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 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.3KNew |
$144K - $159K
|
11.3K
$172K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 1.45% |
$244 - $269
|
1.33K
$20.4K
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 20.0% |
$1.28K - $1.41K
|
400
$6.13K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 281.0% |
$25.2K - $27.8K
|
2.67K
$40.9K
|
|
Jul 10, 2024
Q2 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
SELL
|
- |
-2.45K- 27.41% |
$31.4K - $34.6K
|
6.49K
$99.5K
|
|
Q1 2024 | |||||||
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.01K+ 1285.04% |
$35.6K - $40.3K
|
3.24K
$49.7K
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 52.94% |
$21.3K - $24.1K
|
1.6K
$24.5K
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
24.2KNew |
$286K - $324K
|
24.2K
$370K
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.23KNew |
$62K - $70.1K
|
5.23K
$80.2K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 5.78% |
$27.3K - $30.8K
|
37.5K
$575K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
850New |
$10.1K - $11.4K
|
850
$13K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.9KNew |
$840K - $950K
|
70.9K
$1.09M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.4K+ 66.63% |
$254K - $287K
|
53.6K
$822K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.4K- 14.09% |
$170K - $192K
|
87.5K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
16.9KNew |
$200K - $226K
|
16.9K
$258K
|
|
May 13, 2024
Q1 2024
|
Clear Street Markets LLC
|
BUY
|
- |
5.23KNew |
$62K - $70.1K
|
5.23K
$80.2K
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.7KNew |
$340K - $385K
|
28.7K
$440K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
152KNew |
$1.8M - $2.03M
|
152K
$2.32M
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.15K+ 3.47% |
$13.6K - $15.4K
|
34.3K
$525K
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
10KNew |
$119K - $134K
|
10K
$153K
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.4KNew |
$123K - $139K
|
10.4K
$159K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-833- 2.64% |
$9.87K - $11.2K
|
30.7K
$471K
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
BUY
|
- |
527New |
$6.24K - $7.07K
|
527
$8.08K
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
4.59KNew |
$54.4K - $61.6K
|
4.59K
$70.4K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
118+ 1.12% |
$1.4K - $1.58K
|
10.6K
$163K
|
|
Apr 19, 2024
Q1 2024
|
Uncommon Cents Investing LLC
|
BUY
|
- |
10.4KNew |
$123K - $139K
|
10.4K
$159K
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-336- 41.03% |
$3.98K - $4.51K
|
483
$7.4K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.25K- 16.66% |
$26.7K - $30.2K
|
11.3K
$173K
|
|
Q4 2023 | |||||||
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
942+ 38.39% |
$10K - $11.5K
|
3.4K
$52.1K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 6.07% |
$19.2K - $22K
|
31.5K
$483K
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-9.12K- 24.81% |
$97K - $111K
|
27.6K
$424K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.92K- 33.96% |
$20.5K - $23.4K
|
3.74K
$57.3K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95New |
$1.01K - $1.16K
|
95
$1.46K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49KNew |
$26.5K - $30.3K
|
2.49K
$38.2K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
367New |
$3.9K - $4.47K
|
367
$5.63K
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.38KNew |
$67.9K - $77.8K
|
6.38K
$97.8K
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.6KNew |
$113K - $129K
|
10.6K
$162K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$16.2K - $18.5K
|
1.52K
$23.3K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.78K- 9.73% |
$18.9K - $21.6K
|
16.5K
$252K
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 44.07% |
$117K - $134K
|
14K
$214K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-102- 16.78% |
$1.09K - $1.24K
|
506
$7.76K
|
|
Q3 2023 | |||||||
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2KNew |
$173K - $192K
|
15.2K
$232K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.83KNew |
$32.2K - $35.8K
|
2.83K
$43.3K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$26.2K - $29.1K
|
2.3K
$35.3K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 156.9% |
$259K - $288K
|
37.2K
$571K
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
32.8KNew |
$373K - $415K
|
32.8K
$502K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
992New |
$11.3K - $12.6K
|
992
$15.2K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3KNew |
$231K - $257K
|
20.3K
$311K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
33.9KNew |
$386K - $430K
|
33.9K
$520K
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
61+ 1.65% |
$695 - $773
|
3.77K
$57.8K
|