Purchases and Sales Made in Q1 2024 in Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) during Q1 2024. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Diversified Equity Income Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
760K+ 73.01% |
$9M - $10.2M
|
1.8M
$26.9M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
320KNew |
$3.8M - $4.3M
|
320K
$4.79M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
152KNew |
$1.8M - $2.03M
|
152K
$2.27M
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 1.22% |
$1.69M - $1.91M
|
11.8M
$177M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
142K+ 1.22% |
$1.69M - $1.91M
|
11.8M
$177M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
142KNew |
$1.68M - $1.91M
|
142K
$2.12M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
126K+ 243.77% |
$1.49M - $1.69M
|
178K
$2.65M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
95.1K+ 5.62% |
$1.13M - $1.28M
|
1.79M
$26.7M
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
80K+ 38.91% |
$948K - $1.07M
|
286K
$4.27M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
74.7K+ 8.78% |
$885K - $1M
|
925K
$13.8M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.9KNew |
$840K - $950K
|
70.9K
$1.06M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
63.4K+ 6.92% |
$751K - $850K
|
980K
$14.6M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
60.5K+ 8.42% |
$717K - $812K
|
779K
$11.6M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42.4KNew |
$502K - $568K
|
42.4K
$633K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
41.6K+ 38.76% |
$494K - $558K
|
149K
$2.23M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
39.9K+ 8.62% |
$473K - $535K
|
503K
$7.51M
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
31.9KNew |
$378K - $428K
|
31.9K
$477K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
30.7K+ 41.3% |
$364K - $411K
|
105K
$1.57M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.7KNew |
$340K - $385K
|
28.7K
$429K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.6K+ 4.73% |
$303K - $343K
|
567K
$8.47M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
24.7K+ 7.17% |
$292K - $331K
|
369K
$5.51M
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
24.2KNew |
$286K - $324K
|
24.2K
$361K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.4K+ 66.63% |
$254K - $287K
|
53.6K
$801K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.2K+ 0.18% |
$251K - $284K
|
11.8M
$177M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
19.5KNew |
$231K - $261K
|
19.5K
$291K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
19K+ 152.01% |
$225K - $255K
|
31.5K
$471K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
18.5K+ 8.15% |
$219K - $248K
|
246K
$3.67M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.9KNew |
$200K - $226K
|
16.9K
$252K
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.6K+ 10.96% |
$185K - $209K
|
158K
$2.36M
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
15.4K+ 2.55% |
$182K - $206K
|
618K
$9.24M
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
15.2K+ 132.5% |
$180K - $203K
|
26.6K
$398K
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
14.8KNew |
$176K - $199K
|
14.8K
$222K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 6.54% |
$164K - $186K
|
225K
$3.37M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13K+ 9.09% |
$154K - $175K
|
156K
$2.33M
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.9K+ 47.8% |
$153K - $173K
|
39.8K
$595K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.8K+ 3.83% |
$140K - $158K
|
320K
$4.78M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
10.9KNew |
$129K - $146K
|
10.9K
$163K
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10.4KNew |
$123K - $139K
|
10.4K
$155K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.4KNew |
$123K - $139K
|
10.4K
$155K
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
10.1KNew |
$120K - $136K
|
10.1K
$151K
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10KNew |
$119K - $134K
|
10K
$149K
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
8.94KNew |
$106K - $120K
|
8.94K
$134K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.8K+ 1.41% |
$104K - $118K
|
634K
$9.48M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.48K+ 8.48% |
$100K - $114K
|
108K
$1.62M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.19K+ 8.11% |
$73.3K - $83K
|
82.5K
$1.23M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.23KNew |
$62K - $70.1K
|
5.23K
$78.2K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.23KNew |
$62K - $70.1K
|
5.23K
$78.1K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
4.69K+ 5.06% |
$55.6K - $62.9K
|
97.3K
$1.45M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.68K+ 1.68% |
$55.5K - $62.8K
|
284K
$4.24M
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
4.59KNew |
$54.4K - $61.6K
|
4.59K
$68.6K
|