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 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
434+ 0.64% |
$12K - $12.9K
|
68.4K
$1.63M
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
405New |
$11.2K - $12.1K
|
405
$9.64K
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
400New |
$11K - $11.9K
|
400
$9.52K
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
373+ 1.43% |
$10.3K - $11.1K
|
26.4K
$628K
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
370New |
$10.2K - $11K
|
370
$8.81K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
355+ 1.66% |
$9.78K - $10.6K
|
21.8K
$519K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
267+ 0.8% |
$7.36K - $7.95K
|
33.7K
$803K
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
197+ 0.94% |
$5.43K - $5.87K
|
21.2K
$505K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.22% |
$1.38K - $1.49K
|
23.1K
$550K
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.25% |
$909 - $983
|
13.4K
$320K
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
15+ 0.11% |
$413 - $447
|
13.5K
$320K
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10+ 0.12% |
$276 - $298
|
8.05K
$192K
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
5+ 1.63% |
$138 - $149
|
312
$7.43K
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1+ 0.01% |
$27.6 - $29.8
|
11K
$262K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 13, 2022
Q4 2021
|
Wealth Alliance Advisory Group, LLC
|
SELL
|
- |
-35- 0.3% |
$965 - $1.04K
|
11.5K
$275K
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-38- 0.49% |
$1.05K - $1.13K
|
7.69K
$183K
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-74Closed |
$2.04K - $2.2K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93- 0.26% |
$2.56K - $2.77K
|
35.9K
$854K
|
|
Feb 08, 2022
Q4 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-200Closed |
$5.51K - $5.96K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-279- 1.64% |
$7.69K - $8.31K
|
16.8K
$399K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-317Closed |
$8.74K - $9.44K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-507- 0.38% |
$14K - $15.1K
|
132K
$3.14M
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-900- 9.68% |
$24.8K - $26.8K
|
8.39K
$200K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-918- 0.27% |
$25.3K - $27.3K
|
334K
$7.96M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-946- 7.14% |
$26.1K - $28.2K
|
12.3K
$293K
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1KClosed |
$27.6K - $29.8K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.03K- 1.84% |
$28.3K - $30.6K
|
54.6K
$1.3M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.26K- 1.82% |
$34.6K - $37.4K
|
67.6K
$1.61M
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.3K- 12.88% |
$35.8K - $38.7K
|
8.79K
$209K
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.43K- 1.91% |
$39.4K - $42.6K
|
73.6K
$1.75M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 16.22% |
$39.9K - $43.1K
|
7.47K
$178K
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
SELL
|
- |
-1.55KClosed |
$42.7K - $46.2K
|
0
$0
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-2.2K- 4.85% |
$60.6K - $65.5K
|
43.1K
$1.03M
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2.73KClosed |
$75.2K - $81.3K
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.23K- 29.09% |
$88.9K - $96.1K
|
7.87K
$187K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.23K- 5.6% |
$89.1K - $96.3K
|
54.5K
$1.3M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.27K- 1.18% |
$90.1K - $97.4K
|
275K
$6.54M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.6K- 13.71% |
$127K - $137K
|
28.9K
$689K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.46K- 11.85% |
$178K - $192K
|
48.1K
$1.14M
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
SELL
|
- |
-7.59K- 87.64% |
$209K - $226K
|
1.07K
$25.5K
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-10KClosed |
$276K - $298K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-16.7KClosed |
$461K - $498K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-17.3KClosed |
$478K - $516K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-23.4K- 13.91% |
$645K - $697K
|
145K
$3.45M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24K- 41.96% |
$661K - $715K
|
33.2K
$790K
|
|
Feb 14, 2022
Q4 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-28.5K- 7.21% |
$787K - $850K
|
367K
$8.75M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-49K- 2.35% |
$1.35M - $1.46M
|
2.04M
$48.5M
|
|
Feb 07, 2022
Q4 2021
|
Shaker Financial Services, LLC
|
SELL
|
- |
-61.3K- 76.77% |
$1.69M - $1.83M
|
18.6K
$442K
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-104K- 19.59% |
$2.87M - $3.1M
|
427K
$10.2M
|