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
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-230- 1.05% |
$5.83K - $6.92K
|
21.6K
$515K
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-284- 2.0% |
$7.2K - $8.54K
|
13.9K
$332K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-284- 2.0% |
$7.2K - $8.54K
|
13.9K
$332K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-370Closed |
$9.38K - $11.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-400Closed |
$10.1K - $12K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-447- 1.0% |
$11.3K - $13.4K
|
44.2K
$1.05M
|
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-450Closed |
$11.4K - $13.5K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-600- 2.6% |
$15.2K - $18K
|
22.5K
$537K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-761- 5.67% |
$19.3K - $22.9K
|
12.7K
$302K
|
|
|
Apr 06, 2023
Q1 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-763- 3.22% |
$19.3K - $23K
|
22.9K
$547K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-800Closed |
$20.3K - $24.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-945- 2.43% |
$24K - $28.4K
|
38K
$906K
|
|
|
May 13, 2022
Q1 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.06K- 3.15% |
$26.9K - $31.9K
|
32.7K
$780K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.25K- 3.49% |
$31.8K - $37.7K
|
34.6K
$826K
|
|
|
May 17, 2022
Q1 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.28K- 1.74% |
$32.4K - $38.4K
|
72.3K
$1.73M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.3K- 98.86% |
$33K - $39.1K
|
15
$358
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 3.11% |
$33.2K - $39.4K
|
40.9K
$975K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.42K- 0.42% |
$36K - $42.7K
|
333K
$7.94M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.49K- 7.07% |
$63.2K - $75K
|
32.8K
$782K
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.61K- 2.27% |
$66.3K - $78.6K
|
112K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
1776 Wealth LLC
|
SELL
|
- |
-2.82K- 3.7% |
$71.4K - $84.7K
|
73.3K
$1.75M
|
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-3.11K- 7.22% |
$78.9K - $93.7K
|
40K
$955K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.32KClosed |
$84.2K - $99.9K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.41K- 24.74% |
$86.3K - $102K
|
10.4K
$247K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.53K- 7.34% |
$89.4K - $106K
|
44.5K
$1.06M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.61K- 12.48% |
$91.6K - $109K
|
25.3K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.87K- 18.26% |
$98.1K - $116K
|
17.3K
$413K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.9K- 65.3% |
$98.9K - $117K
|
2.07K
$49.4K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.59K- 27.2% |
$116K - $138K
|
12.3K
$293K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5KClosed |
$127K - $150K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.2K- 0.66% |
$132K - $156K
|
782K
$18.7M
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-6.11K- 3.58% |
$155K - $184K
|
164K
$3.92M
|
|
|
Apr 26, 2022
Q1 2022
|
Penbrook Management LLC
|
SELL
|
- |
-6.5K- 32.12% |
$165K - $196K
|
13.7K
$328K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.47KClosed |
$189K - $225K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7.68K- 24.3% |
$195K - $231K
|
23.9K
$571K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.87KClosed |
$199K - $237K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.6K- 9.99% |
$218K - $259K
|
77.4K
$1.85M
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-10.2KClosed |
$260K - $308K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.5KClosed |
$266K - $316K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-11KClosed |
$279K - $331K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-14.4K- 78.83% |
$366K - $434K
|
3.87K
$92.4K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-17K- 3.98% |
$431K - $511K
|
410K
$9.78M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
SELL
|
- |
-18.6KClosed |
$470K - $558K
|
0
$0
|
|
|
Jun 10, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-23.3K- 71.05% |
$590K - $700K
|
9.48K
$226K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.6K- 3.1% |
$674K - $799K
|
831K
$19.8M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-34.8K- 3.01% |
$882K - $1.05M
|
1.12M
$26.8M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-124K- 6.08% |
$3.14M - $3.73M
|
1.91M
$45.7M
|