Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2025
Q2 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
164K+ 141.32% |
$2.01M - $2.54M
|
280K
$4.33M
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
BUY
|
- |
89.8K+ 28.38% |
$1.1M - $1.39M
|
406K
$6.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
76K+ 4.04% |
$931K - $1.18M
|
1.95M
$30.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
75.8K+ 7.16% |
$929K - $1.17M
|
1.13M
$17.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
74.7K+ 7.76% |
$915K - $1.15M
|
1.04M
$16M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
51.1KNew |
$626K - $790K
|
51.1K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.6K+ 1.91% |
$607K - $767K
|
2.64M
$40.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
42.7K+ 3.77% |
$523K - $660K
|
1.17M
$18.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
39.7KNew |
$486K - $614K
|
39.7K
$612K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
37.3K+ 14.59% |
$457K - $577K
|
293K
$4.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.8K+ 4.36% |
$414K - $523K
|
809K
$12.5M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
31.7K+ 15.14% |
$389K - $491K
|
241K
$3.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
31.5K+ 8.05% |
$386K - $488K
|
423K
$6.53M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.5KNew |
$361K - $456K
|
29.5K
$455K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28K+ 5.71% |
$343K - $433K
|
518K
$7.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
25.7K+ 177.17% |
$315K - $398K
|
40.3K
$621K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
25.7K+ 88.78% |
$315K - $397K
|
54.6K
$842K
|
|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
23.9KNew |
$293K - $370K
|
23.9K
$369K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23K+ 10.61% |
$281K - $355K
|
239K
$3.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
22.5KNew |
$275K - $347K
|
22.5K
$346K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.8KNew |
$267K - $337K
|
21.8K
$336K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.5K+ 27.22% |
$251K - $317K
|
95.8K
$1.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.2K+ 30.88% |
$223K - $282K
|
77.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
14.3K+ 4.17% |
$175K - $221K
|
357K
$5.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.5K+ 41.29% |
$165K - $208K
|
46.1K
$711K
|
|
|
Aug 21, 2025
Q2 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13.2K+ 3.55% |
$162K - $205K
|
386K
$5.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 1.87% |
$160K - $203K
|
713K
$11M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 1.87% |
$160K - $203K
|
713K
$11M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.7K+ 6.35% |
$144K - $181K
|
196K
$3.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.2K+ 3.46% |
$138K - $174K
|
336K
$5.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
10.4KNew |
$128K - $161K
|
10.4K
$161K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.96K+ 17.23% |
$122K - $154K
|
67.8K
$1.05M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.25K+ 15.84% |
$113K - $143K
|
67.6K
$1.04M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.99K+ 1.66% |
$110K - $139K
|
551K
$8.5M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8.65K+ 2.98% |
$106K - $134K
|
298K
$4.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
8.39K+ 74.4% |
$103K - $130K
|
19.7K
$303K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.94K+ 38.1% |
$97.3K - $123K
|
28.8K
$444K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.74K+ 125.45% |
$94.8K - $120K
|
13.9K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.57K+ 20.64% |
$92.7K - $117K
|
44.3K
$682K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.33K+ 2.49% |
$89.7K - $113K
|
301K
$4.64M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
6.6K+ 15.54% |
$80.8K - $102K
|
49K
$756K
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
5.87K+ 56.39% |
$71.9K - $90.8K
|
16.3K
$251K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5K+ 1.61% |
$61.2K - $77.3K
|
315K
$4.86M
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
4.72K+ 33.14% |
$57.8K - $73K
|
19K
$292K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
4.66K+ 3.69% |
$57.1K - $72.1K
|
131K
$2.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.52K+ 31.53% |
$55.3K - $69.8K
|
18.8K
$290K
|
|
|
Jul 14, 2025
Q2 2025
|
Seek First Inc.
Campbell, CA |
BUY
|
- |
4.45K+ 26.88% |
$54.5K - $68.8K
|
21K
$324K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
3.81KNew |
$46.7K - $58.9K
|
3.81K
$58.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.93K+ 23.3% |
$35.9K - $45.4K
|
15.5K
$239K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.7K+ 8.33% |
$33.1K - $41.7K
|
35.1K
$541K
|
|