Purchases and Sales Made in Q2 2024 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 2024. 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 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
126K+ 53.63% |
$2.81M - $3.04M
|
360K
$8.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
121K+ 60.73% |
$2.71M - $2.93M
|
321K
$7.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
90.4K+ 81.39% |
$2.02M - $2.19M
|
201K
$4.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
69.8K+ 67.9% |
$1.56M - $1.69M
|
173K
$4.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
46K+ 12.63% |
$1.03M - $1.11M
|
410K
$9.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.5K+ 6.29% |
$793K - $859K
|
601K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
23.1K+ 8.16% |
$515K - $558K
|
306K
$7.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
19.3K+ 2.43% |
$430K - $465K
|
813K
$19.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
18.9KNew |
$422K - $457K
|
18.9K
$450K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 5.93% |
$380K - $411K
|
304K
$7.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.3KNew |
$364K - $395K
|
16.3K
$389K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
15.6KNew |
$348K - $377K
|
15.6K
$372K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.4K+ 9.2% |
$322K - $348K
|
171K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.8K+ 6.88% |
$285K - $309K
|
199K
$4.73M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.5K+ 7.62% |
$256K - $278K
|
162K
$3.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
BUY
|
- |
10.7KNew |
$238K - $258K
|
10.7K
$254K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.2KNew |
$228K - $247K
|
10.2K
$244K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
10.1KNew |
$225K - $244K
|
10.1K
$240K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.48K+ 11.4% |
$212K - $229K
|
92.7K
$2.21M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.99K+ 168.1% |
$201K - $217K
|
14.3K
$341K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.29K+ 0.83% |
$140K - $152K
|
760K
$18.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.29K+ 0.83% |
$140K - $152K
|
760K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.64K+ 5.22% |
$126K - $136K
|
114K
$2.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
5.26K+ 0.53% |
$117K - $127K
|
1M
$23.8M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.93K+ 1.41% |
$110K - $119K
|
354K
$8.42M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.33KNew |
$96.6K - $105K
|
4.33K
$103K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
2.73KNew |
$60.9K - $66K
|
2.73K
$65K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.43K+ 939.0% |
$54.3K - $58.8K
|
2.69K
$64.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.31K+ 2.98% |
$51.6K - $55.9K
|
80K
$1.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.08K+ 23.65% |
$46.5K - $50.3K
|
10.9K
$259K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
1.36K+ 1.81% |
$30.4K - $33K
|
76.6K
$1.82M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
1.25K+ 12.17% |
$27.9K - $30.2K
|
11.5K
$274K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.2K+ 2.66% |
$26.8K - $29K
|
46.2K
$1.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
1.18K+ 0.97% |
$26.3K - $28.4K
|
122K
$2.91M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
900New |
$20.1K - $21.8K
|
900
$21.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
882+ 4.82% |
$19.7K - $21.3K
|
19.2K
$457K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
834+ 9.11% |
$18.6K - $20.2K
|
9.98K
$238K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
675+ 67500.0% |
$15.1K - $16.3K
|
676
$16.1K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
618+ 2.2% |
$13.8K - $14.9K
|
28.8K
$685K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
567+ 4.67% |
$12.7K - $13.7K
|
12.7K
$303K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
537New |
$12K - $13K
|
537
$12.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
521+ 35.3% |
$11.6K - $12.6K
|
2K
$47.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
431New |
$9.62K - $10.4K
|
431
$10.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
400+ 3.65% |
$8.93K - $9.67K
|
11.4K
$271K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
254+ 1.56% |
$5.67K - $6.14K
|
16.5K
$393K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
199+ 0.67% |
$4.44K - $4.81K
|
29.9K
$711K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
150+ 0.86% |
$3.35K - $3.63K
|
17.7K
$421K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
50+ 0.46% |
$1.12K - $1.21K
|
10.9K
$260K
|
|
|
Aug 02, 2024
Q2 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
50+ 0.54% |
$1.12K - $1.21K
|
9.32K
$222K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$513 - $556
|
13.7K
$325K
|