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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 0.77% |
$736 - $796
|
4.07K
$98.5K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$546 - $591
|
13.7K
$332K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$238 - $257
|
11.7K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.02% |
$190 - $205
|
36.9K
$894K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.8 - $25.7
|
183K
$4.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24- 0.18% |
$570 - $616
|
13.6K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-66- 0.71% |
$1.57K - $1.69K
|
9.28K
$225K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.32% |
$3.44K - $3.72K
|
44.8K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-154- 1.58% |
$3.66K - $3.95K
|
9.58K
$232K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-160- 0.22% |
$3.8K - $4.11K
|
73.2K
$1.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-184- 0.91% |
$4.37K - $4.73K
|
20.1K
$486K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-200- 4.62% |
$4.75K - $5.14K
|
4.13K
$99.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 2.44% |
$6.18K - $6.68K
|
10.4K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-352- 0.79% |
$8.36K - $9.04K
|
44.1K
$1.07M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-485- 18.02% |
$11.5K - $12.5K
|
2.21K
$53.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-530- 3.52% |
$12.6K - $13.6K
|
14.5K
$352K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-601- 4.39% |
$14.3K - $15.4K
|
13.1K
$317K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-617- 4.13% |
$14.7K - $15.8K
|
14.3K
$346K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-780- 50.98% |
$18.5K - $20K
|
750
$18.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-839- 2.43% |
$19.9K - $21.5K
|
33.7K
$816K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 37.5% |
$26.2K - $28.3K
|
1.84K
$44.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.29K- 6.1% |
$30.5K - $33K
|
19.8K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.33% |
$40.2K - $43.4K
|
49K
$1.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-1.89K- 6.21% |
$44.8K - $48.4K
|
28.5K
$689K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.02K- 6.88% |
$47.9K - $51.8K
|
27.3K
$661K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.22K- 0.32% |
$52.7K - $57K
|
701K
$17M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-2.79K- 9.04% |
$66.1K - $71.5K
|
28K
$678K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.45K- 10.16% |
$82K - $88.6K
|
30.5K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.58K- 3.0% |
$85K - $91.9K
|
116K
$2.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.63K- 0.43% |
$86.2K - $93.2K
|
836K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.35K- 99.91% |
$103K - $112K
|
4
$96.8
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.71K- 4.78% |
$112K - $121K
|
93.7K
$2.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.32K- 2.69% |
$126K - $137K
|
192K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.67K- 2.55% |
$135K - $145K
|
216K
$5.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.94K- 28.8% |
$141K - $152K
|
14.7K
$355K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.52K- 62.01% |
$202K - $219K
|
5.22K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-12.1K- 1.22% |
$288K - $311K
|
984K
$23.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-23K- 5.67% |
$546K - $591K
|
382K
$9.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-25K- 12.08% |
$593K - $641K
|
182K
$4.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-60.7K- 18.95% |
$1.44M - $1.56M
|
260K
$6.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-62.6K- 6.63% |
$1.49M - $1.61M
|
880K
$21.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-195K- 26.92% |
$4.63M - $5.01M
|
529K
$12.8M
|