Purchases and Sales Made in Q3 2023 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 2023. 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, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
213K+ 91.81% |
$4.5M - $5.03M
|
446K
$10.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
146KNew |
$3.07M - $3.44M
|
146K
$3.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
141K+ 115.61% |
$2.98M - $3.33M
|
263K
$6.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49K+ 15.28% |
$1.03M - $1.16M
|
370K
$8.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
40.5KNew |
$854K - $955K
|
40.5K
$981K
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
38K+ 22.22% |
$802K - $897K
|
209K
$5.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
30.2K+ 47.24% |
$637K - $713K
|
94.1K
$2.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
30.2K+ 13.9% |
$636K - $712K
|
247K
$5.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.2K+ 56.57% |
$573K - $641K
|
75.2K
$1.82M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20KNew |
$422K - $472K
|
20K
$485K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
16.8K+ 17.03% |
$355K - $397K
|
116K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.1K+ 3.08% |
$340K - $380K
|
540K
$13.1M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
14.6K+ 1.87% |
$307K - $344K
|
792K
$19.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
13.7KNew |
$289K - $324K
|
13.7K
$332K
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
13.5K+ 1.89% |
$285K - $319K
|
729K
$17.7M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
12.9KNew |
$273K - $305K
|
12.9K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.9KNew |
$272K - $304K
|
12.9K
$313K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 12.94% |
$244K - $273K
|
101K
$2.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
10KNew |
$211K - $236K
|
10K
$242K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.87K+ 178.85% |
$208K - $233K
|
15.4K
$373K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.79K+ 3.02% |
$143K - $160K
|
232K
$5.61M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
6.7K+ 4.63% |
$141K - $158K
|
151K
$3.67M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
4.75K+ 53.98% |
$100K - $112K
|
13.6K
$328K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.63K+ 5.37% |
$97.7K - $109K
|
90.9K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.61K+ 4.68% |
$97.3K - $109K
|
103K
$2.5M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.35KNew |
$91.8K - $103K
|
4.35K
$105K
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3.03KNew |
$64K - $71.6K
|
3.03K
$73.5K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3KNew |
$63.3K - $70.8K
|
3K
$72.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.75K+ 8.75% |
$57.9K - $64.8K
|
34.1K
$827K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
2.52K+ 6.06% |
$53.2K - $59.5K
|
44.1K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.58K+ 1.52% |
$33.3K - $37.3K
|
105K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 3.07% |
$31.8K - $35.6K
|
50.7K
$1.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.34K+ 15.08% |
$28.2K - $31.5K
|
10.2K
$247K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1K+ 37.04% |
$21.1K - $23.6K
|
3.7K
$89.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
624+ 57.3% |
$13.2K - $14.7K
|
1.71K
$41.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
592+ 2.79% |
$12.5K - $14K
|
21.8K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
451+ 1.68% |
$9.52K - $10.6K
|
27.3K
$663K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
410+ 2.72% |
$8.65K - $9.68K
|
15.5K
$375K
|
|
|
Nov 07, 2023
Q3 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
396+ 1.77% |
$8.36K - $9.35K
|
22.8K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
370+ 3.07% |
$7.81K - $8.73K
|
12.4K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
255+ 0.53% |
$5.38K - $6.02K
|
47.9K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
212+ 1.45% |
$4.47K - $5K
|
14.9K
$360K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
186+ 1.64% |
$3.92K - $4.39K
|
11.5K
$280K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
175+ 1.65% |
$3.69K - $4.13K
|
10.8K
$262K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
100+ 1.92% |
$2.11K - $2.36K
|
5.31K
$129K
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
72+ 0.09% |
$1.52K - $1.7K
|
78.5K
$1.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
29+ 0.17% |
$612 - $684
|
17.5K
$424K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
27+ 1.94% |
$570 - $637
|
1.42K
$34.3K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
20+ 0.15% |
$422 - $472
|
13.6K
$329K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
9+ 0.62% |
$190 - $212
|
1.46K
$35.5K
|