Purchases and Sales Made in Q1 2022 in Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information about the institutional ownership of Eaton Vance Tax Advantaged Dividend Income Fund (EVT) during Q1 2022. The information is specifically focused on institutions that hold shares of EATON VANCE TAX ADVANTAGED DIVIDEND INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
236K+ 119.12% |
$5.97M - $7.09M
|
433K
$10.3M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
223K+ 3294.35% |
$5.66M - $6.71M
|
230K
$5.49M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
206K+ 72.64% |
$5.23M - $6.21M
|
491K
$11.7M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
36.5KNew |
$926K - $1.1M
|
36.5K
$872K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18.5K+ 159.84% |
$469K - $556K
|
30.1K
$717K
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.7K+ 12.25% |
$450K - $534K
|
163K
$3.88M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.8K+ 6.66% |
$399K - $474K
|
252K
$6.02M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 11.58% |
$387K - $460K
|
147K
$3.51M
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
13K+ 104.66% |
$329K - $390K
|
25.4K
$606K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.6K+ 35.1% |
$295K - $350K
|
44.8K
$1.07M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
10K+ 1.22% |
$253K - $301K
|
831K
$19.8M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.21KNew |
$208K - $247K
|
8.21K
$196K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.82KNew |
$198K - $235K
|
7.82K
$186K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.81KNew |
$173K - $205K
|
6.81K
$162K
|
|
|
May 16, 2022
Q1 2022
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
6.21K+ 1.69% |
$157K - $187K
|
374K
$8.92M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.05K+ 3.53% |
$153K - $182K
|
177K
$4.23M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
5.61K+ 4.75% |
$142K - $169K
|
124K
$2.95M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.55K+ 2.02% |
$141K - $167K
|
280K
$6.69M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.46K+ 7.66% |
$138K - $164K
|
76.7K
$1.83M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
4.92K+ 40.49% |
$125K - $148K
|
17.1K
$407K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.3KNew |
$83.7K - $99.3K
|
3.3K
$78.8K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.52KNew |
$63.9K - $75.8K
|
2.52K
$60.1K
|
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.31K+ 6.34% |
$58.6K - $69.5K
|
38.8K
$925K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.22K+ 2.24% |
$31K - $36.8K
|
55.9K
$1.33M
|
|
|
May 10, 2022
Q1 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.08K+ 1.58% |
$27.3K - $32.4K
|
69.4K
$1.66M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
983New |
$24.9K - $29.6K
|
983
$23.5K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
891+ 7.24% |
$22.6K - $26.8K
|
13.2K
$315K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
805New |
$20.4K - $24.2K
|
805
$19.2K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
768+ 1.14% |
$19.5K - $23.1K
|
68.3K
$1.63M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
742+ 1.36% |
$18.8K - $22.3K
|
55.3K
$1.32M
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
544+ 5.23% |
$13.8K - $16.4K
|
11K
$261K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
528+ 0.76% |
$13.4K - $15.9K
|
69.6K
$1.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
446New |
$11.3K - $13.4K
|
446
$10.6K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
226New |
$5.73K - $6.8K
|
226
$5.39K
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
196+ 0.74% |
$4.97K - $5.9K
|
26.6K
$634K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
136+ 1.55% |
$3.45K - $4.09K
|
8.93K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
126+ 1.8% |
$3.19K - $3.79K
|
7.12K
$170K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
118+ 1.18% |
$2.99K - $3.55K
|
10.1K
$242K
|
|
|
May 13, 2022
Q1 2022
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
32+ 0.4% |
$811 - $963
|
8.11K
$193K
|
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24+ 0.14% |
$608 - $722
|
16.8K
$400K
|
|
|
May 03, 2022
Q1 2022
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
17+ 1.16% |
$431 - $511
|
1.48K
$35.2K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
16+ 0.12% |
$406 - $481
|
13.5K
$321K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.12% |
$254 - $301
|
8.06K
$192K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 1.92% |
$152 - $180
|
318
$7.59K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1- 0.01% |
$25.4 - $30.1
|
14.7K
$351K
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-75- 1.36% |
$1.9K - $2.26K
|
5.45K
$130K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-86- 0.58% |
$2.18K - $2.59K
|
14.7K
$350K
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-100- 0.7% |
$2.54K - $3.01K
|
14.2K
$339K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-168- 41.48% |
$4.26K - $5.05K
|
237
$5.65K
|