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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.8K+ 4.54% |
$22.1K - $27.8K
|
41.4K
$639K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
SELL
|
- |
-2.32K- 41.09% |
$28.4K - $35.9K
|
3.33K
$51.3K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.7K+ 88.78% |
$315K - $397K
|
54.6K
$842K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-5.88K- 84.43% |
$72K - $91K
|
1.08K
$16.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-70- 0.78% |
$858 - $1.08K
|
8.86K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
618New |
$7.57K - $9.56K
|
618
$9.53K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 2.74% |
$3.68K - $4.64K
|
11.3K
$174K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
23.9KNew |
$293K - $370K
|
23.9K
$369K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-445- 3.37% |
$5.45K - $6.88K
|
12.8K
$197K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.74K- 60.74% |
$94.8K - $120K
|
5K
$77.1K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.3K+ 27.72% |
$46.9K - $51.7K
|
15.2K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
SELL
|
- |
-452- 47.78% |
$6.42K - $7.08K
|
494
$7.62K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-20K- 6.34% |
$284K - $313K
|
296K
$4.56M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.3KNew |
$18.5K - $20.4K
|
1.3K
$20.1K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.41KNew |
$34.3K - $37.8K
|
2.41K
$37.2K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3KNew |
$42.6K - $47K
|
3K
$46.3K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5K- 30.65% |
$71.1K - $78.4K
|
11.3K
$174K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
14.5K+ 19.43% |
$205K - $227K
|
88.8K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.9K- 99.95% |
$27K - $29.8K
|
1
$15.4
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25.7K- 37.15% |
$365K - $402K
|
43.4K
$670K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.46K+ 34.02% |
$49.2K - $54.2K
|
13.6K
$210K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
2.34KNew |
$33.3K - $36.7K
|
2.34K
$36.1K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.01% |
$28.4 - $31.3
|
27.4K
$422K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
2.12KNew |
$30.1K - $33.2K
|
2.12K
$32.7K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-650- 7.54% |
$9.24K - $10.2K
|
7.97K
$123K
|
|
|
Apr 28, 2025
Q1 2025
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$73K - $80.5K
|
5.14K
$79.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.44KNew |
$34.6K - $38.2K
|
2.44K
$37.6K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
3.19KNew |
$45.3K - $50K
|
3.19K
$49.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
960+ 9.56% |
$13.6K - $15K
|
11K
$170K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-12.8K- 5.52% |
$185K - $197K
|
220K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-6.1K- 3.58% |
$87.8K - $93.7K
|
165K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.1K- 3.54% |
$87.8K - $93.7K
|
166K
$2.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-24.5K- 62.1% |
$352K - $376K
|
15K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.2K+ 2.01% |
$17.2K - $18.4K
|
60.8K
$938K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
7.16KNew |
$103K - $110K
|
7.16K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
466New |
$6.7K - $7.15K
|
466
$7.19K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.6K+ 6579.23% |
$196K - $209K
|
13.8K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
125+ 0.78% |
$1.8K - $1.92K
|
16.1K
$248K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-110K- 52.2% |
$1.58M - $1.69M
|
101K
$1.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
44+ 2.02% |
$633 - $675
|
2.22K
$34.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
6.32KNew |
$90.9K - $97K
|
6.32K
$97.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 8.38% |
$2.16K - $2.3K
|
1.64K
$25.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
228KNew |
$3.27M - $3.49M
|
228K
$3.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
24.6KNew |
$354K - $377K
|
24.6K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
340New |
$4.89K - $5.22K
|
340
$5.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
17.5KNew |
$251K - $268K
|
17.5K
$269K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
85+ 0.1% |
$1.22K - $1.3K
|
85.8K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
22.9KNew |
$329K - $351K
|
22.9K
$353K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.05K- 12.84% |
$72.6K - $77.5K
|
34.3K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-590- 4.19% |
$8.48K - $9.06K
|
13.5K
$208K
|
|