Purchases and Sales Made in Q3 2022 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 2022. 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 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
89.9K+ 53.94% |
$967K - $1.2M
|
257K
$3.86M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
86K+ 6.21% |
$924K - $1.15M
|
1.47M
$22.1M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
62.5K+ 86.21% |
$672K - $834K
|
135K
$2.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
61.2KNew |
$658K - $816K
|
61.2K
$920K
|
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
58.4K+ 10.88% |
$628K - $779K
|
595K
$8.95M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
57.5K+ 17.43% |
$618K - $766K
|
387K
$5.82M
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
36.7KNew |
$395K - $490K
|
36.7K
$553K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.6K+ 9.57% |
$394K - $488K
|
419K
$6.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
35.9KNew |
$386K - $478K
|
35.9K
$539K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30K+ 115.66% |
$322K - $400K
|
55.9K
$840K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
26.8K+ 557.13% |
$288K - $358K
|
31.6K
$476K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
22K+ 6.74% |
$236K - $293K
|
348K
$5.24M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
21.7KNew |
$233K - $289K
|
21.7K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21KNew |
$226K - $280K
|
21K
$316K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
18.1K+ 5.66% |
$195K - $242K
|
338K
$5.09M
|
|
|
Nov 07, 2022
Q3 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
16.9KNew |
$182K - $226K
|
16.9K
$255K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
16.2K+ 71.12% |
$174K - $216K
|
39K
$587K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.7K+ 3.49% |
$169K - $209K
|
465K
$7M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$159K - $197K
|
14.8K
$223K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
14.2K+ 1.79% |
$153K - $190K
|
807K
$12.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.3K+ 159.73% |
$143K - $177K
|
21.6K
$325K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 2.77% |
$142K - $176K
|
491K
$7.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.2KNew |
$142K - $176K
|
13.2K
$198K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
12.9KNew |
$139K - $173K
|
12.9K
$195K
|
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.4K+ 26.22% |
$134K - $166K
|
59.9K
$901K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11.7K+ 14.4% |
$126K - $156K
|
92.9K
$1.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$125K - $155K
|
11.6K
$175K
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.5KNew |
$123K - $153K
|
11.5K
$172K
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.3KNew |
$121K - $150K
|
11.3K
$169K
|
|
|
Oct 14, 2022
Q3 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$108K - $134K
|
10.1K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10K+ 21.2% |
$108K - $133K
|
57.2K
$860K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
9.22K+ 11.98% |
$99.1K - $123K
|
86.2K
$1.3M
|
|
|
Feb 10, 2023
Q3 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.58K+ 2.17% |
$70.7K - $87.7K
|
309K
$4.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.39K+ 248.72% |
$68.7K - $85.3K
|
8.96K
$135K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
6.25K+ 2.98% |
$67.2K - $83.4K
|
216K
$3.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
5.71K+ 35.23% |
$61.4K - $76.2K
|
21.9K
$330K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.02K+ 5.36% |
$53.9K - $66.9K
|
98.6K
$1.48M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.96K+ 4.61% |
$42.6K - $52.9K
|
90K
$1.35M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
3.32K+ 311.35% |
$35.7K - $44.3K
|
4.39K
$66K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.19K+ 0.73% |
$34.3K - $42.6K
|
438K
$6.59M
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.54KNew |
$27.3K - $33.8K
|
2.54K
$38.1K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.47K+ 5.16% |
$26.6K - $33K
|
50.4K
$758K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.34K+ 8.3% |
$25.1K - $31.2K
|
30.5K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 3.89% |
$24.5K - $30.4K
|
60.9K
$916K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.28K+ 15.61% |
$24.5K - $30.4K
|
16.9K
$254K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.12K+ 15.52% |
$22.8K - $28.3K
|
15.8K
$237K
|
|
|
Oct 26, 2022
Q3 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
2.03K+ 4.06% |
$21.8K - $27.1K
|
52K
$783K
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.64K+ 0.85% |
$17.6K - $21.8K
|
194K
$2.92M
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.5KNew |
$16.1K - $20K
|
1.5K
$22.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.23K+ 3.62% |
$13.2K - $16.3K
|
35K
$527K
|