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 30, 2023
Q3 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 1.91% |
$106 - $118
|
267
$6.36K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-80- 0.77% |
$1.69K - $1.89K
|
10.3K
$245K
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-89- 0.29% |
$1.88K - $2.1K
|
30.4K
$724K
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-244- 1.78% |
$5.15K - $5.76K
|
13.5K
$321K
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 17.22% |
$6.33K - $7.08K
|
1.44K
$34.3K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-368- 2.94% |
$7.76K - $8.68K
|
12.1K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-443- 3.52% |
$9.35K - $10.5K
|
12.1K
$289K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-451- 0.94% |
$9.52K - $10.6K
|
47.3K
$1.13M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-682- 0.45% |
$14.4K - $16.1K
|
149K
$3.55M
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-704- 2.66% |
$14.9K - $16.6K
|
25.7K
$613K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-819- 2.0% |
$17.3K - $19.3K
|
40K
$953K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-1.36K- 30.11% |
$28.6K - $32K
|
3.15K
$74.9K
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.55K- 3.27% |
$32.6K - $36.5K
|
45.8K
$1.09M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 2.53% |
$45.8K - $51.2K
|
83.6K
$1.99M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.58K- 5.68% |
$54.3K - $60.8K
|
42.7K
$1.02M
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.9K- 7.88% |
$61.2K - $68.4K
|
33.9K
$807K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.99K- 2.33% |
$63K - $70.5K
|
125K
$2.98M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.09K- 1.46% |
$65.2K - $72.9K
|
208K
$4.96M
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-4.41K- 19.4% |
$93K - $104K
|
18.3K
$436K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.33K- 23.23% |
$134K - $149K
|
20.9K
$498K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.16K- 2.73% |
$172K - $193K
|
291K
$6.93M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-11.8K- 7.56% |
$248K - $278K
|
144K
$3.42M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-13K- 31.47% |
$274K - $307K
|
28.3K
$674K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-13.2K- 4.05% |
$280K - $313K
|
314K
$7.47M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-16.1K- 5.76% |
$340K - $381K
|
264K
$6.28M
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-17.8K- 37.89% |
$375K - $419K
|
29.1K
$694K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-29.4K- 3.69% |
$621K - $695K
|
769K
$18.3M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-31.9K- 6.08% |
$674K - $754K
|
493K
$11.7M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-39.2K- 3.57% |
$826K - $924K
|
1.06M
$25.2M
|