Purchases and Sales Made in Q2 2025 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 2025. 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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6K+ 15.36% |
$539K - $640K
|
199K
$4.82M
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
14.8K+ 101.14% |
$301K - $358K
|
29.5K
$713K
|
|
|
Jul 17, 2025
Q2 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
4.63K+ 47.66% |
$94.1K - $112K
|
14.4K
$347K
|
|
|
Jul 08, 2025
Q2 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.91K+ 3.53% |
$59.1K - $70.2K
|
85.4K
$2.06M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.7KNew |
$54.8K - $65.1K
|
2.7K
$65.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.06K+ 17.72% |
$41.9K - $49.7K
|
13.7K
$331K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.48K+ 14.75% |
$30.1K - $35.7K
|
11.5K
$278K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
1K+ 9.09% |
$20.3K - $24.1K
|
12K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
935+ 1.97% |
$19K - $22.5K
|
48.4K
$1.17M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
544New |
$11K - $13.1K
|
544
$13.1K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
475+ 4.56% |
$9.65K - $11.4K
|
10.9K
$263K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
31+ 2.16% |
$630 - $747
|
1.47K
$35.5K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 10.78% |
$589 - $699
|
298
$7.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
0- 99.97% |
$0 - $0
|
301K
$7.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
0+ 337985.81% |
$0 - $0
|
1.13B
$27.3B
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-120- 5.6% |
$2.44K - $2.89K
|
2.02K
$48.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-800- 4.06% |
$16.2K - $19.3K
|
18.9K
$456K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-975- 7.37% |
$19.8K - $23.5K
|
12.3K
$296K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.4K- 1.27% |
$28.5K - $33.8K
|
109K
$2.62M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 7.0% |
$37.1K - $44K
|
24.3K
$586K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.33K- 11.06% |
$67.7K - $80.3K
|
26.8K
$647K
|
|
|
Jul 23, 2025
Q2 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-24.4K- 3.56% |
$495K - $587K
|
659K
$15.9M
|