Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Asset Management Corp
|
BUY
|
- |
184+ 0.47% |
$2.57K - $2.69K
|
39.7K
$629K
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
160+ 0.83% |
$2.23K - $2.34K
|
19.4K
$308K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
137+ 0.19% |
$1.91K - $2K
|
73.3K
$1.16M
|
|
Nov 15, 2021
Q3 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
125+ 0.75% |
$1.74K - $1.83K
|
16.8K
$266K
|
|
Nov 15, 2021
Q3 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
113+ 0.6% |
$1.58K - $1.65K
|
18.8K
$298K
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
99+ 0.05% |
$1.38K - $1.45K
|
196K
$3.1M
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
88+ 1.83% |
$1.23K - $1.29K
|
4.9K
$77.6K
|
|
Oct 18, 2021
Q3 2021
|
David J Yvars Group
|
BUY
|
- |
68+ 0.12% |
$949 - $993
|
59.2K
$938K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
44+ 0.35% |
$614 - $643
|
12.7K
$201K
|
|
Nov 01, 2021
Q3 2021
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
43+ 1.87% |
$600 - $628
|
2.35K
$37.2K
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
38+ 1.85% |
$530 - $555
|
2.09K
$33.1K
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
24+ 0.09% |
$335 - $351
|
25.7K
$407K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
20+ 1.92% |
$279 - $292
|
1.06K
$16.9K
|
|
Oct 20, 2021
Q3 2021
|
Liberty One Investment Management, LLC
|
BUY
|
- |
12+ 0.03% |
$167 - $175
|
44.2K
$701K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8+ 2.12% |
$112 - $117
|
385
$6.1K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3+ 0.01% |
$41.8 - $43.8
|
20.8K
$329K
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1Closed |
$14 - $14.6
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-75Closed |
$1.05K - $1.1K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-355- 0.27% |
$4.95K - $5.19K
|
132K
$2.1M
|
|
Nov 15, 2021
Q3 2021
|
Antonetti Capital Management LLC
|
SELL
|
- |
-456- 12.17% |
$6.36K - $6.66K
|
3.29K
$52.2K
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-501Closed |
$6.99K - $7.32K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-595- 2.0% |
$8.3K - $8.69K
|
29.1K
$462K
|
|
Oct 19, 2021
Q3 2021
|
Hc Financial Advisors Inc
|
SELL
|
- |
-800Closed |
$11.2K - $11.7K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.26K- 0.65% |
$17.6K - $18.5K
|
193K
$3.06M
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.9K- 0.91% |
$26.5K - $27.7K
|
208K
$3.29M
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-2.07K- 98.62% |
$28.9K - $30.3K
|
29
$460
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.18K- 0.48% |
$30.4K - $31.8K
|
452K
$7.16M
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.28KClosed |
$31.8K - $33.3K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.08K- 11.78% |
$43K - $45K
|
23.1K
$366K
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.31K- 4.47% |
$60.2K - $63K
|
92.1K
$1.46M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.64K- 21.25% |
$78.6K - $82.4K
|
20.9K
$331K
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.64K- 21.25% |
$78.6K - $82.4K
|
20.9K
$331K
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.68K- 9.99% |
$79.2K - $83K
|
51.2K
$812K
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
SELL
|
- |
-6.02K- 3.28% |
$83.9K - $87.9K
|
178K
$2.81M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.91K- 21.68% |
$96.4K - $101K
|
25K
$396K
|
|
Dec 08, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.26K- 23.99% |
$101K - $106K
|
23K
$365K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.47K- 58.02% |
$104K - $109K
|
5.4K
$85.6K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 50.0% |
$142K - $149K
|
10.2K
$162K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.2K- 12.0% |
$143K - $150K
|
75.1K
$1.19M
|
|
Nov 15, 2021
Q3 2021
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-10.6KClosed |
$148K - $155K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.8K- 16.38% |
$150K - $157K
|
55K
$871K
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.8KClosed |
$150K - $157K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.5KClosed |
$160K - $168K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23.9KClosed |
$334K - $350K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-24.8K- 1.48% |
$346K - $362K
|
1.65M
$26.1M
|
|
Nov 02, 2021
Q3 2021
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-29.3K- 18.91% |
$409K - $428K
|
126K
$1.99M
|
|
Nov 15, 2021
Q3 2021
|
Heron Bay Capital Management
|
SELL
|
- |
-35.1KClosed |
$490K - $513K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-61.3KClosed |
$854K - $895K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-86.7K- 11.01% |
$1.21M - $1.27M
|
701K
$11.1M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-103KClosed |
$1.44M - $1.51M
|
0
$0
|