Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
269K+ 22.28% |
$3.06M - $3.4M
|
1.47M
$22.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
140K+ 138.39% |
$1.6M - $1.78M
|
242K
$3.71M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
115KNew |
$1.3M - $1.45M
|
115K
$1.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
85.4K+ 18.71% |
$973K - $1.08M
|
542K
$8.32M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
79.8KNew |
$909K - $1.01M
|
79.8K
$1.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
75.5K+ 68.52% |
$860K - $956K
|
186K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
74.4K+ 9.04% |
$847K - $942K
|
897K
$13.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
60.8K+ 380.23% |
$693K - $771K
|
76.8K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
53.1K+ 7.57% |
$605K - $673K
|
754K
$11.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
44.1KNew |
$502K - $558K
|
44.1K
$676K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.9K+ 0.33% |
$466K - $518K
|
12.3M
$188M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
35.6K+ 20.63% |
$406K - $452K
|
208K
$3.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.2K+ 9.13% |
$389K - $433K
|
408K
$6.26M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
33.9KNew |
$386K - $430K
|
33.9K
$521K
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
32.8KNew |
$373K - $415K
|
32.8K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 6.31% |
$372K - $413K
|
550K
$8.44M
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
25KNew |
$284K - $316K
|
25K
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
24.3K+ 4.3% |
$277K - $308K
|
589K
$9.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.3K+ 20.41% |
$277K - $308K
|
143K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.7K+ 156.9% |
$259K - $288K
|
37.2K
$572K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
20.3KNew |
$231K - $257K
|
20.3K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
19KNew |
$217K - $241K
|
19K
$292K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
18.7K+ 50.8% |
$213K - $236K
|
55.4K
$850K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
17.5K+ 81.22% |
$199K - $221K
|
39K
$599K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.5K+ 23.25% |
$188K - $210K
|
87.7K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2KNew |
$173K - $192K
|
15.2K
$233K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
15.2KNew |
$173K - $192K
|
15.2K
$233K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
15.1K+ 4.62% |
$172K - $191K
|
342K
$5.25M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
13.5K+ 134.92% |
$154K - $171K
|
23.5K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
12.6KNew |
$144K - $160K
|
12.6K
$194K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.6KNew |
$144K - $160K
|
12.6K
$194K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 87.05% |
$136K - $151K
|
25.6K
$393K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
11.2KNew |
$128K - $142K
|
11.2K
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
11.1KNew |
$126K - $141K
|
11.1K
$170K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
10.5K+ 4.49% |
$120K - $133K
|
244K
$3.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
4.9K+ 17.17% |
$55.8K - $62.1K
|
33.5K
$513K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.32K+ 1.86% |
$49.2K - $54.7K
|
237K
$3.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.03KNew |
$45.9K - $51K
|
4.03K
$61.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.22K+ 14.77% |
$36.6K - $40.8K
|
25K
$384K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
3.19K+ 3.19% |
$36.4K - $40.5K
|
103K
$1.58M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.15K+ 3.97% |
$35.9K - $39.9K
|
82.5K
$1.27M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.12K+ 16.92% |
$35.5K - $39.5K
|
21.6K
$331K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2.99K+ 284.29% |
$34K - $37.8K
|
4.04K
$61.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
2.83KNew |
$32.2K - $35.8K
|
2.83K
$43.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 11.02% |
$28.5K - $31.7K
|
25.2K
$386K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
2.34KNew |
$26.7K - $29.7K
|
2.34K
$36K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.3KNew |
$26.2K - $29.1K
|
2.3K
$35.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.08K+ 7.86% |
$23.7K - $26.3K
|
28.5K
$438K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2K+ 8.62% |
$22.8K - $25.3K
|
25.2K
$387K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.6K+ 88.89% |
$18.2K - $20.3K
|
3.4K
$52.2K
|