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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-878- 1.79% |
$13.6K - $14.1K
|
48.2K
$743K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.7K+ 16.77% |
$26.4K - $27.2K
|
11.8K
$183K
|
|
|
Oct 27, 2025
Q3 2025
|
David J Yvars Group
|
SELL
|
- |
-600- 1.48% |
$9.3K - $9.61K
|
40K
$617K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
38+ 0.35% |
$589 - $608
|
10.8K
$166K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.27K+ 5.18% |
$35.2K - $36.3K
|
46.1K
$711K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
896New |
$13.9K - $14.3K
|
896
$13.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.7KNew |
$352K - $364K
|
22.7K
$350K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-47.6K- 19.88% |
$738K - $762K
|
192K
$2.96M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
6KNew |
$93K - $96.1K
|
6K
$92.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
177+ 0.31% |
$2.74K - $2.83K
|
56.6K
$873K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 11.64% |
$25.1K - $25.9K
|
15.5K
$239K
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.88K- 7.34% |
$44.7K - $46.1K
|
36.4K
$561K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-20.8K- 6.19% |
$323K - $333K
|
315K
$4.86M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
161+ 0.56% |
$2.5K - $2.58K
|
29K
$446K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 0.81% |
$1.16K - $1.2K
|
9.36K
$144K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 3.08% |
$31 - $32
|
67
$1.03K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-263- 0.2% |
$4.08K - $4.21K
|
131K
$2.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-936- 2.45% |
$14.5K - $15K
|
37.3K
$575K
|
|
|
Oct 20, 2025
Q3 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
61+ 1.92% |
$946 - $977
|
3.24K
$50K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200+ 25.0% |
$3.1K - $3.2K
|
1K
$15.4K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
141KNew |
$2.18M - $2.25M
|
141K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
39.9KNew |
$618K - $638K
|
39.9K
$615K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 1.73% |
$1.36K - $1.41K
|
5.18K
$79.9K
|
|
|
Oct 14, 2025
Q3 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-3.72K- 97.53% |
$57.6K - $59.5K
|
94
$1.45K
|
|
|
Oct 10, 2025
Q3 2025
|
Focused Wealth Management, Inc
|
SELL
|
- |
-776- 6.77% |
$12K - $12.4K
|
10.7K
$165K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-500- 2.62% |
$7.75K - $8.01K
|
18.6K
$287K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
750+ 3.34% |
$11.6K - $12K
|
23.2K
$358K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
358+ 0.8% |
$5.55K - $5.73K
|
45K
$693K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 1.87% |
$160K - $203K
|
713K
$11M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.71K+ 5.27% |
$20.9K - $26.4K
|
34.1K
$526K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.5KNew |
$361K - $456K
|
29.5K
$455K
|
|
|
Aug 14, 2025
Q2 2025
|
Mendel Capital Management LLC
|
SELL
|
- |
-3.96K- 16.41% |
$48.5K - $61.3K
|
20.2K
$311K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-142- 0.63% |
$1.74K - $2.2K
|
22.4K
$345K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
625New |
$7.66K - $9.67K
|
625
$9.64K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-243- 0.57% |
$2.98K - $3.76K
|
42.5K
$655K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-75.8K- 84.25% |
$928K - $1.17M
|
14.2K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-5K- 25.0% |
$61.3K - $77.4K
|
15K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-1.57K- 13.4% |
$19.2K - $24.3K
|
10.1K
$156K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.33KNew |
$28.6K - $36.1K
|
2.33K
$36K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-6.6K- 85.1% |
$80.8K - $102K
|
1.16K
$17.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
26+ 0.16% |
$319 - $402
|
16.8K
$259K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 23.3% |
$35.9K - $45.4K
|
15.5K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
1.34K+ 12.14% |
$16.5K - $20.8K
|
12.4K
$191K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
533New |
$6.53K - $8.25K
|
533
$8.22K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-2K- 12.12% |
$24.5K - $30.9K
|
14.5K
$224K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.35K+ 68.27% |
$16.5K - $20.9K
|
3.33K
$51.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$161K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
4.72K+ 33.14% |
$57.8K - $73K
|
19K
$292K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
500+ 2.86% |
$6.13K - $7.74K
|
18K
$278K
|
|