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 12, 2021
Q4 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
129+ 1.23% |
$1.33K - $1.6K
|
10.6K
$154K
|
|
|
Feb 12, 2021
Q4 2020
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-14.2KClosed |
$147K - $176K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.8K+ 6.1% |
$18.6K - $22.3K
|
31.2K
$452K
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.44KClosed |
$14.9K - $17.9K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.68KNew |
$27.7K - $33.4K
|
2.68K
$38.8K
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-675Closed |
$6.98K - $8.4K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.65KClosed |
$17.1K - $20.5K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.6KNew |
$16.5K - $19.9K
|
1.6K
$23.1K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.5KNew |
$15.5K - $18.7K
|
1.5K
$21.7K
|
|
|
Jan 20, 2021
Q4 2020
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-2.34KClosed |
$24.1K - $29K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-570Closed |
$6.09K - $6.69K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.7KNew |
$157K - $172K
|
14.7K
$212K
|
|
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41.5KNew |
$444K - $487K
|
41.5K
$601K
|
|
|
Nov 12, 2020
Q3 2020
|
Western Asset Management Company, LLC
Pasadena, CA |
SELL
|
- |
-2Closed |
$21.4 - $23.5
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3KClosed |
$32.1K - $35.2K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-4.09KClosed |
$43.7K - $47.9K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.1KClosed |
$65.2K - $71.6K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-500Closed |
$5.35K - $5.87K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-10.8KClosed |
$115K - $126K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-4.3KClosed |
$37.8K - $47.8K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-55.3KClosed |
$486K - $614K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.02K- 10.21% |
$8.97K - $11.3K
|
8.98K
$130K
|
|
|
Aug 12, 2020
Q2 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10KNew |
$87.9K - $111K
|
10K
$145K
|
|
|
Aug 10, 2020
Q2 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.17KClosed |
$19.1K - $24.1K
|
0
$0
|
|
|
Aug 10, 2020
Q2 2020
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-1.03KClosed |
$9.09K - $11.5K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.9KClosed |
$25.5K - $32.2K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-25.4KClosed |
$223K - $282K
|
0
$0
|
|
|
Jul 27, 2020
Q2 2020
|
Regions Financial Corp
|
SELL
|
- |
-10.4KClosed |
$91.3K - $115K
|
0
$0
|
|
|
Jul 22, 2020
Q2 2020
|
Clean Yield Group
|
SELL
|
- |
-125Closed |
$1.1K - $1.39K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.8KClosed |
$42.2K - $53.3K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-4.72KClosed |
$34.6K - $61.1K
|
0
$0
|
|
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-30KClosed |
$220K - $388K
|
0
$0
|
|
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-394- 3.04% |
$2.88K - $5.1K
|
12.6K
$182K
|
|
|
May 15, 2020
Q1 2020
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-16KClosed |
$117K - $207K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-250Closed |
$1.83K - $3.24K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
BUY
|
- |
10.4KNew |
$75.9K - $134K
|
10.4K
$150K
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
919New |
$6.73K - $11.9K
|
919
$13.3K
|
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-11.3KClosed |
$82.5K - $146K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Oakworth Capital, Inc.
|
SELL
|
- |
-9.4KClosed |
$68.8K - $122K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Seelaus Asset Management LLC
|
SELL
|
- |
-10.3KClosed |
$75.4K - $133K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Kanawha Capital Management LLC
|
SELL
|
- |
-13.7KClosed |
$100K - $177K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
768New |
$5.62K - $9.94K
|
768
$11.1K
|
|
|
Apr 24, 2020
Q1 2020
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-774Closed |
$5.67K - $10K
|
0
$0
|
|
|
Apr 02, 2020
Q1 2020
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.02KClosed |
$14.8K - $26.2K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-9.51KClosed |
$110K - $121K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-6.03KClosed |
$70.1K - $76.5K
|
0
$0
|
|
|
Jan 28, 2020
Q4 2019
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-1.21KClosed |
$14K - $15.3K
|
0
$0
|
|
|
Jan 27, 2020
Q4 2019
|
Tsfg, LLC
|
SELL
|
- |
-686Closed |
$7.97K - $8.7K
|
0
$0
|
|
|
Jan 24, 2020
Q4 2019
|
Telemus Capital, LLC
|
SELL
|
- |
-20KClosed |
$232K - $254K
|
0
$0
|
|
| Q3 2019 | |||||||
|
May 18, 2021
Q3 2019
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-16.9KClosed |
$193K - $205K
|
0
$0
|
|