Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95.6K+ 27.92% |
$2.26M - $2.34M
|
438K
$10.5M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
77.9KNew |
$1.84M - $1.91M
|
77.9K
$1.87M
|
|
|
Jan 13, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
64.3K+ 276.89% |
$1.52M - $1.57M
|
87.6K
$2.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.5K+ 6.93% |
$1.36M - $1.41M
|
887K
$21.3M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
46.7K+ 6.22% |
$1.1M - $1.14M
|
797K
$19.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.2K+ 12.28% |
$902K - $936K
|
350K
$8.39M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
31.8KNew |
$750K - $778K
|
31.8K
$763K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29K+ 6.68% |
$685K - $710K
|
463K
$11.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
27.9K+ 34.14% |
$658K - $682K
|
110K
$2.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.9K+ 20.12% |
$589K - $610K
|
149K
$3.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.3K+ 47.86% |
$479K - $497K
|
62.7K
$1.51M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
20KNew |
$472K - $489K
|
20K
$480K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
19.6K+ 5.48% |
$463K - $480K
|
377K
$9.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.1K+ 22.62% |
$357K - $370K
|
82.1K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
15.1K+ 12.17% |
$357K - $370K
|
139K
$3.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.7K+ 6.02% |
$323K - $335K
|
241K
$5.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.6KNew |
$297K - $308K
|
12.6K
$302K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
11.9KNew |
$280K - $290K
|
11.9K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 1.1% |
$241K - $250K
|
941K
$22.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.69KNew |
$229K - $237K
|
9.69K
$233K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.27KNew |
$219K - $227K
|
9.27K
$223K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
8.58K+ 7.58% |
$202K - $210K
|
122K
$2.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
8.25KNew |
$195K - $202K
|
8.25K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
8.23K+ 4.64% |
$194K - $201K
|
186K
$4.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.79K+ 0.84% |
$184K - $191K
|
935K
$22.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.44K+ 3.05% |
$152K - $158K
|
218K
$5.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
6.26K+ 100.69% |
$148K - $153K
|
12.5K
$300K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.13K+ 0.76% |
$121K - $126K
|
680K
$16.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
4.98K+ 2.05% |
$117K - $122K
|
247K
$5.93M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5K+ 9.3% |
$106K - $110K
|
52.9K
$1.27M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.45K+ 20.66% |
$105K - $109K
|
26K
$624K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.13K+ 1.64% |
$97.6K - $101K
|
256K
$6.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4K+ 25.81% |
$94.4K - $97.9K
|
19.5K
$468K
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
3.95K+ 14.74% |
$93.3K - $96.8K
|
30.8K
$739K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.86K+ 10.26% |
$91.1K - $94.4K
|
41.5K
$996K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.79K+ 16.84% |
$89.3K - $92.6K
|
26.3K
$630K
|
|
|
Nov 06, 2025
Q3 2025
|
1776 Wealth LLC
|
BUY
|
- |
3.04K+ 4.19% |
$71.8K - $74.4K
|
75.7K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.93K+ 7.61% |
$69.1K - $71.7K
|
41.4K
$994K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 21.74% |
$66.2K - $68.6K
|
15.7K
$377K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
2.76K+ 0.92% |
$65K - $67.4K
|
303K
$7.28M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2.23K+ 247.89% |
$52.7K - $54.6K
|
3.13K
$75.2K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
2.13K+ 21.6% |
$50.3K - $52.1K
|
12K
$288K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.1KNew |
$49.6K - $51.4K
|
2.1K
$50.4K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.92K+ 3.85% |
$45.4K - $47.1K
|
51.8K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.81K+ 14.54% |
$42.6K - $44.2K
|
14.2K
$342K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.48K+ 5.02% |
$35K - $36.3K
|
31K
$744K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.26K+ 1.35% |
$29.7K - $30.8K
|
94.3K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
987+ 6.63% |
$23.3K - $24.2K
|
15.9K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
826+ 9.94% |
$19.5K - $20.2K
|
9.14K
$219K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
800New |
$18.9K - $19.6K
|
800
$19.2K
|
|