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, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 10.21% |
$8.97K - $11.3K
|
8.98K
$134K
|
|
|
Aug 12, 2020
Q2 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10KNew |
$87.9K - $111K
|
10K
$149K
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.03KClosed |
$9.09K - $11.5K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.17KClosed |
$19.1K - $24.1K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$25.5K - $32.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-25.4KClosed |
$223K - $282K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-10.4KClosed |
$91.3K - $115K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-125Closed |
$1.1K - $1.39K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.8KClosed |
$42.2K - $53.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.72KClosed |
$34.6K - $61.1K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30KClosed |
$220K - $388K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-394- 3.04% |
$2.88K - $5.1K
|
12.6K
$188K
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16KClosed |
$117K - $207K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-250Closed |
$1.83K - $3.24K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
BUY
|
- |
10.4KNew |
$75.9K - $134K
|
10.4K
$155K
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
919New |
$6.73K - $11.9K
|
919
$13.7K
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.3KClosed |
$82.5K - $146K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9.4KClosed |
$68.8K - $122K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Kanawha Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
$100K - $177K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$75.4K - $133K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
768New |
$5.62K - $9.94K
|
768
$11.5K
|
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$5.67K - $10K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.02KClosed |
$14.8K - $26.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9.51KClosed |
$110K - $121K
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-41Closed |
$476 - $520
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.03KClosed |
$70.1K - $76.5K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21KClosed |
$14K - $15.3K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-686Closed |
$7.97K - $8.7K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-20KClosed |
$232K - $254K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 18, 2021
Q3 2019
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16.9KClosed |
$193K - $205K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$48.9K - $51.9K
|
4.27K
$63.8K
|
|
|
Nov 07, 2019
Q3 2019
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2KClosed |
$22.9K - $24.3K
|
0
$0
|
|
|
Nov 07, 2019
Q3 2019
|
Seizert Capital Partners, LLC
|
SELL
|
- |
-293KClosed |
$3.36M - $3.56M
|
0
$0
|
|
|
Nov 06, 2019
Q3 2019
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10KClosed |
$115K - $122K
|
0
$0
|
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-7.59KClosed |
$86.8K - $92.2K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Dearborn Partners LLC
|
SELL
|
- |
-18KClosed |
$206K - $219K
|
0
$0
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.35KNew |
$38.4K - $40.7K
|
3.35K
$50.1K
|
|
|
Oct 11, 2019
Q3 2019
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-10KClosed |
$115K - $122K
|
0
$0
|
|
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
BUY
|
- |
3.33K+ 221.67% |
$38.1K - $40.4K
|
4.83K
$72.1K
|
|
| Q2 2019 | |||||||
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-29Closed |
$323 - $351
|
0
$0
|
|
|
Aug 05, 2019
Q2 2019
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-550Closed |
$6.13K - $6.66K
|
0
$0
|
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.4KClosed |
$93.7K - $102K
|
0
$0
|
|
|
Jul 10, 2019
Q2 2019
|
Kwmg, LLC
|
SELL
|
- |
-1.99KClosed |
$22.1K - $24K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Mission Wealth Management, LP
|
BUY
|
- |
4K+ 32.0% |
$40.7K - $46K
|
16.5K
$246K
|
|
|
May 14, 2019
Q1 2019
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-21.3KClosed |
$217K - $245K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Human Investing LLC
|
SELL
|
- |
-631Closed |
$6.42K - $7.26K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.5KClosed |
$25.5K - $28.8K
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-234Closed |
$2.38K - $2.69K
|
0
$0
|
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.4KClosed |
$14.2K - $16.1K
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.96KClosed |
$50.5K - $57K
|
0
$0
|
|