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 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-259Closed |
$5.54K - $6.41K
|
0
$0
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-282- 60.78% |
$6.03K - $6.98K
|
182
$4.44K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-290- 9.17% |
$6.2K - $7.17K
|
2.87K
$70.1K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-414- 13.56% |
$8.86K - $10.2K
|
2.64K
$64.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 21.11% |
$9.84K - $11.4K
|
1.72K
$41.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-500- 18.18% |
$10.7K - $12.4K
|
2.25K
$54.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-579- 5.04% |
$12.4K - $14.3K
|
10.9K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-615- 1.37% |
$13.2K - $15.2K
|
44.2K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-817- 0.28% |
$17.5K - $20.2K
|
287K
$7.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-821- 5.99% |
$17.6K - $20.3K
|
12.9K
$314K
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-883- 1.23% |
$18.9K - $21.8K
|
71K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.1K- 6.16% |
$23.5K - $27.2K
|
16.7K
$408K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.4K- 6.04% |
$29.9K - $34.6K
|
21.8K
$531K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.51K- 3.33% |
$32.4K - $37.5K
|
44K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.59K- 11.59% |
$34.1K - $39.4K
|
12.1K
$296K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.47K- 64.51% |
$52.9K - $61.2K
|
1.36K
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 34.09% |
$57.6K - $66.6K
|
5.21K
$127K
|
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3K- 0.42% |
$64.1K - $74.1K
|
718K
$17.5M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.59K- 18.41% |
$76.7K - $88.8K
|
15.9K
$388K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.21K- 60.9% |
$90K - $104K
|
2.7K
$65.9K
|
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-4.34K- 3.42% |
$92.8K - $107K
|
122K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.02K- 3.83% |
$129K - $149K
|
151K
$3.68M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-6.03K- 26.38% |
$129K - $149K
|
16.8K
$410K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.2K- 3.19% |
$154K - $178K
|
218K
$5.33M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.28K- 2.76% |
$177K - $205K
|
292K
$7.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.21K- 1.65% |
$197K - $228K
|
549K
$13.4M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.42K- 27.58% |
$201K - $233K
|
24.7K
$603K
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-11.4K- 64.31% |
$244K - $282K
|
6.32K
$154K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.2K- 27.88% |
$282K - $326K
|
34.1K
$833K
|
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-14.6K- 6.55% |
$312K - $360K
|
208K
$5.07M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.1K- 0.98% |
$344K - $397K
|
1.62M
$39.6M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-26.5K- 56.58% |
$566K - $655K
|
20.3K
$496K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 3.17% |
$577K - $667K
|
824K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34.1K- 24.07% |
$730K - $844K
|
108K
$2.63M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.5K- 10.52% |
$1.23M - $1.42M
|
489K
$11.9M
|