Latest Institutional Purchases of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This list provides information on the latest institutional transactions involving Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
10.9K+ 11.25% |
$145K - $160K
|
108K
$1.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.2K+ 81.36% |
$135K - $149K
|
22.7K
$348K
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$155K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10KNew |
$132K - $146K
|
10K
$153K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 5.34% |
$108K - $120K
|
161K
$2.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
6KNew |
$79.4K - $87.8K
|
6K
$92K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.96K+ 16.59% |
$65.6K - $72.5K
|
34.8K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
3.7KNew |
$49K - $54.2K
|
3.7K
$56.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.34K+ 18.46% |
$44.2K - $48.8K
|
21.4K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
3.14K+ 28.28% |
$41.6K - $46K
|
14.2K
$218K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.01K+ 21.22% |
$39.9K - $44.1K
|
17.2K
$264K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.77K+ 125.17% |
$36.7K - $40.6K
|
4.98K
$76.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.76K+ 15.02% |
$36.6K - $40.4K
|
21.1K
$324K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.24K+ 1.0% |
$29.6K - $32.7K
|
225K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.46K+ 7.43% |
$19.3K - $21.3K
|
21.1K
$323K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.43K+ 8.95% |
$19K - $21K
|
17.4K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.23K+ 2.11% |
$16.3K - $18.1K
|
59.6K
$914K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 3.02% |
$14.6K - $16.2K
|
37.7K
$578K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
922+ 7.11% |
$12.2K - $13.5K
|
13.9K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
899+ 2.07% |
$11.9K - $13.2K
|
44.4K
$680K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
689+ 8.68% |
$9.12K - $10.1K
|
8.62K
$132K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
675+ 4.41% |
$8.94K - $9.88K
|
16K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
BUY
|
- |
500+ 0.2% |
$6.62K - $7.32K
|
247K
$3.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
222+ 0.86% |
$2.94K - $3.25K
|
26.2K
$401K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
222+ 1.94% |
$2.94K - $3.25K
|
11.7K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
142+ 1.16% |
$1.88K - $2.08K
|
12.4K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 0.67% |
$1.47K - $1.63K
|
16.6K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
91+ 2.12% |
$1.2K - $1.33K
|
4.39K
$67.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
88+ 0.76% |
$1.17K - $1.29K
|
11.7K
$180K
|
|
|
Nov 15, 2024
Q3 2024
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
62+ 2.11% |
$821 - $908
|
3K
$45.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$318 - $351
|
24
$368
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6New |
$79.4 - $87.8
|
6
$92
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 10.5% |
$385K - $424K
|
316K
$4.84M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
11.3KNew |
$144K - $159K
|
11.3K
$172K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
5.64KNew |
$72.4K - $79.8K
|
5.64K
$86.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5K+ 19.84% |
$64.2K - $70.7K
|
30.2K
$463K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.97K+ 281.0% |
$25.2K - $27.8K
|
2.67K
$40.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.5K+ 85.71% |
$19.2K - $21.2K
|
3.25K
$49.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
430+ 2.23% |
$5.52K - $6.08K
|
19.7K
$302K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
400New |
$5.13K - $5.66K
|
400
$6.13K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
252New |
$3.23K - $3.56K
|
252
$3.86K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
63New |
$808 - $891
|
63
$966
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 2.21% |
$590 - $650
|
2.13K
$32.6K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19+ 1.45% |
$244 - $269
|
1.33K
$20.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6+ 0.06% |
$77 - $84.8
|
10.5K
$161K
|
|
| Q1 2024 | |||||||
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
152KNew |
$1.8M - $2.03M
|
152K
$2.32M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
70.9KNew |
$840K - $950K
|
70.9K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
28.7KNew |
$340K - $385K
|
28.7K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
24.2KNew |
$286K - $324K
|
24.2K
$370K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.4K+ 66.63% |
$254K - $287K
|
53.6K
$822K
|
|