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 |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 6.67% |
$22.3 - $29.4
|
16
$387
|
|
Q1 2022 | |||||||
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.52KNew |
$63.9K - $75.8K
|
2.52K
$60.9K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
446New |
$11.3K - $13.4K
|
446
$10.8K
|
|
Q4 2021 | |||||||
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$254K
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.59K+ 709.35% |
$209K - $226K
|
8.66K
$209K
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3KNew |
$82.7K - $89.4K
|
3K
$72.6K
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.09KNew |
$30K - $32.5K
|
1.09K
$26.4K
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$21.5K - $23K
|
800
$19.4K
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.62% |
$13.4K - $14.4K
|
31.4K
$759K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$13.4K - $14.4K
|
500
$12.1K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23.1KNew |
$607K - $654K
|
23.1K
$558K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
3New |
$78.9 - $85.1
|
3
$72.6
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
40.4KNew |
$930K - $1.07M
|
40.4K
$978K
|
|
May 17, 2021
Q1 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
415New |
$9.55K - $11K
|
415
$10K
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
271KNew |
$5.11M - $5.61M
|
271K
$6.57M
|
|
Nov 13, 2020
Q3 2020
|
Aspire Private Capital, LLC
|
BUY
|
- |
1.04KNew |
$19.6K - $21.5K
|
1.04K
$25.2K
|
|
Q2 2020 | |||||||
Aug 03, 2020
Q2 2020
|
Live Oak Private Wealth LLC
|
BUY
|
- |
24.6KNew |
$380K - $537K
|
24.6K
$595K
|
|
Q4 2019 | |||||||
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5.75KNew |
$137K - $147K
|
5.75K
$139K
|
|
Jan 21, 2020
Q4 2019
|
Focused Wealth Management, Inc
|
BUY
|
- |
3.69KNew |
$88K - $94.5K
|
3.69K
$89.3K
|
|
Q3 2019 | |||||||
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.5KNew |
$34.8K - $37.2K
|
1.5K
$36.3K
|
|
Nov 12, 2019
Q3 2019
|
Evoke Wealth, LLC
|
BUY
|
- |
1.1KNew |
$25.4K - $27.2K
|
1.1K
$26.5K
|
|
Q3 2018 | |||||||
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
59.5KNew |
$1.37M - $1.46M
|
59.5K
$1.44M
|
|
Nov 14, 2018
Q3 2018
|
Sage Capital Advisors,Llc
|
BUY
|
- |
750New |
$17.3K - $18.4K
|
750
$18.1K
|
|
Q4 2017 | |||||||
Mar 24, 2023
Q4 2017
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.18KNew |
$25.9K - $27.4K
|
1.18K
$28.4K
|
|
Q3 2017 | |||||||
Oct 19, 2017
Q3 2017
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
2.5KNew |
$53K - $55.5K
|
2.5K
$60.5K
|
|
Q2 2017 | |||||||
Aug 08, 2017
Q2 2017
|
Hudock, Inc.
|
BUY
|
- |
196New |
N/A
|
196
$4.74K
|