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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
1.38K+ 3.55% |
$19.6K - $21.6K
|
40.1K
$627K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.34K+ 0.6% |
$19K - $21K
|
224K
$3.5M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.3KNew |
$18.5K - $20.4K
|
1.3K
$20.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.14K+ 10.77% |
$16.2K - $17.8K
|
11.7K
$183K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
960+ 9.56% |
$13.6K - $15K
|
11K
$172K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
913+ 1.97% |
$13K - $14.3K
|
47.2K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
820+ 4.67% |
$11.7K - $12.8K
|
18.4K
$287K
|
|
|
Apr 11, 2025
Q1 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
725+ 1.57% |
$10.3K - $11.4K
|
46.8K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
699+ 2.64% |
$9.93K - $11K
|
27.2K
$425K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
632+ 0.16% |
$8.98K - $9.9K
|
392K
$6.13M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
563+ 12.56% |
$8K - $8.82K
|
5.04K
$78.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
385+ 24.2% |
$5.47K - $6.03K
|
1.98K
$30.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
377+ 2.02% |
$5.36K - $5.91K
|
19.1K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Heron Bay Capital Management
|
BUY
|
- |
280+ 0.09% |
$3.98K - $4.39K
|
317K
$4.95M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
240+ 2.76% |
$3.41K - $3.76K
|
8.93K
$140K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
223+ 2.02% |
$3.17K - $3.49K
|
11.3K
$176K
|
|
|
May 01, 2025
Q1 2025
|
Focused Wealth Management, Inc
|
BUY
|
- |
197+ 1.51% |
$2.8K - $3.09K
|
13.3K
$207K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
197+ 1.84% |
$2.8K - $3.09K
|
10.9K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 0.98% |
$2.64K - $2.91K
|
19.1K
$298K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
153+ 1.22% |
$2.17K - $2.4K
|
12.7K
$199K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
146+ 0.09% |
$2.07K - $2.29K
|
159K
$2.49M
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
100+ 0.21% |
$1.42K - $1.57K
|
47.4K
$741K
|
|
|
May 07, 2025
Q1 2025
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
87+ 0.74% |
$1.24K - $1.36K
|
11.9K
$186K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
84+ 1.23% |
$1.19K - $1.32K
|
6.9K
$108K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75+ 0.17% |
$1.07K - $1.18K
|
44.6K
$697K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
69+ 2.0% |
$980 - $1.08K
|
3.52K
$54.9K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.03% |
$881 - $972
|
3.12K
$48.7K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
60+ 0.42% |
$853 - $940
|
14.3K
$224K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
22+ 0.16% |
$313 - $345
|
13.9K
$218K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9+ 0.07% |
$128 - $141
|
12.5K
$196K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7+ 0.05% |
$99.5 - $110
|
14.5K
$227K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6+ 300.0% |
$85.3 - $94
|
8
$125
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$42.6 - $47
|
18.3K
$286K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$28.4 - $31.3
|
27.4K
$428K
|
|
|
Apr 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
SELL
|
- |
-88- 0.79% |
$1.25K - $1.38K
|
11.1K
$173K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-110- 0.65% |
$1.56K - $1.72K
|
16.8K
$262K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-411- 3.8% |
$5.84K - $6.44K
|
10.4K
$163K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-414- 0.3% |
$5.88K - $6.49K
|
139K
$2.18M
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-452- 47.78% |
$6.42K - $7.08K
|
494
$7.72K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-529- 2.71% |
$7.52K - $8.29K
|
19K
$297K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-650- 7.54% |
$9.24K - $10.2K
|
7.97K
$125K
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-679- 2.79% |
$9.65K - $10.6K
|
23.6K
$369K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-811- 7.05% |
$11.5K - $12.7K
|
10.7K
$167K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.04K- 4.73% |
$14.7K - $16.2K
|
20.8K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.06K- 2.18% |
$15.1K - $16.6K
|
47.8K
$746K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 0.53% |
$16.5K - $18.2K
|
217K
$3.38M
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.24K- 3.33% |
$17.5K - $19.4K
|
35.9K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.49K- 4.34% |
$21.1K - $23.3K
|
32.8K
$512K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.81K- 3.04% |
$25.8K - $28.4K
|
57.8K
$904K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 99.95% |
$27K - $29.8K
|
1
$15.6
|