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 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21KNew |
$226K - $280K
|
21K
$322K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$159K - $197K
|
14.8K
$227K
|
|
|
Nov 08, 2022
Q3 2022
|
Stone X Group Inc.
|
BUY
|
- |
11.6KNew |
$125K - $155K
|
11.6K
$178K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
1KNew |
$10.8K - $13.3K
|
1K
$15.3K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
628+ 1.64% |
$6.75K - $8.38K
|
39K
$598K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
226New |
$2.43K - $3.01K
|
226
$3.46K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
214+ 1.27% |
$2.3K - $2.85K
|
17.1K
$262K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
14.8KNew |
$163K - $209K
|
14.8K
$227K
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$116K - $148K
|
10.5K
$161K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.32KNew |
$25.7K - $32.8K
|
2.32K
$35.6K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
2K+ 12.73% |
$22K - $28.1K
|
17.7K
$271K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.86KNew |
$20.5K - $26.2K
|
1.86K
$28.4K
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.34K+ 6.07% |
$14.8K - $18.9K
|
23.4K
$359K
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1.27KNew |
$14K - $17.9K
|
1.27K
$19.5K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
658New |
$7.26K - $9.28K
|
658
$10.1K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
225+ 2.15% |
$2.48K - $3.17K
|
10.7K
$164K
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
44+ 1.52% |
$486 - $620
|
2.94K
$45.1K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.3KNew |
$161K - $184K
|
12.3K
$188K
|
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
11KNew |
$144K - $165K
|
11K
$169K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$131K - $150K
|
10K
$153K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.23KNew |
$42.4K - $48.4K
|
3.23K
$49.5K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
2.4KNew |
$31.5K - $36K
|
2.4K
$36.8K
|
|
|
May 05, 2022
Q1 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.74KNew |
$22.9K - $26.1K
|
1.74K
$26.7K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
37.5KNew |
$517K - $564K
|
37.5K
$575K
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
20KNew |
$276K - $301K
|
20K
$307K
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
3.5KNew |
$48.3K - $52.7K
|
3.5K
$53.7K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
5KNew |
$69.8K - $73.1K
|
5K
$76.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
4.75KNew |
$66.3K - $69.4K
|
4.75K
$72.8K
|
|
| Q2 2021 | |||||||
|
Aug 05, 2021
Q2 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
23.5KNew |
$301K - $336K
|
23.5K
$360K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
300+ 60.0% |
$3.85K - $4.29K
|
800
$12.3K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
38New |
$487 - $543
|
38
$583
|
|
| Q1 2021 | |||||||
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
BUY
|
- |
11KNew |
$132K - $142K
|
11K
$169K
|
|
|
May 05, 2021
Q1 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.16KNew |
$25.9K - $27.8K
|
2.16K
$33.1K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
3.63KNew |
$37.5K - $45.1K
|
3.63K
$55.6K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
3.39KNew |
$35K - $42.1K
|
3.39K
$51.9K
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.68KNew |
$27.7K - $33.4K
|
2.68K
$41.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
1.8K+ 6.1% |
$18.6K - $22.3K
|
31.2K
$478K
|
|
|
Jan 29, 2021
Q4 2020
|
Key F Inancial Inc
|
BUY
|
- |
1.6KNew |
$16.5K - $19.9K
|
1.6K
$24.5K
|
|
|
Jan 20, 2021
Q4 2020
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
1.5KNew |
$15.5K - $18.7K
|
1.5K
$23K
|
|
|
Feb 12, 2021
Q4 2020
|
Brown Advisory Securities, LLC
|
BUY
|
- |
129+ 1.23% |
$1.33K - $1.6K
|
10.6K
$163K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
41.5KNew |
$444K - $487K
|
41.5K
$637K
|
|
|
Nov 13, 2020
Q3 2020
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
14.7KNew |
$157K - $172K
|
14.7K
$225K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
10KNew |
$87.9K - $111K
|
10K
$153K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Krilogy Financial LLC
|
BUY
|
- |
10.4KNew |
$75.9K - $134K
|
10.4K
$159K
|
|
|
May 11, 2020
Q1 2020
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
919New |
$6.73K - $11.9K
|
919
$14.1K
|
|
|
Apr 27, 2020
Q1 2020
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
768New |
$5.62K - $9.94K
|
768
$11.8K
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Gsb Wealth Management, LLC
|
BUY
|
- |
4.27KNew |
$48.9K - $51.9K
|
4.27K
$65.4K
|
|
|
Oct 29, 2019
Q3 2019
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.35KNew |
$38.4K - $40.7K
|
3.35K
$51.4K
|
|
|
Oct 02, 2019
Q3 2019
|
Webster Bank, N. A.
|
BUY
|
- |
3.33K+ 221.67% |
$38.1K - $40.4K
|
4.83K
$74K
|
|