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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.78K- 9.73% |
$18.9K - $21.6K
|
16.5K
$248K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.92K- 33.96% |
$20.5K - $23.4K
|
3.74K
$56.2K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2K- 15.95% |
$21.2K - $24.3K
|
10.5K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.69K- 3.67% |
$28.6K - $32.7K
|
70.4K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.25K- 0.52% |
$34.5K - $39.6K
|
626K
$9.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-4.14K- 5.27% |
$44.1K - $50.5K
|
74.4K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.28K- 1.81% |
$45.6K - $52.2K
|
233K
$3.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.88K- 25.0% |
$52K - $59.5K
|
14.7K
$220K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.19K- 7.5% |
$65.8K - $75.4K
|
76.3K
$1.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.69K- 21.54% |
$71.1K - $81.5K
|
24.4K
$366K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.18K- 1.49% |
$87K - $99.7K
|
542K
$8.15M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.12K- 24.81% |
$97K - $111K
|
27.6K
$415K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-10.2K- 14.28% |
$108K - $124K
|
61K
$918K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 44.07% |
$117K - $134K
|
14K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12K- 2.36% |
$128K - $147K
|
497K
$7.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.8K- 22.07% |
$136K - $155K
|
45K
$677K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-13.4K- 7.01% |
$142K - $163K
|
177K
$2.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-13.4K- 7.01% |
$142K - $163K
|
177K
$2.66M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.6K- 1.15% |
$156K - $179K
|
1.25M
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 2.82% |
$269K - $308K
|
872K
$13.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.1K- 17.92% |
$331K - $379K
|
142K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-45.9K- 8.46% |
$488K - $559K
|
496K
$7.46M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53.8K- 40.27% |
$573K - $656K
|
79.8K
$1.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-68.5K- 8.71% |
$729K - $835K
|
719K
$10.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93.5K- 28.77% |
$995K - $1.14M
|
232K
$3.48M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-121K- 1.03% |
$1.29M - $1.48M
|
11.7M
$176M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-540K- 91.8% |
$5.74M - $6.58M
|
48.2K
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-585K- 4.77% |
$6.23M - $7.14M
|
11.7M
$176M
|