Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131K+ 32.06% |
$2.94M - $3.87M
|
542K
$13.1M
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
65.3K+ 15.06% |
$1.46M - $1.92M
|
499K
$12.1M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.2K+ 111.47% |
$1.1M - $1.45M
|
93.4K
$2.26M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
42.5K+ 8.65% |
$949K - $1.25M
|
533K
$12.9M
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.3K+ 26.1% |
$656K - $864K
|
142K
$3.44M
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 3.2% |
$594K - $782K
|
857K
$20.8M
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.6K+ 3.2% |
$594K - $782K
|
857K
$20.8M
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
15.8K+ 1.41% |
$354K - $466K
|
1.14M
$27.6M
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 19.45% |
$337K - $444K
|
92.5K
$2.24M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.3KNew |
$253K - $333K
|
11.3K
$274K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9.71KNew |
$217K - $286K
|
9.71K
$235K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
9.67K+ 32.16% |
$216K - $285K
|
39.7K
$963K
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.07KNew |
$203K - $267K
|
9.07K
$220K
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
8.12KNew |
$181K - $239K
|
8.12K
$197K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.97K+ 4.5% |
$178K - $235K
|
185K
$4.49M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.48KNew |
$167K - $220K
|
7.48K
$181K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
7.43K+ 0.95% |
$166K - $219K
|
789K
$19.1M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.81KNew |
$152K - $200K
|
6.81K
$165K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.55K+ 17.24% |
$146K - $193K
|
44.5K
$1.08M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 7.86% |
$120K - $158K
|
73.7K
$1.79M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.85KNew |
$108K - $143K
|
4.85K
$118K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$100K - $132K
|
4.49K
$109K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4K+ 12.24% |
$89.4K - $118K
|
36.7K
$889K
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.46K+ 1.37% |
$77.3K - $102K
|
256K
$6.2M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.09K+ 39.48% |
$68.9K - $90.8K
|
10.9K
$264K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.63K+ 12.19% |
$58.7K - $77.4K
|
24.2K
$587K
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
2.55K+ 23.3% |
$57K - $75.1K
|
13.5K
$327K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.34K+ 9.2% |
$52.2K - $68.8K
|
27.7K
$672K
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.18KNew |
$48.7K - $64.1K
|
2.18K
$52.8K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04KNew |
$45.6K - $60.1K
|
2.04K
$49.5K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.71K+ 7.62% |
$38.3K - $50.5K
|
24.2K
$587K
|
|
Aug 15, 2022
Q2 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.69K+ 4.36% |
$37.8K - $49.8K
|
40.4K
$980K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.48K+ 3.61% |
$33K - $43.4K
|
42.3K
$1.03M
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.46K+ 13.23% |
$32.5K - $42.8K
|
12.5K
$302K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 9.77% |
$32K - $42.2K
|
16.1K
$390K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.38K+ 5.45% |
$30.8K - $40.6K
|
26.7K
$647K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.28KNew |
$28.5K - $37.5K
|
1.28K
$30.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.26KNew |
$28.2K - $37.1K
|
1.26K
$30.6K
|
|
Aug 08, 2022
Q2 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
931+ 1.34% |
$20.8K - $27.4K
|
70.4K
$1.71M
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
884New |
$19.7K - $26K
|
884
$21.4K
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 1.12% |
$11.2K - $14.7K
|
45K
$1.09M
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
376+ 2.24% |
$8.4K - $11.1K
|
17.2K
$416K
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
317New |
$7.08K - $9.33K
|
317
$7.68K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
43+ 0.03% |
$961 - $1.27K
|
147K
$3.57M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.32% |
$916 - $1.21K
|
12.7K
$308K
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.13% |
$402 - $530
|
13.5K
$327K
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6+ 0.06% |
$134 - $177
|
9.49K
$230K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
6+ 1.89% |
$134 - $177
|
324
$7.85K
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 2.11% |
$112 - $147
|
242
$5.87K
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 6.67% |
$22.3 - $29.4
|
16
$388
|