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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 16.66% |
$36K - $38.4K
|
17.5K
$269K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
2.17K+ 1.55% |
$31.2K - $33.3K
|
142K
$2.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.9KNew |
$27.3K - $29.2K
|
1.9K
$29.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.7K+ 69.27% |
$24.4K - $26.1K
|
4.15K
$63.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
1.59KNew |
$22.9K - $24.4K
|
1.59K
$24.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.35K+ 4.75% |
$19.5K - $20.8K
|
29.9K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.34K+ 2.51% |
$19.2K - $20.5K
|
54.6K
$839K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.29K+ 11.11% |
$18.6K - $19.8K
|
12.9K
$199K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.24K+ 0.42% |
$17.8K - $19K
|
294K
$4.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.01% |
$17.2K - $18.4K
|
60.8K
$934K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 2.34% |
$16.9K - $18.1K
|
51.6K
$792K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.1K+ 1.1% |
$15.8K - $16.9K
|
101K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1K+ 13.13% |
$14.4K - $15.4K
|
8.62K
$132K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
946New |
$13.6K - $14.5K
|
946
$14.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
822+ 8.22% |
$11.8K - $12.6K
|
10.8K
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
731+ 3.42% |
$10.5K - $11.2K
|
22.1K
$340K
|
|
|
Jan 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
728+ 1.6% |
$10.5K - $11.2K
|
46.1K
$708K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
466New |
$6.7K - $7.15K
|
466
$7.16K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
412+ 0.9% |
$5.92K - $6.32K
|
46.3K
$711K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
400+ 0.18% |
$5.75K - $6.14K
|
223K
$3.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
367+ 2.0% |
$5.28K - $5.63K
|
18.7K
$287K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
345+ 1.32% |
$4.96K - $5.3K
|
26.5K
$407K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
340New |
$4.89K - $5.22K
|
340
$5.22K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
334+ 1.94% |
$4.8K - $5.13K
|
17.5K
$269K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
277+ 0.62% |
$3.98K - $4.25K
|
44.7K
$686K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
272+ 1.64% |
$3.91K - $4.18K
|
16.9K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
193+ 1.83% |
$2.78K - $2.96K
|
10.7K
$165K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
187+ 0.05% |
$2.69K - $2.87K
|
391K
$6.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
181+ 0.03% |
$2.6K - $2.78K
|
661K
$10.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
150+ 1.21% |
$2.16K - $2.3K
|
12.6K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
125+ 0.78% |
$1.8K - $1.92K
|
16.1K
$247K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
89+ 2.03% |
$1.28K - $1.37K
|
4.48K
$68.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
85+ 0.73% |
$1.22K - $1.3K
|
11.8K
$181K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85+ 0.1% |
$1.22K - $1.3K
|
85.8K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
70+ 0.81% |
$1.01K - $1.07K
|
8.69K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68+ 2.01% |
$978 - $1.04K
|
3.45K
$52.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
60+ 2.0% |
$863 - $921
|
3.06K
$46.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
59+ 0.31% |
$848 - $906
|
18.9K
$290K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44+ 2.02% |
$633 - $675
|
2.22K
$34.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.13% |
$503 - $537
|
27.4K
$421K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
22+ 0.16% |
$316 - $338
|
13.9K
$214K
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.08% |
$158 - $169
|
13.1K
$200K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$144 - $154
|
3.68K
$56.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$43.1 - $46.1
|
18.3K
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 66.67% |
$57.5 - $61.4
|
2
$30.7
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-20- 0.05% |
$288 - $307
|
38.8K
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-49- 0.5% |
$705 - $752
|
9.7K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-75- 0.22% |
$1.08K - $1.15K
|
34.7K
$534K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 8.38% |
$2.16K - $2.3K
|
1.64K
$25.2K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-400- 1.07% |
$5.75K - $6.14K
|
37.1K
$570K
|