Who owns Eaton Vance Tax Managed Diversified Eq.?
- Ticker: ETY
- CUSIP Number: 27828N102
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Analyze quarterly positions in Eaton Vance Tax Managed Diversified Eq. with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Eaton Vance Tax Managed Diversified Eq. this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 12M | $166M | 0% | Jun 2024 |
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Pathway Financial Advisers | 5.1M | $349k | 1435% | Sep 2024 |
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Invesco | 1.7M | $26M | 10% | Sep 2024 |
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Wells Fargo & Company | 1.7M | $25M | 7% | Sep 2024 |
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Raymond James & Associates | 1.5M | $22M | 12% | Sep 2024 |
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RFG Advisory | 1.2M | $17M | -2% | Sep 2024 |
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Principal Securities | 1.0M | $15M | 3% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 998k | $15M | -7% | Sep 2024 |
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Raymond James Financial Services Advisors | 802k | $12M | 43% | Sep 2024 |
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Bank of America Corporation | 732k | $11M | 14% | Sep 2024 |
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LPL Financial | 628k | $9.2M | -31% | Sep 2024 |
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Royal Bank of Canada | 597k | $8.7M | -3% | Sep 2024 |
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Cambridge Investment Research Advisors | 480k | $7.0M | -1% | Sep 2024 |
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Advisor Group Holdings | 473k | $6.9M | -5% | Sep 2024 |
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Stifel Financial | 431k | $6.0M | 3% | Jun 2024 |
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Cornerstone Advisors | 417k | $6.1M | -66% | Sep 2024 |
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Heron Bay Capital Management | 317k | $4.6M | -13% | Sep 2024 |
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Cohen & Steers Capital Management | 316k | $4.4M | 11% | Jun 2024 |
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CoreCap Advisors | 311k | $4.5M | -1% | Sep 2024 |
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HighTower Advisors | 297k | $4.2M | -7% | Jun 2024 |
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Rockefeller Capital Management | 294k | $4.1M | 4% | Jun 2024 |
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C2C Wealth Management | 247k | $3.5M | 0% | Jun 2024 |
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Karpus Investment Management | 233k | $3.4M | -4% | Sep 2024 |
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Commonwealth Equity Services | 225k | $3.3M | 1% | Sep 2024 |
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Private Advisor | 222k | $3.3M | -3% | Sep 2024 |
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Shaker Financial Services | 211k | $3.1M | 11% | Sep 2024 |
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Parsons Capital Management | 184k | $2.7M | 0% | Sep 2024 |
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Aptus Capital Advisors | 172k | $2.5M | -1% | Sep 2024 |
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Janney Montgomery Scott | 166k | $2.4M | 100% | Sep 2024 |
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Steward Partners Investment Advisory | 162k | $2.3M | 4% | Jun 2024 |
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Cetera Investment Advisers | 153k | $2.1M | 8% | Jun 2024 |
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Pointe Capital Management | 140k | $2.0M | -7% | Sep 2024 |
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Advisors Asset Management | 134k | $2.0M | 93% | Sep 2024 |
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Wedbush Morgan Securities | 116k | $1.7M | -8% | Sep 2024 |
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Raymond James Trust | 108k | $1.6M | 11% | Sep 2024 |
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Brian McDonald | 101k | $1.5M | -30% | Sep 2024 |
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Goldman Sachs Group | 100k | $1.4M | -8% | Jun 2024 |
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Merit Financial Group | 100k | $1.5M | -14% | Sep 2024 |
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Goss Wealth Management | 92k | $1.3M | -12% | Jun 2024 |
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Sanctuary Advisors | 86k | $1.3M | 0% | Sep 2024 |
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Gladstone Institutional Advisory | 70k | $1.0M | 0% | Sep 2024 |
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Stratos Wealth Partners | 67k | $988k | 411% | Sep 2024 |
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Pnc Financial Services | 66k | $973k | -7% | Sep 2024 |
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Flaharty Asset Management | 60k | $875k | -6% | Sep 2024 |
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Kingsview Wealth Management | 59k | $870k | 0% | Sep 2024 |
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Lido Advisors | 58k | $820k | -24% | Jun 2024 |
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Wealth Effects | 53k | $780k | -2% | Sep 2024 |
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Ameritas Advisory Services | 50k | $738k | 17% | Sep 2024 |
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ELCO Management | 49k | $714k | -4% | Sep 2024 |
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Centaurus Financial | 49k | $711k | -15% | Sep 2024 |
