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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
100+ 0.21% |
$1.42K - $1.57K
|
47.4K
$741K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-650- 7.54% |
$9.24K - $10.2K
|
7.97K
$125K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.36K+ 0.32% |
$47.7K - $52.6K
|
1.06M
$16.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-54.6K- 81.01% |
$776K - $856K
|
12.8K
$200K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.04K- 4.73% |
$14.7K - $16.2K
|
20.8K
$326K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
223+ 2.02% |
$3.17K - $3.49K
|
11.3K
$176K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.54K+ 23.29% |
$50.3K - $55.4K
|
18.7K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75+ 0.17% |
$1.07K - $1.18K
|
44.6K
$697K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
22+ 0.16% |
$313 - $345
|
13.9K
$218K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.77K- 19.32% |
$139K - $153K
|
40.8K
$638K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
377+ 2.02% |
$5.36K - $5.91K
|
19.1K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
197+ 1.84% |
$2.8K - $3.09K
|
10.9K
$171K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.31K- 26.64% |
$47.1K - $51.9K
|
9.12K
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$73K - $80.5K
|
5.14K
$80.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.44KNew |
$34.6K - $38.2K
|
2.44K
$38.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$45.3K - $50K
|
3.19K
$49.9K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-529- 2.71% |
$7.52K - $8.29K
|
19K
$297K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-88- 0.79% |
$1.25K - $1.38K
|
11.1K
$173K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-2K- 15.1% |
$28.4K - $31.3K
|
11.2K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-5.01K- 9.18% |
$71.2K - $78.6K
|
49.6K
$775K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
960+ 9.56% |
$13.6K - $15K
|
11K
$172K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.56K- 6.07% |
$36.4K - $40.1K
|
39.6K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2K- 0.82% |
$28.4K - $31.3K
|
243K
$3.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.8K- 6.13% |
$409K - $451K
|
441K
$6.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.77K+ 31.62% |
$67.8K - $74.7K
|
19.9K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.14K+ 10.77% |
$16.2K - $17.8K
|
11.7K
$183K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138K+ 80.64% |
$1.97M - $2.17M
|
310K
$4.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.62K+ 9.31% |
$51.4K - $56.6K
|
42.5K
$664K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
235KNew |
$3.34M - $3.68M
|
235K
$3.67M
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 0.09% |
$2.07K - $2.29K
|
159K
$2.49M
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
725+ 1.57% |
$10.3K - $11.4K
|
46.8K
$732K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.5K+ 13.95% |
$220K - $242K
|
126K
$1.97M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60.5K- 5.81% |
$860K - $948K
|
980K
$15.3M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-95.4K- 15.6% |
$1.37M - $1.46M
|
516K
$8.07M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.05K- 20.85% |
$101K - $108K
|
26.8K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
7.16KNew |
$103K - $110K
|
7.16K
$112K
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.8K- 5.52% |
$185K - $197K
|
220K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.5K- 62.1% |
$352K - $376K
|
15K
$234K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.28K- 27.42% |
$119K - $127K
|
21.9K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.01% |
$17.2K - $18.4K
|
60.8K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.1K- 3.54% |
$87.8K - $93.7K
|
166K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.1K- 3.58% |
$87.8K - $93.7K
|
165K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
466New |
$6.7K - $7.15K
|
466
$7.28K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 6579.23% |
$196K - $209K
|
13.8K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
125+ 0.78% |
$1.8K - $1.92K
|
16.1K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-110K- 52.2% |
$1.58M - $1.69M
|
101K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.7K+ 69.27% |
$24.4K - $26.1K
|
4.15K
$64.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44+ 2.02% |
$633 - $675
|
2.22K
$34.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.32KNew |
$90.9K - $97K
|
6.32K
$98.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6KNew |
$181K - $193K
|
12.6K
$197K
|
|