Purchases and Sales Made in Q3 2025 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 2025. 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 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
31.8KNew |
$750K - $778K
|
31.8K
$783K
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
20KNew |
$472K - $489K
|
20K
$493K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9KNew |
$280K - $290K
|
11.9K
$292K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.69KNew |
$229K - $237K
|
9.69K
$239K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
8.58K+ 7.58% |
$202K - $210K
|
122K
$3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 100.69% |
$148K - $153K
|
12.5K
$308K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5K+ 9.3% |
$106K - $110K
|
52.9K
$1.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 21.74% |
$66.2K - $68.6K
|
15.7K
$387K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 0.92% |
$65K - $67.4K
|
303K
$7.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.23K+ 247.89% |
$52.7K - $54.6K
|
3.13K
$77.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.48K+ 5.02% |
$35K - $36.3K
|
31K
$764K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
680+ 5.91% |
$16K - $16.6K
|
12.2K
$300K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
460+ 0.23% |
$10.9K - $11.3K
|
204K
$5.02M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
150New |
$3.54K - $3.67K
|
150
$3.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
104New |
$2.45K - $2.54K
|
104
$2.56K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
33+ 0.64% |
$779 - $808
|
5.17K
$127K
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
30+ 2.04% |
$708 - $734
|
1.5K
$36.9K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
24+ 0.2% |
$566 - $587
|
12.3K
$303K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 2.02% |
$260 - $269
|
555
$13.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-7- 0.05% |
$165 - $171
|
14.3K
$353K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-50- 0.46% |
$1.18K - $1.22K
|
10.8K
$267K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-70- 8.72% |
$1.65K - $1.71K
|
733
$18.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-185- 7.13% |
$4.37K - $4.53K
|
2.41K
$59.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-400- 2.35% |
$9.44K - $9.79K
|
16.6K
$410K
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-2.95K- 25.95% |
$69.6K - $72.2K
|
8.42K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.05K- 2.53% |
$119K - $124K
|
194K
$4.79M
|
|
|
Oct 29, 2025
Q3 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-9.86K- 6.62% |
$233K - $241K
|
139K
$3.42M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-12.7K- 11.71% |
$300K - $311K
|
95.9K
$2.36M
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-29.1K- 4.42% |
$688K - $713K
|
630K
$15.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-36.4K- 30.84% |
$858K - $890K
|
81.5K
$2.01M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
SELL
|
- |
-62.8K- 90.88% |
$1.48M - $1.54M
|
6.3K
$155K
|