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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 8.38% |
$2.16K - $2.3K
|
1.64K
$25.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
228KNew |
$3.27M - $3.49M
|
228K
$3.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.6KNew |
$354K - $377K
|
24.6K
$384K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
340New |
$4.89K - $5.22K
|
340
$5.31K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.5KNew |
$251K - $268K
|
17.5K
$273K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 24.95% |
$89.4K - $95.4K
|
18.7K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85+ 0.1% |
$1.22K - $1.3K
|
85.8K
$1.34M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 16.66% |
$36K - $38.4K
|
17.5K
$274K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-216K- 93.31% |
$3.1M - $3.31M
|
15.5K
$242K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22.9KNew |
$329K - $351K
|
22.9K
$358K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 12.84% |
$72.6K - $77.5K
|
34.3K
$536K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.99K- 6.75% |
$43K - $45.9K
|
41.3K
$646K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-590- 4.19% |
$8.48K - $9.06K
|
13.5K
$211K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3KNew |
$148K - $158K
|
10.3K
$161K
|
|
|
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
$160K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$144 - $154
|
3.68K
$57.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 2.34% |
$16.9K - $18.1K
|
51.6K
$806K
|
|
| Q3 2024 | |||||||
|
Feb 11, 2025
Q3 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.63KNew |
$48K - $53.1K
|
3.63K
$56.7K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.14K+ 28.28% |
$41.6K - $46K
|
14.2K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$206K - $228K
|
15.6K
$244K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
222+ 1.94% |
$2.94K - $3.25K
|
11.7K
$183K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$49K - $54.2K
|
3.7K
$57.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$318 - $351
|
24
$375
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9K+ 11.25% |
$145K - $160K
|
108K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-72.1K- 81.35% |
$955K - $1.06M
|
16.5K
$258K
|
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-794K- 65.59% |
$10.5M - $11.6M
|
417K
$6.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6KNew |
$79.4K - $87.8K
|
6K
$93.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.01K- 20.98% |
$13.3K - $14.7K
|
3.79K
$59.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16KNew |
$212K - $234K
|
16K
$250K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 125.17% |
$36.7K - $40.6K
|
4.98K
$77.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 5.31% |
$15.9K - $17.6K
|
21.4K
$334K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-865- 38.19% |
$11.5K - $12.7K
|
1.4K
$21.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.18K- 38.87% |
$15.6K - $17.3K
|
1.85K
$29K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 11.89% |
$2.15M - $2.38M
|
1.53M
$23.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
243K+ 43.43% |
$3.22M - $3.56M
|
802K
$12.5M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$158K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-30.7K- 20.58% |
$394K - $434K
|
118K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.1K- 2.51% |
$14.1K - $15.6K
|
42.7K
$667K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
252New |
$3.23K - $3.56K
|
252
$3.94K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.06% |
$77 - $84.8
|
10.5K
$164K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-571- 3.85% |
$7.33K - $8.07K
|
14.3K
$223K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
400New |
$5.13K - $5.66K
|
400
$6.25K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
430+ 2.23% |
$5.52K - $6.08K
|
19.7K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-258- 20.51% |
$3.31K - $3.65K
|
1K
$15.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63New |
$808 - $891
|
63
$985
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.64KNew |
$72.4K - $79.8K
|
5.64K
$88.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.3KNew |
$144K - $159K
|
11.3K
$176K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 85.71% |
$19.2K - $21.2K
|
3.25K
$50.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 1.45% |
$244 - $269
|
1.33K
$20.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 20.0% |
$1.28K - $1.41K
|
400
$6.25K
|
|