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 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.18K+ 0.64% |
$12.7K - $15.8K
|
186K
$2.78M
|
|
Oct 26, 2022
Q3 2022
|
David J Yvars Group
|
BUY
|
- |
1.12K+ 3.06% |
$12K - $14.9K
|
37.5K
$561K
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1KNew |
$10.8K - $13.3K
|
1K
$15K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
736+ 0.23% |
$7.91K - $9.82K
|
321K
$4.8M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
667+ 0.29% |
$7.17K - $8.9K
|
231K
$3.46M
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
628+ 1.64% |
$6.75K - $8.38K
|
39K
$583K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
628New |
$6.75K - $8.38K
|
628
$9.39K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
575+ 2.84% |
$6.18K - $7.67K
|
20.8K
$311K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
389+ 1.6% |
$4.18K - $5.19K
|
24.6K
$368K
|
|
Oct 13, 2022
Q3 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
367+ 1.45% |
$3.95K - $4.9K
|
25.7K
$384K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
247+ 0.47% |
$2.66K - $3.29K
|
52.5K
$786K
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
226New |
$2.43K - $3.01K
|
226
$3.38K
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
214+ 1.27% |
$2.3K - $2.85K
|
17.1K
$255K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
213+ 1.07% |
$2.29K - $2.84K
|
20.1K
$300K
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
207+ 0.89% |
$2.23K - $2.76K
|
23.4K
$350K
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
193+ 0.49% |
$2.07K - $2.57K
|
39.3K
$588K
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
182+ 1.47% |
$1.96K - $2.43K
|
12.6K
$188K
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
178+ 0.26% |
$1.91K - $2.37K
|
68.8K
$1.03M
|
|
Nov 14, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
136+ 0.07% |
$1.46K - $1.81K
|
192K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
119+ 2.29% |
$1.28K - $1.59K
|
5.32K
$79.5K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
82+ 0.75% |
$882 - $1.09K
|
11K
$164K
|
|
Oct 31, 2022
Q3 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
65+ 1.88% |
$699 - $867
|
3.52K
$52.7K
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.43% |
$699 - $867
|
15K
$225K
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 2.29% |
$280 - $347
|
1.16K
$17.3K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
23+ 0.35% |
$247 - $307
|
6.5K
$97.2K
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
15+ 0.71% |
$161 - $200
|
2.12K
$31.7K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14+ 0.12% |
$151 - $187
|
11.3K
$168K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.28% |
$108 - $133
|
3.59K
$53.7K
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
7+ 0.01% |
$75.3 - $93.4
|
114K
$1.7M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.02% |
$64.5 - $80
|
28.9K
$432K
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-56- 0.69% |
$602 - $747
|
8.11K
$121K
|
|
Nov 14, 2022
Q3 2022
|
Wealth Effects LLC
|
SELL
|
- |
-259- 0.41% |
$2.78K - $3.46K
|
62.9K
$940K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-342- 3.47% |
$3.68K - $4.56K
|
9.5K
$142K
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-482- 2.23% |
$5.18K - $6.43K
|
21.2K
$316K
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-521Closed |
$5.6K - $6.95K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-844- 2.93% |
$9.07K - $11.3K
|
28K
$418K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-893- 49.61% |
$9.6K - $11.9K
|
907
$13.6K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.33K- 5.6% |
$14.3K - $17.7K
|
22.4K
$335K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.5K- 0.56% |
$16.1K - $20K
|
264K
$3.95M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.74K- 0.46% |
$18.7K - $23.2K
|
378K
$5.65M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-2.25KClosed |
$24.2K - $30K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.72K- 0.76% |
$29.3K - $36.3K
|
357K
$5.34M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.43K- 10.07% |
$36.9K - $45.7K
|
30.6K
$458K
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.62K- 3.61% |
$38.9K - $48.3K
|
96.6K
$1.44M
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.18K- 21.87% |
$45K - $55.8K
|
14.9K
$223K
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.7K- 4.45% |
$50.5K - $62.7K
|
101K
$1.51M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.7K- 4.45% |
$50.5K - $62.7K
|
101K
$1.51M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.14K- 18.68% |
$66K - $81.9K
|
26.7K
$399K
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-7.88K- 30.51% |
$84.7K - $105K
|
17.9K
$268K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10.2K- 30.2% |
$109K - $135K
|
23.5K
$351K
|