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 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
544New |
$11K - $13.1K
|
544
$13.3K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
475+ 4.56% |
$9.65K - $11.4K
|
10.9K
$267K
|
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
474+ 1.37% |
$9.63K - $11.4K
|
35.1K
$862K
|
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
403+ 3.1% |
$8.18K - $9.71K
|
13.4K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
400+ 72.73% |
$8.12K - $9.64K
|
950
$23.3K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
371New |
$7.54K - $8.94K
|
371
$9.1K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
303+ 0.61% |
$6.15K - $7.3K
|
49.9K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
249+ 0.67% |
$5.06K - $6K
|
37.6K
$923K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
195+ 2.15% |
$3.96K - $4.7K
|
9.26K
$227K
|
|
|
Jul 29, 2025
Q2 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
92+ 0.75% |
$1.87K - $2.22K
|
12.4K
$305K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
60New |
$1.22K - $1.45K
|
60
$1.47K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
35+ 0.17% |
$711 - $844
|
20.3K
$498K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
34+ 0.67% |
$691 - $819
|
5.14K
$126K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
31+ 2.16% |
$630 - $747
|
1.47K
$36K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
29+ 10.78% |
$589 - $699
|
298
$7.31K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
21+ 0.01% |
$427 - $506
|
211K
$5.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8+ 0.06% |
$162 - $193
|
14.1K
$346K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2New |
$40.6 - $48.2
|
2
$49.1
|
|
|
Jul 21, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
SELL
|
- |
0- 99.97% |
$0 - $0
|
301K
$7.37M
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
0+ 337985.81% |
$0 - $0
|
1.13B
$27.8B
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-10- 0.1% |
$203 - $241
|
9.86K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10- 90.91% |
$203 - $241
|
1
$24.5
|
|
|
Jul 22, 2025
Q2 2025
|
Kessler Investment Group, LLC
|
SELL
|
- |
-120- 5.6% |
$2.44K - $2.89K
|
2.02K
$49.7K
|
|
|
Aug 18, 2025
Q2 2025
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-133- 6.17% |
$2.7K - $3.21K
|
2.02K
$49.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-137- 1.62% |
$2.78K - $3.3K
|
8.31K
$204K
|
|
|
Aug 06, 2025
Q2 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-168- 1.86% |
$3.41K - $4.05K
|
8.88K
$218K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-492- 2.12% |
$9.99K - $11.9K
|
22.7K
$557K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-543- 0.3% |
$11K - $13.1K
|
177K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
1776 Wealth LLC
|
SELL
|
- |
-601- 0.82% |
$12.2K - $14.5K
|
72.6K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-721- 28.84% |
$14.6K - $17.4K
|
1.78K
$43.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
SELL
|
- |
-800- 4.06% |
$16.2K - $19.3K
|
18.9K
$464K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-975- 7.37% |
$19.8K - $23.5K
|
12.3K
$301K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-987- 3.55% |
$20K - $23.8K
|
26.8K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.12K- 8.0% |
$22.8K - $27K
|
12.9K
$317K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.4K- 1.27% |
$28.5K - $33.8K
|
109K
$2.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.81K- 0.82% |
$36.7K - $43.5K
|
217K
$5.33M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.83K- 7.0% |
$37.1K - $44K
|
24.3K
$595K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.83K- 12.55% |
$37.2K - $44.2K
|
12.8K
$313K
|
|
|
Aug 12, 2025
Q2 2025
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-3.01K- 16.83% |
$61.2K - $72.6K
|
14.9K
$365K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-3.33K- 11.06% |
$67.7K - $80.3K
|
26.8K
$658K
|
|
|
Aug 14, 2025
Q2 2025
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-5.92K- 0.93% |
$120K - $143K
|
629K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-6.47K- 36.06% |
$131K - $156K
|
11.5K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.14K- 1.05% |
$145K - $172K
|
675K
$16.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.3K- 0.78% |
$148K - $176K
|
931K
$22.8M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.16K- 24.68% |
$166K - $197K
|
24.9K
$611K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.34K- 8.23% |
$169K - $201K
|
93K
$2.28M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.91K- 41.14% |
$181K - $215K
|
12.8K
$313K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.4K- 20.63% |
$373K - $443K
|
70.6K
$1.73M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.1K- 5.07% |
$388K - $460K
|
358K
$8.78M
|