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 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
SELL
|
- |
-2K- 15.1% |
$28.4K - $31.3K
|
11.2K
$176K
|
|
|
Apr 23, 2025
Q1 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2K- 0.82% |
$28.4K - $31.3K
|
243K
$3.8M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.11K- 6.06% |
$29.9K - $33K
|
32.6K
$510K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.56K- 6.07% |
$36.4K - $40.1K
|
39.6K
$619K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-2.74K- 28.21% |
$38.9K - $42.9K
|
6.96K
$109K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.31K- 26.64% |
$47.1K - $51.9K
|
9.12K
$143K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.29K- 1.46% |
$60.9K - $67.1K
|
290K
$4.53M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.94K- 7.73% |
$70.2K - $77.4K
|
59K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5K- 30.65% |
$71.1K - $78.4K
|
11.3K
$177K
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-5.01K- 9.18% |
$71.2K - $78.6K
|
49.6K
$775K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-5.11K- 3.6% |
$72.6K - $80K
|
137K
$2.14M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.63K- 18.63% |
$94.2K - $104K
|
28.9K
$452K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.09K- 11.17% |
$101K - $111K
|
56.4K
$882K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.74K- 55.64% |
$110K - $121K
|
6.17K
$96.4K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-7.98K- 17.87% |
$113K - $125K
|
36.7K
$573K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.98KClosed |
$128K - $141K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.77K- 19.32% |
$139K - $153K
|
40.8K
$638K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 1.62% |
$181K - $200K
|
775K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-14.5K- 2.19% |
$206K - $228K
|
647K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-19.1K- 1.94% |
$271K - $299K
|
962K
$15M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-19.2K- 20.31% |
$273K - $301K
|
75.3K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20K- 6.34% |
$284K - $313K
|
296K
$4.62M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-22.5K- 40.73% |
$320K - $353K
|
32.7K
$512K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.7K- 37.15% |
$365K - $402K
|
43.4K
$679K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.3K- 5.28% |
$388K - $428K
|
490K
$7.67M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-28.8K- 6.13% |
$409K - $451K
|
441K
$6.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-54.6K- 81.01% |
$776K - $856K
|
12.8K
$200K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-60.5K- 5.81% |
$860K - $948K
|
980K
$15.3M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-228K- 13.03% |
$3.24M - $3.58M
|
1.52M
$23.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-270K- 36.47% |
$3.83M - $4.22M
|
470K
$7.34M
|