Purchases and Sales Made in Q1 2023 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 2023. 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 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
328+ 1.06% |
$3.55K - $3.98K
|
31.1K
$477K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
260+ 1.24% |
$2.81K - $3.16K
|
21.3K
$326K
|
|
|
Apr 12, 2023
Q1 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
195+ 1.9% |
$2.11K - $2.37K
|
10.4K
$160K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
145+ 0.16% |
$1.57K - $1.76K
|
88.8K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
145+ 0.08% |
$1.57K - $1.76K
|
193K
$2.95M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
118+ 0.9% |
$1.28K - $1.43K
|
13.2K
$202K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
116+ 1.03% |
$1.26K - $1.41K
|
11.4K
$175K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
109+ 0.9% |
$1.18K - $1.32K
|
12.2K
$188K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79+ 0.71% |
$855 - $959
|
11.2K
$171K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
78+ 0.1% |
$844 - $947
|
74.7K
$1.15M
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
77+ 0.69% |
$833 - $935
|
11.2K
$172K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
74+ 1.36% |
$801 - $898
|
5.52K
$84.5K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67+ 0.54% |
$725 - $813
|
12.4K
$191K
|
|
|
Apr 17, 2023
Q1 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
62+ 0.22% |
$671 - $753
|
28.2K
$432K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
60+ 1.67% |
$649 - $728
|
3.65K
$55.9K
|
|
|
May 09, 2023
Q1 2023
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
56+ 2.16% |
$606 - $680
|
2.65K
$40.6K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
46+ 2.12% |
$498 - $558
|
2.21K
$33.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32+ 0.49% |
$346 - $388
|
6.54K
$100K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
31+ 0.24% |
$335 - $376
|
13K
$200K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
29+ 0.02% |
$314 - $352
|
152K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
13+ 0.1% |
$141 - $158
|
12.9K
$197K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.25% |
$97.4 - $109
|
3.61K
$55.3K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6+ 0.03% |
$64.9 - $72.8
|
19.9K
$305K
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-48- 0.23% |
$519 - $583
|
20.9K
$321K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-83- 0.35% |
$898 - $1.01K
|
23.4K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-94- 0.02% |
$1.02K - $1.14K
|
401K
$6.15M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-148- 0.51% |
$1.6K - $1.8K
|
28.6K
$439K
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-250- 2.43% |
$2.71K - $3.04K
|
10.1K
$154K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-286- 0.41% |
$3.09K - $3.47K
|
68.9K
$1.06M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-736- 0.4% |
$7.96K - $8.94K
|
185K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-981- 0.27% |
$10.6K - $11.9K
|
368K
$5.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 2.2% |
$13.7K - $15.3K
|
56.1K
$860K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
SELL
|
- |
-1.29K- 11.41% |
$14K - $15.7K
|
10K
$154K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.33K- 1.12% |
$14.4K - $16.2K
|
117K
$1.8M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 0.7% |
$14.7K - $16.4K
|
193K
$2.95M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.47K- 1.16% |
$15.9K - $17.8K
|
125K
$1.92M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.5K- 40.48% |
$16.2K - $18.2K
|
2.2K
$33.7K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.77K- 10.05% |
$19.2K - $21.5K
|
15.9K
$243K
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
SELL
|
- |
-1.83K- 2.79% |
$19.8K - $22.2K
|
63.7K
$976K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.06K- 9.17% |
$22.3K - $25.1K
|
20.4K
$313K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.11K- 7.83% |
$22.8K - $25.6K
|
24.8K
$380K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-2.18K- 10.71% |
$23.6K - $26.5K
|
18.2K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.6K- 17.2% |
$28.1K - $31.5K
|
12.5K
$192K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.75K- 12.83% |
$29.8K - $33.4K
|
18.7K
$286K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.82K- 9.9% |
$30.5K - $34.2K
|
25.7K
$393K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-2.85K- 2.81% |
$30.8K - $34.6K
|
98.6K
$1.51M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3K- 4.85% |
$32.5K - $36.4K
|
58.9K
$903K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.42K- 16.1% |
$37K - $41.5K
|
17.8K
$273K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.67K- 16.97% |
$39.7K - $44.5K
|
17.9K
$275K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.7K- 1.18% |
$40K - $44.9K
|
310K
$4.75M
|