05K
$49.5K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$42.8K - $49.5K
|
2K
$48.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$21.5K - $24.9K
|
1.01K
$24.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.28K - $4.95K
|
200
$4.84K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$171 - $198
|
8
$194
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6KNew |
$339K - $387K
|
15.6K
$378K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$336K - $384K
|
15.5K
$375K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13K+ 87.73% |
$282K - $323K
|
27.8K
$673K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6KNew |
$274K - $313K
|
12.6K
$306K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$238K - $271K
|
11K
$265K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.49KNew |
$184K - $210K
|
8.49K
$205K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.5K+ 47.67% |
$119K - $136K
|
17K
$412K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$41.8K - $47.7K
|
1.93K
$46.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.4KNew |
$30.3K - $34.6K
|
1.4K
$33.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
791New |
$17.2K - $19.6K
|
791
$19.1K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$298K - $370K
|
13.9K
$336K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$214K - $266K
|
10K
$242K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3KNew |
$64.3K - $79.8K
|
3K
$72.6K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$5.76K - $7.16K
|
269
$6.51K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132New |
$2.83K - $3.51K
|
132
$3.19K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.16% |
$150 - $186
|
331
$8.01K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.07KNew |
$203K - $267K
|
9.07K
$219K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
8.12KNew |
$181K - $239K
|
8.12K
$196K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04KNew |
$45.6K - $60.1K
|
2.04K
$49.4K
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
884New |
$19.7K - $26K
|
884
$21.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
317New |
$7.08K - $9.33K
|
317
$7.67K
|
|