Latest Institutional Transactions on Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 1.07% |
$5.75K - $6.14K
|
37.1K
$570K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
60+ 2.0% |
$863 - $921
|
3.06K
$46.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 4.97% |
$27K - $28.8K
|
35.8K
$551K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
822+ 8.22% |
$11.8K - $12.6K
|
10.8K
$166K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 2.41% |
$175K - $187K
|
518K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29.3K+ 4.13% |
$422K - $450K
|
739K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22+ 0.16% |
$316 - $338
|
13.9K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.82KNew |
$98.1K - $105K
|
6.82K
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.29K+ 11.11% |
$18.6K - $19.8K
|
12.9K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
181+ 0.03% |
$2.6K - $2.78K
|
661K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.1K- 3.58% |
$87.8K - $93.7K
|
165K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.7K- 19.24% |
$858K - $916K
|
251K
$3.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.8K- 5.52% |
$185K - $197K
|
220K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.5K+ 7.58% |
$798K - $852K
|
788K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.56K+ 21.4% |
$36.8K - $39.3K
|
14.5K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.04K+ 2.91% |
$130K - $139K
|
320K
$4.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.5K- 62.1% |
$352K - $376K
|
15K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 2.14% |
$148K - $158K
|
469K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$43.1 - $46.1
|
18.3K
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
7.16KNew |
$103K - $110K
|
7.16K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.7K- 17.57% |
$53.2K - $56.8K
|
17.4K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.14K- 4.1% |
$59.5K - $63.6K
|
96.8K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.1K- 3.54% |
$87.8K - $93.7K
|
166K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 1.53% |
$2.63M - $2.81M
|
12.2M
$187M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75- 0.22% |
$1.08K - $1.15K
|
34.7K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9KNew |
$171K - $183K
|
11.9K
$183K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.28K- 27.42% |
$119K - $127K
|
21.9K
$337K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.01% |
$17.2K - $18.4K
|
60.8K
$934K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 6.43% |
$552K - $589K
|
635K
$9.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.47K+ 1.94% |
$107K - $115K
|
393K
$6.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.74% |
$30.6K - $32.6K
|
283K
$4.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75.6KNew |
$1.09M - $1.16M
|
75.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.35K+ 4.75% |
$19.5K - $20.8K
|
29.9K
$459K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
125+ 0.78% |
$1.8K - $1.92K
|
16.1K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-110K- 52.2% |
$1.58M - $1.69M
|
101K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-545- 3.23% |
$7.84K - $8.37K
|
16.3K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.41K- 2.89% |
$20.3K - $21.6K
|
47.3K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.3K+ 0.82% |
$206K - $220K
|
1.75M
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-796- 3.51% |
$11.4K - $12.2K
|
21.9K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.96K+ 9.14% |
$42.5K - $45.4K
|
35.3K
$542K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 25.88% |
$299K - $320K
|
59.6K
$916K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 8.47% |
$196K - $210K
|
175K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
74.4KNew |
$1.07M - $1.14M
|
74.4K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
466New |
$6.7K - $7.15K
|
466
$7.16K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.69K- 10.59% |
$24.3K - $26K
|
14.3K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 6579.23% |
$196K - $209K
|
13.8K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.2K- 1.72% |
$247K - $264K
|
981K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
187+ 0.05% |
$2.69K - $2.87K
|
391K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
277+ 0.62% |
$3.98K - $4.25K
|
44.7K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 66.67% |
$57.5 - $61.4
|
2
$30.7
|