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 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
211+ 1.83% |
$3.95K - $4.72K
|
11.8K
$280K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
188+ 1.55% |
$3.52K - $4.21K
|
12.3K
$294K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
75+ 0.69% |
$1.4K - $1.68K
|
10.9K
$259K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
71+ 0.26% |
$1.33K - $1.59K
|
27.4K
$653K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33+ 0.62% |
$617 - $738
|
5.35K
$127K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
31+ 2.19% |
$580 - $693
|
1.45K
$34.5K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$430 - $515
|
13.6K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
16+ 1.09% |
$299 - $358
|
1.48K
$35.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
6+ 2.25% |
$112 - $134
|
273
$6.5K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1- 0.01% |
$18.7 - $22.4
|
13.5K
$321K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-51- 0.37% |
$954 - $1.14K
|
13.7K
$325K
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-225- 1.66% |
$4.21K - $5.03K
|
13.3K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-466- 4.53% |
$8.71K - $10.4K
|
9.82K
$234K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-614- 3.51% |
$11.5K - $13.7K
|
16.9K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-680- 5.61% |
$12.7K - $15.2K
|
11.5K
$273K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-761- 1.72% |
$14.2K - $17K
|
43.4K
$1.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.22K- 3.05% |
$22.8K - $27.3K
|
38.8K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.27K- 3.73% |
$23.7K - $28.3K
|
32.6K
$777K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.6K- 6.22% |
$29.9K - $35.8K
|
24.1K
$575K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2K- 54.05% |
$37.4K - $44.7K
|
1.7K
$40.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.11K- 4.45% |
$39.4K - $47.1K
|
45.2K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-2.17K- 5.42% |
$40.6K - $48.6K
|
37.9K
$901K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-2.91K- 9.59% |
$54.5K - $65.2K
|
27.5K
$654K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.01K- 24.26% |
$56.3K - $67.4K
|
9.4K
$224K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.31K- 11.7% |
$61.9K - $74.1K
|
25K
$595K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.23K- 64.05% |
$79K - $94.5K
|
2.37K
$56.5K
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.87K- 4.63% |
$91.1K - $109K
|
100K
$2.39M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.99K- 2.39% |
$93.3K - $112K
|
203K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.07K- 1.92% |
$94.9K - $114K
|
259K
$6.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-6.01K- 4.8% |
$112K - $134K
|
119K
$2.84M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.22K- 13.58% |
$116K - $139K
|
39.6K
$942K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.99K- 1.04% |
$149K - $179K
|
761K
$18.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
SELL
|
- |
-8.59K- 17.91% |
$161K - $192K
|
39.4K
$937K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.64K- 10.34% |
$162K - $193K
|
74.9K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-10K- 65.22% |
$188K - $225K
|
5.35K
$127K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.7K- 2.92% |
$294K - $352K
|
524K
$12.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-16.4K- 5.65% |
$307K - $368K
|
275K
$6.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-16.5K- 17.58% |
$309K - $370K
|
77.6K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-18.2K- 4.93% |
$341K - $408K
|
351K
$8.37M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.2K- 6.73% |
$620K - $742K
|
460K
$10.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-39K- 4.92% |
$729K - $872K
|
753K
$17.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-164K- 15.5% |
$3.06M - $3.66M
|
893K
$21.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-599K- 38.31% |
$11.2M - $13.4M
|
965K
$23M
|