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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$17.7K - $22.7K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
44+ 1.52% |
$486 - $620
|
2.94K
$46K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
658New |
$7.26K - $9.28K
|
658
$10.3K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$144K - $165K
|
11K
$172K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$131K - $150K
|
10K
$156K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.3KNew |
$161K - $184K
|
12.3K
$192K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-1.57K- 24.59% |
$20.6K - $23.5K
|
4.82K
$75.3K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.74KNew |
$22.9K - $26.1K
|
1.74K
$27.3K
|
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-4.7KClosed |
$61.6K - $70.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2.4KNew |
$31.5K - $36K
|
2.4K
$37.5K
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-700Closed |
$9.18K - $10.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.23KNew |
$42.4K - $48.4K
|
3.23K
$50.5K
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.05K- 25.93% |
$13.8K - $15.7K
|
3K
$46.9K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-98.8K- 100.0% |
$1.29M - $1.48M
|
3
$46.9
|
|
| Q4 2021 | |||||||
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$276K - $301K
|
20K
$313K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.35KClosed |
$46.2K - $50.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
37.5KNew |
$517K - $564K
|
37.5K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-40.1KClosed |
$553K - $603K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-638Closed |
$8.8K - $9.6K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-569Closed |
$7.85K - $8.56K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-1.25KClosed |
$17.3K - $18.9K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-12.8KClosed |
$176K - $192K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1KClosed |
$13.8K - $15.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.4KClosed |
$74.5K - $81.3K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.5KNew |
$48.3K - $52.7K
|
3.5K
$54.7K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-16.1KClosed |
$222K - $243K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$148K - $155K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5KClosed |
$160K - $168K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-501Closed |
$6.99K - $7.32K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.75KNew |
$66.3K - $69.4K
|
4.75K
$74.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.9KClosed |
$334K - $350K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1Closed |
$14 - $14.6
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75Closed |
$1.05K - $1.1K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5KNew |
$69.8K - $73.1K
|
5K
$78.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-800Closed |
$11.2K - $11.7K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-500Closed |
$6.41K - $7.15K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
38New |
$487 - $543
|
38
$594
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.44KClosed |
$44K - $49.1K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-20.1KClosed |
$258K - $287K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-3.83K- 24.45% |
$49.1K - $54.7K
|
11.8K
$185K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.31KClosed |
$29.6K - $33K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.5KNew |
$301K - $336K
|
23.5K
$367K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 60.0% |
$3.85K - $4.29K
|
800
$12.5K
|
|
|
Jul 22, 2021
Q2 2021
|
Rba Wealth Management, LLC
|
SELL
|
- |
-1.01KClosed |
$13K - $14.5K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.07KClosed |
$26.5K - $29.6K
|
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
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.73KClosed |
$20.8K - $22.3K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-3.23KClosed |
$38.7K - $41.5K
|
0
$0
|
|