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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$3.2K - $3.47K
|
150
$3.57K
|
|
|
Jul 25, 2023
Q2 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
29+ 0.28% |
$619 - $671
|
10.4K
$247K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
28+ 2.06% |
$598 - $648
|
1.39K
$33.1K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.15% |
$427 - $463
|
13.6K
$323K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.95% |
$107 - $116
|
262
$6.24K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.1% |
$107 - $116
|
5.21K
$124K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-61- 0.49% |
$1.3K - $1.41K
|
12.5K
$298K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-125- 1.03% |
$2.67K - $2.89K
|
12K
$286K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-291- 2.5% |
$6.21K - $6.73K
|
11.4K
$270K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-800- 2.94% |
$17.1K - $18.5K
|
26.4K
$630K
|
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-803- 12.7% |
$17.1K - $18.6K
|
5.52K
$131K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.14% |
$21.3K - $23.1K
|
13K
$310K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.12K- 0.74% |
$23.8K - $25.8K
|
150K
$3.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.17K- 11.63% |
$24.9K - $27K
|
8.85K
$211K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 55.56% |
$26.7K - $28.9K
|
1K
$23.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.44K- 3.75% |
$30.6K - $33.2K
|
36.8K
$876K
|
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-2.32K- 0.32% |
$49.5K - $53.7K
|
716K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.03K- 3.75% |
$86K - $93.3K
|
104K
$2.47M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.08K- 4.55% |
$87.2K - $94.5K
|
85.7K
$2.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.78K- 28.42% |
$102K - $111K
|
12K
$287K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.9K- 3.16% |
$147K - $160K
|
211K
$5.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12K- 4.11% |
$256K - $278K
|
280K
$6.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-23.6K- 19.26% |
$503K - $545K
|
98.8K
$2.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-24.2K- 4.41% |
$516K - $560K
|
525K
$12.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.1K- 3.05% |
$537K - $582K
|
798K
$19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-36.7K- 17.66% |
$783K - $849K
|
171K
$4.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-58.5K- 3.6% |
$1.25M - $1.35M
|
1.56M
$37.2M
|