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Branch Banking & Trust Company | 47k | $660k | -36% | Jun 2024 |
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Ignite Planners | 46k | $672k | 0% | Sep 2024 |
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Summit Investment Advisory Services | 45k | $665k | 100% | Sep 2024 |
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Smith, Moore & Co. | 45k | $655k | 49% | Sep 2024 |
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Atria Wealth Solutions | 45k | $653k | -4% | Sep 2024 |
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Mariner Wealth Advisors | 44k | $650k | 2% | Sep 2024 |
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Greenleaf Trust | 44k | $649k | 100% | Sep 2024 |
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Putnam Fl Investment Management | 43k | $626k | 0% | Sep 2024 |
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U.S. Capital Wealth Advisors | 41k | $605k | 1% | Sep 2024 |
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Northern Trust | 40k | $578k | 168% | Sep 2024 |
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Stratos Wealth Advisors | 39k | $576k | 0% | Sep 2024 |
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David J Yvars Group | 39k | $565k | 2% | Sep 2024 |
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Strait & Sound Wealth Management | 38k | $553k | 4% | Sep 2024 |
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BBK Capital Partners | 38k | $549k | 0% | Sep 2024 |
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Creative Planning | 35k | $510k | 17% | Sep 2024 |
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Atomi Financial Group | 35k | $510k | 1% | Sep 2024 |
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CI Private Wealth | 34k | $502k | 0% | Sep 2024 |
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National Asset Management | 34k | $493k | -57% | Sep 2024 |
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LaSalle St. Investment Advisors | 32k | $473k | 100% | Sep 2024 |
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Commerce Bank N A | 31k | $450k | 0% | Sep 2024 |
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Beacon Pointe Advisors | 30k | $442k | 0% | Sep 2024 |
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Kestra Advisory Services | 30k | $439k | -20% | Sep 2024 |
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Summit Investment Advisors | 29k | $418k | 100% | Sep 2024 |
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Monograph Wealth Advisors | 28k | $390k | 52% | Jun 2024 |
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Nicolet Advisory Services | 28k | $397k | 0% | Sep 2024 |
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Rsm Us Wealth Management | 27k | $398k | 0% | Sep 2024 |
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Arete Wealth Advisors | 26k | $381k | 3% | Sep 2024 |
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Global Retirement Partners | 25k | $365k | 21% | Sep 2024 |
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Mendel Capital Management | 24k | $354k | 0% | Sep 2024 |
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HPM Partners | 23k | $332k | 81% | Sep 2024 |
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Burford Brothers | 23k | $318k | 0% | Jun 2024 |
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Mml Investors Services | 21k | $314k | 18% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 21k | $310k | 15% | Sep 2024 |
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Bank of New York Mellon | 20k | $293k | 100% | Sep 2024 |
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Quantum Private Wealth | 20k | $293k | 0% | Sep 2024 |
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Confluence Wealth Services | 20k | $292k | 56% | Sep 2024 |
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Mercer Global Advisors | 20k | $275k | 1% | Jun 2024 |
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Strategic Financial Concepts | 19k | $276k | -93% | Sep 2024 |
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Harbour Investments | 19k | $276k | -1% | Sep 2024 |
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Onyx Bridge Wealth Group | 18k | $268k | 2% | Sep 2024 |
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Syverson Strege & Co | 18k | $259k | 0% | Sep 2024 |
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Envestnet Asset Management | 17k | $256k | 9% | Sep 2024 |
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Wealth Alliance | 17k | $252k | 21% | Sep 2024 |
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Neuberger Berman Group | 17k | $237k | 0% | Jun 2024 |
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Landscape Capital Management | 17k | $242k | -81% | Sep 2024 |
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Mission Wealth Management | 17k | $242k | 0% | Sep 2024 |
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H D Vest Advisory Services | 17k | $232k | 41% | Jun 2024 |
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Capital Wealth Alliance | 17k | $241k | 0% | Sep 2024 |
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Fortitude Advisory Group | 16k | $238k | 0% | Sep 2024 |
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Garden State Investment Advisory Services | 16k | $234k | 2% | Sep 2024 |
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Almanack Investment Partners | 16k | $234k | 100% | Sep 2024 |
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Synovus Financial Corp. | 16k | $233k | 100% | Sep 2024 |
