Purchases and Sales Made in Q4 2023 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 2023. 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 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
502K+ 112.6% |
$9.38M - $11.2M
|
947K
$22.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
315K+ 119.51% |
$5.89M - $7.04M
|
578K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
240KNew |
$4.48M - $5.36M
|
240K
$5.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
164KNew |
$3.07M - $3.68M
|
164K
$3.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
164K+ 896.19% |
$3.07M - $3.67M
|
182K
$4.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
92.9KNew |
$1.74M - $2.08M
|
92.9K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
92K+ 227.33% |
$1.72M - $2.06M
|
133K
$3.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
87.6KNew |
$1.64M - $1.96M
|
87.6K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
74.1KNew |
$1.39M - $1.66M
|
74.1K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73.5K+ 72.86% |
$1.37M - $1.64M
|
174K
$4.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
59.8K+ 51.75% |
$1.12M - $1.34M
|
175K
$4.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 23.92% |
$935K - $1.12M
|
259K
$6.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46K+ 185.58% |
$860K - $1.03M
|
70.8K
$1.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.3K+ 16.96% |
$735K - $879K
|
271K
$6.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34K+ 22.79% |
$636K - $761K
|
183K
$4.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
29.9K+ 4.1% |
$559K - $668K
|
759K
$18.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.7K+ 10.42% |
$481K - $576K
|
273K
$6.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21.6K+ 6.88% |
$404K - $483K
|
335K
$7.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
21.2KNew |
$396K - $474K
|
21.2K
$505K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
20.8KNew |
$389K - $465K
|
20.8K
$495K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18KNew |
$336K - $402K
|
18K
$428K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
14.2KNew |
$266K - $318K
|
14.2K
$338K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.7KNew |
$237K - $284K
|
12.7K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.4K+ 13.62% |
$231K - $277K
|
103K
$2.46M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
11KNew |
$205K - $245K
|
11K
$261K
|
|
|
Feb 06, 2024
Q4 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
9.35KNew |
$175K - $209K
|
9.35K
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.29KNew |
$174K - $208K
|
9.29K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
9.19KNew |
$172K - $206K
|
9.19K
$219K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
8.62K+ 8.36% |
$161K - $193K
|
112K
$2.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
8.2K+ 310.72% |
$153K - $183K
|
10.8K
$258K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7.35K+ 72.16% |
$137K - $164K
|
17.5K
$418K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.86K+ 4.02% |
$110K - $131K
|
152K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.95K+ 22.66% |
$92.5K - $111K
|
26.8K
$638K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.63K+ 9.14% |
$86.6K - $104K
|
55.3K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
3.57K+ 119.03% |
$66.8K - $79.9K
|
6.57K
$157K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
3.1KNew |
$58K - $69.3K
|
3.1K
$73.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.9K+ 9.96% |
$54.2K - $64.9K
|
32K
$763K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.81K+ 1.95% |
$52.5K - $62.8K
|
147K
$3.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.46K+ 3.14% |
$46K - $55.1K
|
80.9K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.36K+ 11.81% |
$44.2K - $52.8K
|
22.4K
$532K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.1K+ 89.36% |
$39.3K - $47K
|
4.45K
$106K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.96KNew |
$36.6K - $43.7K
|
1.96K
$46.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.75K+ 2.32% |
$32.7K - $39.1K
|
77K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 5.63% |
$22K - $26.4K
|
22.1K
$526K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.05K+ 3.08% |
$19.6K - $23.5K
|
35.2K
$838K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
1KNew |
$18.7K - $22.4K
|
1K
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
973+ 2.28% |
$18.2K - $21.8K
|
43.7K
$1.04M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
790+ 0.1% |
$14.8K - $17.7K
|
761K
$18.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
701+ 4.72% |
$13.1K - $15.7K
|
15.6K
$370K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
259New |
$4.84K - $5.79K
|
259
$6.17K
|