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 197 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $541 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
34,269
shares
|
$525,343
0.03% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
34,260
shares
|
$525,205
0.0% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
33,806
shares
|
$518,245
0.01% of portfolio
|
Q3 2024
Reduced 57.27%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
32,328
shares
|
$495,588
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,212
shares
|
$478,479
0.0% of portfolio
|
Q4 2020
Added 6.1%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
30,743
shares
|
$471,290
0.0% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
30,200
shares
|
$462,966
0.01% of portfolio
|
Q2 2024
Added 19.84%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
29,960
shares
|
$459,286
0.0% of portfolio
|
Q3 2024
Reduced 20.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
28,513
shares
|
$437,104
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
27,626
shares
|
$423,506
0.04% of portfolio
|
Q4 2023
Reduced 24.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
27,391
shares
|
$419,904
0.01% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
26,174
shares
|
$401,247
0.03% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
24,150
shares
|
$370,219
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
22,899
shares
|
$351,041
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
22,679
shares
|
$347,669
0.0% of portfolio
|
Q3 2024
Added 81.36%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
21,405
shares
|
$328,138
0.0% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
21,400
shares
|
$328,062
0.16% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,145
shares
|
$324,152
0.0% of portfolio
|
Q3 2024
Added 15.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
21,055
shares
|
$322,773
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
20,000
shares
|
$306,600
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
19,517
shares
|
$299,195
0.02% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
18,825
shares
|
$288,587
0.01% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,703
shares
|
$286,716
0.01% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
18,684
shares
|
$286,425
0.04% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
18,279
shares
|
$280,217
0.04% of portfolio
|
Q3 2024
Reduced 34.19%
|