Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10K- 65.22% |
$188K - $225K
|
5.35K
$127K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.17K- 5.42% |
$40.6K - $48.6K
|
37.9K
$901K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 54.05% |
$37.4K - $44.7K
|
1.7K
$40.5K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.36K- 30.11% |
$28.6K - $32K
|
3.15K
$74.9K
|
|
Q2 2023 | |||||||
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 55.56% |
$26.7K - $28.9K
|
1K
$23.8K
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.14% |
$21.3K - $23.1K
|
13K
$310K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-579- 5.04% |
$12.4K - $14.3K
|
10.9K
$260K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 21.11% |
$9.84K - $11.4K
|
1.72K
$40.9K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.5K- 77.78% |
$76K - $86.8K
|
1K
$23.8K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.34K- 12.13% |
$29.1K - $33.2K
|
9.71K
$231K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-370- 3.77% |
$8.03K - $9.17K
|
9.43K
$225K
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-285- 66.28% |
$6.18K - $7.07K
|
145
$3.45K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-243- 2.56% |
$5.27K - $6.02K
|
9.25K
$220K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.6K- 38.95% |
$442K - $549K
|
32.3K
$770K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-987- 6.13% |
$21.1K - $26.3K
|
15.1K
$360K
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.48% |
$4.28K - $5.32K
|
13.3K
$318K
|
|
Q2 2022 | |||||||
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.1KClosed |
$226K - $298K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-9.5KClosed |
$212K - $280K
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.89KClosed |
$199K - $262K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.69KClosed |
$172K - $226K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.87KClosed |
$86.5K - $114K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-983Closed |
$22K - $28.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-909Closed |
$20.3K - $26.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-805Closed |
$18K - $23.7K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450Closed |
$10.1K - $13.2K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109- 0.77% |
$2.44K - $3.21K
|
14.1K
$336K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11KClosed |
$279K - $331K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.2KClosed |
$260K - $308K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.87KClosed |
$199K - $237K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.47KClosed |
$189K - $225K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5KClosed |
$127K - $150K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-800Closed |
$20.3K - $24.1K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-450Closed |
$11.4K - $13.5K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-400Closed |
$10.1K - $12K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370Closed |
$9.38K - $11.1K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 1.36% |
$1.9K - $2.26K
|
5.45K
$130K
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3KClosed |
$478K - $516K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.7KClosed |
$461K - $498K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$276K - $298K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.73KClosed |
$75.2K - $81.3K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1KClosed |
$27.6K - $29.8K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$5.51K - $5.96K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.55KClosed |
$203K - $217K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.41KClosed |
$91.7K - $98.2K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36KClosed |
$63.4K - $67.8K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.11KClosed |
$56.7K - $60.7K
|
0
$0
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 57.14% |
$26.9K - $28.8K
|
750
$17.9K
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.4KClosed |
$536K - $578K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-7.71KClosed |
$203K - $219K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.47KClosed |
$91.1K - $98.2K
|
0
$0
|