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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 2.74% |
$3.68K - $4.64K
|
11.3K
$176K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52+ 1.03% |
$637 - $804
|
5.1K
$79.7K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.82K+ 4.51% |
$22.3K - $28.1K
|
42.2K
$659K
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
23.9KNew |
$293K - $370K
|
23.9K
$374K
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-445- 3.37% |
$5.45K - $6.88K
|
12.8K
$199K
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.81KNew |
$46.7K - $58.9K
|
3.81K
$59.5K
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.5KNew |
$275K - $347K
|
22.5K
$351K
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
483+ 1.2% |
$5.92K - $7.47K
|
40.6K
$635K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.74K- 60.74% |
$94.8K - $120K
|
5K
$78.2K
|
|
Q1 2025 | |||||||
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.03% |
$881 - $972
|
3.12K
$48.7K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.74K- 55.64% |
$110K - $121K
|
6.17K
$96.4K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-22.5K- 40.73% |
$320K - $353K
|
32.7K
$512K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
222K+ 1.83% |
$3.16M - $3.48M
|
12.4M
$194M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 1.62% |
$181K - $200K
|
775K
$12.1M
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
60+ 0.42% |
$853 - $940
|
14.3K
$224K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.09K- 11.17% |
$101K - $111K
|
56.4K
$882K
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20K- 6.34% |
$284K - $313K
|
296K
$4.62M
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-14.5K- 2.19% |
$206K - $228K
|
647K
$10.1M
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.4K+ 36.89% |
$1.31M - $1.45M
|
343K
$5.36M
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 300.0% |
$85.3 - $94
|
8
$125
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7+ 0.05% |
$99.5 - $110
|
14.5K
$227K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
84+ 1.23% |
$1.19K - $1.32K
|
6.9K
$108K
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.3K- 5.28% |
$388K - $428K
|
490K
$7.67M
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 27.72% |
$46.9K - $51.7K
|
15.2K
$238K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 3.04% |
$25.8K - $28.4K
|
57.8K
$904K
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-452- 47.78% |
$6.42K - $7.08K
|
494
$7.72K
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 6.43% |
$32.7K - $36.1K
|
38.1K
$596K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
699+ 2.64% |
$9.93K - $11K
|
27.2K
$425K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 6.06% |
$29.9K - $33K
|
32.6K
$510K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.6K+ 43.77% |
$108K - $119K
|
25K
$390K
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
74.5K+ 41.16% |
$1.06M - $1.17M
|
256K
$3.99M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.98K- 17.87% |
$113K - $125K
|
36.7K
$573K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.1K+ 10.26% |
$926K - $1.02M
|
700K
$10.9M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 27.42% |
$68.8K - $75.9K
|
22.5K
$352K
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 3.65% |
$147K - $162K
|
294K
$4.59M
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.3KNew |
$18.5K - $20.4K
|
1.3K
$20.4K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.4K+ 9.35% |
$91K - $100K
|
74.9K
$1.17M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.49K- 4.34% |
$21.1K - $23.3K
|
32.8K
$512K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
471K+ 119.87% |
$6.7M - $7.39M
|
865K
$13.5M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 20.31% |
$273K - $301K
|
75.3K
$1.18M
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.41KNew |
$34.3K - $37.8K
|
2.41K
$37.7K
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.75K+ 16.94% |
$53.3K - $58.8K
|
25.9K
$405K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.98KClosed |
$128K - $141K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.32K+ 2.39% |
$32.9K - $36.3K
|
99.1K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17KNew |
$242K - $267K
|
17K
$266K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.15K+ 9.68% |
$73.2K - $80.7K
|
58.4K
$912K
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$42.6 - $47
|
18.3K
$286K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06K- 2.18% |
$15.1K - $16.6K
|
47.8K
$746K
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.1K- 1.94% |
$271K - $299K
|
962K
$15M
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 19.06% |
$205K - $226K
|
90K
$1.41M
|