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 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2K+ 12.73% |
$22K - $28.1K
|
17.7K
$271K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.86KNew |
$20.5K - $26.2K
|
1.86K
$28.5K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.8KNew |
$19.9K - $25.4K
|
1.8K
$27.6K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.75K+ 2.47% |
$19.3K - $24.6K
|
72.5K
$1.11M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 0.85% |
$18K - $23K
|
192K
$2.95M
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.45K+ 2.15% |
$16K - $20.4K
|
68.6K
$1.05M
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.4KNew |
$15.5K - $19.7K
|
1.4K
$21.5K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.37K+ 4.34% |
$15.1K - $19.2K
|
32.9K
$504K
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.34K+ 6.07% |
$14.8K - $18.9K
|
23.4K
$360K
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.27KNew |
$14K - $17.9K
|
1.27K
$19.5K
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
823+ 1.76% |
$9.09K - $11.6K
|
47.5K
$729K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
BUY
|
- |
819New |
$9.04K - $11.5K
|
819
$12.6K
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
794+ 3.46% |
$8.77K - $11.2K
|
23.8K
$365K
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
658New |
$7.26K - $9.28K
|
658
$10.1K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
521New |
$5.75K - $7.35K
|
521
$8K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
492+ 2.07% |
$5.43K - $6.94K
|
24.2K
$372K
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
400+ 1.05% |
$4.42K - $5.64K
|
38.4K
$589K
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
350+ 1.4% |
$3.86K - $4.94K
|
25.3K
$389K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
342+ 3.6% |
$3.78K - $4.82K
|
9.84K
$151K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
225+ 2.15% |
$2.48K - $3.17K
|
10.7K
$164K
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
150+ 1.22% |
$1.66K - $2.12K
|
12.4K
$190K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
150+ 6.2% |
$1.66K - $2.12K
|
2.57K
$39.4K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
146New |
$1.61K - $2.06K
|
146
$2.24K
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
138+ 0.9% |
$1.52K - $1.95K
|
15.4K
$237K
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
109+ 2.14% |
$1.2K - $1.54K
|
5.2K
$79.8K
|
|
Aug 04, 2022
Q2 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
98+ 0.5% |
$1.08K - $1.38K
|
19.9K
$305K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 0.44% |
$972 - $1.24K
|
20.3K
$311K
|
|
Jul 15, 2022
Q2 2022
|
David J Yvars Group
|
BUY
|
- |
87+ 0.24% |
$960 - $1.23K
|
36.4K
$559K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
75+ 0.69% |
$828 - $1.06K
|
10.9K
$167K
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
72+ 0.04% |
$795 - $1.02K
|
174K
$2.66M
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
63+ 1.86% |
$696 - $888
|
3.46K
$53.1K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
60+ 0.1% |
$662 - $846
|
60.1K
$922K
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
49+ 0.15% |
$541 - $691
|
33.8K
$519K
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
44+ 1.52% |
$486 - $620
|
2.94K
$45.2K
|
|
Aug 03, 2022
Q2 2022
|
Wealth Effects LLC
|
BUY
|
- |
37+ 0.06% |
$408 - $522
|
63.1K
$969K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
28+ 2.7% |
$309 - $395
|
1.07K
$16.4K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 2.35% |
$287 - $367
|
1.13K
$17.4K
|
|
Aug 15, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14+ 0.12% |
$155 - $197
|
11.2K
$173K
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
10+ 0.06% |
$110 - $141
|
16.2K
$249K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$99.4 - $127
|
3.58K
$55K
|
|
Aug 10, 2022
Q2 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.01% |
$22.1 - $28.2
|
18.3K
$280K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-39- 0.26% |
$431 - $550
|
15K
$230K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-394- 1.35% |
$4.35K - $5.56K
|
28.9K
$443K
|
|
Aug 16, 2022
Q2 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-420- 1.78% |
$4.64K - $5.92K
|
23.2K
$356K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-500Closed |
$5.52K - $7.05K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-500Closed |
$5.52K - $7.05K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-770- 0.24% |
$8.5K - $10.9K
|
320K
$4.92M
|
|
Aug 01, 2022
Q2 2022
|
Asset Management Corp
|
SELL
|
- |
-960- 2.4% |
$10.6K - $13.5K
|
39.1K
$600K
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 8.69% |
$14.4K - $18.3K
|
13.7K
$210K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.61KClosed |
$17.7K - $22.7K
|
0
$0
|