Ibex Wealth Advisors Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Ibex Wealth Advisors

$813 Million
Q4 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	BUY	$13.11 - $14.98 $144,367 - $164,959	11,012 New	11,012 $154,000
Q4 2021 Feb 22, 2022	SELL	$13.79 - $15.05 $63,254 - $69,034	-4,587 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$13.95 - $14.61 $63,988 - $67,016	4,587 New	4,587 $64,000
Q3 2019 Nov 12, 2019	SELL	$11.45 - $12.16 $71,528 - $75,963	-6,247 Closed	0 $0
Q2 2019 Jul 30, 2019	BUY	$11.15 - $12.11 $69,654 - $75,651	6,247 New	6,247 $74,000

Others Institutions Holding ETY

# of Institutions

203

Shares Held

37.3M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$184 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

2.47M
Shares

$37.9 Million
0.01% 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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