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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-160- 0.22% |
$3.8K - $4.11K
|
73.2K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.06K+ 2.35% |
$120K - $130K
|
220K
$5.36M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.45K- 10.16% |
$82K - $88.6K
|
30.5K
$744K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$546 - $591
|
13.7K
$334K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 1.41% |
$65.6K - $70.9K
|
198K
$4.83M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-485- 18.02% |
$11.5K - $12.5K
|
2.21K
$53.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.67K- 2.55% |
$135K - $145K
|
216K
$5.28M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3K+ 6.61% |
$30.8K - $33.3K
|
20.9K
$510K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.69K- 3.33% |
$40.2K - $43.4K
|
49K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-839- 2.43% |
$19.9K - $21.5K
|
33.7K
$822K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
830+ 2.73% |
$19.7K - $21.3K
|
31.2K
$761K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-195K- 26.92% |
$4.63M - $5.01M
|
529K
$12.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-780- 50.98% |
$18.5K - $20K
|
750
$18.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-530- 3.52% |
$12.6K - $13.6K
|
14.5K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.71K+ 19.85% |
$112K - $121K
|
28.4K
$693K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
676KNew |
$16M - $17.4M
|
676K
$16.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.79K+ 11.66% |
$233K - $251K
|
93.8K
$2.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 0.77% |
$736 - $796
|
4.07K
$99.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
100+ 0.89% |
$2.38K - $2.57K
|
11.3K
$276K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163New |
$3.87K - $4.19K
|
163
$3.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.02K+ 80.31% |
$190K - $206K
|
18K
$439K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.02K- 6.88% |
$47.9K - $51.8K
|
27.3K
$665K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-184- 0.91% |
$4.37K - $4.73K
|
20.1K
$490K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-601- 4.39% |
$14.3K - $15.4K
|
13.1K
$319K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 5.12% |
$201K - $218K
|
174K
$4.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550New |
$13.1K - $14.1K
|
550
$13.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.76K+ 472.29% |
$113K - $122K
|
5.76K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-5.94K- 28.8% |
$141K - $152K
|
14.7K
$358K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-617- 4.13% |
$14.7K - $15.8K
|
14.3K
$349K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-24- 0.18% |
$570 - $616
|
13.6K
$332K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-2.22K- 0.32% |
$52.7K - $57K
|
701K
$17.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 0.22% |
$18.8K - $20.3K
|
365K
$8.89M
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.1K- 37.5% |
$26.2K - $28.3K
|
1.84K
$44.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83+ 0.98% |
$1.97K - $2.13K
|
8.55K
$208K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 23.81% |
$66.6K - $72K
|
14.6K
$356K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
81KNew |
$1.92M - $2.08M
|
81K
$1.97M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-1.29K- 6.1% |
$30.5K - $33K
|
19.8K
$482K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
436+ 4.73% |
$10.4K - $11.2K
|
9.66K
$236K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
227+ 0.98% |
$5.39K - $5.83K
|
23.3K
$569K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.35K- 99.91% |
$103K - $112K
|
4
$97.5
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.02% |
$190 - $205
|
36.9K
$901K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-260- 2.44% |
$6.18K - $6.68K
|
10.4K
$254K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-3.58K- 3.0% |
$85K - $91.9K
|
116K
$2.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.38K - $2.57K
|
100
$2.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
389+ 1.08% |
$9.24K - $9.99K
|
36.4K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3K+ 12.36% |
$30.8K - $33.3K
|
11.8K
$288K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 0.54% |
$1.19K - $1.28K
|
9.34K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.32% |
$3.44K - $3.72K
|
44.8K
$1.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$238 - $257
|
11.7K
$285K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 2.33% |
$43.8K - $47.3K
|
80.8K
$1.97M
|