Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
655K+ 5.33% |
$10.1M - $10.5M
|
12.9M
$200M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
141KNew |
$2.18M - $2.25M
|
141K
$2.17M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
105KNew |
$1.63M - $1.68M
|
105K
$1.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
71.5K+ 287.71% |
$1.11M - $1.15M
|
96.4K
$1.49M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
65.7K+ 14.05% |
$1.02M - $1.05M
|
533K
$8.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
63.7K+ 2.41% |
$987K - $1.02M
|
2.71M
$41.7M
|
|
|
Nov 03, 2025
Q3 2025
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
47.6KNew |
$738K - $762K
|
47.6K
$734K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
45.9K+ 12.85% |
$712K - $735K
|
403K
$6.22M
|
|
|
Oct 14, 2025
Q3 2025
|
Shikiar Asset Management Inc
|
BUY
|
- |
39.9KNew |
$618K - $638K
|
39.9K
$615K
|
|
|
Nov 14, 2025
Q3 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
39.8K+ 6.33% |
$617K - $638K
|
670K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
38.3K+ 12.16% |
$594K - $613K
|
353K
$5.45M
|
|
|
Nov 13, 2025
Q3 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
38.2KNew |
$591K - $611K
|
38.2K
$588K
|
|
|
Nov 12, 2025
Q3 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
36.7KNew |
$568K - $587K
|
36.7K
$565K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29.6K+ 1.52% |
$459K - $474K
|
1.98M
$30.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.7K+ 9.1% |
$413K - $427K
|
319K
$4.93M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
25K+ 4.83% |
$388K - $401K
|
544K
$8.38M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
22.7KNew |
$352K - $364K
|
22.7K
$350K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
22.6K+ 5.85% |
$350K - $361K
|
408K
$6.29M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
22.4K+ 118.94% |
$347K - $359K
|
41.2K
$636K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.4K+ 8.06% |
$301K - $311K
|
261K
$4.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.3K+ 1.52% |
$268K - $276K
|
1.15M
$17.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.3K+ 41.03% |
$237K - $245K
|
52.6K
$810K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.9K+ 3.38% |
$215K - $222K
|
424K
$6.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.5K+ 1.15% |
$209K - $216K
|
1.19M
$18.3M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 51.47% |
$175K - $181K
|
33.2K
$512K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.7K+ 75.47% |
$166K - $172K
|
24.9K
$385K
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.4KNew |
$161K - $166K
|
10.4K
$160K
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.2K+ 13.48% |
$158K - $163K
|
85.9K
$1.32M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10KNew |
$155K - $160K
|
10K
$154K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.39KNew |
$115K - $118K
|
7.39K
$114K
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
6.71KNew |
$104K - $107K
|
6.71K
$103K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
6.44K+ 2.86% |
$99.7K - $103K
|
232K
$3.57M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
6KNew |
$93K - $96.1K
|
6K
$92.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.43K+ 2.77% |
$84.2K - $87K
|
202K
$3.11M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
5.21KNew |
$80.8K - $83.4K
|
5.21K
$80.4K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
5.1KNew |
$79.1K - $81.7K
|
5.1K
$78.7K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
BUY
|
- |
4.17KNew |
$64.6K - $66.7K
|
4.17K
$64.3K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.82K+ 27.86% |
$59.3K - $61.2K
|
17.6K
$271K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.42K+ 7.91% |
$53K - $54.7K
|
46.6K
$719K
|
|
|
Nov 05, 2025
Q3 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.01K+ 15.31% |
$46.7K - $48.2K
|
22.7K
$350K
|
|
|
Nov 10, 2025
Q3 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.01K+ 3.88% |
$46.6K - $48.2K
|
80.5K
$1.24M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3K+ 4.44% |
$46.5K - $48.1K
|
70.6K
$1.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.98K+ 5.83% |
$46.1K - $47.7K
|
54.1K
$834K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
2.27K+ 5.18% |
$35.2K - $36.3K
|
46.1K
$711K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
1.7K+ 16.77% |
$26.4K - $27.2K
|
11.8K
$183K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.66K+ 4.18% |
$25.7K - $26.6K
|
41.3K
$637K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.62K+ 11.64% |
$25.1K - $25.9K
|
15.5K
$239K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.35K+ 8.28% |
$20.9K - $21.6K
|
17.6K
$272K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.28KNew |
$19.8K - $20.5K
|
1.28K
$19.7K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.27K+ 6.52% |
$19.7K - $20.3K
|
20.7K
$319K
|
|