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EdgarHawk

EVT Eaton Vance Tax-Advantaged Dividend Income Fund Insider Trading

3 filings analyzed · Latest 2025-02-27
Insider buys
4
Insider sells
0
Unique insiders
3
Direction
Net buying

Historically, medium-priority insider buys have outperformed the S&P 500 by a median ~1% over the 30 days after filing — the edge is concentrated in that first month (n ≈ 7,520, 2022-2026). Past results don't predict the future. How we measure this ↗

February 2025
2025-02-27
medium
1,000 shares
$23,940
@ $23.94
Significance 4/10

DiGregorio Derek bought 1,000 EVT shares at $23.94 (Feb 26); cluster buy pattern with 2 other insiders in 14 days

DiGregorio Derek purchased 1,000 shares of EVT at $23.94, establishing a new position in the closed-end fund. This buy occurs within a broader cluster pattern—2 other insiders also purchased within the past 14 days—suggesting coordinated or consensual accumulation. However, the insider's cross-ticker track record shows 6 prior buys with an average 90-day return of -8.1% and a 0.00% win rate, indicating a pattern of purchases that have not recovered positively. His prior EVT purchase on 2023-08-14 also declined by -14.0% over 90 days. The stock is currently down 8.1% from its 52-week high and has fallen 3.7% over the past 30 days, placing this purchase near recent lows rather than a recent recovery point.

2025-02-21
low
8,000 shares
$193,920
@ $24.24
Significance 3/10

EVT: Insider Quinton Keith purchases 8,000 shares at $24.24, establishing new position.

Quinton Keith bought 8,000 shares of Eaton Vance Tax-Advantaged Dividend Income Fund at $24.24 on 2025-02-20, totaling $193,920.00, establishing a position from zero holdings. This represents an initial accumulation in a closed-end dividend fund. The stock is down 5.4% over 90 days and trades at $23.94, approximately 6.8% below its 52-week high of $25.68, placing the entry near recent weakness. Keith's track record shows 3 prior buys across his open-market history, providing limited basis to assess patterns in his decision-making.

2025-02-14
medium
290 shares
$7,061
@ $24.35
Significance 6/10

Director Dunn Aaron bought 290 shares of EVT at $24.35 on 2025-02-14, raising holdings 17.9% to 1,910 shares

Dunn Aaron's purchase of 290 shares at $24.35 represents a 17.9% increase in his holdings of Eaton Vance Tax-Advantaged Dividend Income Fund, a material accumulation for a closed-end dividend fund position. His prior trading history at EVT shows 3 of 4 prior buys were well-timed at the 90-day mark, with the most recent purchase on 2024-02-16 posting a 6.5% 90-day return and the 2023-11-16 buy posting a 9.0% 90-day return, suggesting a pattern of disciplined entry points. The current price of $24.20 is -5.8% from the 52-week high of $25.68 and +0.5% over 30 days, placing the transaction near recent lows within the year's range. This accumulation during a period of modest near-term weakness, coupled with the director's historical success timing entries at this security, warrants monitoring of subsequent price performance to assess whether the pattern of well-timed buys continues.

August 2024
2024-08-19
medium
290 shares
$7,004
@ $24.15
Significance 5/10

Director Dunn Aaron bought 290 shares of EVT at $24.15 on 2024-08-19, raising stake to 1,526 shares (+23.5%).

Dunn Aaron, a Director, purchased 290 shares of Eaton Vance Tax Advantaged Dividend Income Fund (EVT) for $7,003.50, increasing his holdings by 23.5% to 1,526 shares. The purchase price of $24.15 is only 0.5% below the 52-week high of $24.30, and the fund is trading near its yearly peak. His cross-ticker track record shows a 90-day win rate of 66.67% on 3 prior buys with an average 90-day return of +5.1%, though his specific trading history at EVT is mixed: 2 of 3 prior purchases at this ticker were well-timed at the 90-day horizon, while his most recent EVT buy on 2024-05-17 resulted in a -3.9% 30-day loss. The concentration of buys in a closed-end fund at near-52-week-high pricing and the lack of a clear pattern distinguishing this purchase from prior EVT transactions warrant monitoring.

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