Purchases and Sales Made in Q3 2024 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 2024. 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 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.02% |
$14.6K - $16.2K
|
37.7K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.06K+ 7.57% |
$14K - $15.5K
|
15K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
973+ 2.07% |
$12.9K - $14.2K
|
47.9K
$735K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
922+ 7.11% |
$12.2K - $13.5K
|
13.9K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
899+ 2.07% |
$11.9K - $13.2K
|
44.4K
$680K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
707+ 1.86% |
$9.36K - $10.4K
|
38.8K
$595K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
689+ 8.68% |
$9.12K - $10.1K
|
8.62K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 4.41% |
$8.94K - $9.88K
|
16K
$245K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
600+ 1.47% |
$7.94K - $8.78K
|
41.3K
$633K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 0.2% |
$6.62K - $7.32K
|
247K
$3.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
422+ 1.23% |
$5.59K - $6.18K
|
34.8K
$534K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
379+ 2.11% |
$5.02K - $5.55K
|
18.3K
$281K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
222+ 1.94% |
$2.94K - $3.25K
|
11.7K
$179K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
222+ 0.86% |
$2.94K - $3.25K
|
26.2K
$401K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
198+ 1.92% |
$2.62K - $2.9K
|
10.5K
$161K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
142+ 1.16% |
$1.88K - $2.08K
|
12.4K
$191K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
117+ 0.17% |
$1.55K - $1.71K
|
69.6K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.67% |
$1.47K - $1.63K
|
16.6K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 2.12% |
$1.2K - $1.33K
|
4.39K
$67.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
88+ 0.76% |
$1.17K - $1.29K
|
11.7K
$180K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.22% |
$1.13K - $1.24K
|
39.3K
$603K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.11% |
$821 - $908
|
3K
$45.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$318 - $351
|
24
$368
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$132 - $146
|
3.67K
$56.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$79.4 - $87.8
|
6
$92
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.0% |
$13.2 - $14.6
|
27.4K
$419K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-40- 0.41% |
$530 - $586
|
9.75K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-125- 0.21% |
$1.66K - $1.83K
|
59.4K
$911K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-174- 0.38% |
$2.3K - $2.55K
|
45.9K
$703K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-239- 1.25% |
$3.16K - $3.5K
|
18.8K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-258- 1.85% |
$3.42K - $3.78K
|
13.7K
$209K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 5.25% |
$5.3K - $5.86K
|
7.22K
$111K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-400- 3.46% |
$5.3K - $5.86K
|
11.2K
$171K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-665- 4.85% |
$8.8K - $9.74K
|
13K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-701- 0.38% |
$9.28K - $10.3K
|
184K
$2.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-708- 6.28% |
$9.37K - $10.4K
|
10.6K
$162K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-865- 38.19% |
$11.5K - $12.7K
|
1.4K
$21.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-883- 1.63% |
$11.7K - $12.9K
|
53.3K
$816K
|
|
|
Oct 31, 2024
Q3 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.01K- 20.98% |
$13.3K - $14.7K
|
3.79K
$58.1K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-1.18K- 38.87% |
$15.6K - $17.3K
|
1.85K
$28.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Burford Brothers, Inc.
Dallas, TX |
SELL
|
- |
-1.2K- 5.31% |
$15.9K - $17.6K
|
21.4K
$328K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2K- 4.3% |
$26.5K - $29.3K
|
44.6K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.05K- 1.19% |
$27.1K - $30K
|
171K
$2.62M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.05K- 1.18% |
$27.1K - $30K
|
172K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-2.09K- 4.11% |
$27.7K - $30.6K
|
48.7K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.67K- 0.85% |
$35.3K - $39K
|
310K
$4.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-3.87K- 6.08% |
$51.2K - $56.6K
|
59.7K
$916K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 1.45% |
$56.9K - $62.9K
|
293K
$4.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.32K- 0.89% |
$57.1K - $63.2K
|
480K
$7.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.12K- 7.15% |
$67.8K - $74.9K
|
66.4K
$1.02M
|