Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
542K+ 4.37% |
$7.47M - $8.16M
|
12.9M
$193M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
272KNew |
$3.76M - $4.1M
|
272K
$4.07M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
253K+ 608.54% |
$3.49M - $3.81M
|
294K
$4.4M
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
171KNew |
$2.36M - $2.57M
|
171K
$2.55M
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.8K+ 8.39% |
$1.1M - $1.2M
|
1.03M
$15.4M
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
67.8K+ 16.22% |
$935K - $1.02M
|
486K
$7.26M
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
63.1KNew |
$870K - $949K
|
63.1K
$943K
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
63.1KNew |
$869K - $949K
|
63.1K
$943K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.8K+ 12.55% |
$603K - $658K
|
392K
$5.87M
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37.7K+ 30.44% |
$520K - $567K
|
162K
$2.41M
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
37.5KNew |
$517K - $564K
|
37.5K
$561K
|
|
Jan 24, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
35.7K+ 296.37% |
$492K - $537K
|
47.8K
$714K
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34.4K+ 162.66% |
$475K - $518K
|
55.6K
$832K
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.5KNew |
$462K - $504K
|
33.5K
$501K
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
27.6K+ 5.5% |
$380K - $415K
|
528K
$7.9M
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
23.3KNew |
$321K - $350K
|
23.3K
$348K
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
21.3K+ 11.04% |
$294K - $321K
|
214K
$3.2M
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
20.7K+ 6.31% |
$286K - $312K
|
349K
$5.22M
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$276K - $301K
|
20K
$299K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
18.7KNew |
$258K - $282K
|
18.7K
$280K
|
|
Feb 10, 2022
Q4 2021
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
18.2KNew |
$252K - $275K
|
18.2K
$273K
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
16KNew |
$221K - $241K
|
16K
$240K
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
14.8KNew |
$204K - $222K
|
14.8K
$221K
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.8K+ 3.15% |
$190K - $208K
|
451K
$6.75M
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.5K+ 4.33% |
$186K - $203K
|
325K
$4.86M
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
13.5KNew |
$186K - $202K
|
13.5K
$201K
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$165K - $181K
|
12K
$179K
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
11.6KNew |
$159K - $174K
|
11.6K
$173K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
10.7KNew |
$148K - $162K
|
10.7K
$161K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.7K+ 5.72% |
$148K - $161K
|
198K
$2.96M
|
|
Jul 18, 2022
Q4 2021
|
Retirement Guys Formula LLC
|
BUY
|
- |
10.1KNew |
$139K - $152K
|
10.1K
$151K
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
9.18KNew |
$127K - $138K
|
9.18K
$137K
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.15K+ 2.91% |
$126K - $138K
|
323K
$4.83M
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
7.89K+ 3.55% |
$109K - $119K
|
230K
$3.44M
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.95K+ 1.29% |
$95.9K - $105K
|
544K
$8.13M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
6.25K+ 3.03% |
$86.1K - $94K
|
212K
$3.18M
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
6K+ 19.18% |
$82.8K - $90.3K
|
37.3K
$558K
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.59K+ 1.67% |
$77K - $84.1K
|
339K
$5.07M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.35K+ 0.37% |
$73.8K - $80.5K
|
1.43M
$21.4M
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
4.7KNew |
$64.8K - $70.7K
|
4.7K
$70.3K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.35KNew |
$59.9K - $65.4K
|
4.35K
$65K
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.21K+ 18.29% |
$58K - $63.3K
|
27.2K
$407K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.92K+ 13.83% |
$54.1K - $59K
|
32.3K
$483K
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.5KNew |
$48.3K - $52.7K
|
3.5K
$52.3K
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
3KNew |
$41.4K - $45.2K
|
3K
$44.9K
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.38K+ 18.81% |
$32.9K - $35.9K
|
15K
$225K
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
2.05K+ 10.23% |
$28.3K - $30.8K
|
22.1K
$330K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 4.19% |
$27.7K - $30.2K
|
49.9K
$745K
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 19.61% |
$27.6K - $30.1K
|
12.2K
$182K
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.91K+ 3.67% |
$26.3K - $28.7K
|
53.8K
$804K
|