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 220 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $615 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
38,232
shares
|
$589,537
0.0% of portfolio
|
Q3 2025
Reduced 5.01%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
38,161
shares
|
$588,442
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
37,500
shares
|
$578,250
1.18% of portfolio
|
Q4 2021
New holding
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
37,314
shares
|
$575,381
0.23% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
36,659
shares
|
$565,281
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
36,392
shares
|
$561,164
0.01% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
34,823
shares
|
$536,970
0.02% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
34,269
shares
|
$528,427
0.03% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
33,200
shares
|
$511,944
0.0% of portfolio
|
Q3 2025
Added 51.47%
|
|
|
Flaharty Asset Management, LLC
|
Nov 04, 2025 Q3 2025 |
32,399
shares
|
$499,592
0.07% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Oct 29, 2025 Q3 2025 |
31,252
shares
|
$481,905
0.08% of portfolio
|
Q3 2025
Reduced 12.83%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,212
shares
|
$481,289
0.0% of portfolio
|
Q4 2020
Added 6.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
30,743
shares
|
$474,057
0.0% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
29,485
shares
|
$454,658
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
29,324
shares
|
$452,176
0.0% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
29,167
shares
|
$449,755
0.0% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
28,953
shares
|
$446,455
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
27,393
shares
|
$422,400
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
27,194
shares
|
$419,331
0.03% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
24,940
shares
|
$384,574
0.0% of portfolio
|
Q3 2025
Added 75.47%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
23,200
shares
|
$357,744
0.02% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
22,997
shares
|
$354,613
0.03% of portfolio
|
Q3 2025
Reduced 2.7%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
22,730
shares
|
$350,496
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
22,687
shares
|
$349,833
0.03% of portfolio
|
Q3 2025
Added 15.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
22,374
shares
|
$345,007
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|