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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-708- 6.28% |
$9.37K - $10.4K
|
10.6K
$158K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.77M+ 1435.38% |
$63.2M - $69.9M
|
5.11M
$76.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 5.31% |
$15.9K - $17.6K
|
21.4K
$320K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-865- 38.19% |
$11.5K - $12.7K
|
1.4K
$20.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.07K- 3.08% |
$93.5K - $103K
|
222K
$3.32M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44.3KNew |
$587K - $649K
|
44.3K
$662K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 1.47% |
$7.94K - $8.78K
|
41.3K
$617K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.18K- 38.87% |
$15.6K - $17.3K
|
1.85K
$27.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-883- 1.63% |
$11.7K - $12.9K
|
53.3K
$796K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 1.0% |
$29.6K - $32.7K
|
225K
$3.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 11.89% |
$2.15M - $2.38M
|
1.53M
$22.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
243K+ 43.43% |
$3.22M - $3.56M
|
802K
$12M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.87K- 6.08% |
$51.2K - $56.6K
|
59.7K
$892K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.2K+ 410.59% |
$718K - $794K
|
67.4K
$1.01M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.22% |
$1.13K - $1.24K
|
39.3K
$587K
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-14.2K- 12.48% |
$188K - $208K
|
99.6K
$1.49M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.25K+ 20.58% |
$56.3K - $62.3K
|
24.9K
$372K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
45.4KNew |
$601K - $664K
|
45.4K
$678K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
379+ 2.11% |
$5.02K - $5.55K
|
18.3K
$274K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20K- 1.65% |
$264K - $292K
|
1.19M
$17.8M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.96K+ 16.59% |
$65.6K - $72.5K
|
34.8K
$520K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$151K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 0.41% |
$530 - $586
|
9.75K
$146K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
422+ 1.23% |
$5.59K - $6.18K
|
34.8K
$520K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-174- 0.38% |
$2.3K - $2.55K
|
45.9K
$686K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.1K- 2.51% |
$14.1K - $15.6K
|
42.7K
$638K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
252New |
$3.23K - $3.56K
|
252
$3.76K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-30.7K- 20.58% |
$394K - $434K
|
118K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.48K- 7.81% |
$109K - $120K
|
100K
$1.49M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 10.5% |
$385K - $424K
|
316K
$4.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5K+ 19.84% |
$64.2K - $70.7K
|
30.2K
$451K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.06% |
$77 - $84.8
|
10.5K
$157K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
400New |
$5.13K - $5.66K
|
400
$5.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-571- 3.85% |
$7.33K - $8.07K
|
14.3K
$213K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 2.21% |
$590 - $650
|
2.13K
$31.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
430+ 2.23% |
$5.52K - $6.08K
|
19.7K
$295K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-258- 20.51% |
$3.31K - $3.65K
|
1K
$14.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63New |
$808 - $891
|
63
$941
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-50- 0.1% |
$642 - $707
|
48.2K
$720K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.64KNew |
$72.4K - $79.8K
|
5.64K
$84.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 85.71% |
$19.2K - $21.2K
|
3.25K
$48.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.3KNew |
$144K - $159K
|
11.3K
$168K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 1.45% |
$244 - $269
|
1.33K
$19.9K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 20.0% |
$1.28K - $1.41K
|
400
$5.98K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 281.0% |
$25.2K - $27.8K
|
2.67K
$39.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.45K- 27.41% |
$31.4K - $34.6K
|
6.49K
$96.9K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.01K+ 1285.04% |
$35.6K - $40.3K
|
3.24K
$48.4K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 52.94% |
$21.3K - $24.1K
|
1.6K
$23.9K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
24.2KNew |
$286K - $324K
|
24.2K
$361K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.9KNew |
$840K - $950K
|
70.9K
$1.06M
|
|