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 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
205+ 0.78% |
$4.45K - $5.08K
|
26.4K
$630K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
126+ 0.97% |
$2.73K - $3.12K
|
13.1K
$313K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
50+ 0.73% |
$1.09K - $1.24K
|
6.91K
$165K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
42+ 0.33% |
$911 - $1.04K
|
12.8K
$305K
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
25+ 0.66% |
$543 - $620
|
3.84K
$91.5K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.14% |
$412 - $471
|
13.5K
$323K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
5+ 2.02% |
$109 - $124
|
252
$6.01K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-100- 0.7% |
$2.17K - $2.48K
|
14.2K
$338K
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-228- 0.1% |
$4.95K - $5.65K
|
226K
$5.38M
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-243- 2.56% |
$5.27K - $6.02K
|
9.25K
$221K
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-252- 2.1% |
$5.47K - $6.25K
|
11.8K
$281K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-270- 1.05% |
$5.86K - $6.69K
|
25.4K
$605K
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-285- 66.28% |
$6.18K - $7.07K
|
145
$3.46K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-370- 3.77% |
$8.03K - $9.17K
|
9.43K
$225K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-382- 1.64% |
$8.29K - $9.47K
|
22.8K
$545K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-549- 1.76% |
$11.9K - $13.6K
|
30.7K
$733K
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-800- 8.24% |
$17.4K - $19.8K
|
8.91K
$212K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.01K- 5.37% |
$22K - $25.1K
|
17.8K
$426K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.12K- 10.76% |
$24.3K - $27.8K
|
9.29K
$222K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.34K- 12.13% |
$29.1K - $33.2K
|
9.71K
$232K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.51K- 3.18% |
$32.7K - $37.3K
|
45.8K
$1.09M
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-1.72K- 1.36% |
$37.2K - $42.5K
|
125K
$2.98M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.42K- 1.1% |
$52.5K - $60K
|
219K
$5.21M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.46K- 4.36% |
$53.3K - $60.9K
|
53.9K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.28K- 3.56% |
$71.2K - $81.4K
|
88.8K
$2.12M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.45K- 1.07% |
$74.8K - $85.4K
|
320K
$7.63M
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.5K- 77.78% |
$76K - $86.8K
|
1K
$23.9K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.64K- 12.83% |
$79K - $90.3K
|
24.7K
$590K
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-3.74K- 34.0% |
$81.2K - $92.8K
|
7.26K
$173K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.53K- 16.36% |
$98.4K - $112K
|
23.2K
$553K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.65K- 29.21% |
$123K - $140K
|
13.7K
$327K
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6.64K- 25.41% |
$144K - $165K
|
19.5K
$465K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.2K- 0.84% |
$156K - $179K
|
851K
$20.3M
|
|
Feb 13, 2023
Q4 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-8.02K- 1.1% |
$174K - $199K
|
721K
$17.2M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.44K- 18.86% |
$183K - $209K
|
36.3K
$866K
|
|
Feb 14, 2023
Q4 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-9.21K- 3.98% |
$200K - $228K
|
222K
$5.3M
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.1K- 6.63% |
$218K - $250K
|
142K
$3.38M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11K- 99.99% |
$239K - $273K
|
1
$23.9
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-11.1K- 15.12% |
$240K - $275K
|
62.2K
$1.48M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-18.1K- 13.01% |
$392K - $448K
|
121K
$2.88M
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.1K- 33.84% |
$479K - $548K
|
43.2K
$1.03M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-22.6K- 47.77% |
$491K - $561K
|
24.7K
$590K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-24.5K- 3.13% |
$532K - $607K
|
759K
$18.1M
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-26.4K- 4.61% |
$573K - $655K
|
547K
$13M
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-51.5K- 4.66% |
$1.12M - $1.28M
|
1.05M
$25.1M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-114K- 6.49% |
$2.47M - $2.82M
|
1.64M
$39.1M
|