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 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-444- 2.22% |
$6.38K - $6.82K
|
19.5K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
SELL
|
- |
-484- 0.15% |
$6.96K - $7.43K
|
316K
$4.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-545- 3.23% |
$7.84K - $8.37K
|
16.3K
$251K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-590- 4.19% |
$8.48K - $9.06K
|
13.5K
$207K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 10.39% |
$10.8K - $11.5K
|
6.47K
$99.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-796- 3.51% |
$11.4K - $12.2K
|
21.9K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1K- 8.95% |
$14.4K - $15.4K
|
10.2K
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.13K- 8.24% |
$16.2K - $17.3K
|
12.5K
$193K
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.41K- 2.89% |
$20.3K - $21.6K
|
47.3K
$727K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.69K- 10.59% |
$24.3K - $26K
|
14.3K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-1.88K- 4.97% |
$27K - $28.8K
|
35.8K
$551K
|
|
|
Feb 12, 2025
Q4 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2K- 0.81% |
$28.8K - $30.7K
|
245K
$3.77M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.13K- 0.74% |
$30.6K - $32.6K
|
283K
$4.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.26K- 12.95% |
$32.5K - $34.7K
|
15.2K
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.99K- 6.75% |
$43K - $45.9K
|
41.3K
$635K
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-3.31K- 11.99% |
$47.6K - $50.9K
|
24.3K
$373K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.47K- 16.43% |
$50K - $53.3K
|
17.7K
$271K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.7K- 17.57% |
$53.2K - $56.8K
|
17.4K
$267K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-4.14K- 4.1% |
$59.5K - $63.6K
|
96.8K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.47K- 7.49% |
$64.3K - $68.6K
|
55.3K
$849K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 12.84% |
$72.6K - $77.5K
|
34.3K
$526K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-6.01K- 36.96% |
$86.4K - $92.3K
|
10.3K
$157K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.08K- 8.73% |
$87.4K - $93.3K
|
63.5K
$975K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.1K- 3.58% |
$87.8K - $93.7K
|
165K
$2.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.1K- 3.54% |
$87.8K - $93.7K
|
166K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 24.95% |
$89.4K - $95.4K
|
18.7K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.34K- 3.26% |
$106K - $113K
|
218K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.28K- 27.42% |
$119K - $127K
|
21.9K
$337K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.99K- 20.18% |
$129K - $138K
|
35.6K
$546K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.88K- 2.09% |
$142K - $152K
|
463K
$7.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-10.3K- 2.14% |
$148K - $158K
|
469K
$7.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.8K- 5.52% |
$185K - $197K
|
220K
$3.37M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-13.6K- 98.5% |
$195K - $208K
|
207
$3.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-17.2K- 1.72% |
$247K - $264K
|
981K
$15.1M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.8K- 25.88% |
$299K - $320K
|
59.6K
$916K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.5K- 62.1% |
$352K - $376K
|
15K
$230K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25.1K- 13.62% |
$361K - $385K
|
159K
$2.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-59.7K- 19.24% |
$858K - $916K
|
251K
$3.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-110K- 52.2% |
$1.58M - $1.69M
|
101K
$1.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 12.6% |
$2.16M - $2.3M
|
1.04M
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-216K- 93.31% |
$3.1M - $3.31M
|
15.5K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.75M- 93.0% |
$68.3M - $72.9M
|
358K
$5.49M
|