Purchases and Sales Made in Q4 2024 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 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.47MNew |
$35.5M - $37.9M
|
2.47M
$37.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
228KNew |
$3.27M - $3.49M
|
228K
$3.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
213K+ 1127.33% |
$3.06M - $3.26M
|
231K
$3.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 1.53% |
$2.63M - $2.81M
|
12.2M
$187M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
143K+ 8.29% |
$2.06M - $2.2M
|
1.87M
$28.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
75.6KNew |
$1.09M - $1.16M
|
75.6K
$1.16M
|
|
|
Feb 13, 2025
Q4 2024
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
74.4KNew |
$1.07M - $1.14M
|
74.4K
$1.14M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
64.5K+ 215.34% |
$928K - $990K
|
94.5K
$1.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55.5K+ 7.58% |
$798K - $852K
|
788K
$12.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46.9K+ 35.0% |
$675K - $720K
|
181K
$2.78M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.2KNew |
$607K - $647K
|
42.2K
$648K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
38.8KNew |
$558K - $596K
|
38.8K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
38.4K+ 6.43% |
$552K - $589K
|
635K
$9.75M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33.6K+ 96.63% |
$484K - $516K
|
68.5K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29.3K+ 4.13% |
$422K - $450K
|
739K
$11.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.6KNew |
$354K - $377K
|
24.6K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
23.7K+ 20.4% |
$340K - $363K
|
140K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22.9KNew |
$329K - $351K
|
22.9K
$352K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.2K+ 3.54% |
$320K - $341K
|
650K
$9.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 1.87% |
$279K - $298K
|
1.06M
$16.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.5KNew |
$251K - $268K
|
17.5K
$268K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.1KNew |
$217K - $232K
|
15.1K
$232K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.3K+ 0.82% |
$206K - $220K
|
1.75M
$26.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 8.47% |
$196K - $210K
|
175K
$2.68M
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 6579.23% |
$196K - $209K
|
13.8K
$212K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.2KNew |
$190K - $203K
|
13.2K
$203K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.6KNew |
$181K - $193K
|
12.6K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 2.41% |
$175K - $187K
|
518K
$7.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.9KNew |
$171K - $183K
|
11.9K
$183K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11.5KNew |
$165K - $177K
|
11.5K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.2K+ 11.22% |
$161K - $172K
|
111K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11.2KNew |
$160K - $171K
|
11.2K
$171K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$159K - $170K
|
11.1K
$170K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
11KNew |
$158K - $168K
|
11K
$168K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3KNew |
$148K - $158K
|
10.3K
$158K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$144K - $154K
|
10K
$154K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
9.04K+ 2.91% |
$130K - $139K
|
320K
$4.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
8.5K+ 18.99% |
$122K - $130K
|
53.2K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.47K+ 1.94% |
$107K - $115K
|
393K
$6.04M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
7.16KNew |
$103K - $110K
|
7.16K
$110K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
6.82KNew |
$98.1K - $105K
|
6.82K
$105K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.32KNew |
$90.9K - $97K
|
6.32K
$97.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 3.63% |
$86.4K - $92.2K
|
172K
$2.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.54K+ 7.65% |
$65.3K - $69.7K
|
63.9K
$982K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.2K+ 7.75% |
$46K - $49.1K
|
44.5K
$684K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.06K+ 1.72% |
$44.1K - $47K
|
181K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
2.96K+ 9.14% |
$42.5K - $45.4K
|
35.3K
$542K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.7K+ 4.06% |
$38.8K - $41.4K
|
69.1K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 5.51% |
$38K - $40.5K
|
50.6K
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.56K+ 21.4% |
$36.8K - $39.3K
|
14.5K
$223K
|