Institutional Ownership 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). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 39.7 Million shares, which have been reported (via 13F filing form) to have a value of $606 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
66,426
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
59,723
shares
|
$916,748
0.13% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
59,613
shares
|
$915,059
0.0% of portfolio
|
Q3 2024
Added 2.11%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
59,399
shares
|
$911,774
0.02% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
54,590
shares
|
$837,956
0.32% of portfolio
|
Q4 2024
Added 2.51%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
51,567
shares
|
$791,553
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
48,710
shares
|
$747,698
0.39% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
48,551
shares
|
$745,257
0.05% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
47,926
shares
|
$735,664
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
46,299
shares
|
$710,689
0.16% of portfolio
|
Q4 2024
Added 0.9%
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
46,098
shares
|
$707,604
0.36% of portfolio
|
Q4 2024
Added 1.6%
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
44,728
shares
|
$686,574
0.06% of portfolio
|
Q3 2024
Added 49.29%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
44,552
shares
|
$683,873
0.01% of portfolio
|
Q3 2024
Reduced 4.3%
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
44,384
shares
|
$681,294
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
44,329
shares
|
$680,450
0.01% of portfolio
|
Q3 2024
New holding
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
42,701
shares
|
$655,460
0.01% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
42,177
shares
|
$647,416
0.05% of portfolio
|
Q4 2024
New holding
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
41,300
shares
|
$633,955
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
39,450
shares
|
$605,557
0.0% of portfolio
|
Q3 2024
Added 167.58%
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
39,318
shares
|
$603,531
0.03% of portfolio
|
Q3 2024
Added 0.22%
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
38,762
shares
|
$594,996
0.37% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
37,716
shares
|
$578,940
0.27% of portfolio
|
Q3 2024
Added 3.02%
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
37,500
shares
|
$575,625
1.18% of portfolio
|
Q4 2021
New holding
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
37,487
shares
|
$575,425
0.09% of portfolio
|
Q1 2024
Reduced 5.78%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
34,819
shares
|
$534,471
0.0% of portfolio
|
Q3 2024
Added 16.59%
|