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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1K- 7.14% |
$21.3K - $23.1K
|
13K
$310K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
701New |
$15K - $16.2K
|
701
$16.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
240New |
$5.12K - $5.55K
|
240
$5.73K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.25K- 55.56% |
$26.7K - $28.9K
|
1K
$23.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
728New |
$15.5K - $16.8K
|
728
$17.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
150New |
$3.2K - $3.47K
|
150
$3.58K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
2KNew |
$42.8K - $49.5K
|
2K
$47.7K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-579- 5.04% |
$12.4K - $14.3K
|
10.9K
$260K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.05KNew |
$43.8K - $50.7K
|
2.05K
$48.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
200New |
$4.28K - $4.95K
|
200
$4.77K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-460- 21.11% |
$9.84K - $11.4K
|
1.72K
$41K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.01KNew |
$21.5K - $24.9K
|
1.01K
$24K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8New |
$171 - $198
|
8
$191
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
2.35KNew |
$50.3K - $58.1K
|
2.35K
$56.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-243- 2.56% |
$5.27K - $6.02K
|
9.25K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.6KNew |
$274K - $313K
|
12.6K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13K+ 87.73% |
$282K - $323K
|
27.8K
$664K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.93KNew |
$41.8K - $47.7K
|
1.93K
$45.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
791New |
$17.2K - $19.6K
|
791
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
15.5KNew |
$336K - $384K
|
15.5K
$370K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.5K- 77.78% |
$76K - $86.8K
|
1K
$23.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11KNew |
$238K - $271K
|
11K
$261K
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-285- 66.28% |
$6.18K - $7.07K
|
145
$3.46K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.34K- 12.13% |
$29.1K - $33.2K
|
9.71K
$232K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
15.6KNew |
$339K - $387K
|
15.6K
$373K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
8.49KNew |
$184K - $210K
|
8.49K
$203K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-370- 3.77% |
$8.03K - $9.17K
|
9.43K
$225K
|
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
5.5K+ 47.67% |
$119K - $136K
|
17K
$407K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.4KNew |
$30.3K - $34.6K
|
1.4K
$33.3K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
132New |
$2.83K - $3.51K
|
132
$3.15K
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
10KNew |
$214K - $266K
|
10K
$239K
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.9KNew |
$298K - $370K
|
13.9K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3KNew |
$64.3K - $79.8K
|
3K
$71.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
7+ 2.16% |
$150 - $186
|
331
$7.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-987- 6.13% |
$21.1K - $26.3K
|
15.1K
$360K
|
|
|
Oct 31, 2022
Q3 2022
|
Penbrook Management LLC
|
SELL
|
- |
-200- 1.48% |
$4.28K - $5.32K
|
13.3K
$318K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-20.6K- 38.95% |
$442K - $549K
|
32.3K
$771K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
269New |
$5.76K - $7.16K
|
269
$6.42K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-9.5KClosed |
$212K - $280K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-983Closed |
$22K - $28.9K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-805Closed |
$18K - $23.7K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-909Closed |
$20.3K - $26.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-109- 0.77% |
$2.44K - $3.21K
|
14.1K
$337K
|
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.1KClosed |
$226K - $298K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.04KNew |
$45.6K - $60.1K
|
2.04K
$48.7K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.07KNew |
$203K - $267K
|
9.07K
$216K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
8.12KNew |
$181K - $239K
|
8.12K
$194K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-450Closed |
$10.1K - $13.2K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
317New |
$7.08K - $9.33K
|
317
$7.56K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.49KNew |
$100K - $132K
|
4.49K
$107K
|
|