Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
482K+ 74.23% |
$6.85M - $7.56M
|
1.13M
$17.7M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
471K+ 119.87% |
$6.7M - $7.39M
|
865K
$13.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
235KNew |
$3.34M - $3.68M
|
235K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
222K+ 1.83% |
$3.16M - $3.48M
|
12.4M
$194M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
149K+ 32.1% |
$2.11M - $2.33M
|
612K
$9.56M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
138K+ 80.64% |
$1.97M - $2.17M
|
310K
$4.84M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
125K+ 5.07% |
$1.78M - $1.96M
|
2.59M
$40.5M
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
112K+ 2958.68% |
$1.6M - $1.76M
|
116K
$1.82M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
92.4K+ 36.89% |
$1.31M - $1.45M
|
343K
$5.36M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
74.5K+ 41.16% |
$1.06M - $1.17M
|
256K
$3.99M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
65.1K+ 10.26% |
$926K - $1.02M
|
700K
$10.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
40.3KNew |
$573K - $632K
|
40.3K
$631K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 19.89% |
$494K - $545K
|
210K
$3.28M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.3KNew |
$373K - $411K
|
26.3K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
17KNew |
$242K - $267K
|
17K
$266K
|
|
|
May 13, 2025
Q1 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
16.5KNew |
$235K - $259K
|
16.5K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
15.5K+ 13.95% |
$220K - $242K
|
126K
$1.97M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.4K+ 15.28% |
$219K - $242K
|
117K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
14.8K+ 4.13% |
$210K - $231K
|
372K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
14.5K+ 19.43% |
$205K - $227K
|
88.8K
$1.39M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.4K+ 19.06% |
$205K - $226K
|
90K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 3.65% |
$147K - $162K
|
294K
$4.59M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
7.75KNew |
$110K - $121K
|
7.75K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.6K+ 43.77% |
$108K - $119K
|
25K
$390K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.44K+ 114.99% |
$106K - $117K
|
13.9K
$217K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.24K+ 0.39% |
$103K - $114K
|
1.88M
$29.4M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.4K+ 9.35% |
$91K - $100K
|
74.9K
$1.17M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.29K+ 1.65% |
$75.1K - $82.8K
|
325K
$5.08M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.15K+ 9.68% |
$73.2K - $80.7K
|
58.4K
$912K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$73K - $80.5K
|
5.14K
$80.3K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.85K+ 27.42% |
$68.8K - $75.9K
|
22.5K
$352K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.77K+ 31.62% |
$67.8K - $74.7K
|
19.9K
$310K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.89K+ 2.15% |
$55.3K - $60.9K
|
185K
$2.89M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.75K+ 16.94% |
$53.3K - $58.8K
|
25.9K
$405K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
3.62K+ 9.31% |
$51.4K - $56.6K
|
42.5K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.54K+ 23.29% |
$50.3K - $55.4K
|
18.7K
$293K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.46K+ 34.02% |
$49.2K - $54.2K
|
13.6K
$213K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.36K+ 0.32% |
$47.7K - $52.6K
|
1.06M
$16.5M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 27.72% |
$46.9K - $51.7K
|
15.2K
$238K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$45.3K - $50K
|
3.19K
$49.9K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$42.6K - $47K
|
3K
$46.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.52K+ 8.44% |
$35.8K - $39.5K
|
32.4K
$506K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.44KNew |
$34.6K - $38.2K
|
2.44K
$38.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.41KNew |
$34.3K - $37.8K
|
2.41K
$37.7K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.34KNew |
$33.3K - $36.7K
|
2.34K
$36.6K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.32K+ 2.39% |
$32.9K - $36.3K
|
99.1K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.3K+ 6.43% |
$32.7K - $36.1K
|
38.1K
$596K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.12KNew |
$30.1K - $33.2K
|
2.12K
$33.2K
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.64K+ 4.66% |
$23.3K - $25.7K
|
36.9K
$577K
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.39K+ 10.78% |
$19.8K - $21.8K
|
14.3K
$224K
|