Latest Institutional Purchases of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.2KNew |
$607K - $647K
|
42.2K
$647K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33.6K+ 96.63% |
$484K - $516K
|
68.5K
$1.05M
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.2KNew |
$190K - $203K
|
13.2K
$203K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.2K+ 11.22% |
$161K - $172K
|
111K
$1.7M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$159K - $170K
|
11.1K
$170K
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3KNew |
$148K - $158K
|
10.3K
$158K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 3.63% |
$86.4K - $92.2K
|
172K
$2.63M
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.34K+ 2.51% |
$19.2K - $20.5K
|
54.6K
$838K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 2.34% |
$16.9K - $18.1K
|
51.6K
$792K
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
728+ 1.6% |
$10.5K - $11.2K
|
46.1K
$708K
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
412+ 0.9% |
$5.92K - $6.32K
|
46.3K
$711K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
193+ 1.83% |
$2.78K - $2.96K
|
10.7K
$165K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$144 - $154
|
3.68K
$56.5K
|
|
Q3 2024 | |||||||
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
4.77M+ 1435.38% |
$63.2M - $69.9M
|
5.11M
$78.4M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
243K+ 43.43% |
$3.22M - $3.56M
|
802K
$12.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.39% |
$2.17M - $2.4M
|
12M
$184M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
162K+ 11.89% |
$2.15M - $2.38M
|
1.53M
$23.4M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
155K+ 9.79% |
$2.05M - $2.27M
|
1.74M
$26.7M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
118K+ 7.34% |
$1.56M - $1.73M
|
1.73M
$26.5M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
92.4K+ 14.44% |
$1.22M - $1.35M
|
732K
$11.2M
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85.7KNew |
$1.13M - $1.25M
|
85.7K
$1.32M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
76.6K+ 32.78% |
$1.01M - $1.12M
|
310K
$4.76M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
64.6K+ 92.89% |
$855K - $945K
|
134K
$2.06M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
54.2K+ 410.59% |
$718K - $794K
|
67.4K
$1.04M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
44.3KNew |
$587K - $649K
|
44.3K
$680K
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
32.3KNew |
$428K - $473K
|
32.3K
$496K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
30.4K+ 6.88% |
$403K - $446K
|
473K
$7.26M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
29.1K+ 2.89% |
$386K - $426K
|
1.04M
$15.9M
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
28.5KNew |
$378K - $417K
|
28.5K
$438K
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
24.7K+ 167.58% |
$327K - $362K
|
39.5K
$606K
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
23.8K+ 3.74% |
$316K - $349K
|
661K
$10.2M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.2K+ 10.62% |
$268K - $296K
|
211K
$3.23M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.6K+ 5.36% |
$260K - $288K
|
386K
$5.92M
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
16KNew |
$212K - $234K
|
16K
$245K
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
15.9KNew |
$211K - $233K
|
15.9K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 9.7% |
$208K - $230K
|
178K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
15.6KNew |
$206K - $228K
|
15.6K
$239K
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
14.8K+ 49.29% |
$196K - $216K
|
44.7K
$687K
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12KNew |
$158K - $175K
|
12K
$184K
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
11.6KNew |
$154K - $170K
|
11.6K
$179K
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9K+ 11.25% |
$145K - $160K
|
108K
$1.66M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2K+ 81.36% |
$135K - $149K
|
22.7K
$348K
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$156K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$132K - $146K
|
10K
$154K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 5.34% |
$108K - $120K
|
161K
$2.47M
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
7.2K+ 56.42% |
$95.3K - $105K
|
20K
$306K
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6KNew |
$79.4K - $87.8K
|
6K
$92.1K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.96K+ 16.59% |
$65.6K - $72.5K
|
34.8K
$534K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.25K+ 20.58% |
$56.3K - $62.3K
|
24.9K
$383K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$49K - $54.2K
|
3.7K
$56.8K
|