Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.84K+ 15.59% |
$41.4K - $46.6K
|
28.5K
$424K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.7KNew |
$39.9K - $44.8K
|
3.7K
$55K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.66K+ 0.45% |
$39.4K - $44.3K
|
811K
$12.1M
|
|
|
Jan 17, 2023
Q4 2022
|
David J Yvars Group
|
BUY
|
- |
3.35K+ 8.93% |
$36.2K - $40.6K
|
40.9K
$608K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.95K+ 16.43% |
$31.8K - $35.7K
|
20.9K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.65KNew |
$28.6K - $32.1K
|
2.65K
$39.4K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
2.65K+ 4.21% |
$28.6K - $32.1K
|
65.5K
$975K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
2.41K+ 2.8% |
$26K - $29.3K
|
88.6K
$1.32M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.24K+ 3.67% |
$24.1K - $27.1K
|
63.1K
$939K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.09K+ 2.32% |
$22.5K - $25.3K
|
92.1K
$1.37M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2K+ 133.33% |
$21.6K - $24.3K
|
3.5K
$52.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.96K+ 11.6% |
$21.1K - $23.7K
|
18.8K
$280K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.58K+ 2.3% |
$17.1K - $19.2K
|
70.4K
$1.05M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.36K+ 0.28% |
$14.7K - $16.5K
|
492K
$7.33M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
880+ 7.82% |
$9.5K - $10.7K
|
12.1K
$181K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
289+ 1.44% |
$3.12K - $3.51K
|
20.4K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
279+ 0.15% |
$3.01K - $3.38K
|
186K
$2.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
268+ 0.05% |
$2.89K - $3.25K
|
582K
$8.66M
|
|
|
Jan 11, 2023
Q4 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
234+ 0.91% |
$2.52K - $2.84K
|
25.9K
$386K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
201+ 2.0% |
$2.17K - $2.44K
|
10.3K
$153K
|
|
|
Jan 24, 2023
Q4 2022
|
Asset Management Corp
|
BUY
|
- |
194+ 0.49% |
$2.09K - $2.35K
|
39.5K
$588K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
179+ 0.86% |
$1.93K - $2.17K
|
21K
$313K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
132+ 0.07% |
$1.42K - $1.6K
|
194K
$2.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
132+ 0.07% |
$1.42K - $1.6K
|
192K
$2.86M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
122+ 2.29% |
$1.32K - $1.48K
|
5.44K
$81K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
96New |
$1.04K - $1.16K
|
96
$1.43K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
83+ 0.76% |
$896 - $1.01K
|
11.1K
$165K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
80+ 0.11% |
$863 - $970
|
74.7K
$1.11M
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
66+ 0.28% |
$712 - $801
|
23.5K
$349K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
BUY
|
- |
63+ 1.79% |
$680 - $764
|
3.59K
$53.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62+ 0.41% |
$669 - $752
|
15.1K
$225K
|
|
|
Feb 03, 2023
Q4 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
60+ 2.37% |
$647 - $728
|
2.6K
$38.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
49+ 2.31% |
$529 - $594
|
2.17K
$32.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
26+ 2.24% |
$281 - $315
|
1.19K
$17.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14+ 0.12% |
$151 - $170
|
11.3K
$168K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$97.1 - $109
|
3.6K
$53.6K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 0.04% |
$97.1 - $109
|
21.9K
$326K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-187- 0.88% |
$2.02K - $2.27K
|
21K
$312K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-300- 2.23% |
$3.24K - $3.64K
|
13.2K
$196K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-350- 25.0% |
$3.78K - $4.25K
|
1.05K
$15.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-373- 8.51% |
$4.02K - $4.52K
|
4.01K
$59.7K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-800- 0.79% |
$8.63K - $9.7K
|
100K
$1.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-800- 0.79% |
$8.63K - $9.7K
|
100K
$1.49M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-832- 6.3% |
$8.98K - $10.1K
|
12.4K
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-999- 6.68% |
$10.8K - $12.1K
|
13.9K
$208K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.07K- 3.82% |
$11.5K - $13K
|
26.9K
$400K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.18K- 5.26% |
$12.7K - $14.3K
|
21.3K
$316K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-1.28K- 15.72% |
$13.8K - $15.5K
|
6.84K
$102K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.66K- 0.72% |
$17.9K - $20.1K
|
230K
$3.42M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.84K- 5.99% |
$19.8K - $22.3K
|
28.8K
$428K
|