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 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
148+ 1.13% |
$3.98K - $4.26K
|
13.3K
$316K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
74New |
$1.99K - $2.13K
|
74
$1.76K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
45+ 1.68% |
$1.21K - $1.29K
|
2.73K
$65K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.25% |
$887 - $949
|
13.4K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
18+ 0.16% |
$484 - $518
|
11.1K
$265K
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$403 - $432
|
13.4K
$320K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 1.66% |
$134 - $144
|
307
$7.31K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
SELL
|
- |
-33- 0.14% |
$887 - $949
|
23K
$549K
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-165- 1.61% |
$4.44K - $4.75K
|
10.1K
$240K
|
|
|
Oct 26, 2021
Q3 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-172- 1.71% |
$4.62K - $4.95K
|
9.91K
$236K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-342- 4.08% |
$9.19K - $9.84K
|
8.04K
$191K
|
|
|
Nov 08, 2021
Q3 2021
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-353- 2.34% |
$9.49K - $10.2K
|
14.7K
$350K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-498- 5.29% |
$13.4K - $14.3K
|
8.92K
$212K
|
|
|
Oct 21, 2021
Q3 2021
|
1776 Wealth LLC
|
SELL
|
- |
-715- 0.95% |
$19.2K - $20.6K
|
74.3K
$1.77M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1K- 57.14% |
$26.9K - $28.8K
|
750
$17.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Penbrook Management LLC
|
SELL
|
- |
-1K- 4.71% |
$26.9K - $28.8K
|
20.2K
$482K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.02K- 1.34% |
$27.3K - $29.2K
|
75K
$1.79M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.07K- 1.88% |
$28.7K - $30.8K
|
55.7K
$1.33M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.04K- 4.41% |
$54.7K - $58.5K
|
44.1K
$1.05M
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-2.11KClosed |
$56.7K - $60.7K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.36KClosed |
$63.4K - $67.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.91KClosed |
$78.3K - $83.8K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.94K- 22.68% |
$79K - $84.6K
|
10K
$239K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.41KClosed |
$91.7K - $98.2K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.96K- 26.31% |
$106K - $114K
|
11.1K
$264K
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.05K- 10.76% |
$109K - $116K
|
33.5K
$799K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-7.55KClosed |
$203K - $217K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.67K- 6.3% |
$206K - $221K
|
114K
$2.71M
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.42KClosed |
$226K - $242K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-18.3K- 1.62% |
$491K - $525K
|
1.11M
$26.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.6K- 12.32% |
$500K - $535K
|
132K
$3.15M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-19.1K- 67.3% |
$512K - $548K
|
9.26K
$220K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.4K- 1.48% |
$843K - $903K
|
2.09M
$49.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-36.2K- 8.38% |
$974K - $1.04M
|
396K
$9.43M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-43.9KClosed |
$1.18M - $1.26M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-249K- 50.8% |
$6.69M - $7.16M
|
241K
$5.74M
|
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-343KClosed |
$9.21M - $9.86M
|
0
$0
|