Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
812KNew |
$21.8M - $23.4M
|
812K
$19.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
28.3K+ 52.59% |
$761K - $815K
|
82.2K
$1.96M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
24.1K+ 72.81% |
$648K - $693K
|
57.2K
$1.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
22.6K+ 149.97% |
$608K - $650K
|
37.7K
$897K
|
|
|
Nov 02, 2021
Q3 2021
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.1K+ 38.22% |
$594K - $635K
|
79.9K
$1.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
17.3KNew |
$466K - $499K
|
17.3K
$413K
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
16K+ 2.1% |
$429K - $460K
|
776K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
15.7K+ 110.31% |
$422K - $452K
|
30K
$713K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.5K+ 2.81% |
$391K - $418K
|
531K
$12.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.4K+ 5.45% |
$386K - $414K
|
278K
$6.62M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 39.38% |
$294K - $314K
|
38.7K
$920K
|
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
9.5KNew |
$255K - $273K
|
9.5K
$226K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.58K+ 3.76% |
$231K - $247K
|
237K
$5.63M
|
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.48K+ 67.69% |
$228K - $244K
|
21K
$500K
|
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
7.8K+ 4.86% |
$210K - $224K
|
168K
$4.01M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.56KNew |
$203K - $217K
|
7.56K
$180K
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
BUY
|
- |
7.2KNew |
$193K - $207K
|
7.2K
$171K
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.74K+ 8.59% |
$181K - $194K
|
85.2K
$2.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
5.95K+ 3.6% |
$160K - $171K
|
171K
$4.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.14K+ 9.78% |
$138K - $148K
|
57.8K
$1.38M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.03K+ 10.16% |
$135K - $145K
|
54.5K
$1.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
4.5KNew |
$121K - $129K
|
4.5K
$107K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.07K+ 2.38% |
$109K - $117K
|
175K
$4.17M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.79K+ 2.29% |
$102K - $109K
|
169K
$4.03M
|
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.69K+ 5.74% |
$99.1K - $106K
|
67.9K
$1.62M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.77K+ 8.35% |
$74.4K - $79.7K
|
35.9K
$856K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.69K+ 4.06% |
$72.2K - $77.3K
|
68.8K
$1.64M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.3K+ 7.17% |
$61.8K - $66.2K
|
34.4K
$819K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.66K+ 1.01% |
$44.7K - $47.9K
|
167K
$3.98M
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
1.55KNew |
$41.7K - $44.6K
|
1.55K
$36.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.45K+ 15.18% |
$39K - $41.7K
|
11K
$262K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.22K+ 84.28% |
$32.8K - $35.2K
|
2.67K
$63.6K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$26.9K - $28.8K
|
1K
$23.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
920+ 9.7% |
$24.7K - $26.5K
|
10.4K
$248K
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
821+ 5.06% |
$22.1K - $23.6K
|
17K
$406K
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
818+ 1.18% |
$22K - $23.5K
|
70K
$1.67M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
800New |
$21.5K - $23K
|
800
$19K
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
736+ 0.22% |
$19.8K - $21.2K
|
335K
$7.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
661+ 4.12% |
$17.8K - $19K
|
16.7K
$398K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
500New |
$13.4K - $14.4K
|
500
$11.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
500+ 1.62% |
$13.4K - $14.4K
|
31.4K
$747K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
481+ 3.51% |
$12.9K - $13.8K
|
14.2K
$338K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
481+ 3.51% |
$12.9K - $13.8K
|
14.2K
$338K
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
433+ 7.4% |
$11.6K - $12.5K
|
6.28K
$150K
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
406+ 1.93% |
$10.9K - $11.7K
|
21.4K
$511K
|
|
|
Nov 16, 2021
Q3 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
368+ 1.43% |
$9.89K - $10.6K
|
26K
$619K
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
352+ 4.34% |
$9.46K - $10.1K
|
8.47K
$202K
|
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
333+ 1.0% |
$8.95K - $9.58K
|
33.5K
$797K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
317New |
$8.52K - $9.12K
|
317
$7.55K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
200+ 0.31% |
$5.38K - $5.75K
|
64.7K
$1.54M
|