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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.1KClosed |
$258K - $287K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.44KClosed |
$44K - $49.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.83K- 24.45% |
$49.1K - $54.7K
|
11.8K
$177K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
38New |
$487 - $543
|
38
$568
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.5KNew |
$301K - $336K
|
23.5K
$351K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.31KClosed |
$29.6K - $33K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 60.0% |
$3.85K - $4.29K
|
800
$12K
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$26.5K - $29.6K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$13K - $14.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-1.98KClosed |
$25.4K - $28.3K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-3.08KClosed |
$37K - $39.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-16.8KClosed |
$202K - $216K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-2.7KClosed |
$32.4K - $34.8K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.23KClosed |
$38.7K - $41.5K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.73KClosed |
$20.8K - $22.3K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-11.3K- 53.05% |
$136K - $146K
|
10K
$149K
|
|
|
May 11, 2021
Q1 2021
|
Rb Capital Management, LLC
|
SELL
|
- |
-13.3KClosed |
$159K - $171K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
M&T Bank Corp
|
SELL
|
- |
-11KClosed |
$132K - $142K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Glassman Wealth Services
|
SELL
|
- |
-20.9KClosed |
$251K - $270K
|
0
$0
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.16KNew |
$25.9K - $27.8K
|
2.16K
$32.2K
|
|
|
May 04, 2021
Q1 2021
|
Community Bank, N.A.
|
SELL
|
- |
-56Closed |
$673 - $721
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-20Closed |
$240 - $258
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-440Closed |
$5.28K - $5.67K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
11KNew |
$132K - $142K
|
11K
$164K
|
|
|
Apr 20, 2021
Q1 2021
|
Fortem Financial Group, LLC
|
SELL
|
- |
-2.5KClosed |
$30K - $32.2K
|
0
$0
|
|
|
Apr 16, 2021
Q1 2021
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-1KClosed |
$12K - $12.9K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.39KNew |
$35K - $42.1K
|
3.39K
$50.6K
|
|
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.63KNew |
$37.5K - $45.1K
|
3.63K
$54.2K
|
|
|
Feb 16, 2021
Q4 2020
|
Principle Wealth Partners LLC
|
SELL
|
- |
-12KClosed |
$124K - $149K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.8K+ 6.1% |
$18.6K - $22.3K
|
31.2K
$466K
|
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
129+ 1.23% |
$1.33K - $1.6K
|
10.6K
$159K
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.2KClosed |
$147K - $176K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.44KClosed |
$14.9K - $17.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.68KNew |
$27.7K - $33.4K
|
2.68K
$40.1K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-675Closed |
$6.98K - $8.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65KClosed |
$17.1K - $20.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.6KNew |
$16.5K - $19.9K
|
1.6K
$23.9K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.5KNew |
$15.5K - $18.7K
|
1.5K
$22.4K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.34KClosed |
$24.1K - $29K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.7KNew |
$157K - $172K
|
14.7K
$219K
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-570Closed |
$6.09K - $6.69K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41.5KNew |
$444K - $487K
|
41.5K
$621K
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-2Closed |
$21.4 - $23.5
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3KClosed |
$32.1K - $35.2K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.09KClosed |
$43.7K - $47.9K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.1KClosed |
$65.2K - $71.6K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500Closed |
$5.35K - $5.87K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-10.8KClosed |
$115K - $126K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.3KClosed |
$37.8K - $47.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-55.3KClosed |
$486K - $614K
|
0
$0
|
|