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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3KNew |
$148K - $158K
|
10.3K
$158K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$159K - $170K
|
11.1K
$170K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.34K+ 2.51% |
$19.2K - $20.5K
|
54.6K
$838K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.01K- 36.96% |
$86.4K - $92.3K
|
10.3K
$157K
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25.1K- 13.62% |
$361K - $385K
|
159K
$2.44M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 12.6% |
$2.16M - $2.3M
|
1.04M
$16M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 10.39% |
$10.8K - $11.5K
|
6.47K
$99.3K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
728+ 1.6% |
$10.5K - $11.2K
|
46.1K
$708K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$144 - $154
|
3.68K
$56.5K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
193+ 1.83% |
$2.78K - $2.96K
|
10.7K
$165K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 3.63% |
$86.4K - $92.2K
|
172K
$2.63M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33.6K+ 96.63% |
$484K - $516K
|
68.5K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.2K+ 11.22% |
$161K - $172K
|
111K
$1.7M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.2KNew |
$190K - $203K
|
13.2K
$203K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 2.34% |
$16.9K - $18.1K
|
51.6K
$792K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
412+ 0.9% |
$5.92K - $6.32K
|
46.3K
$711K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-20- 0.05% |
$288 - $307
|
38.8K
$595K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.2KNew |
$607K - $647K
|
42.2K
$647K
|
|
Q3 2024 | |||||||
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45.3K- 57.27% |
$600K - $663K
|
33.8K
$519K
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85.7KNew |
$1.13M - $1.25M
|
85.7K
$1.32M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.34K+ 18.46% |
$44.2K - $48.8K
|
21.4K
$329K
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.11% |
$821 - $908
|
3K
$46K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.02% |
$14.6K - $16.2K
|
37.7K
$579K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 1.85% |
$3.42K - $3.78K
|
13.7K
$210K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 2.11% |
$16.3K - $18.1K
|
59.6K
$915K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.8K- 12.76% |
$156K - $172K
|
80.5K
$1.24M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 1.45% |
$56.9K - $62.9K
|
293K
$4.49M
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 9.7% |
$208K - $230K
|
178K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 0.2% |
$6.62K - $7.32K
|
247K
$3.8M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.6K+ 32.78% |
$1.01M - $1.12M
|
310K
$4.76M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.61K- 2.93% |
$114K - $126K
|
286K
$4.38M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$206K - $228K
|
15.6K
$239K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-46.3K- 6.12% |
$613K - $678K
|
710K
$10.9M
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$154K - $170K
|
11.6K
$179K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23.8K+ 3.74% |
$316K - $349K
|
661K
$10.2M
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.05K- 1.19% |
$27.1K - $30K
|
171K
$2.62M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$79.4 - $87.8
|
6
$92.1
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 5.36% |
$260K - $288K
|
386K
$5.92M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.5K- 9.17% |
$523K - $578K
|
391K
$6M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12KNew |
$158K - $175K
|
12K
$184K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$132K - $146K
|
10K
$154K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
32.3KNew |
$428K - $473K
|
32.3K
$496K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
222+ 0.86% |
$2.94K - $3.25K
|
26.2K
$402K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 2.79% |
$227K - $251K
|
597K
$9.16M
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.09K- 4.11% |
$27.7K - $30.6K
|
48.7K
$748K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.9KNew |
$211K - $233K
|
15.9K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.5K- 34.19% |
$126K - $139K
|
18.3K
$281K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 4.41% |
$8.94K - $9.88K
|
16K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.4K+ 14.44% |
$1.22M - $1.35M
|
732K
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.39% |
$2.17M - $2.4M
|
12M
$184M
|