Ota Financial Group L.P. Eaton Vance Tax Managed Diversified Equity Income Fund Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 17, 2022	BUY	$10.75 - $13.34 $385,548 - $478,439	35,865 New	35,865 $389,000
Q2 2022 Jul 15, 2022	SELL	$11.04 - $14.1 $193,012 - $246,510	-17,483 Closed	0 $0
Q1 2022 Apr 19, 2022	SELL	$13.11 - $14.98 $149,427 - $170,742	-11,398 Reduced 39.47%	17,483 $244,000
Q4 2018 Jan 24, 2019	BUY	$9.52 - $12.88 $274,947 - $371,987	28,881 New	28,881 $294,000

Others Institutions Holding ETY

# of Institutions

194

Shares Held

39.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

12M
Shares

$178 Million
0.01% of portfolio
Pathway Financial Advisers, LLC Auburn, IN

5.11M
Shares

$76 Million
0.18% of portfolio
Invesco Ltd. Atlanta, GA

1.74M
Shares

$25.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.73M
Shares

$25.7 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

1.53M
Shares

$22.7 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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