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 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
487+ 3.58% |
$11.1K - $12K
|
14.1K
$344K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
284+ 1.98% |
$6.47K - $7.02K
|
14.6K
$356K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
187New |
$4.26K - $4.62K
|
187
$4.56K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
185+ 2.08% |
$4.21K - $4.58K
|
9.07K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
165+ 0.92% |
$3.76K - $4.08K
|
18.2K
$443K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
150+ 0.34% |
$3.42K - $3.71K
|
44.2K
$1.08M
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
139+ 1.45% |
$3.17K - $3.44K
|
9.72K
$237K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
138+ 0.38% |
$3.14K - $3.41K
|
36.6K
$892K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
87+ 1.02% |
$1.98K - $2.15K
|
8.64K
$211K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
61+ 0.35% |
$1.39K - $1.51K
|
17.3K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
45+ 0.4% |
$1.02K - $1.11K
|
11.4K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 120.0% |
$137 - $148
|
11
$268
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.02% |
$22.8 - $24.7
|
5.22K
$127K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-80- 0.4% |
$1.82K - $1.98K
|
19.7K
$481K
|
|
|
Apr 22, 2025
Q1 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-154- 0.66% |
$3.51K - $3.81K
|
23.2K
$566K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-231- 2.49% |
$5.26K - $5.71K
|
9.05K
$221K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-255- 2.64% |
$5.81K - $6.31K
|
9.41K
$230K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-397- 21.65% |
$9.04K - $9.82K
|
1.44K
$35.1K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-423- 0.21% |
$9.63K - $10.5K
|
198K
$4.82M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-466- 3.4% |
$10.6K - $11.5K
|
13.2K
$323K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-561- 3.85% |
$12.8K - $13.9K
|
14K
$342K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-600- 5.13% |
$13.7K - $14.8K
|
11.1K
$271K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-892- 0.51% |
$20.3K - $22.1K
|
173K
$4.22M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.44K- 10.98% |
$32.7K - $35.5K
|
11.6K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.93K- 6.89% |
$43.9K - $47.7K
|
26.1K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.7K- 8.84% |
$61.4K - $66.7K
|
27.8K
$679K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.59K- 10.64% |
$81.7K - $88.7K
|
30.1K
$735K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.89K- 10.53% |
$88.6K - $96.2K
|
33.1K
$807K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.73K- 5.05% |
$108K - $117K
|
89K
$2.17M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.17K- 3.36% |
$118K - $128K
|
149K
$3.63M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.47K- 2.53% |
$125K - $135K
|
211K
$5.15M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-5.75K- 4.96% |
$131K - $142K
|
110K
$2.69M
|
|
|
May 14, 2025
Q1 2025
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-7.26K- 0.87% |
$165K - $180K
|
829K
$20.2M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.19K- 28.78% |
$187K - $203K
|
20.3K
$495K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.57K- 4.33% |
$218K - $237K
|
211K
$5.16M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-17.3K- 2.47% |
$394K - $428K
|
683K
$16.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.5K- 6.71% |
$558K - $606K
|
340K
$8.3M
|
|
|
May 14, 2025
Q1 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-26.5K- 4.0% |
$603K - $654K
|
635K
$15.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-33.4K- 95.7% |
$761K - $826K
|
1.5K
$36.6K
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-35.4K- 6.02% |
$805K - $874K
|
552K
$13.5M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-59.2K- 6.01% |
$1.35M - $1.46M
|
925K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-70.3K- 27.06% |
$1.6M - $1.74M
|
190K
$4.62M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-165K- 43.15% |
$3.76M - $4.08M
|
217K
$5.3M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-242K- 45.72% |
$5.51M - $5.98M
|
287K
$7.01M
|