Purchases and Sales Made in Q2 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
350K+ 73.96% |
$3.95M - $4.36M
|
823K
$12.6M
|
|
|
Jul 12, 2023
Q2 2023
|
Heron Bay Capital Management
|
BUY
|
- |
134K+ 185.9% |
$1.52M - $1.67M
|
206K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
122K+ 11.31% |
$1.38M - $1.53M
|
1.2M
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
102KNew |
$1.15M - $1.26M
|
102K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
79.4K+ 12.76% |
$897K - $989K
|
701K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60.7K+ 13.29% |
$685K - $756K
|
517K
$7.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58.1K+ 3.62% |
$656K - $723K
|
1.66M
$25.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
55.9K+ 13.94% |
$631K - $696K
|
457K
$7.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
55.6K+ 78.5% |
$629K - $693K
|
126K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
55.2K+ 13.74% |
$623K - $687K
|
457K
$7.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
41.8K+ 12.59% |
$473K - $521K
|
374K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
40K+ 13.92% |
$451K - $498K
|
327K
$5.02M
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
36.7KNew |
$415K - $458K
|
36.7K
$564K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
33.2K+ 2.4% |
$375K - $414K
|
1.42M
$21.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 0.25% |
$345K - $381K
|
12.2M
$188M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.3K+ 5.06% |
$342K - $377K
|
629K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
23.6K+ 15.84% |
$267K - $294K
|
173K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
21.8KNew |
$246K - $271K
|
21.8K
$334K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
21.2K+ 2.74% |
$240K - $264K
|
796K
$12.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.9KNew |
$190K - $210K
|
16.9K
$259K
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
16KNew |
$181K - $199K
|
16K
$246K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
16K+ 7.34% |
$181K - $199K
|
234K
$3.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$164K - $181K
|
14.5K
$222K
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
13.2KNew |
$149K - $164K
|
13.2K
$202K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13KNew |
$147K - $162K
|
13K
$200K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
12.7K+ 30.36% |
$144K - $159K
|
54.6K
$839K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.7K+ 19.3% |
$121K - $133K
|
66.2K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$113K - $125K
|
10K
$154K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.86K+ 1.3% |
$66.2K - $73K
|
456K
$7M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.48K+ 51.29% |
$50.6K - $55.8K
|
13.2K
$203K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.88K+ 1.27% |
$43.8K - $48.3K
|
309K
$4.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.47K+ 123.08% |
$39.2K - $43.2K
|
6.28K
$96.4K
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.18K+ 22.82% |
$36K - $39.7K
|
17.1K
$263K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
2.96K+ 14.16% |
$33.5K - $36.9K
|
23.9K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.64K+ 10.64% |
$29.8K - $32.9K
|
27.4K
$421K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
2.5K+ 12.86% |
$28.3K - $31.2K
|
21.9K
$337K
|
|
|
Aug 29, 2023
Q2 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
2.2K+ 6.54% |
$24.8K - $27.4K
|
35.8K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.03K+ 1.74% |
$23K - $25.3K
|
119K
$1.83M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.81K+ 1.06% |
$20.4K - $22.5K
|
172K
$2.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.6K+ 2.32% |
$18K - $19.9K
|
70.5K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.53K+ 11.74% |
$17.3K - $19.1K
|
14.6K
$224K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.46K+ 11.93% |
$16.5K - $18.2K
|
13.7K
$210K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.41K+ 6.64% |
$16K - $17.6K
|
22.7K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.22K+ 10.74% |
$13.8K - $15.2K
|
12.6K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 1.68% |
$13.7K - $15.1K
|
73.1K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.15K+ 6.15% |
$13K - $14.3K
|
19.8K
$304K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
861+ 1.1% |
$9.73K - $10.7K
|
79.3K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
788+ 3.07% |
$8.9K - $9.82K
|
26.4K
$406K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
523+ 0.84% |
$5.91K - $6.52K
|
62.8K
$963K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
520+ 0.17% |
$5.88K - $6.48K
|
311K
$4.77M
|