Purchases and Sales Made in Q4 2022 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 2022. 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 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
92.6K+ 271.46% |
$2.01M - $2.29M
|
127K
$3.02M
|
|
|
Feb 02, 2023
Q4 2022
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
47.2KNew |
$1.02M - $1.17M
|
47.2K
$1.13M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
40KNew |
$869K - $992K
|
40K
$955K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
38.8KNew |
$841K - $961K
|
38.8K
$925K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.2K+ 10.91% |
$655K - $749K
|
307K
$7.33M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
29.2K+ 5.52% |
$633K - $724K
|
558K
$13.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
27.2K+ 139.06% |
$591K - $675K
|
46.8K
$1.12M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
25.3K+ 55.21% |
$549K - $627K
|
71.1K
$1.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
25.1KNew |
$544K - $621K
|
25.1K
$598K
|
|
|
Feb 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
22.9KNew |
$497K - $568K
|
22.9K
$547K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.9K+ 6.7% |
$409K - $467K
|
300K
$7.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
17.7KNew |
$384K - $439K
|
17.7K
$423K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6KNew |
$339K - $387K
|
15.6K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$336K - $384K
|
15.5K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
15.3K+ 8.93% |
$333K - $380K
|
187K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13K+ 87.73% |
$282K - $323K
|
27.8K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6KNew |
$274K - $313K
|
12.6K
$302K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
11.6K+ 26.26% |
$251K - $287K
|
55.7K
$1.33M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$238K - $271K
|
11K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.7KNew |
$231K - $264K
|
10.7K
$254K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
10.5KNew |
$229K - $261K
|
10.5K
$251K
|
|
|
Feb 15, 2023
Q4 2022
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
10.4KNew |
$225K - $257K
|
10.4K
$248K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
9.49KNew |
$206K - $235K
|
9.49K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.18KNew |
$199K - $228K
|
9.18K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
8.82KNew |
$191K - $219K
|
8.82K
$210K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.49KNew |
$184K - $210K
|
8.49K
$203K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.9KNew |
$171K - $196K
|
7.9K
$188K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.29K+ 2.6% |
$158K - $181K
|
288K
$6.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.96K+ 10.85% |
$129K - $148K
|
60.9K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.81K+ 17.79% |
$126K - $144K
|
38.5K
$918K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.68K+ 29.21% |
$123K - $141K
|
25.1K
$600K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.5K+ 47.67% |
$119K - $136K
|
17K
$407K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.26KNew |
$92.4K - $106K
|
4.26K
$102K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.62K+ 2.36% |
$78.4K - $89.6K
|
157K
$3.75M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.46KNew |
$75K - $85.6K
|
3.46K
$82.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.45K+ 8.22% |
$74.9K - $85.6K
|
45.5K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
2.91K+ 10.87% |
$63.1K - $72.1K
|
29.7K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$41.8K - $47.7K
|
1.93K
$45.9K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
1.44KNew |
$31.2K - $35.7K
|
1.44K
$34.4K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.4KNew |
$30.3K - $34.6K
|
1.4K
$33.3K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.18K+ 59.65% |
$25.6K - $29.3K
|
3.16K
$75.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.08K+ 1.41% |
$23.5K - $26.9K
|
78.1K
$1.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
825+ 1.16% |
$17.9K - $20.5K
|
71.9K
$1.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
791New |
$17.2K - $19.6K
|
791
$18.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.8K - $18K
|
728
$17.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
704New |
$15.3K - $17.5K
|
704
$16.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
660+ 5.05% |
$14.3K - $16.4K
|
13.7K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
579+ 5.31% |
$12.6K - $14.4K
|
11.5K
$274K
|
|
|
Feb 01, 2023
Q4 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
360+ 1.69% |
$7.81K - $8.92K
|
21.6K
$516K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
290+ 0.65% |
$6.29K - $7.19K
|
44.8K
$1.07M
|