Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2026
Q4 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
89.8K+ 110.07% |
$2.16M - $2.22M
|
171K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Jgp Wealth Management, LLC
|
BUY
|
- |
18.9KNew |
$455K - $467K
|
18.9K
$455K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
14.7K+ 4942.28% |
$354K - $363K
|
15K
$361K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
10.5K+ 34.02% |
$253K - $260K
|
41.5K
$998K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.11K+ 1.85% |
$195K - $200K
|
446K
$10.7M
|
|
|
Jan 07, 2026
Q4 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
7.98KNew |
$192K - $197K
|
7.98K
$192K
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6.09KNew |
$146K - $150K
|
6.09K
$146K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.27KNew |
$78.6K - $80.8K
|
3.27K
$78.6K
|
|
|
Jan 05, 2026
Q4 2025
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
1.8K+ 12.64% |
$43.2K - $44.4K
|
16K
$385K
|
|
|
Jan 16, 2026
Q4 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.8K+ 2.12% |
$43.2K - $44.4K
|
86.4K
$2.07M
|
|
|
Jan 27, 2026
Q4 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
1KNew |
$24K - $24.7K
|
1K
$24K
|
|
|
Jan 20, 2026
Q4 2025
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
933New |
$22.4K - $23K
|
933
$22.4K
|
|
|
Jan 26, 2026
Q4 2025
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
901New |
$21.6K - $22.2K
|
901
$21.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
180+ 24.56% |
$4.32K - $4.44K
|
913
$21.9K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
168New |
$4.03K - $4.15K
|
168
$4.03K
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
BUY
|
- |
34+ 0.66% |
$816 - $839
|
5.2K
$125K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
25+ 0.23% |
$600 - $617
|
10.9K
$261K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
11+ 1.98% |
$264 - $271
|
566
$13.6K
|
|
|
Jan 26, 2026
Q4 2025
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-300- 3.56% |
$7.2K - $7.4K
|
8.12K
$195K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
SELL
|
- |
-335- 3.59% |
$8.04K - $8.27K
|
9.01K
$216K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-573- 4.59% |
$13.8K - $14.1K
|
11.9K
$286K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-932- 0.48% |
$22.4K - $23K
|
194K
$4.65M
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.78K- 7.57% |
$42.7K - $43.9K
|
21.7K
$521K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-6.51K- 4.68% |
$156K - $161K
|
132K
$3.18M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.54K- 5.37% |
$157K - $161K
|
115K
$2.77M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
SELL
|
- |
-12.6K- 13.18% |
$303K - $312K
|
83.3K
$2M
|
|