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
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.97K+ 0.27% |
$47K - $53.2K
|
1.5M
$22M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.93K+ 1.7% |
$46.5K - $52.6K
|
235K
$3.46M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.62K+ 0.29% |
$42.9K - $48.6K
|
1.26M
$18.5M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.5K+ 33.48% |
$41.5K - $46.9K
|
14K
$205K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.01K+ 1285.04% |
$35.6K - $40.3K
|
3.24K
$47.7K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.74K+ 0.55% |
$32.4K - $36.7K
|
499K
$7.34M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.08KNew |
$24.7K - $27.9K
|
2.08K
$30.6K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.91K+ 2.54% |
$22.6K - $25.6K
|
77K
$1.13M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
1.89K+ 1.67% |
$22.4K - $25.3K
|
115K
$1.7M
|
|
|
May 14, 2024
Q1 2024
|
Heron Bay Capital Management
|
BUY
|
- |
1.6K+ 0.43% |
$18.9K - $21.4K
|
372K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.59K+ 0.31% |
$18.9K - $21.4K
|
518K
$7.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.48K+ 0.3% |
$17.5K - $19.8K
|
499K
$7.34M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.41K+ 13.73% |
$16.7K - $18.9K
|
11.7K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.15K+ 6.32% |
$13.7K - $15.4K
|
19.4K
$285K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 3.47% |
$13.6K - $15.4K
|
34.3K
$504K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.12K+ 7.67% |
$13.3K - $15K
|
15.7K
$231K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.05K+ 105300.0% |
$12.5K - $14.1K
|
1.05K
$15.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
850New |
$10.1K - $11.4K
|
850
$12.5K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
830+ 5.46% |
$9.84K - $11.1K
|
16K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
810+ 6.42% |
$9.6K - $10.9K
|
13.4K
$198K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
671+ 4.37% |
$7.95K - $9K
|
16K
$236K
|
|
|
Apr 18, 2024
Q1 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
638+ 1.48% |
$7.56K - $8.56K
|
43.9K
$645K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
568+ 5.78% |
$6.73K - $7.62K
|
10.4K
$153K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
527New |
$6.24K - $7.07K
|
527
$7.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
479+ 2.55% |
$5.68K - $6.42K
|
19.3K
$284K
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
436+ 2.55% |
$5.17K - $5.85K
|
17.6K
$258K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
286+ 0.97% |
$3.39K - $3.84K
|
29.7K
$437K
|
|
|
May 13, 2024
Q1 2024
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
270+ 0.11% |
$3.2K - $3.62K
|
243K
$3.57M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
258+ 25.8% |
$3.06K - $3.46K
|
1.26K
$18.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200+ 9.04% |
$2.37K - $2.68K
|
2.41K
$35.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
188+ 1.7% |
$2.23K - $2.52K
|
11.2K
$165K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
158+ 0.42% |
$1.87K - $2.12K
|
37.9K
$557K
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
BUY
|
- |
157+ 0.25% |
$1.86K - $2.11K
|
62.7K
$922K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
118+ 1.12% |
$1.4K - $1.58K
|
10.6K
$156K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
89+ 0.61% |
$1.05K - $1.19K
|
14.7K
$217K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
88+ 0.24% |
$1.04K - $1.18K
|
36.4K
$535K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
78+ 1.9% |
$924 - $1.05K
|
4.19K
$61.6K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 0.67% |
$924 - $1.05K
|
11.8K
$173K
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
75+ 0.65% |
$889 - $1.01K
|
11.5K
$170K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.18% |
$853 - $966
|
39.1K
$576K
|
|
|
May 10, 2024
Q1 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
72+ 2.57% |
$853 - $966
|
2.87K
$42.2K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
24+ 1.86% |
$284 - $322
|
1.31K
$19.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
19+ 0.15% |
$225 - $255
|
13K
$191K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
12+ 0.01% |
$142 - $161
|
152K
$2.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$107 - $121
|
3.65K
$53.6K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.05% |
$59.3 - $67.1
|
10.5K
$155K
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$35.6 - $40.2
|
18.3K
$269K
|
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-118- 0.71% |
$1.4K - $1.58K
|
16.6K
$244K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-303- 2.11% |
$3.59K - $4.06K
|
14.1K
$207K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-336- 41.03% |
$3.98K - $4.51K
|
483
$7.1K
|