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
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.4K- 10.96% |
$27.4K - $30.5K
|
19.5K
$300K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.62K- 0.84% |
$29.9K - $33.2K
|
308K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.8K- 13.24% |
$31.9K - $35.5K
|
18.4K
$282K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.82K- 15.25% |
$32.1K - $35.7K
|
15.7K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.02K- 3.97% |
$34.4K - $38.3K
|
73.1K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.47K- 55.17% |
$39.5K - $43.9K
|
2.82K
$43.2K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
SELL
|
- |
-3.5K- 8.53% |
$39.9K - $44.4K
|
37.6K
$576K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.35K- 18.13% |
$49.5K - $55.1K
|
19.7K
$302K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.87K- 4.16% |
$55.5K - $61.8K
|
112K
$1.73M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.23K- 8.34% |
$59.6K - $66.3K
|
57.5K
$883K
|
|
|
Nov 01, 2023
Q3 2023
|
Heron Bay Capital Management
|
SELL
|
- |
-5.45K- 2.64% |
$62.1K - $69K
|
201K
$3.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-5.65K- 23.63% |
$64.3K - $71.5K
|
18.2K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.71K- 1.09% |
$99.2K - $110K
|
787K
$12.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.4K- 11.64% |
$118K - $131K
|
78.6K
$1.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.7K- 18.01% |
$145K - $161K
|
57.8K
$887K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-28.5K- 8.9% |
$325K - $361K
|
292K
$4.48M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-28.6K- 9.24% |
$325K - $362K
|
280K
$4.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-31.1K- 5.76% |
$354K - $394K
|
509K
$7.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-31.7K- 34.25% |
$361K - $401K
|
60.8K
$933K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-32.2K- 1.93% |
$366K - $407K
|
1.63M
$25M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-40.3K- 11.03% |
$459K - $511K
|
325K
$4.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-41.5K- 23.71% |
$473K - $526K
|
134K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-49.4K- 3.48% |
$563K - $626K
|
1.37M
$21M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-55.3K- 43.71% |
$630K - $701K
|
71.2K
$1.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-101K- 7.36% |
$1.15M - $1.28M
|
1.27M
$19.5M
|