Purchases and Sales Made in Q1 2025 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 2025. 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 15, 2025
Q1 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
108KNew |
$2.45M - $2.66M
|
108K
$2.63M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
107K+ 58.84% |
$2.43M - $2.64M
|
289K
$7.04M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.7KNew |
$1.45M - $1.58M
|
63.7K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
61.6K+ 7.03% |
$1.4M - $1.52M
|
938K
$22.9M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
38.3K+ 5.95% |
$873K - $948K
|
682K
$16.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
33.4K+ 2227.0% |
$761K - $826K
|
34.9K
$852K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.2K+ 8.41% |
$755K - $820K
|
428K
$10.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
32.8K+ 10.88% |
$748K - $812K
|
335K
$8.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.1K+ 4.75% |
$730K - $793K
|
708K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.5K+ 3.35% |
$672K - $729K
|
910K
$22.2M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29.3K+ 13.32% |
$667K - $724K
|
249K
$6.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
27.1K+ 33.44% |
$616K - $669K
|
108K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
26.8K+ 13.91% |
$610K - $662K
|
219K
$5.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
21.3KNew |
$484K - $526K
|
21.3K
$519K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.4K+ 4.84% |
$396K - $430K
|
377K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.6K+ 5.95% |
$356K - $386K
|
278K
$6.79M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1K+ 14.36% |
$343K - $373K
|
120K
$2.93M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
13.1K+ 88.99% |
$298K - $324K
|
27.8K
$678K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.3KNew |
$279K - $303K
|
12.3K
$299K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
12.2KNew |
$277K - $301K
|
12.2K
$297K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
10KNew |
$228K - $248K
|
10K
$245K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
9.56K+ 19.4% |
$218K - $236K
|
58.9K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.46KNew |
$215K - $234K
|
9.46K
$231K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
8.97K+ 100.0% |
$204K - $222K
|
17.9K
$438K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.58K+ 8.08% |
$173K - $187K
|
101K
$2.47M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
5.37K+ 18.91% |
$122K - $133K
|
33.8K
$825K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.76K+ 32.71% |
$108K - $118K
|
19.3K
$471K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.35K+ 108650.0% |
$99K - $107K
|
4.35K
$106K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.18K+ 3.57% |
$95.1K - $103K
|
121K
$2.96M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
4.11K+ 71.32% |
$93.6K - $102K
|
9.87K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.86K+ 2.22% |
$87.9K - $95.5K
|
178K
$4.34M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.58K+ 7.15% |
$81.6K - $88.6K
|
53.7K
$1.31M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
3.41K+ 10.91% |
$77.6K - $84.3K
|
34.6K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.85K+ 8.26% |
$64.9K - $70.5K
|
37.4K
$912K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.65K+ 5.9% |
$60.2K - $65.4K
|
47.4K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.5KNew |
$56.9K - $61.8K
|
2.5K
$61K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.24K+ 11.48% |
$51K - $55.4K
|
21.7K
$531K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
2.16KNew |
$49.1K - $53.3K
|
2.16K
$52.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.7K+ 2.11% |
$38.8K - $42.1K
|
82.5K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.04K+ 6.92% |
$23.6K - $25.6K
|
16K
$390K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
1.03K+ 25.39% |
$23.5K - $25.5K
|
5.1K
$124K
|
|
|
May 01, 2025
Q1 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1K+ 10.0% |
$22.8K - $24.7K
|
11K
$268K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
803New |
$18.3K - $19.9K
|
803
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
750+ 3.59% |
$17.1K - $18.5K
|
21.7K
$529K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
675+ 12.17% |
$15.4K - $16.7K
|
6.22K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
631New |
$14.4K - $15.6K
|
631
$15.4K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
592+ 1.21% |
$13.5K - $14.6K
|
49.6K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
534+ 4.53% |
$12.2K - $13.2K
|
12.3K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
500+ 6.29% |
$11.4K - $12.4K
|
8.45K
$206K
|
|
|
Apr 11, 2025
Q1 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
500New |
$11.4K - $12.4K
|
500
$12.2K
|