Purchases and Sales Made in Q3 2022 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 2022. 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 09, 2022
Q3 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
230K+ 46.17% |
$4.93M - $6.13M
|
729K
$17.4M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
128K+ 136.53% |
$2.73M - $3.39M
|
221K
$5.26M
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
95.4K+ 51.47% |
$2.04M - $2.54M
|
281K
$6.68M
|
|
Nov 09, 2022
Q3 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
34.1KNew |
$730K - $907K
|
34.1K
$812K
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.6K+ 5.84% |
$677K - $842K
|
573K
$13.6M
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
26.2KNew |
$561K - $697K
|
26.2K
$624K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.1K+ 95.47% |
$495K - $615K
|
47.3K
$1.13M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21K+ 8.22% |
$450K - $560K
|
277K
$6.59M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
19.6KNew |
$419K - $521K
|
19.6K
$466K
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.4K+ 9.88% |
$331K - $411K
|
172K
$4.09M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$318K - $395K
|
14.8K
$353K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$298K - $370K
|
13.9K
$331K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.4K+ 4.21% |
$243K - $302K
|
281K
$6.7M
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
11KNew |
$236K - $293K
|
11K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.6KNew |
$227K - $282K
|
10.6K
$253K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
10.4K+ 1527.69% |
$222K - $276K
|
11.1K
$263K
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$214K - $266K
|
10K
$238K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
9.8KNew |
$210K - $261K
|
9.8K
$233K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.15K+ 72.1% |
$175K - $217K
|
19.5K
$463K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.19K+ 4.21% |
$133K - $165K
|
153K
$3.65M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.04K+ 15.21% |
$129K - $161K
|
45.8K
$1.09M
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
5.1K+ 4.2% |
$109K - $136K
|
126K
$3.01M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.54K+ 12.78% |
$75.9K - $94.3K
|
31.3K
$744K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.34K+ 4.53% |
$71.5K - $88.8K
|
77.1K
$1.83M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.1K+ 5.99% |
$66.4K - $82.5K
|
54.9K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3KNew |
$64.3K - $79.8K
|
3K
$71.4K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
2.54K+ 198.82% |
$54.3K - $67.5K
|
3.81K
$90.7K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.41K+ 5.69% |
$51.6K - $64.1K
|
44.8K
$1.07M
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
2.18KNew |
$46.7K - $58K
|
2.18K
$51.9K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.69K+ 9.85% |
$36.2K - $45K
|
18.9K
$449K
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.56K+ 3.86% |
$33.5K - $41.6K
|
42K
$1M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
1.42K+ 5.84% |
$30.3K - $37.7K
|
25.6K
$610K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
833+ 2.87% |
$17.8K - $22.2K
|
29.8K
$710K
|
|
Oct 14, 2022
Q3 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
725+ 1.03% |
$15.5K - $19.3K
|
71.1K
$1.69M
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
720+ 6.37% |
$15.4K - $19.2K
|
12K
$286K
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
720+ 6.37% |
$15.4K - $19.2K
|
12K
$286K
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
714+ 5.77% |
$15.3K - $19K
|
13.1K
$311K
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
562+ 0.07% |
$12K - $15K
|
858K
$20.4M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
430New |
$9.21K - $11.4K
|
430
$10.2K
|
|
Nov 08, 2022
Q3 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
354+ 1.34% |
$7.58K - $9.42K
|
26.7K
$637K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$5.76K - $7.16K
|
269
$6.4K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132New |
$2.83K - $3.51K
|
132
$3.14K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
100+ 0.71% |
$2.14K - $2.66K
|
14.3K
$340K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48+ 0.71% |
$1.03K - $1.28K
|
6.86K
$163K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
42+ 0.33% |
$900 - $1.12K
|
12.8K
$304K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.14% |
$407 - $506
|
13.5K
$322K
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7+ 0.07% |
$150 - $186
|
9.5K
$226K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.16% |
$150 - $186
|
331
$7.88K
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 2.07% |
$107 - $133
|
247
$5.88K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|