Latest Institutional Transactions on Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information on the latest institutional transactions involving Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.99K- 20.18% |
$129K - $138K
|
35.6K
$545K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.5K+ 16.66% |
$36K - $38.4K
|
17.5K
$268K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.64K+ 5.51% |
$38K - $40.5K
|
50.6K
$775K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85+ 0.1% |
$1.22K - $1.3K
|
85.8K
$1.31M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.22K- 24.95% |
$89.4K - $95.4K
|
18.7K
$287K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 1.87% |
$279K - $298K
|
1.06M
$16.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1K+ 13.13% |
$14.4K - $15.4K
|
8.62K
$132K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-216K- 93.31% |
$3.1M - $3.31M
|
15.5K
$237K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22.9KNew |
$329K - $351K
|
22.9K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.08K- 8.73% |
$87.4K - $93.3K
|
63.5K
$973K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-4.75M- 93.0% |
$68.3M - $72.9M
|
358K
$5.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
11+ 0.08% |
$158 - $169
|
13.1K
$200K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
11.5KNew |
$165K - $177K
|
11.5K
$176K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.54K+ 7.65% |
$65.3K - $69.7K
|
63.9K
$980K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 12.84% |
$72.6K - $77.5K
|
34.3K
$525K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-444- 2.22% |
$6.38K - $6.82K
|
19.5K
$299K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 0.13% |
$503 - $537
|
27.4K
$420K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
367+ 2.0% |
$5.28K - $5.63K
|
18.7K
$286K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
68+ 2.01% |
$978 - $1.04K
|
3.45K
$52.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.99K- 6.75% |
$43K - $45.9K
|
41.3K
$634K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.2K+ 7.75% |
$46K - $49.1K
|
44.5K
$682K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
10KNew |
$144K - $154K
|
10K
$154K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.1KNew |
$159K - $170K
|
11.1K
$170K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3KNew |
$148K - $158K
|
10.3K
$158K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-590- 4.19% |
$8.48K - $9.06K
|
13.5K
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-25.1K- 13.62% |
$361K - $385K
|
159K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
1.34K+ 2.51% |
$19.2K - $20.5K
|
54.6K
$837K
|
|
|
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 21, 2025
Q4 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
728+ 1.6% |
$10.5K - $11.2K
|
46.1K
$707K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-750- 10.39% |
$10.8K - $11.5K
|
6.47K
$99.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-150K- 12.6% |
$2.16M - $2.3M
|
1.04M
$16M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
193+ 1.83% |
$2.78K - $2.96K
|
10.7K
$164K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.01K+ 3.63% |
$86.4K - $92.2K
|
172K
$2.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10+ 0.27% |
$144 - $154
|
3.68K
$56.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
33.6K+ 96.63% |
$484K - $516K
|
68.5K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.18K+ 2.34% |
$16.9K - $18.1K
|
51.6K
$791K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
13.2KNew |
$190K - $203K
|
13.2K
$203K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
11.2K+ 11.22% |
$161K - $172K
|
111K
$1.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
412+ 0.9% |
$5.92K - $6.32K
|
46.3K
$710K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-20- 0.05% |
$288 - $307
|
38.8K
$594K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
42.2KNew |
$607K - $647K
|
42.2K
$647K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-45.3K- 57.27% |
$600K - $663K
|
33.8K
$518K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.02% |
$14.6K - $16.2K
|
37.7K
$578K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.11% |
$821 - $908
|
3K
$45.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.34K+ 18.46% |
$44.2K - $48.8K
|
21.4K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
164K+ 1.39% |
$2.17M - $2.4M
|
12M
$184M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-11.8K- 12.76% |
$156K - $172K
|
80.5K
$1.23M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.3K- 1.45% |
$56.9K - $62.9K
|
293K
$4.49M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 9.7% |
$208K - $230K
|
178K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 0.2% |
$6.62K - $7.32K
|
247K
$3.79M
|
|