Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
81KNew |
$1.92M - $2.08M
|
81K
$1.99M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 5.12% |
$201K - $218K
|
174K
$4.28M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.76K+ 472.29% |
$113K - $122K
|
5.76K
$142K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 23.81% |
$66.6K - $72K
|
14.6K
$358K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 2.33% |
$43.8K - $47.3K
|
80.8K
$1.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3K+ 12.36% |
$30.8K - $33.3K
|
11.8K
$290K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 0.22% |
$18.8K - $20.3K
|
365K
$8.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550New |
$13.1K - $14.1K
|
550
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
436+ 4.73% |
$10.4K - $11.2K
|
9.66K
$237K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
389+ 1.08% |
$9.24K - $9.99K
|
36.4K
$895K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
227+ 0.98% |
$5.39K - $5.83K
|
23.3K
$573K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.38K - $2.57K
|
100
$2.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83+ 0.98% |
$1.97K - $2.13K
|
8.55K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 0.54% |
$1.19K - $1.28K
|
9.34K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 2.0% |
$855 - $924
|
1.83K
$45K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$238 - $257
|
11.7K
$287K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.02% |
$190 - $205
|
36.9K
$907K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.8 - $25.7
|
183K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24- 0.18% |
$570 - $616
|
13.6K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.32% |
$3.44K - $3.72K
|
44.8K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-154- 1.58% |
$3.66K - $3.95K
|
9.58K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-184- 0.91% |
$4.37K - $4.73K
|
20.1K
$494K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 2.44% |
$6.18K - $6.68K
|
10.4K
$256K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-601- 4.39% |
$14.3K - $15.4K
|
13.1K
$321K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-617- 4.13% |
$14.7K - $15.8K
|
14.3K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 37.5% |
$26.2K - $28.3K
|
1.84K
$45.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.29K- 6.1% |
$30.5K - $33K
|
19.8K
$486K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.02K- 6.88% |
$47.9K - $51.8K
|
27.3K
$670K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.22K- 0.32% |
$52.7K - $57K
|
701K
$17.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.58K- 3.0% |
$85K - $91.9K
|
116K
$2.84M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.35K- 99.91% |
$103K - $112K
|
4
$98.2
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.94K- 28.8% |
$141K - $152K
|
14.7K
$360K
|