Herold Advisors, Inc. Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Herold Advisors, Inc.

$449 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$11.04 - $14.1 $17,741 - $22,658	-1,607 Closed	0 $0
Q1 2022 May 09, 2022	BUY	$13.11 - $14.98 $21,067 - $24,072	1,607 New	1,607 $22,000
Q4 2021 Jan 20, 2022	SELL	$13.79 - $15.05 $27,580 - $30,100	-2,000 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$13.95 - $14.61 $27,900 - $29,220	2,000 New	2,000 $27,000

Others Institutions Holding ETY

# of Institutions

196

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$184 Million
0.01% of portfolio
Pathway Financial Advisers, LLC Auburn, IN

5.11M
Shares

$78.4 Million
0.18% of portfolio
Invesco Ltd. Atlanta, GA

1.74M
Shares

$26.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.73M
Shares

$26.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.53M
Shares

$23.4 Million
0.01% of portfolio

About Eaton Vance Tax-Managed Diversified Equity Income Fund

Ticker ETY
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Tax-Managed Diversified Equity Income Fund is a closed-ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in dividend paying stocks of companies. ...

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