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 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16- 0.01% |
$357 - $471
|
230K
$5.48M
|
|
Aug 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-81- 0.3% |
$1.81K - $2.38K
|
26.5K
$631K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109- 0.77% |
$2.44K - $3.21K
|
14.1K
$336K
|
|
Jul 29, 2022
Q2 2022
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.46% |
$4.47K - $5.89K
|
13.5K
$322K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-226Closed |
$5.05K - $6.65K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450Closed |
$10.1K - $13.2K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-497- 17.46% |
$11.1K - $14.6K
|
2.35K
$56K
|
|
Aug 11, 2022
Q2 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-500- 1.86% |
$11.2K - $14.7K
|
26.4K
$628K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-515- 0.15% |
$11.5K - $15.2K
|
332K
$7.91M
|
|
Aug 01, 2022
Q2 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-528- 3.59% |
$11.8K - $15.5K
|
14.2K
$338K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-805Closed |
$18K - $23.7K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-898- 2.0% |
$20.1K - $26.4K
|
43.9K
$1.05M
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-909Closed |
$20.3K - $26.8K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-983Closed |
$22K - $28.9K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-1.14K- 8.44% |
$25.5K - $33.6K
|
12.4K
$294K
|
|
Jul 05, 2022
Q2 2022
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.48KClosed |
$33K - $43.5K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-2.27K- 1.84% |
$50.8K - $66.9K
|
121K
$2.89M
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-2.52K- 1.53% |
$56.3K - $74.2K
|
162K
$3.85M
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.62K- 18.82% |
$58.5K - $77.1K
|
11.3K
$269K
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.62K- 18.82% |
$58.5K - $77.1K
|
11.3K
$269K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.89K- 5.18% |
$64.6K - $85.2K
|
53K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.47K- 6.27% |
$77.4K - $102K
|
51.8K
$1.23M
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
SELL
|
- |
-3.71K- 54.84% |
$82.8K - $109K
|
3.05K
$72.7K
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.87K- 5.35% |
$86.3K - $114K
|
68.4K
$1.63M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.87KClosed |
$86.5K - $114K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.22K- 17.98% |
$139K - $183K
|
28.4K
$676K
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.29K- 3.87% |
$140K - $185K
|
156K
$3.72M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.81KClosed |
$152K - $200K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-7.12KClosed |
$159K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.54K- 20.64% |
$168K - $222K
|
29K
$690K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.69KClosed |
$172K - $226K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.06KClosed |
$180K - $237K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Commons Capital, LLC
Needham, MA |
SELL
|
- |
-8.11KClosed |
$181K - $239K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-8.21KClosed |
$183K - $242K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-8.55K- 49.33% |
$191K - $252K
|
8.78K
$209K
|
|
Jul 11, 2022
Q2 2022
|
Brookstone Capital Management
|
SELL
|
- |
-8.89KClosed |
$199K - $262K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-8.93KClosed |
$199K - $263K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.26K- 12.07% |
$207K - $273K
|
67.4K
$1.61M
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-9.5KClosed |
$212K - $280K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.1KClosed |
$226K - $298K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 3.67% |
$230K - $303K
|
270K
$6.43M
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.9K- 15.59% |
$243K - $320K
|
58.8K
$1.4M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-12.3KClosed |
$275K - $362K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-16.4K- 96.02% |
$366K - $483K
|
679
$16.2K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-23.9KClosed |
$535K - $705K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-105K- 28.04% |
$2.34M - $3.08M
|
269K
$6.4M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-134K- 6.97% |
$2.98M - $3.93M
|
1.78M
$42.4M
|