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 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
227+ 0.62% |
$2.91K - $3.21K
|
36.6K
$539K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
226+ 2.01% |
$2.9K - $3.2K
|
11.5K
$169K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
213+ 1.1% |
$2.73K - $3.01K
|
19.6K
$288K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
203+ 2.0% |
$2.6K - $2.87K
|
10.3K
$152K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
191+ 0.5% |
$2.45K - $2.7K
|
38.1K
$560K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
110+ 2.62% |
$1.41K - $1.56K
|
4.3K
$63.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
108+ 0.05% |
$1.39K - $1.53K
|
229K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
89+ 0.77% |
$1.14K - $1.26K
|
11.6K
$171K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.22% |
$1.09K - $1.2K
|
39.2K
$577K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63New |
$808 - $891
|
63
$927
|
|
|
Aug 14, 2024
Q2 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
63+ 2.19% |
$808 - $891
|
2.93K
$43.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 2.21% |
$590 - $650
|
2.13K
$31.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
23+ 0.18% |
$295 - $325
|
13K
$191K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 1.45% |
$244 - $269
|
1.33K
$19.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.3% |
$141 - $156
|
3.66K
$53.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.04% |
$77 - $84.8
|
13.9K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.06% |
$77 - $84.8
|
10.5K
$155K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1+ 0.01% |
$12.8 - $14.1
|
16K
$236K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-50- 0.1% |
$642 - $707
|
48.2K
$709K
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 20.0% |
$1.28K - $1.41K
|
400
$5.88K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-200- 8.29% |
$2.57K - $2.83K
|
2.21K
$32.6K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-258- 20.51% |
$3.31K - $3.65K
|
1K
$14.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-409- 2.6% |
$5.25K - $5.78K
|
15.3K
$225K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-430- 3.68% |
$5.52K - $6.08K
|
11.3K
$166K
|
|
|
Aug 13, 2024
Q2 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-500- 0.2% |
$6.42K - $7.07K
|
247K
$3.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-571- 3.85% |
$7.33K - $8.07K
|
14.3K
$210K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-611- 5.88% |
$7.84K - $8.64K
|
9.79K
$144K
|
|
|
Jul 19, 2024
Q2 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-694- 0.37% |
$8.9K - $9.81K
|
185K
$2.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.1K- 2.51% |
$14.1K - $15.6K
|
42.7K
$628K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.15K- 9.04% |
$14.8K - $16.3K
|
11.6K
$170K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.2K- 2.31% |
$15.4K - $17K
|
50.8K
$747K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.49K- 0.98% |
$19.1K - $21.1K
|
150K
$2.21M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.5K- 1.3% |
$19.2K - $21.2K
|
114K
$1.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-1.72K- 0.71% |
$22.1K - $24.3K
|
241K
$3.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-1.75K- 3.67% |
$22.5K - $24.8K
|
46.1K
$678K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-1.94K- 1.11% |
$24.9K - $27.4K
|
173K
$2.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.94K- 1.1% |
$24.9K - $27.4K
|
174K
$2.56M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.15K- 3.49% |
$27.6K - $30.4K
|
59.5K
$876K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-2.19K- 1.5% |
$28.1K - $30.9K
|
143K
$2.11M
|
|
|
Jul 22, 2024
Q2 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-2.29K- 32.28% |
$29.3K - $32.3K
|
4.8K
$70.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.32K- 22.61% |
$29.7K - $32.8K
|
7.93K
$117K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 5.87% |
$30K - $33.1K
|
37.5K
$552K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.36K- 3.57% |
$30.2K - $33.3K
|
63.6K
$935K
|
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.45K- 27.41% |
$31.4K - $34.6K
|
6.49K
$95.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.45K- 0.67% |
$31.5K - $34.7K
|
366K
$5.39M
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.87K- 17.32% |
$36.8K - $40.6K
|
13.7K
$202K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-3K- 92.76% |
$38.5K - $42.4K
|
234
$3.44K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.37K- 4.09% |
$43.3K - $47.7K
|
79.1K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.08K- 18.41% |
$52.3K - $57.7K
|
18.1K
$266K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.94K- 6.64% |
$63.4K - $69.8K
|
69.5K
$1.02M
|