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Blue Chip Partners | 15k | $226k | 0% | Sep 2024 |
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L.m. Kohn & Company | 14k | $209k | 28% | Sep 2024 |
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Chicago Partners Investment | 14k | $206k | 0% | Sep 2024 |
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D.A. Davidson & Co. | 14k | $196k | 0% | Jun 2024 |
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Equitable Holdings | 14k | $196k | 0% | Jun 2024 |
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Frank. Day | 14k | $202k | -58% | Sep 2024 |
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Oliver Lagore Vanvalin Investment Group | 13k | $193k | 0% | Sep 2024 |
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Focused Wealth Management | 13k | $191k | -5% | Sep 2024 |
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Brown Advisory Holdings Incorporated | 13k | $182k | 0% | Jun 2024 |
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Pinnacle Financial Partners | 12k | $182k | 0% | Sep 2024 |
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Parallel Advisors | 12k | $182k | 1% | Sep 2024 |
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Dudley Capital Management | 12k | $172k | 1% | Sep 2024 |
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Edmonds Duncan Registered Investment Advisors | 12k | $171k | 2% | Sep 2024 |
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Capital Market Strategies | 11k | $165k | 0% | Sep 2024 |
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Gratus Capital | 11k | $158k | 100% | Jun 2024 |
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Moors & Cabot | 11k | $164k | -3% | Sep 2024 |
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Oakmont Partners | 11k | $155k | 0% | Sep 2024 |
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Inscription Capital | 11k | $155k | -6% | Sep 2024 |
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Mutual Advisors | 11k | $153k | 2% | Sep 2024 |
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Colony | 11k | $154k | 100% | Sep 2024 |
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Uncommon Cents Investing | 10k | $152k | 0% | Sep 2024 |
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Retirement Planning Group | 10k | $149k | 100% | Sep 2024 |
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Insigneo Advisory Services | 10k | $147k | 0% | Sep 2024 |
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LVZ Advisors | 10k | $147k | 0% | Sep 2024 |
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Kovitz Investment Group Partners | 10k | $147k | 100% | Sep 2024 |
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Beacon Investment Advisory Services | 10k | $141k | 0% | Jun 2024 |
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CWM | 9.7k | $143k | 0% | Sep 2024 |
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Proequities | 9.0k | $132M | 0% | Sep 2024 |
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Us Bancorp | 8.6k | $126k | 9% | Sep 2024 |
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Geneos Wealth Management | 7.6k | $107k | 0% | Jun 2024 |
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Hanson McClain Advisors | 7.6k | $112k | 0% | Sep 2024 |
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Redmont Wealth Advisors | 6.5k | $95k | 0% | Sep 2024 |
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Ashton Thomas Securities | 6.0k | $88k | 100% | Sep 2024 |
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Activest Wealth Management | 5.6k | $83k | 0% | Sep 2024 |
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Princeton Global Asset Management | 5.0k | $73k | 125% | Sep 2024 |
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Webster Bank, N. A. | 4.8k | $71k | 0% | Sep 2024 |
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Hexagon Capital Partners | 4.8k | $70k | 0% | Sep 2024 |
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CNB Bank | 4.6k | $67k | 0% | Sep 2024 |
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Harbor Investment Advisory | 4.6k | $67k | 0% | Sep 2024 |
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Farther Finance Advisors | 4.4k | $64k | 2% | Sep 2024 |
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Private Trust Co Na | 4.0k | $57k | 0% | Jun 2024 |
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Cypress Capital Management | 3.8k | $56k | 0% | Sep 2024 |
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Liberty One Investment Management | 3.8k | $56k | -21% | Sep 2024 |
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Chilton Capital Management | 3.7k | $54k | 100% | Sep 2024 |
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Nelson, Van Denburg & Campbell Wealth Management | 3.7k | $54k | 0% | Sep 2024 |
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HHM Wealth Advisors | 3.4k | $50k | 100% | Sep 2024 |
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Barrett & Company | 3.3k | $48k | 0% | Sep 2024 |
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Wayne Hummer Investments | 1.8k | $26k | -84% | Sep 2024 |
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Who sold out of Eaton Vance Tax Managed Diversified Eq.?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Flow State Investments | Mar 2024 | 149k | $2.0M |
International Assets Investment Management | Jun 2024 | 48k | $677k |
Lane & Associates | Jun 2024 | 20k | $277k |
Virtu Financial | Jun 2024 | 14k | $200k |
Kestra Private Wealth Services | Jun 2024 | 11k | $148k |
Relative Value Partners | Mar 2024 | 10k | $124k |
CoreFirst Bank & Trust | Mar 2024 | 3.6k | $48k |