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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
130+ 3.0% |
$2.85K - $3.07K
|
4.46K
$106K
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
90New |
$1.97K - $2.12K
|
90
$2.15K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
88+ 0.11% |
$1.93K - $2.08K
|
77.7K
$1.85M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
82+ 0.61% |
$1.8K - $1.94K
|
13.6K
$324K
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
76+ 0.83% |
$1.66K - $1.79K
|
9.27K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.19% |
$898 - $968
|
22.2K
$529K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
37+ 0.04% |
$810 - $873
|
103K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
30+ 0.18% |
$657 - $708
|
16.9K
$403K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
29+ 2.0% |
$635 - $684
|
1.48K
$35.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
24+ 1.62% |
$526 - $566
|
1.5K
$35.9K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
21+ 0.15% |
$460 - $496
|
13.6K
$325K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
17+ 0.12% |
$372 - $401
|
13.7K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12New |
$263 - $283
|
12
$286
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-32- 0.33% |
$701 - $755
|
9.79K
$234K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-53- 0.13% |
$1.16K - $1.25K
|
39.3K
$938K
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 0.75% |
$2.19K - $2.36K
|
13.2K
$316K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-194- 1.57% |
$4.25K - $4.58K
|
12.1K
$290K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-250- 2.66% |
$5.48K - $5.9K
|
9.15K
$218K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-258- 0.57% |
$5.65K - $6.09K
|
44.9K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-289- 1.05% |
$6.33K - $6.82K
|
27.2K
$649K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-349- 0.8% |
$7.64K - $8.24K
|
43K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-395- 0.07% |
$8.65K - $9.32K
|
578K
$13.8M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-489- 4.27% |
$10.7K - $11.5K
|
11K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-580- 0.21% |
$12.7K - $13.7K
|
274K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-769- 0.69% |
$16.8K - $18.1K
|
111K
$2.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-825- 0.54% |
$18.1K - $19.5K
|
151K
$3.6M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-900- 3.73% |
$19.7K - $21.2K
|
23.2K
$555K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-900- 6.34% |
$19.7K - $21.2K
|
13.3K
$317K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-907- 52.95% |
$19.9K - $21.4K
|
806
$19.2K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.05K- 2.98% |
$23K - $24.8K
|
34.1K
$814K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.46K- 0.15% |
$31.9K - $34.3K
|
963K
$23M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-2.36K- 10.56% |
$51.7K - $55.7K
|
20K
$477K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.36K- 7.37% |
$51.7K - $55.7K
|
29.7K
$708K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-4.71K- 12.13% |
$103K - $111K
|
34.1K
$814K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.78K- 7.72% |
$127K - $136K
|
69.1K
$1.65M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.29K- 0.83% |
$138K - $148K
|
754K
$18M
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-6.64K- 7.14% |
$145K - $157K
|
86.3K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.74K- 1.47% |
$148K - $159K
|
453K
$10.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.08K- 0.93% |
$155K - $167K
|
754K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.08K- 0.93% |
$155K - $167K
|
754K
$18M
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.96K- 3.92% |
$174K - $188K
|
195K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-9.75K- 36.4% |
$214K - $230K
|
17K
$407K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.5K- 26.42% |
$229K - $247K
|
29.1K
$695K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-17.5K- 9.59% |
$383K - $413K
|
165K
$3.94M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.6K- 5.0% |
$384K - $414K
|
334K
$7.97M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-18.7K- 89.76% |
$409K - $441K
|
2.13K
$50.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-22K- 2.92% |
$482K - $519K
|
731K
$17.4M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-23.5K- 26.82% |
$514K - $554K
|
64.1K
$1.53M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-27.5K- 35.72% |
$602K - $649K
|
49.5K
$1.18M
|