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 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.06% |
$357 - $387
|
1.52K
$36.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2- -0.0% |
$44.6 - $48.3
|
103K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 33.33% |
$89.3 - $96.7
|
8
$190
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-62- 0.45% |
$1.38K - $1.5K
|
13.6K
$324K
|
|
|
Jul 19, 2024
Q2 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-83- 0.85% |
$1.85K - $2.01K
|
9.71K
$231K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-140- 0.56% |
$3.12K - $3.38K
|
24.9K
$592K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-267- 0.82% |
$5.96K - $6.45K
|
32.4K
$771K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-267- 1.58% |
$5.96K - $6.45K
|
16.6K
$396K
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-616Closed |
$13.7K - $14.9K
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-705- 1.43% |
$15.7K - $17K
|
48.8K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-725- 1.61% |
$16.2K - $17.5K
|
44.2K
$1.05M
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-787- 7.42% |
$17.6K - $19K
|
9.82K
$234K
|
|
|
Aug 14, 2024
Q2 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-810- 7.39% |
$18.1K - $19.6K
|
10.2K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-856- 40.21% |
$19.1K - $20.7K
|
1.27K
$30.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-927- 0.32% |
$20.7K - $22.4K
|
285K
$6.79M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-964- 35.8% |
$21.5K - $23.3K
|
1.73K
$41.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1K- 8.45% |
$22.3K - $24.2K
|
10.8K
$258K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.15K- 5.02% |
$25.7K - $27.8K
|
21.8K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 3.78% |
$28.7K - $31.1K
|
32.8K
$781K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.31K- 5.62% |
$29.2K - $31.6K
|
21.9K
$522K
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.75K- 2.07% |
$38.9K - $42.2K
|
82.4K
$1.96M
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-1.9K- 14.37% |
$42.4K - $45.9K
|
11.3K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.15K- 0.22% |
$48.1K - $52.1K
|
961K
$22.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.19K- 1.09% |
$48.8K - $52.8K
|
199K
$4.74M
|
|
|
Jul 19, 2024
Q2 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.38K- 8.76% |
$53.1K - $57.5K
|
24.8K
$591K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.68K- 12.09% |
$59.8K - $64.8K
|
19.5K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.85K- 65.52% |
$63.6K - $68.9K
|
1.5K
$35.7K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.06K- 7.1% |
$68.2K - $73.8K
|
40K
$952K
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-3.84K- 0.66% |
$85.6K - $92.7K
|
574K
$13.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-4.64K- 30.39% |
$103K - $112K
|
10.6K
$253K
|
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.17K- 0.71% |
$115K - $125K
|
726K
$17.3M
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.5K- 2.81% |
$123K - $133K
|
190K
$4.52M
|
|
|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.57K- 2.8% |
$124K - $135K
|
193K
$4.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-6.6K- 7.64% |
$147K - $159K
|
79.7K
$1.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-6.73K- 39.52% |
$150K - $163K
|
10.3K
$245K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-12.7K- 43.67% |
$284K - $307K
|
16.4K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-13.9K- 5.09% |
$311K - $337K
|
260K
$6.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-18.2K- 11.02% |
$406K - $439K
|
147K
$3.49M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-19.3K- 27.88% |
$430K - $466K
|
49.9K
$1.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-36.2K- 56.44% |
$807K - $874K
|
27.9K
$664K
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-65.7K- 26.95% |
$1.47M - $1.59M
|
178K
$4.24M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-107K- 23.6% |
$2.39M - $2.58M
|
346K
$8.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-122K- 36.65% |
$2.73M - $2.96M
|
211K
$5.04M
|