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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
676KNew |
$16M - $17.4M
|
676K
$16.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.6K+ 27.29% |
$2.01M - $2.17M
|
395K
$9.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
81KNew |
$1.92M - $2.08M
|
81K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
59.9K+ 11.36% |
$1.42M - $1.54M
|
587K
$14.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
29.7K+ 151.59% |
$705K - $763K
|
49.3K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
26.4K+ 7.92% |
$626K - $677K
|
359K
$8.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
20.1KNew |
$478K - $516K
|
20.1K
$491K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
17.9KNew |
$425K - $460K
|
17.9K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7KNew |
$349K - $378K
|
14.7K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.2K+ 2.25% |
$336K - $364K
|
644K
$15.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.9K+ 7.22% |
$329K - $356K
|
206K
$5.02M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
10.8KNew |
$257K - $278K
|
10.8K
$264K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.79K+ 11.66% |
$233K - $251K
|
93.8K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.48K+ 5.12% |
$201K - $218K
|
174K
$4.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.02K+ 80.31% |
$190K - $206K
|
18K
$440K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
5.06K+ 2.35% |
$120K - $130K
|
220K
$5.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
4.76K+ 472.29% |
$113K - $122K
|
5.76K
$141K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.71K+ 19.85% |
$112K - $121K
|
28.4K
$695K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
2.81K+ 23.81% |
$66.6K - $72K
|
14.6K
$356K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.76K+ 1.41% |
$65.6K - $70.9K
|
198K
$4.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.84K+ 2.33% |
$43.8K - $47.3K
|
80.8K
$1.97M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.3K+ 12.36% |
$30.8K - $33.3K
|
11.8K
$288K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.3K+ 6.61% |
$30.8K - $33.3K
|
20.9K
$511K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.26K+ 2.58% |
$29.9K - $32.3K
|
50.1K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.12K+ 3.35% |
$26.6K - $28.8K
|
34.5K
$844K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
830+ 2.73% |
$19.7K - $21.3K
|
31.2K
$763K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
792+ 0.22% |
$18.8K - $20.3K
|
365K
$8.92M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
774+ 0.67% |
$18.4K - $19.9K
|
117K
$2.86M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
550New |
$13.1K - $14.1K
|
550
$13.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
461New |
$10.9K - $11.8K
|
461
$11.3K
|
|
|
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 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
389+ 1.08% |
$9.24K - $9.99K
|
36.4K
$890K
|
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
227+ 0.98% |
$5.39K - $5.83K
|
23.3K
$570K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
163New |
$3.87K - $4.19K
|
163
$3.98K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
100New |
$2.38K - $2.57K
|
100
$2.44K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
100+ 0.89% |
$2.38K - $2.57K
|
11.3K
$277K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
83+ 0.98% |
$1.97K - $2.13K
|
8.55K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
50+ 0.54% |
$1.19K - $1.28K
|
9.34K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
36+ 2.0% |
$855 - $924
|
1.83K
$44.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
31+ 0.77% |
$736 - $796
|
4.07K
$99.4K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
23+ 0.17% |
$546 - $591
|
13.7K
$335K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
10+ 0.09% |
$238 - $257
|
11.7K
$286K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8+ 0.02% |
$190 - $205
|
36.9K
$903K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$23.8 - $25.7
|
183K
$4.48M
|
|
|
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
$333K
|
|
|
Feb 12, 2025
Q4 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-66- 0.71% |
$1.57K - $1.69K
|
9.28K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-145- 0.32% |
$3.44K - $3.72K
|
44.8K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-154- 1.58% |
$3.66K - $3.95K
|
9.58K
$234K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-160- 0.22% |
$3.8K - $4.11K
|
73.2K
$1.79M
|