Latest Institutional Transactions on Eaton Vance Tax Advantaged Dividend Income Fund (EVT)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Advantaged Dividend Income Fund (EVT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.8 - $25.7
|
183K
$4.37M
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-27.9K- 100.0% |
$641K - $688K
|
1
$23.9
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.3KNew |
$673K - $723K
|
29.3K
$699K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
242+ 0.55% |
$5.56K - $5.97K
|
44.4K
$1.06M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-3.35K- 0.34% |
$77K - $82.7K
|
997K
$23.8M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-586- 4.09% |
$13.5K - $14.5K
|
13.7K
$328K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
848+ 1.7% |
$19.5K - $20.9K
|
50.7K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.03K+ 5.03% |
$92.4K - $99.3K
|
84K
$2M
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 1.22% |
$115K - $123K
|
405K
$9.67M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-882- 0.44% |
$20.3K - $21.8K
|
198K
$4.72M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
7.17K+ 67.5% |
$165K - $177K
|
17.8K
$424K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
$200K - $215K
|
8.71K
$208K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.6KNew |
$288K - $310K
|
12.6K
$299K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 37.5% |
$68.9 - $74
|
5
$119
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.3K+ 12.57% |
$582K - $625K
|
227K
$5.41M
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-583- 0.18% |
$13.4K - $14.4K
|
321K
$7.65M
|
|
Nov 14, 2024
Q3 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
167K+ 46.39% |
$3.84M - $4.12M
|
527K
$12.6M
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.5KNew |
$218K - $234K
|
9.5K
$227K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.4K- 15.91% |
$950K - $1.02M
|
219K
$5.22M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.59K- 14.44% |
$82.4K - $88.5K
|
21.3K
$507K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-3.57K- 31.0% |
$82K - $88.1K
|
7.95K
$190K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 4.3% |
$750K - $806K
|
793K
$18.9M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-18.3K- 1.9% |
$420K - $452K
|
943K
$22.5M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
70+ 0.14% |
$1.61K - $1.73K
|
48.8K
$1.17M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29K+ 4.83% |
$667K - $716K
|
630K
$15M
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.43K+ 2.13% |
$55.7K - $59.8K
|
116K
$2.77M
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.2K+ 80.13% |
$27.6K - $29.7K
|
2.7K
$64.5K
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
19.6KNew |
$450K - $483K
|
19.6K
$467K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
2.04K+ 102.2% |
$46.9K - $50.4K
|
4.04K
$96.3K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
815+ 4.19% |
$18.7K - $20.1K
|
20.3K
$484K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.72K- 10.32% |
$39.4K - $42.4K
|
14.9K
$356K
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.08KNew |
$24.7K - $26.5K
|
1.08K
$25.6K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 5.04% |
$245K - $263K
|
222K
$5.3M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.26K+ 7.61% |
$28.8K - $31K
|
17.7K
$423K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.74K+ 2.96% |
$63K - $67.6K
|
95.4K
$2.28M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.19K+ 38.46% |
$96.1K - $103K
|
15.1K
$360K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
27.4K+ 8.95% |
$628K - $675K
|
333K
$7.95M
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.03K+ 3.17% |
$23.5K - $25.3K
|
33.4K
$797K
|
|
Nov 13, 2024
Q3 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
77.1K+ 13.43% |
$1.77M - $1.9M
|
651K
$15.5M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.1K+ 233.33% |
$48.2K - $51.8K
|
3K
$71.6K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
8.49KNew |
$195K - $209K
|
8.49K
$202K
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-92- 0.99% |
$2.11K - $2.27K
|
9.23K
$220K
|
|
Nov 12, 2024
Q3 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
27.1K+ 3.34% |
$623K - $669K
|
840K
$20M
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.11K+ 51.93% |
$186K - $200K
|
23.7K
$566K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20K+ 194.53% |
$460K - $495K
|
30.4K
$724K
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18+ 0.13% |
$413 - $444
|
13.6K
$325K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
1.16KNew |
$26.7K - $28.7K
|
1.16K
$27.8K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-32.5K- 17.14% |
$747K - $803K
|
157K
$3.75M
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
192KNew |
$4.4M - $4.73M
|
192K
$4.57M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-150- 0.44% |
$3.44K - $3.7K
|
34K
$811K
|