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 |
|---|---|---|---|---|---|---|---|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13KNew |
$147K - $162K
|
13K
$195K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$2.15K - $2.37K
|
190
$2.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$113K - $125K
|
10K
$150K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3K- 21.58% |
$33.9K - $37.4K
|
10.9K
$163K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.48K+ 51.29% |
$50.6K - $55.8K
|
13.2K
$197K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-149- 1.18% |
$1.68K - $1.86K
|
12.4K
$186K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 38.53% |
$32.3K - $35.6K
|
4.56K
$68.1K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$218K - $245K
|
20.2K
$301K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-29.5K- 45.89% |
$319K - $358K
|
34.7K
$519K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 40.48% |
$16.2K - $18.2K
|
2.2K
$32.9K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79+ 0.71% |
$855 - $959
|
11.2K
$167K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 105.0% |
$22.7K - $25.5K
|
4.1K
$61.3K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
831+ 1.48% |
$8.99K - $10.1K
|
56.8K
$849K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3KNew |
$32.5K - $36.4K
|
3K
$44.8K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16K- 56.03% |
$174K - $195K
|
12.6K
$188K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.29K- 11.41% |
$14K - $15.7K
|
10K
$150K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 2.43% |
$2.71K - $3.04K
|
10.1K
$150K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-22.2K- 56.12% |
$240K - $269K
|
17.3K
$259K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
54.6KNew |
$589K - $662K
|
54.6K
$815K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
118KNew |
$1.28M - $1.43M
|
118K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$140K - $157K
|
13K
$194K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.46% |
$20.9K - $23.5K
|
131K
$1.95M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-373- 8.51% |
$4.02K - $4.52K
|
4.01K
$59.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
13.8KNew |
$149K - $168K
|
13.8K
$206K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
6.88KNew |
$74.2K - $83.4K
|
6.88K
$103K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
10.9KNew |
$117K - $132K
|
10.9K
$162K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
9.6KNew |
$104K - $116K
|
9.6K
$143K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1KNew |
$10.8K - $13.3K
|
1K
$14.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
214+ 1.27% |
$2.3K - $2.85K
|
17.1K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$159K - $197K
|
14.8K
$221K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21KNew |
$226K - $280K
|
21K
$314K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25KClosed |
$24.2K - $30K
|
0
$0
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$125K - $155K
|
11.6K
$174K
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
35.9KNew |
$386K - $478K
|
35.9K
$536K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
628+ 1.64% |
$6.75K - $8.38K
|
39K
$583K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-521Closed |
$5.6K - $6.95K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
226New |
$2.43K - $3.01K
|
226
$3.38K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 49.61% |
$9.6K - $11.9K
|
907
$13.6K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$221K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.27KNew |
$14K - $17.9K
|
1.27K
$19K
|
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.3KClosed |
$136K - $173K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.32KNew |
$25.7K - $32.8K
|
2.32K
$34.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14KClosed |
$155K - $197K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-500Closed |
$5.52K - $7.05K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.8KClosed |
$274K - $350K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.6K- 64.48% |
$28.7K - $36.6K
|
1.43K
$21.4K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2K+ 12.73% |
$22K - $28.1K
|
17.7K
$264K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$221K
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-13.9KClosed |
$153K - $196K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$116K - $148K
|
10.5K
$157K
|
|