Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
917KNew |
$9.75M - $11.2M
|
917K
$13.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
799K+ 330.04% |
$8.5M - $9.73M
|
1.04M
$15.7M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
508K+ 636.84% |
$5.41M - $6.19M
|
588K
$8.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
273K+ 18.53% |
$2.91M - $3.33M
|
1.75M
$26.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Karpus Management, Inc.
Pittsford, NY |
BUY
|
- |
243KNew |
$2.58M - $2.96M
|
243K
$3.66M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
202K+ 810.02% |
$2.15M - $2.46M
|
227K
$3.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Heron Bay Capital Management
|
BUY
|
- |
169K+ 84.22% |
$1.8M - $2.06M
|
370K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
122K+ 8.92% |
$1.3M - $1.49M
|
1.49M
$22.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
96.1K+ 12.74% |
$1.02M - $1.17M
|
851K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
94.8K+ 749.65% |
$1.01M - $1.16M
|
107K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
69.9K+ 91.03% |
$744K - $853K
|
147K
$2.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62K+ 3.8% |
$660K - $756K
|
1.69M
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
58.8K+ 12.86% |
$626K - $717K
|
516K
$7.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
35.8K+ 31.27% |
$381K - $437K
|
150K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.1K+ 6.65% |
$289K - $331K
|
435K
$6.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
26K+ 9.27% |
$277K - $317K
|
306K
$4.63M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
22.6KNew |
$240K - $275K
|
22.6K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 10.77% |
$213K - $244K
|
206K
$3.1M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
18.8KNew |
$200K - $229K
|
18.8K
$284K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
17.8K+ 6.1% |
$189K - $217K
|
310K
$4.68M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.8K+ 29.13% |
$178K - $204K
|
74.3K
$1.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.2K+ 16.23% |
$151K - $173K
|
102K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13.8K+ 2.35% |
$147K - $169K
|
603K
$9.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7K+ 19.14% |
$135K - $155K
|
78.9K
$1.19M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.5KNew |
$133K - $152K
|
12.5K
$189K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12K+ 4.48% |
$127K - $146K
|
279K
$4.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.6KNew |
$113K - $129K
|
10.6K
$160K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
10.5KNew |
$112K - $128K
|
10.5K
$158K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
10.5KNew |
$111K - $127K
|
10.5K
$158K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.3KNew |
$109K - $125K
|
10.3K
$155K
|
|
|
Jan 18, 2024
Q4 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
9.76K+ 29.19% |
$104K - $119K
|
43.2K
$653K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.73K+ 45.15% |
$104K - $119K
|
31.3K
$472K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.3K+ 1.83% |
$88.3K - $101K
|
463K
$6.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.38KNew |
$67.9K - $77.8K
|
6.38K
$96.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.1K+ 77.22% |
$54.2K - $62.1K
|
11.7K
$177K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.3K+ 34.25% |
$45.8K - $52.4K
|
16.9K
$254K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
4.28K+ 2.3% |
$45.5K - $52.2K
|
190K
$2.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.65K+ 12.81% |
$38.9K - $44.5K
|
32.2K
$486K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.23KNew |
$34.4K - $39.4K
|
3.23K
$48.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.17K+ 1.52% |
$33.8K - $38.7K
|
212K
$3.19M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
3K+ 1.23% |
$31.9K - $36.6K
|
247K
$3.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49KNew |
$26.5K - $30.3K
|
2.49K
$37.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.95K+ 0.57% |
$20.7K - $23.7K
|
344K
$5.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 6.07% |
$19.2K - $22K
|
31.5K
$475K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.64K+ 8.72% |
$17.4K - $20K
|
20.4K
$309K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 127.61% |
$16.9K - $19.4K
|
2.84K
$42.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.56K+ 2.12% |
$16.6K - $19K
|
75.1K
$1.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$16.2K - $18.5K
|
1.52K
$23K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 5.17% |
$14.1K - $16.2K
|
27K
$407K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.2K+ 1.62% |
$12.8K - $14.7K
|
75.4K
$1.14M
|