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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.8K+ 6.07% |
$19.2K - $22K
|
31.5K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.92K- 33.96% |
$20.5K - $23.4K
|
3.74K
$54.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.49KNew |
$26.5K - $30.3K
|
2.49K
$36K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
95New |
$1.01K - $1.16K
|
95
$1.37K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
BUY
|
- |
367New |
$3.9K - $4.47K
|
367
$5.31K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.38KNew |
$67.9K - $77.8K
|
6.38K
$92.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
BUY
|
- |
10.6KNew |
$113K - $129K
|
10.6K
$153K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$16.2K - $18.5K
|
1.52K
$22K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.78K- 9.73% |
$18.9K - $21.6K
|
16.5K
$238K
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11K- 44.07% |
$117K - $134K
|
14K
$202K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-102- 16.78% |
$1.09K - $1.24K
|
506
$7.32K
|
|
| Q3 2023 | |||||||
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2KNew |
$173K - $192K
|
15.2K
$219K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.83KNew |
$32.2K - $35.8K
|
2.83K
$40.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$26.2K - $29.1K
|
2.3K
$33.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 156.9% |
$259K - $288K
|
37.2K
$539K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
32.8KNew |
$373K - $415K
|
32.8K
$474K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3KNew |
$231K - $257K
|
20.3K
$294K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
992New |
$11.3K - $12.6K
|
992
$14.4K
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
33.9KNew |
$386K - $430K
|
33.9K
$491K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
61+ 1.65% |
$695 - $773
|
3.77K
$54.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.34KNew |
$26.7K - $29.7K
|
2.34K
$33.9K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1KNew |
$11.4K - $12.7K
|
1K
$14.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.6KNew |
$144K - $160K
|
12.6K
$183K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.19K+ 3.19% |
$36.4K - $40.5K
|
103K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-315- 2.0% |
$3.59K - $3.99K
|
15.4K
$224K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.99K+ 284.29% |
$34K - $37.8K
|
4.04K
$58.4K
|
|
| Q2 2023 | |||||||
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
13KNew |
$147K - $162K
|
13K
$189K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
190New |
$2.15K - $2.37K
|
190
$2.75K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10KNew |
$113K - $125K
|
10K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-3K- 21.58% |
$33.9K - $37.4K
|
10.9K
$158K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4.48K+ 51.29% |
$50.6K - $55.8K
|
13.2K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-149- 1.18% |
$1.68K - $1.86K
|
12.4K
$180K
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.86K- 38.53% |
$32.3K - $35.6K
|
4.56K
$65.9K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.2KNew |
$218K - $245K
|
20.2K
$292K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-29.5K- 45.89% |
$319K - $358K
|
34.7K
$502K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 40.48% |
$16.2K - $18.2K
|
2.2K
$31.8K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79+ 0.71% |
$855 - $959
|
11.2K
$161K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.1K+ 105.0% |
$22.7K - $25.5K
|
4.1K
$59.3K
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
831+ 1.48% |
$8.99K - $10.1K
|
56.8K
$823K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
3KNew |
$32.5K - $36.4K
|
3K
$43.4K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-16K- 56.03% |
$174K - $195K
|
12.6K
$182K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 2.43% |
$2.71K - $3.04K
|
10.1K
$145K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.29K- 11.41% |
$14K - $15.7K
|
10K
$145K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
SELL
|
- |
-22.2K- 56.12% |
$240K - $269K
|
17.3K
$251K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
54.6KNew |
$589K - $662K
|
54.6K
$790K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
118KNew |
$1.28M - $1.43M
|
118K
$1.71M
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13KNew |
$140K - $157K
|
13K
$188K
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.94K- 1.46% |
$20.9K - $23.5K
|
131K
$1.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-373- 8.51% |
$4.02K - $4.52K
|
4.01K
$58.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
13.8KNew |
$149K - $168K
|
13.8K
$200K
|
|