Institute For Wealth Management, Llc. Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 20, 2023	SELL	$10.82 - $12.14 $2,705 - $3,035	-250 Reduced 2.43%	10,050 $117,000
Q1 2020 Apr 29, 2020	SELL	$7.32 - $12.94 $1,830 - $3,235	-250 Reduced 2.37%	10,300 $96,000
Q4 2019 Feb 27, 2020	BUY	$11.62 - $12.68 $122,590 - $133,774	10,550 New	10,550 $132,000
Q4 2019 Jan 27, 2020	SELL	$11.62 - $12.68 $136,070 - $148,482	-11,710 Closed	0 $0
Q4 2018 Feb 08, 2019	BUY	$9.52 - $12.88 $111,479 - $150,824	11,710 New	11,710 $119,000
Q1 2018 May 15, 2018	SELL	$11.33 - $12.55 $149,318 - $165,396	-13,179 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$11.52 - $12.28 $151,822 - $161,838	13,179 New	13,179 $163,000
Q3 2017 Nov 14, 2017	SELL	$11.01 - $11.66 $145,100 - $153,667	-13,179 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	13,179	13,179 $147,000

Others Institutions Holding ETY

# of Institutions

195

Shares Held

39.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$179 Million
0.01% of portfolio
Pathway Financial Advisers, LLC Auburn, IN

5.11M
Shares

$76.3 Million
0.18% of portfolio
Invesco Ltd. Atlanta, GA

1.74M
Shares

$26 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.73M
Shares

$25.8 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.53M
Shares

$22.8 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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