Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
238K+ 1221.44% |
$3.06M - $3.37M
|
258K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
150K+ 16.21% |
$1.92M - $2.12M
|
1.08M
$16M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 7.57% |
$1.45M - $1.6M
|
1.61M
$24M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
106K+ 125.41% |
$1.36M - $1.5M
|
190K
$2.83M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.4K+ 11.21% |
$723K - $797K
|
559K
$8.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.6K+ 8.21% |
$598K - $659K
|
614K
$9.13M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42K+ 4.84% |
$539K - $594K
|
910K
$13.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37.6K+ 117.72% |
$482K - $532K
|
69.5K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
32.9KNew |
$423K - $466K
|
32.9K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 10.5% |
$385K - $424K
|
316K
$4.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
27.4KNew |
$351K - $387K
|
27.4K
$407K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
26.7K+ 2.73% |
$343K - $378K
|
1.01M
$15M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
24.7K+ 153.9% |
$317K - $349K
|
40.7K
$606K
|
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
19K+ 3.07% |
$243K - $268K
|
637K
$9.49M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
18.9K+ 1051.31% |
$242K - $267K
|
20.7K
$308K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.9K+ 46.94% |
$178K - $196K
|
43.5K
$647K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.2KNew |
$169K - $187K
|
13.2K
$197K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
12.1K+ 3.78% |
$155K - $171K
|
333K
$4.95M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 2.78% |
$150K - $165K
|
431K
$6.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
11.4K+ 2.21% |
$147K - $162K
|
529K
$7.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.3KNew |
$144K - $159K
|
11.3K
$167K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 7.65% |
$139K - $154K
|
153K
$2.28M
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.3K+ 3.62% |
$132K - $145K
|
294K
$4.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
9.5K+ 52.01% |
$122K - $134K
|
27.8K
$413K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.3K+ 3.68% |
$107K - $117K
|
234K
$3.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.68K+ 2.18% |
$85.7K - $94.5K
|
313K
$4.66M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.73K+ 3.67% |
$73.5K - $81K
|
162K
$2.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.64KNew |
$72.4K - $79.8K
|
5.64K
$84K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.59K+ 0.88% |
$71.7K - $79K
|
640K
$9.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5K+ 19.84% |
$64.2K - $70.7K
|
30.2K
$449K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.79K+ 40.91% |
$61.4K - $67.7K
|
16.5K
$245K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.68K+ 15.76% |
$60.1K - $66.2K
|
34.4K
$512K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.33K+ 12.51% |
$42.7K - $47.1K
|
30K
$446K
|
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
3.03KNew |
$38.9K - $42.9K
|
3.03K
$45.1K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.95K+ 18.29% |
$37.8K - $41.7K
|
19.1K
$284K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
2.27KNew |
$29.1K - $32K
|
2.27K
$33.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 281.0% |
$25.2K - $27.8K
|
2.67K
$39.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.9K+ 0.12% |
$24.4K - $26.9K
|
1.58M
$23.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 85.71% |
$19.2K - $21.2K
|
3.25K
$48.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.18K+ 4.1% |
$15.1K - $16.6K
|
29.9K
$444K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
767+ 5.71% |
$9.84K - $10.8K
|
14.2K
$211K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
605+ 1.43% |
$7.76K - $8.55K
|
43K
$639K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
518+ 4.4% |
$6.65K - $7.32K
|
12.3K
$183K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
446+ 2.49% |
$5.72K - $6.31K
|
18.4K
$274K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
430+ 2.23% |
$5.52K - $6.08K
|
19.7K
$293K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
429+ 1.68% |
$5.5K - $6.07K
|
26K
$386K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
400New |
$5.13K - $5.66K
|
400
$5.95K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
388+ 2.21% |
$4.98K - $5.49K
|
17.9K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
355+ 2.86% |
$4.55K - $5.02K
|
12.8K
$190K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
252New |
$3.23K - $3.56K
|
252
$3.75K
|