Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
333K+ 35.15% |
$7.29M - $7.86M
|
1.28M
$30.5M
|
|
|
May 13, 2024
Q1 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
234KNew |
$5.13M - $5.53M
|
234K
$5.58M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
105K+ 40.65% |
$2.31M - $2.49M
|
364K
$8.67M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
102K+ 11.37% |
$2.22M - $2.4M
|
995K
$23.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
83.2KNew |
$1.82M - $1.96M
|
83.2K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
BUY
|
- |
75.2KNew |
$1.65M - $1.78M
|
75.2K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
68.4K+ 39.02% |
$1.5M - $1.62M
|
244K
$5.81M
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
66.3K+ 50.0% |
$1.45M - $1.56M
|
199K
$4.73M
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
48.3KNew |
$1.06M - $1.14M
|
48.3K
$1.15M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
41.6K+ 7.93% |
$910K - $981K
|
565K
$13.5M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
35.4K+ 21.52% |
$775K - $835K
|
200K
$4.76M
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
34.6K+ 4.56% |
$758K - $817K
|
794K
$18.9M
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
32K+ 45.24% |
$701K - $756K
|
103K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.3K+ 10.57% |
$599K - $645K
|
286K
$6.81M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18K+ 9.81% |
$394K - $424K
|
201K
$4.79M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 5.81% |
$345K - $372K
|
287K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.3KNew |
$334K - $360K
|
15.3K
$363K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.9K+ 5.36% |
$305K - $329K
|
274K
$6.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 3.96% |
$291K - $313K
|
349K
$8.3M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 6.64% |
$254K - $273K
|
186K
$4.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
11.5KNew |
$251K - $271K
|
11.5K
$273K
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.4KNew |
$251K - $270K
|
11.4K
$272K
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
10.4KNew |
$227K - $245K
|
10.4K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10K+ 6.86% |
$220K - $237K
|
157K
$3.73M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.85K+ 3.61% |
$216K - $233K
|
283K
$6.73M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.81KNew |
$193K - $208K
|
8.81K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.49KNew |
$186K - $200K
|
8.49K
$202K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.83K+ 7.81% |
$171K - $185K
|
108K
$2.57M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.82K+ 10.53% |
$128K - $137K
|
61.1K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.79K+ 37.2% |
$127K - $137K
|
21.3K
$508K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.35KNew |
$95.3K - $103K
|
4.35K
$104K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.7K+ 56.29% |
$81K - $87.3K
|
10.3K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.55K+ 27.99% |
$77.7K - $83.8K
|
16.2K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.18K+ 3.92% |
$69.6K - $75K
|
84.1K
$2M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
2.78KNew |
$60.9K - $65.6K
|
2.78K
$66.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
2.14KNew |
$47K - $50.6K
|
2.14K
$51K
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
1.89K+ 1.58% |
$41.3K - $44.5K
|
121K
$2.88M
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$38.1K - $41.1K
|
1.74K
$41.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.73KNew |
$37.8K - $40.7K
|
1.73K
$41.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.69K+ 169.3% |
$37.1K - $40K
|
2.69K
$64.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.5KNew |
$32.9K - $35.4K
|
1.5K
$35.7K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.33K+ 3.04% |
$29.1K - $31.4K
|
45K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
1.26K+ 13.43% |
$27.5K - $29.6K
|
10.6K
$253K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1K+ 9.23% |
$21.9K - $23.6K
|
11.8K
$282K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
726+ 2.65% |
$15.9K - $17.1K
|
28.1K
$670K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
720New |
$15.8K - $17K
|
720
$17.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
500New |
$11K - $11.8K
|
500
$11.9K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
313+ 1.74% |
$6.85K - $7.39K
|
18.3K
$436K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
250New |
$5.48K - $5.9K
|
250
$5.95K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130+ 3.0% |
$2.85K - $3.07K
|
4.46K
$106K
|