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 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.01K+ 0.9% |
$10.7K - $12.3K
|
113K
$1.7M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
942+ 38.39% |
$10K - $11.5K
|
3.4K
$50.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
878+ 1.44% |
$9.34K - $10.7K
|
61.7K
$922K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
833+ 2.71% |
$8.86K - $10.2K
|
31.6K
$472K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
831+ 3.3% |
$8.84K - $10.1K
|
26K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
580+ 20.6% |
$6.17K - $7.07K
|
3.4K
$50.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
547+ 1.53% |
$5.82K - $6.67K
|
36.3K
$543K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
430+ 2.91% |
$4.58K - $5.24K
|
15.2K
$227K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
374+ 2.84% |
$3.98K - $4.56K
|
13.5K
$202K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
367New |
$3.9K - $4.47K
|
367
$5.49K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
354+ 2.11% |
$3.77K - $4.32K
|
17.1K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
234+ 2.09% |
$2.49K - $2.85K
|
11.5K
$171K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
207+ 1.91% |
$2.2K - $2.52K
|
11K
$165K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
174+ 0.46% |
$1.85K - $2.12K
|
37.7K
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95New |
$1.01K - $1.16K
|
95
$1.42K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
85+ 2.11% |
$904 - $1.04K
|
4.11K
$61.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
82+ 0.72% |
$872 - $1K
|
11.5K
$172K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.2% |
$841 - $963
|
39.1K
$584K
|
|
|
Feb 08, 2024
Q4 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
58+ 2.12% |
$617 - $707
|
2.8K
$41.8K
|
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
44+ 0.19% |
$468 - $536
|
23.5K
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 2.14% |
$287 - $329
|
1.29K
$19.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
21+ 0.16% |
$223 - $256
|
12.9K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.01% |
$181 - $207
|
308K
$4.61M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$95.8 - $110
|
3.64K
$54.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7+ 0.06% |
$74.5 - $85.3
|
12.6K
$189K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
6+ 0.0% |
$63.8 - $73.1
|
152K
$2.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
4+ 0.02% |
$42.6 - $48.8
|
16.3K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$31.9 - $36.6
|
18.3K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$10.6 - $12.2
|
1
$15
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-44- 0.54% |
$468 - $536
|
8.06K
$121K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-48- 0.03% |
$511 - $585
|
143K
$2.14M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-102- 16.78% |
$1.09K - $1.24K
|
506
$7.56K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-115- 0.87% |
$1.22K - $1.4K
|
13.1K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-145- 0.79% |
$1.54K - $1.77K
|
18.2K
$273K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-250- 0.57% |
$2.66K - $3.05K
|
43.8K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-328- 2.09% |
$3.49K - $4K
|
15.3K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-362- 4.54% |
$3.85K - $4.41K
|
7.62K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 0.88% |
$5.32K - $6.1K
|
56.4K
$843K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-618- 3.17% |
$6.58K - $7.53K
|
18.9K
$282K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-632- 2.1% |
$6.72K - $7.7K
|
29.4K
$440K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-680- 1.3% |
$7.24K - $8.29K
|
51.7K
$773K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-816- 3.05% |
$8.68K - $9.95K
|
25.9K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-830- 8.78% |
$8.83K - $10.1K
|
8.62K
$129K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-830- 5.46% |
$8.83K - $10.1K
|
14.4K
$215K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-896- 0.96% |
$9.53K - $10.9K
|
92.6K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.11K- 2.01% |
$11.8K - $13.5K
|
54.3K
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.15K- 3.36% |
$12.2K - $14K
|
33.1K
$495K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 3.11% |
$13.6K - $15.5K
|
39.8K
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.39K- 2.17% |
$14.8K - $16.9K
|
62.5K
$935K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-1.75K- 9.51% |
$18.7K - $21.4K
|
16.7K
$250K
|