Purchases and Sales Made in Q1 2023 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 2023. 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 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
50.2K+ 70.68% |
$1.07M - $1.24M
|
121K
$2.89M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
31.4KNew |
$671K - $776K
|
31.4K
$747K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.4K+ 25.23% |
$328K - $380K
|
76.2K
$1.81M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
13.7K+ 107.27% |
$294K - $340K
|
26.5K
$631K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12.6KNew |
$269K - $311K
|
12.6K
$299K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.4K+ 49.16% |
$264K - $306K
|
37.5K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.5K+ 99.26% |
$224K - $259K
|
21K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
10.3K+ 0.98% |
$220K - $254K
|
1.06M
$25.3M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.2KNew |
$218K - $252K
|
10.2K
$243K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 8.28% |
$214K - $248K
|
131K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.42K+ 38.08% |
$201K - $233K
|
34.1K
$813K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7K+ 22.79% |
$150K - $173K
|
37.7K
$898K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.41K+ 11.5% |
$137K - $158K
|
62.1K
$1.48M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.92K+ 2.63% |
$105K - $122K
|
192K
$4.57M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.83K+ 1.51% |
$103K - $120K
|
325K
$7.73M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.38K+ 2.0% |
$93.6K - $108K
|
223K
$5.31M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.71KNew |
$79.4K - $91.9K
|
3.71K
$88.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.08K+ 42.35% |
$65.8K - $76.1K
|
10.3K
$246K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.97K+ 0.39% |
$63.5K - $73.4K
|
762K
$18.2M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.54K+ 3.25% |
$54.3K - $62.8K
|
80.7K
$1.92M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$50.3K - $58.1K
|
2.35K
$56K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.16K+ 22.76% |
$46.2K - $53.4K
|
11.7K
$277K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.11K+ 4.88% |
$45K - $52.1K
|
45.3K
$1.08M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$43.8K - $50.7K
|
2.05K
$48.8K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$42.8K - $49.5K
|
2K
$47.6K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.89K+ 7.45% |
$40.4K - $46.8K
|
27.2K
$649K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.21K+ 3.34% |
$26K - $30K
|
37.5K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18K+ 2.58% |
$25.3K - $29.3K
|
47K
$1.12M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$21.5K - $24.9K
|
1.01K
$24K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
981+ 1.1% |
$21K - $24.3K
|
89.8K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
810+ 6.89% |
$17.3K - $20K
|
12.6K
$299K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
750+ 106.53% |
$16K - $18.6K
|
1.45K
$34.6K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
605+ 6.59% |
$12.9K - $15K
|
9.79K
$233K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
462+ 0.15% |
$9.88K - $11.4K
|
308K
$7.32M
|
|
|
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
426+ 1.44% |
$9.11K - $10.5K
|
30.1K
$716K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
363+ 1.68% |
$7.76K - $8.98K
|
22K
$524K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
320+ 1.21% |
$6.84K - $7.92K
|
26.7K
$636K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
238+ 0.5% |
$5.09K - $5.89K
|
47.4K
$1.13M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.28K - $4.95K
|
200
$4.76K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
150+ 0.28% |
$3.21K - $3.71K
|
54.1K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
129+ 0.98% |
$2.76K - $3.19K
|
13.3K
$316K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.14% |
$406 - $470
|
13.5K
$323K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$171 - $198
|
8
$190
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7New |
$150 - $173
|
7
$167
|
|
|
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.98% |
$107 - $124
|
257
$6.12K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-67- 0.05% |
$1.43K - $1.66K
|
125K
$2.97M
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-176- 1.24% |
$3.76K - $4.35K
|
14K
$333K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-250- 0.65% |
$5.35K - $6.19K
|
38.2K
$911K
|