Purchases and Sales Made in Q3 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.55K+ 0.34% |
$17.6K - $19.6K
|
458K
$7.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.49K+ 0.87% |
$17K - $18.9K
|
173K
$2.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.31K+ 3.98% |
$14.9K - $16.6K
|
34.3K
$526K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.28K+ 2.72% |
$14.5K - $16.2K
|
48.1K
$739K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.01K+ 3.53% |
$11.5K - $12.8K
|
29.7K
$456K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1KNew |
$11.4K - $12.7K
|
1K
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
992New |
$11.3K - $12.6K
|
992
$15.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
860+ 4.79% |
$9.8K - $10.9K
|
18.8K
$289K
|
|
|
Oct 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
500New |
$5.7K - $6.34K
|
500
$7.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
443+ 0.61% |
$5.05K - $5.61K
|
73.5K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
255+ 0.14% |
$2.9K - $3.23K
|
186K
$2.85M
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
196+ 1.84% |
$2.23K - $2.48K
|
10.8K
$166K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
163+ 0.98% |
$1.86K - $2.07K
|
16.8K
$257K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
98+ 0.53% |
$1.12K - $1.24K
|
18.5K
$283K
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
78+ 0.69% |
$888 - $988
|
11.4K
$175K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78+ 0.11% |
$888 - $988
|
74.2K
$1.14M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
75+ 6.33% |
$854 - $950
|
1.26K
$19.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
71+ 1.27% |
$809 - $900
|
5.66K
$86.9K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
61+ 1.65% |
$695 - $773
|
3.77K
$57.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
45+ 0.07% |
$513 - $570
|
63.9K
$981K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
38+ 0.3% |
$433 - $481
|
12.6K
$193K
|
|
|
Nov 16, 2023
Q3 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
35+ 1.29% |
$399 - $443
|
2.74K
$42.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 0.47% |
$353 - $393
|
6.6K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
31+ 0.47% |
$353 - $393
|
6.6K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
30+ 0.21% |
$342 - $380
|
14.6K
$224K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
19+ 0.15% |
$216 - $241
|
12.9K
$198K
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 0.07% |
$137 - $152
|
16.3K
$250K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
10+ 0.01% |
$114 - $127
|
152K
$2.33M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$103 - $114
|
3.63K
$55.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.01% |
$91.1 - $101
|
66.2K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.06% |
$79.7 - $88.7
|
12.6K
$194K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.05% |
$68.3 - $76
|
12.5K
$192K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$34.2 - $38
|
18.3K
$280K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2+ 0.02% |
$22.8 - $25.3
|
9.83K
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1+ 0.01% |
$11.4 - $12.7
|
8.11K
$124K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6- -0.0% |
$68.3 - $76
|
190K
$2.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6- -0.0% |
$68.3 - $76
|
190K
$2.92M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-70- 0.2% |
$797 - $887
|
35.8K
$549K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-315- 2.0% |
$3.59K - $3.99K
|
15.4K
$237K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-370- 1.86% |
$4.21K - $4.69K
|
19.5K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-450- 1.43% |
$5.13K - $5.7K
|
31K
$476K
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-690- 2.52% |
$7.86K - $8.74K
|
26.7K
$410K
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-741- 3.84% |
$8.44K - $9.39K
|
18.6K
$285K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-822- 2.66% |
$9.36K - $10.4K
|
30.1K
$461K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1K- 2.38% |
$11.4K - $12.7K
|
41.1K
$630K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.7K- 11.42% |
$19.4K - $21.5K
|
13.2K
$202K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.88K- 0.41% |
$21.4K - $23.8K
|
455K
$6.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.24K- 6.8% |
$25.5K - $28.4K
|
30.7K
$472K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.26K- 4.13% |
$25.7K - $28.6K
|
52.4K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.35K- 0.87% |
$26.8K - $29.8K
|
267K
$4.1M
|