Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.37K- 4.09% |
$43.3K - $47.7K
|
79.1K
$1.18M
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.45K- 27.41% |
$31.4K - $34.6K
|
6.49K
$97K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.1K- 2.51% |
$14.1K - $15.6K
|
42.7K
$638K
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-571- 3.85% |
$7.33K - $8.07K
|
14.3K
$213K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-258- 20.51% |
$3.31K - $3.65K
|
1K
$15K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 20.0% |
$1.28K - $1.41K
|
400
$5.98K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-50- 0.1% |
$642 - $707
|
48.2K
$720K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.4K- 14.09% |
$170K - $192K
|
87.5K
$1.31M
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 5.78% |
$27.3K - $30.8K
|
37.5K
$560K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.25K- 16.66% |
$26.7K - $30.2K
|
11.3K
$169K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 52.94% |
$21.3K - $24.1K
|
1.6K
$23.9K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-942- 27.74% |
$11.2K - $12.6K
|
2.45K
$36.7K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-833- 2.64% |
$9.87K - $11.2K
|
30.7K
$460K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-336- 41.03% |
$3.98K - $4.51K
|
483
$7.22K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-303- 2.11% |
$3.59K - $4.06K
|
14.1K
$210K
|
|
Q4 2023 | |||||||
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 44.07% |
$117K - $134K
|
14K
$209K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.12K- 24.81% |
$97K - $111K
|
27.6K
$413K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.92K- 33.96% |
$20.5K - $23.4K
|
3.74K
$55.9K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.78K- 9.73% |
$18.9K - $21.6K
|
16.5K
$246K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-362- 4.54% |
$3.85K - $4.41K
|
7.62K
$114K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-102- 16.78% |
$1.09K - $1.24K
|
506
$7.56K
|
|
Q3 2023 | |||||||
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-315- 2.0% |
$3.59K - $3.99K
|
15.4K
$231K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3K- 21.58% |
$33.9K - $37.4K
|
10.9K
$163K
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 38.53% |
$32.3K - $35.6K
|
4.56K
$68.1K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-149- 1.18% |
$1.68K - $1.86K
|
12.4K
$186K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-29.5K- 45.89% |
$319K - $358K
|
34.7K
$519K
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-22.2K- 56.12% |
$240K - $269K
|
17.3K
$259K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16K- 56.03% |
$174K - $195K
|
12.6K
$188K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 40.48% |
$16.2K - $18.2K
|
2.2K
$32.9K
|
|
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
|
|
Q4 2022 | |||||||
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
$60K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25KClosed |
$24.2K - $30K
|
0
$0
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 49.61% |
$9.6K - $11.9K
|
907
$13.6K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-521Closed |
$5.6K - $6.95K
|
0
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-24.8KClosed |
$274K - $350K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-14.9KClosed |
$164K - $210K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-14KClosed |
$155K - $197K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-13.9KClosed |
$153K - $196K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-13.2KClosed |
$146K - $186K
|
0
$0
|
|
Aug 19, 2022
Q2 2022
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-12.3KClosed |
$136K - $173K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12KClosed |
$132K - $169K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-10.1KClosed |
$112K - $142K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Carroll Investors, Inc
|
SELL
|
- |
-9.18KClosed |
$101K - $129K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-8.5KClosed |
$93.8K - $120K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-3KClosed |
$33.1K - $42.3K
|
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
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$17.7K - $22.7K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-500Closed |
$5.52K - $7.05K
|
0
$0
|