Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
192KNew |
$4.4M - $4.73M
|
192K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
167K+ 46.39% |
$3.84M - $4.12M
|
527K
$12.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
77.1K+ 13.43% |
$1.77M - $1.9M
|
651K
$15.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
42.1K+ 24.4% |
$967K - $1.04M
|
215K
$5.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
36KNew |
$827K - $889K
|
36K
$858K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 4.3% |
$750K - $806K
|
793K
$18.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.3KNew |
$673K - $723K
|
29.3K
$698K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 4.83% |
$667K - $716K
|
630K
$15M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
28.5K+ 16.01% |
$655K - $703K
|
207K
$4.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.4K+ 8.95% |
$628K - $675K
|
333K
$7.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27.1K+ 3.34% |
$623K - $669K
|
840K
$20M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 12.57% |
$582K - $625K
|
227K
$5.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.7K+ 8.66% |
$567K - $610K
|
310K
$7.38M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21K+ 12.93% |
$482K - $517K
|
183K
$4.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
20.6KNew |
$473K - $508K
|
20.6K
$491K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20K+ 194.53% |
$460K - $495K
|
30.4K
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.6KNew |
$450K - $483K
|
19.6K
$466K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.6KNew |
$288K - $310K
|
12.6K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 5.04% |
$245K - $263K
|
222K
$5.29M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
10.5KNew |
$241K - $259K
|
10.5K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.5K+ 2.96% |
$240K - $258K
|
364K
$8.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.1K+ 3.32% |
$232K - $249K
|
314K
$7.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.5KNew |
$218K - $234K
|
9.5K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$200K - $215K
|
8.71K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.49KNew |
$195K - $209K
|
8.49K
$202K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.47KNew |
$194K - $209K
|
8.47K
$202K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.11K+ 51.93% |
$186K - $200K
|
23.7K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.17K+ 67.5% |
$165K - $177K
|
17.8K
$424K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
4.74K+ 588.09% |
$109K - $117K
|
5.55K
$132K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.69K+ 15.7% |
$108K - $116K
|
34.6K
$823K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.19K+ 38.46% |
$96.1K - $103K
|
15.1K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 5.03% |
$92.4K - $99.3K
|
84K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.94KNew |
$67.5K - $72.5K
|
2.94K
$70K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 2.96% |
$63K - $67.6K
|
95.4K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.43K+ 2.13% |
$55.7K - $59.8K
|
116K
$2.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
2.21KNew |
$50.7K - $54.5K
|
2.21K
$52.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.1K+ 233.33% |
$48.2K - $51.8K
|
3K
$71.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.04K+ 102.2% |
$46.9K - $50.4K
|
4.04K
$96.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.93K+ 10.91% |
$44.3K - $47.6K
|
19.6K
$467K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.8KNew |
$41.3K - $44.4K
|
1.8K
$42.8K
|
|
|
Nov 07, 2024
Q3 2024
|
Calamos Advisors LLC
|
BUY
|
- |
1.68K+ 16.67% |
$38.6K - $41.5K
|
11.8K
$281K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.64K+ 5.68% |
$37.5K - $40.3K
|
30.4K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.26K+ 7.61% |
$28.8K - $31K
|
17.7K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 80.13% |
$27.6K - $29.7K
|
2.7K
$64.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.16KNew |
$26.7K - $28.7K
|
1.16K
$27.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$24.7K - $26.5K
|
1.08K
$25.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.17% |
$23.5K - $25.3K
|
33.4K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
848+ 1.7% |
$19.5K - $20.9K
|
50.7K
$1.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
815+ 4.19% |
$18.7K - $20.1K
|
20.3K
$483K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
589New |
$13.5K - $14.5K
|
589
$14K
|