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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45.3K- 57.27% |
$600K - $663K
|
33.8K
$505K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85.7KNew |
$1.13M - $1.25M
|
85.7K
$1.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.02% |
$14.6K - $16.2K
|
37.7K
$563K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.11% |
$821 - $908
|
3K
$44.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.34K+ 18.46% |
$44.2K - $48.8K
|
21.4K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 5.25% |
$5.3K - $5.86K
|
7.22K
$108K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 9.7% |
$208K - $230K
|
178K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 1.45% |
$56.9K - $62.9K
|
293K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.8K- 12.76% |
$156K - $172K
|
80.5K
$1.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 2.11% |
$16.3K - $18.1K
|
59.6K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.6K+ 32.78% |
$1.01M - $1.12M
|
310K
$4.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-8.61K- 2.93% |
$114K - $126K
|
286K
$4.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$206K - $228K
|
15.6K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-46.3K- 6.12% |
$613K - $678K
|
710K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$154K - $170K
|
11.6K
$174K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23.8K+ 3.74% |
$316K - $349K
|
661K
$9.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.05K- 1.19% |
$27.1K - $30K
|
171K
$2.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12KNew |
$158K - $175K
|
12K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 1.85% |
$3.42K - $3.78K
|
13.7K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$79.4 - $87.8
|
6
$89.6
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 5.36% |
$260K - $288K
|
386K
$5.76M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 0.2% |
$6.62K - $7.32K
|
247K
$3.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$132K - $146K
|
10K
$149K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
32.3KNew |
$428K - $473K
|
32.3K
$483K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
222+ 0.86% |
$2.94K - $3.25K
|
26.2K
$391K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 2.79% |
$227K - $251K
|
597K
$8.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.09K- 4.11% |
$27.7K - $30.6K
|
48.7K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.9KNew |
$211K - $233K
|
15.9K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-9.5K- 34.19% |
$126K - $139K
|
18.3K
$273K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.14K+ 28.28% |
$41.6K - $46K
|
14.2K
$213K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-42.3K- 29.52% |
$560K - $619K
|
101K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.39% |
$2.17M - $2.4M
|
12M
$179M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.4K+ 14.44% |
$1.22M - $1.35M
|
732K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 4.41% |
$8.94K - $9.88K
|
16K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-39.5K- 9.17% |
$523K - $578K
|
391K
$5.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
222+ 1.94% |
$2.94K - $3.25K
|
11.7K
$175K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 7.34% |
$1.56M - $1.73M
|
1.73M
$25.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.55K- 20.12% |
$99.9K - $110K
|
30K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
142+ 1.16% |
$1.88K - $2.08K
|
12.4K
$186K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28.5KNew |
$378K - $417K
|
28.5K
$426K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 7.57% |
$14K - $15.5K
|
15K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
973+ 2.07% |
$12.9K - $14.2K
|
47.9K
$716K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.67% |
$1.47K - $1.63K
|
16.6K
$248K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 6.88% |
$403K - $446K
|
473K
$7.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.7K+ 167.58% |
$327K - $362K
|
39.5K
$589K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 7.43% |
$19.3K - $21.3K
|
21.1K
$315K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-23.8K- 4.5% |
$315K - $349K
|
506K
$7.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 5.34% |
$108K - $120K
|
161K
$2.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
922+ 7.11% |
$12.2K - $13.5K
|
13.9K
$208K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-77.4K- 7.2% |
$1.03M - $1.13M
|
998K
$14.9M
|