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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
428+ 1.32% |
$4.84K - $5.33K
|
33K
$506K
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
409+ 0.18% |
$4.62K - $5.1K
|
233K
$3.57M
|
|
Jul 26, 2023
Q2 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
400+ 1.42% |
$4.52K - $4.98K
|
28.6K
$438K
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
392+ 0.94% |
$4.43K - $4.88K
|
42.1K
$646K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
348+ 1.12% |
$3.93K - $4.34K
|
31.5K
$483K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
315+ 2.04% |
$3.56K - $3.92K
|
15.8K
$242K
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
264+ 0.14% |
$2.98K - $3.29K
|
186K
$2.85M
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 1.88% |
$2.21K - $2.44K
|
10.6K
$163K
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
195+ 0.31% |
$2.2K - $2.43K
|
63.9K
$981K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$2.15K - $2.37K
|
190
$2.92K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
173+ 0.95% |
$1.95K - $2.16K
|
18.4K
$282K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
147+ 0.17% |
$1.66K - $1.83K
|
88.9K
$1.36M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
122+ 0.81% |
$1.38K - $1.52K
|
15.2K
$233K
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 1.0% |
$1.27K - $1.4K
|
11.3K
$174K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
83+ 0.67% |
$938 - $1.03K
|
12.5K
$192K
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
78+ 0.69% |
$881 - $972
|
11.3K
$174K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
73+ 1.32% |
$825 - $910
|
5.59K
$85.8K
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
62+ 1.7% |
$701 - $773
|
3.71K
$56.9K
|
|
Aug 08, 2023
Q2 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
55+ 2.07% |
$622 - $685
|
2.71K
$41.5K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
49+ 0.17% |
$554 - $611
|
28.7K
$440K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 0.49% |
$362 - $399
|
6.57K
$101K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 0.49% |
$362 - $399
|
6.57K
$101K
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
BUY
|
- |
20+ 0.16% |
$226 - $249
|
12.9K
$198K
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.28% |
$113 - $125
|
3.62K
$55.6K
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
9+ 0.01% |
$102 - $112
|
152K
$2.33M
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.01% |
$79.1 - $87.2
|
117K
$1.8M
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6+ 0.04% |
$67.8 - $74.8
|
16.2K
$249K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5+ 0.04% |
$56.5 - $62.3
|
12.5K
$192K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5+ 0.03% |
$56.5 - $62.3
|
19.9K
$305K
|
|
Aug 11, 2023
Q2 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$33.9 - $37.4
|
18.3K
$280K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-149- 1.18% |
$1.68K - $1.86K
|
12.4K
$191K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-243- 0.26% |
$2.75K - $3.03K
|
92.5K
$1.42M
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
SELL
|
- |
-336- 0.81% |
$3.8K - $4.19K
|
41.1K
$630K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-435- 1.39% |
$4.92K - $5.42K
|
30.9K
$474K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-573- 0.77% |
$6.47K - $7.14K
|
74.2K
$1.14M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-720- 2.14% |
$8.14K - $8.97K
|
33K
$506K
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-898- 0.89% |
$10.1K - $11.2K
|
100K
$1.54M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-900- 3.61% |
$10.2K - $11.2K
|
24K
$368K
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-990- 6.23% |
$11.2K - $12.3K
|
14.9K
$229K
|
|
Aug 04, 2023
Q2 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.43K- 15.02% |
$16.2K - $17.9K
|
8.11K
$124K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2K- 9.79% |
$22.6K - $24.9K
|
18.4K
$283K
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2K- 3.4% |
$22.6K - $24.9K
|
56.9K
$873K
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.14K- 1.11% |
$24.2K - $26.7K
|
190K
$2.92M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.14K- 1.11% |
$24.2K - $26.7K
|
190K
$2.92M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-2.16K- 16.35% |
$24.4K - $26.9K
|
11K
$170K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.2K- 2.15% |
$24.9K - $27.4K
|
100K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.2K- 2.15% |
$24.9K - $27.4K
|
100K
$1.54M
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-2.32K- 0.41% |
$26.2K - $28.8K
|
565K
$8.67M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.39K- 0.44% |
$27K - $29.8K
|
540K
$8.3M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.81K- 0.76% |
$31.8K - $35K
|
365K
$5.61M
|