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 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.07% |
$150 - $186
|
10K
$238K
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-65- 0.63% |
$1.39K - $1.73K
|
10.3K
$245K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-92- 4.44% |
$1.97K - $2.45K
|
1.98K
$47.1K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-195- 1.48% |
$4.18K - $5.19K
|
13K
$310K
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.48% |
$4.28K - $5.32K
|
13.3K
$318K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-388- 0.42% |
$8.31K - $10.3K
|
92.1K
$2.19M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-396- 0.89% |
$8.48K - $10.5K
|
44.1K
$1.05M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-500- 1.11% |
$10.7K - $13.3K
|
44.5K
$1.06M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-672- 2.37% |
$14.4K - $17.9K
|
27.7K
$660K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-987- 6.13% |
$21.1K - $26.3K
|
15.1K
$360K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1K- 68.31% |
$21.4K - $26.6K
|
464
$11K
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.45K- 4.87% |
$31.1K - $38.6K
|
28.4K
$675K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.46K- 11.68% |
$31.2K - $38.7K
|
11K
$262K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 3.2% |
$46.3K - $57.5K
|
65.3K
$1.55M
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.4K- 4.08% |
$51.4K - $63.9K
|
56.4K
$1.34M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.8K- 1.98% |
$60.1K - $74.6K
|
139K
$3.31M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.48K- 13.03% |
$74.6K - $92.6K
|
23.2K
$553K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4K- 10.9% |
$85.7K - $106K
|
32.7K
$778K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-4.07K- 0.76% |
$87.1K - $108K
|
529K
$12.6M
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.22K- 1.84% |
$90.5K - $112K
|
226K
$5.37M
|
|
Oct 28, 2022
Q3 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5.22K- 19.69% |
$112K - $139K
|
21.3K
$507K
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-5.35K- 0.68% |
$115K - $142K
|
784K
$18.7M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-8.75K- 2.64% |
$188K - $233K
|
323K
$7.7M
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10K- 6.18% |
$214K - $266K
|
152K
$3.61M
|
|
Nov 14, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-10KClosed |
$214K - $266K
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.6K- 38.95% |
$442K - $549K
|
32.3K
$770K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24.6K- 55.97% |
$527K - $654K
|
19.3K
$461K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-28.2K- 1.58% |
$603K - $750K
|
1.75M
$41.7M
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-33.9K- 2.98% |
$726K - $902K
|
1.1M
$26.3M
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-37.5K- 13.93% |
$802K - $997K
|
231K
$5.51M
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-42.3K- 61.82% |
$906K - $1.13M
|
26.1K
$622K
|