Purchases and Sales Made in Q1 2022 in Eaton Vance Tax Managed Diversified Equity Income Fund (ETY)
This table provides information about the institutional ownership of Eaton Vance Tax Managed Diversified Equity Income Fund (ETY) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Tax-Managed Diversified Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
251K+ 1.94% |
$3.29M - $3.76M
|
13.2M
$202M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
170K+ 16.52% |
$2.23M - $2.55M
|
1.2M
$18.4M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 0.92% |
$1.58M - $1.81M
|
13.2M
$202M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.3K+ 43.25% |
$1.22M - $1.4M
|
309K
$4.74M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
75.7K+ 46.88% |
$993K - $1.13M
|
237K
$3.64M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
64.5K+ 23.76% |
$845K - $966K
|
336K
$5.15M
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
56.7K+ 543.0% |
$744K - $850K
|
67.2K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
53.3KNew |
$699K - $799K
|
53.3K
$818K
|
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
50K+ 11.08% |
$655K - $749K
|
501K
$7.69M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48.5K+ 231.39% |
$635K - $726K
|
69.4K
$1.06M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
48.5K+ 231.39% |
$635K - $726K
|
69.4K
$1.06M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
42.4K+ 8.03% |
$556K - $635K
|
571K
$8.75M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
41.7KNew |
$546K - $624K
|
41.7K
$639K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
41.6K+ 11.93% |
$546K - $623K
|
390K
$5.99M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
38.2K+ 2.66% |
$500K - $572K
|
1.47M
$22.5M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.1K+ 17.79% |
$500K - $571K
|
252K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 4.58% |
$448K - $512K
|
781K
$12M
|
|
|
May 16, 2022
Q1 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
30.6KNew |
$402K - $459K
|
30.6K
$470K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.1K+ 4.81% |
$343K - $392K
|
570K
$8.74M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
24.8KNew |
$326K - $372K
|
24.8K
$381K
|
|
|
Apr 29, 2022
Q1 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
23K+ 13.46% |
$302K - $345K
|
194K
$2.97M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 6.03% |
$268K - $306K
|
360K
$5.52M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19.7K+ 5.01% |
$258K - $294K
|
412K
$6.32M
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.3K+ 19.3% |
$253K - $289K
|
119K
$1.83M
|
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
19.3K+ 31.26% |
$253K - $289K
|
81K
$1.24M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.2K+ 69.45% |
$212K - $242K
|
39.4K
$604K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
15.8K+ 28.72% |
$207K - $237K
|
70.8K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
15KNew |
$196K - $224K
|
15K
$229K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14.9K+ 147.16% |
$195K - $223K
|
25K
$383K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
14.1KNew |
$184K - $210K
|
14.1K
$215K
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
13.9KNew |
$182K - $208K
|
13.9K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
12.3KNew |
$161K - $184K
|
12.3K
$188K
|
|
|
May 13, 2022
Q1 2022
|
Exodus Point Capital Management, LP
New York, NY |
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 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.8KNew |
$142K - $162K
|
10.8K
$166K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.7KNew |
$140K - $160K
|
10.7K
$164K
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$131K - $150K
|
10K
$153K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
9.08K+ 84.48% |
$119K - $136K
|
19.8K
$304K
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.92K+ 17.46% |
$117K - $134K
|
60K
$920K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
8.16K+ 108.68% |
$107K - $122K
|
15.7K
$240K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
8.09K+ 161.8% |
$106K - $121K
|
13.1K
$201K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8K+ 65.57% |
$105K - $120K
|
20.2K
$310K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.83K+ 2.51% |
$89.5K - $102K
|
279K
$4.28M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.25K+ 24.76% |
$81.9K - $93.6K
|
31.5K
$483K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.44K+ 1.85% |
$71.4K - $81.5K
|
300K
$4.6M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.82KNew |
$63.1K - $72.1K
|
4.82K
$73.8K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.97K+ 5.21% |
$52K - $59.4K
|
80.2K
$1.23M
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.5K+ 11.62% |
$45.9K - $52.4K
|
33.6K
$515K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
3.23KNew |
$42.4K - $48.4K
|
3.23K
$49.5K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.18K+ 811.48% |
$41.7K - $47.7K
|
3.57K
$54.8K
|