Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
109K+ 62.36% |
$3.01M - $3.25M
|
284K
$6.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
48.9K+ 4.41% |
$1.35M - $1.46M
|
1.16M
$27.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
36.4KNew |
$1M - $1.09M
|
36.4K
$868K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
35.9K+ 43.67% |
$989K - $1.07M
|
118K
$2.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
26.7K+ 15.61% |
$736K - $796K
|
198K
$4.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.7KNew |
$406K - $439K
|
14.7K
$351K
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
13.8KNew |
$379K - $410K
|
13.8K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.4KNew |
$342K - $370K
|
12.4K
$295K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
12.2KNew |
$335K - $362K
|
12.2K
$289K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
12K+ 191.15% |
$331K - $358K
|
18.3K
$436K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.1K+ 1.42% |
$305K - $329K
|
787K
$18.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$250K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
10.5KNew |
$289K - $313K
|
10.5K
$250K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
10.2KNew |
$282K - $305K
|
10.2K
$244K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.41K+ 99.34% |
$232K - $251K
|
16.9K
$402K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09K+ 1.0% |
$223K - $241K
|
821K
$19.5M
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
8.07KNew |
$222K - $240K
|
8.07K
$192K
|
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
7.59K+ 709.35% |
$209K - $226K
|
8.66K
$206K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7K+ 95.65% |
$193K - $209K
|
14.3K
$341K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.99KNew |
$193K - $208K
|
6.99K
$166K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
5.52KNew |
$152K - $165K
|
5.52K
$132K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.35K+ 6.71% |
$120K - $129K
|
69.1K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.05K+ 2.42% |
$112K - $121K
|
171K
$4.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.52K+ 9.11% |
$97.1K - $105K
|
42.2K
$1M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.32KNew |
$91.5K - $98.9K
|
3.32K
$79K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.3K+ 123.5% |
$90.9K - $98.3K
|
5.97K
$142K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
3KNew |
$82.7K - $89.4K
|
3K
$71.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.46K+ 32.52% |
$67.7K - $73.2K
|
10K
$238K
|
|
|
Jan 31, 2022
Q4 2021
|
1776 Wealth LLC
|
BUY
|
- |
1.83K+ 2.47% |
$50.5K - $54.5K
|
76.1K
$1.81M
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
1.7K+ 23.59% |
$46.8K - $50.6K
|
8.89K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.66K+ 5.55% |
$45.8K - $49.5K
|
31.6K
$753K
|
|
|
Jan 07, 2022
Q4 2021
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.46KNew |
$40.2K - $43.5K
|
1.46K
$34.8K
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.3K+ 8666.67% |
$35.8K - $38.7K
|
1.32K
$31.3K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.26KNew |
$34.8K - $37.6K
|
1.26K
$30K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.24K+ 3.28% |
$34.1K - $36.8K
|
38.9K
$927K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.23K+ 1.75% |
$33.8K - $36.6K
|
71.2K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.09KNew |
$30K - $32.5K
|
1.09K
$26K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
1.05K+ 0.92% |
$29K - $31.4K
|
115K
$2.74M
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.02K+ 0.6% |
$28.2K - $30.5K
|
170K
$4.06M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
850+ 2.47% |
$23.4K - $25.3K
|
35.3K
$839K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
820+ 0.96% |
$22.6K - $24.4K
|
86K
$2.05M
|
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
763+ 3.33% |
$21K - $22.7K
|
23.7K
$564K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
605+ 13.77% |
$16.7K - $18K
|
5K
$119K
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
501+ 5.06% |
$13.8K - $14.9K
|
10.4K
$248K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
500+ 22.22% |
$13.8K - $14.9K
|
2.75K
$65.5K
|
|
|
Feb 17, 2022
Q4 2021
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
500+ 1.89% |
$13.8K - $14.9K
|
26.9K
$640K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
477+ 1.08% |
$13.1K - $14.2K
|
44.6K
$1.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
450New |
$12.4K - $13.4K
|
450
$10.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
450New |
$12.4K - $13.4K
|
450
$10.7K
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
437+ 3.92% |
$12K - $13K
|
11.6K
$276K
|