Purchases and Sales Made in Q2 2023 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 2023. 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 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
232KNew |
$4.96M - $5.38M
|
232K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
112K+ 1077.31% |
$2.39M - $2.59M
|
122K
$2.91M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.1K+ 6.98% |
$729K - $790K
|
523K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
33.1K+ 3.12% |
$707K - $766K
|
1.1M
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.1K+ 43.7% |
$579K - $628K
|
89.3K
$2.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25K+ 13.0% |
$532K - $577K
|
217K
$5.17M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
24.6K+ 18.82% |
$526K - $570K
|
156K
$3.7M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
23.5K+ 19.34% |
$501K - $543K
|
145K
$3.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
23KNew |
$491K - $533K
|
23K
$548K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.7KNew |
$485K - $526K
|
22.7K
$541K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
22.6K+ 91.45% |
$483K - $523K
|
47.3K
$1.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.4K+ 29.37% |
$478K - $518K
|
98.6K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
20.5K+ 101.13% |
$438K - $475K
|
40.9K
$973K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
15.3K+ 2.01% |
$327K - $355K
|
778K
$18.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.1K+ 4.26% |
$279K - $303K
|
321K
$7.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.1K+ 4.21% |
$258K - $280K
|
299K
$7.12M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.6K+ 30.96% |
$248K - $269K
|
49.1K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.86K+ 18.24% |
$210K - $228K
|
63.9K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
8.89K+ 55.92% |
$190K - $206K
|
24.8K
$590K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
8.8KNew |
$188K - $204K
|
8.8K
$210K
|
|
|
Jul 17, 2023
Q2 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
7.37K+ 10.37% |
$157K - $170K
|
78.4K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.9K+ 74.31% |
$147K - $160K
|
16.2K
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.57K+ 6.9% |
$119K - $129K
|
86.2K
$2.05M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.12K+ 11.0% |
$88K - $95.4K
|
41.6K
$991K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.73K+ 129.75% |
$79.5K - $86.2K
|
6.6K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.59K+ 9.51% |
$76.6K - $83K
|
41.3K
$983K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
3.57K+ 2.86% |
$76.2K - $82.6K
|
128K
$3.05M
|
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
3.03K+ 4.88% |
$64.7K - $70.2K
|
65.2K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.95K+ 6.71% |
$63K - $68.3K
|
46.9K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.74K+ 6.04% |
$58.4K - $63.4K
|
48K
$1.14M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.16K+ 0.66% |
$46K - $49.9K
|
327K
$7.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.87K+ 0.84% |
$39.9K - $43.2K
|
225K
$5.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.77K+ 13.73% |
$37.7K - $40.9K
|
14.6K
$349K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$37.2K - $40.3K
|
1.74K
$41.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.12K+ 2.53% |
$23.9K - $25.9K
|
45.3K
$1.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
907+ 498.35% |
$19.4K - $21K
|
1.09K
$25.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
840+ 8.58% |
$17.9K - $19.4K
|
10.6K
$253K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
745+ 1.59% |
$15.9K - $17.2K
|
47.7K
$1.14M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
745+ 2.81% |
$15.9K - $17.2K
|
27.3K
$649K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.5K - $16.8K
|
728
$17.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
725+ 4.33% |
$15.5K - $16.8K
|
17.5K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
701New |
$15K - $16.2K
|
701
$16.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
483+ 3.64% |
$10.3K - $11.2K
|
13.7K
$327K
|
|
|
Jul 17, 2023
Q2 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
402+ 1.34% |
$8.58K - $9.3K
|
30.5K
$726K
|
|
|
Aug 09, 2023
Q2 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
382+ 1.74% |
$8.15K - $8.84K
|
22.4K
$533K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
293New |
$6.25K - $6.78K
|
293
$6.98K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
255+ 1.21% |
$5.44K - $5.9K
|
21.3K
$506K
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
254+ 0.54% |
$5.42K - $5.88K
|
47.7K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
240New |
$5.12K - $5.55K
|
240
$5.71K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
173+ 0.65% |
$3.69K - $4K
|
26.9K
$640K
|