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 208 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $539 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
68,452
shares
|
$965,173
0.05% of portfolio
|
Q4 2024
Added 96.63%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
63,500
shares
|
$895,350
0.05% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
60,809
shares
|
$857,406
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,645
shares
|
$840,994
0.01% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
58,999
shares
|
$831,885
0.02% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
55,251
shares
|
$779,039
0.13% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
53,224
shares
|
$750,458
0.08% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
51,567
shares
|
$727,094
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Wealth Effects LLC
|
Apr 23, 2025 Q1 2025 |
49,576
shares
|
$699,021
0.32% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
48,819
shares
|
$688,347
0.05% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
47,400
shares
|
$668,340
0.38% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
47,212
shares
|
$665,689
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
46,823
shares
|
$660,204
0.33% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
44,661
shares
|
$629,720
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
44,575
shares
|
$628,507
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
43,446
shares
|
$612,588
0.0% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
42,701
shares
|
$602,084
0.01% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
42,451
shares
|
$598,559
0.5% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
41,338
shares
|
$582,865
0.01% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
40,799
shares
|
$575,265
0.0% of portfolio
|
Q1 2025
Reduced 19.32%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
40,344
shares
|
$568,850
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
40,139
shares
|
$565,959
0.45% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
39,615
shares
|
$558,571
0.05% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
37,500
shares
|
$528,750
1.18% of portfolio
|
Q4 2021
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
36,926
shares
|
$520,656
0.12% of portfolio
|
Q1 2025
Added 4.66%
|