Purchases and Sales Made in Q1 2024 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 2024. 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 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-355- 2.71% |
$4.21K - $4.76K
|
12.7K
$195K
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-402- 1.55% |
$4.76K - $5.39K
|
25.5K
$392K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-620- 0.2% |
$7.35K - $8.31K
|
313K
$4.8M
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-738- 4.38% |
$8.75K - $9.9K
|
16.1K
$247K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-797- 7.21% |
$9.44K - $10.7K
|
10.3K
$157K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-833- 2.64% |
$9.87K - $11.2K
|
30.7K
$472K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-834- 1.06% |
$9.88K - $11.2K
|
78.1K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-929- 0.52% |
$11K - $12.5K
|
176K
$2.7M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-942- 27.74% |
$11.2K - $12.6K
|
2.45K
$37.7K
|
|
Apr 30, 2024
Q1 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-981- 12.17% |
$11.6K - $13.2K
|
7.08K
$109K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 11.6% |
$11.9K - $13.4K
|
7.62K
$117K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.04K- 36.71% |
$12.3K - $14K
|
1.8K
$27.6K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.05K- 1.39% |
$12.4K - $14K
|
74.4K
$1.14M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.16K- 1.56% |
$13.8K - $15.6K
|
73.3K
$1.12M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.8K- 52.94% |
$21.3K - $24.1K
|
1.6K
$24.6K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.25K- 16.66% |
$26.7K - $30.2K
|
11.3K
$173K
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.3K- 5.78% |
$27.3K - $30.8K
|
37.5K
$575K
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-2.43K- 1.37% |
$28.8K - $32.6K
|
175K
$2.68M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.5K- 12.23% |
$29.6K - $33.5K
|
17.9K
$275K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.6K- 8.31% |
$30.8K - $34.9K
|
28.7K
$440K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.55K- 1.53% |
$42.1K - $47.6K
|
229K
$3.52M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.72K- 4.65% |
$44K - $49.8K
|
76.1K
$1.17M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.86K- 14.84% |
$45.7K - $51.7K
|
22.1K
$340K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.96K- 0.45% |
$47K - $53.2K
|
868K
$13.3M
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4.4K- 7.8% |
$52.1K - $59K
|
52K
$798K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-4.5K- 6.38% |
$53.3K - $60.3K
|
65.9K
$1.01M
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-4.66K- 2.45% |
$55.2K - $62.5K
|
186K
$2.85M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.72K- 27.57% |
$56K - $63.3K
|
12.4K
$190K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-4.97K- 3.3% |
$58.9K - $66.6K
|
145K
$2.23M
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-4.98K- 26.36% |
$59K - $66.8K
|
13.9K
$214K
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6.47K- 11.91% |
$76.6K - $86.7K
|
47.8K
$734K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.66K- 14.19% |
$103K - $116K
|
52.4K
$804K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-14.4K- 14.09% |
$170K - $192K
|
87.5K
$1.34M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-15.4K- 34.27% |
$183K - $207K
|
29.6K
$454K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-16.3K- 3.74% |
$193K - $218K
|
419K
$6.43M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-46.6K- 7.59% |
$552K - $625K
|
567K
$8.71M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-62.4K- 42.48% |
$739K - $836K
|
84.4K
$1.3M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-166K- 9.51% |
$1.97M - $2.23M
|
1.58M
$24.3M
|