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 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242+ 0.55% |
$5.56K - $5.97K
|
44.4K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70+ 0.14% |
$1.61K - $1.73K
|
48.8K
$1.16M
|
|
|
Oct 03, 2024
Q3 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26+ 0.27% |
$597 - $641
|
9.73K
$232K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
22+ 0.16% |
$505 - $543
|
13.7K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.13% |
$413 - $444
|
13.6K
$325K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
11+ 0.72% |
$253 - $271
|
1.53K
$36.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 37.5% |
$68.9 - $74
|
5
$119
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 0.99% |
$2.11K - $2.27K
|
9.23K
$220K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 0.88% |
$2.3K - $2.47K
|
11.2K
$267K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150- 0.44% |
$3.44K - $3.7K
|
34K
$809K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-186- 6.69% |
$4.27K - $4.59K
|
2.59K
$61.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-250- 2.29% |
$5.74K - $6.17K
|
10.7K
$254K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-433- 2.26% |
$9.94K - $10.7K
|
18.8K
$446K
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-469- 4.78% |
$10.8K - $11.6K
|
9.35K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-583- 0.18% |
$13.4K - $14.4K
|
321K
$7.63M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-586- 4.09% |
$13.5K - $14.5K
|
13.7K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-675- 99.85% |
$15.5K - $16.7K
|
1
$23.8
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-722- 41.76% |
$16.6K - $17.8K
|
1.01K
$24K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-870- 3.97% |
$20K - $21.5K
|
21.1K
$502K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-882- 0.44% |
$20.3K - $21.8K
|
198K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1K- 22.47% |
$23K - $24.7K
|
3.45K
$82.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.03K- 8.08% |
$23.6K - $25.3K
|
11.7K
$278K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.3K- 2.81% |
$29.8K - $32.1K
|
44.9K
$1.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.7K- 6.85% |
$39K - $41.9K
|
23.1K
$550K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.72K- 10.32% |
$39.4K - $42.4K
|
14.9K
$355K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.03K- 6.19% |
$46.6K - $50.1K
|
30.8K
$733K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.4K- 21.11% |
$55.1K - $59.2K
|
8.97K
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.64K- 24.35% |
$60.6K - $65.1K
|
8.2K
$195K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.72K- 16.57% |
$62.4K - $67.1K
|
13.7K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-2.95K- 2.41% |
$67.6K - $72.7K
|
119K
$2.84M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.03K- 7.59% |
$69.6K - $74.8K
|
36.9K
$880K
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-3.24K- 4.22% |
$74.3K - $79.8K
|
73.4K
$1.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.35K- 0.34% |
$77K - $82.7K
|
997K
$23.7M
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-3.43K- 4.16% |
$78.7K - $84.6K
|
78.9K
$1.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.57K- 31.0% |
$82K - $88.1K
|
7.95K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.59K- 14.44% |
$82.4K - $88.5K
|
21.3K
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.8K- 1.91% |
$87.3K - $93.8K
|
195K
$4.65M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.84K- 4.69% |
$111K - $119K
|
98.4K
$2.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 1.22% |
$115K - $123K
|
405K
$9.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.35K- 3.13% |
$123K - $132K
|
166K
$3.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.19K- 2.08% |
$165K - $177K
|
339K
$8.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 1.9% |
$420K - $452K
|
943K
$22.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-23.4K- 3.22% |
$537K - $577K
|
703K
$16.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.9K- 100.0% |
$641K - $688K
|
1
$23.8
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-32.5K- 17.14% |
$747K - $803K
|
157K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.4K- 15.91% |
$950K - $1.02M
|
219K
$5.21M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-76.2K- 39.41% |
$1.75M - $1.88M
|
117K
$2.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-113K- 76.85% |
$2.59M - $2.78M
|
34K
$809K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-556K- 43.45% |
$12.8M - $13.7M
|
724K
$17.2M
|