Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192KNew |
$2.12M - $2.71M
|
192K
$2.95M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
109K+ 8.77% |
$1.2M - $1.54M
|
1.35M
$20.8M
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
92.4K+ 38.95% |
$1.02M - $1.3M
|
330K
$5.06M
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
BUY
|
- |
85.6K+ 178.89% |
$945K - $1.21M
|
133K
$2.05M
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.1K+ 6.59% |
$874K - $1.12M
|
1.28M
$19.7M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.4K+ 23.75% |
$810K - $1.03M
|
382K
$5.87M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
65.8K+ 15.96% |
$726K - $927K
|
478K
$7.33M
|
|
Aug 01, 2022
Q2 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
62.8KNew |
$693K - $886K
|
62.8K
$964K
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
47.9KNew |
$529K - $676K
|
47.9K
$735K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
44.8K+ 11.47% |
$495K - $632K
|
435K
$6.68M
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
38.2K+ 6.69% |
$422K - $539K
|
609K
$9.35M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
35.5K+ 7.09% |
$392K - $501K
|
537K
$8.24M
|
|
Aug 02, 2022
Q2 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
25.8K+ 12.02% |
$285K - $363K
|
240K
$3.69M
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.9K+ 7.11% |
$264K - $337K
|
360K
$5.52M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
23.5K+ 8.41% |
$259K - $331K
|
303K
$4.65M
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
22.8KNew |
$252K - $321K
|
22.8K
$350K
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
21.6KNew |
$239K - $305K
|
21.6K
$332K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.1K+ 6.71% |
$222K - $284K
|
320K
$4.91M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.6K+ 5.45% |
$217K - $277K
|
379K
$5.82M
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.6K+ 25.32% |
$194K - $248K
|
87K
$1.34M
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17.6K+ 25.32% |
$194K - $248K
|
87K
$1.34M
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
16.2K+ 8.36% |
$179K - $229K
|
210K
$3.22M
|
|
Aug 15, 2022
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$227K
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$227K
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$227K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.6KNew |
$161K - $206K
|
14.6K
$224K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2K+ 71.74% |
$157K - $200K
|
34K
$522K
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
13.9KNew |
$153K - $196K
|
13.9K
$213K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
13.4K+ 16.76% |
$148K - $189K
|
93.6K
$1.44M
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2K+ 5.22% |
$146K - $186K
|
265K
$4.08M
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.9K+ 32.67% |
$142K - $182K
|
52.3K
$803K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
11.9K+ 1.53% |
$132K - $168K
|
793K
$12.2M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.9K+ 2.09% |
$131K - $168K
|
582K
$8.93M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$116K - $148K
|
10.5K
$161K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.44K+ 1.45% |
$71K - $90.7K
|
450K
$6.9M
|
|
Aug 01, 2022
Q2 2022
|
Liberty One Investment Management, LLC
|
BUY
|
- |
5.71K+ 14.83% |
$63K - $80.5K
|
44.2K
$679K
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.5K+ 5.5% |
$60.7K - $77.6K
|
106K
$1.62M
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
5.04K+ 6.62% |
$55.7K - $71.1K
|
81.2K
$1.25M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
4.5KNew |
$49.7K - $63.5K
|
4.5K
$69.1K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.5K+ 18.98% |
$49.6K - $63.4K
|
28.2K
$433K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.12K+ 1.28% |
$45.5K - $58.1K
|
326K
$5.01M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.69K+ 38.79% |
$40.7K - $52K
|
13.2K
$203K
|
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
3.41KNew |
$37.6K - $48.1K
|
3.41K
$52.3K
|
|
Aug 15, 2022
Q2 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.09K+ 19.28% |
$34.1K - $43.6K
|
19.1K
$294K
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3K+ 14.85% |
$33.1K - $42.3K
|
23.2K
$356K
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.99K+ 3.6% |
$33K - $42.2K
|
86K
$1.32M
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.55K+ 3.42% |
$28.1K - $35.9K
|
77K
$1.18M
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.32KNew |
$25.7K - $32.8K
|
2.32K
$35.7K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
2.25KNew |
$24.8K - $31.7K
|
2.25K
$34.5K
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2KNew |
$22.1K - $28.2K
|
2K
$30.7K
|