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 |
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
35,852
shares
|
$505,513
0.09% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Feb 18, 2025 Q4 2024 |
35,841
shares
|
$505,358
0.25% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
34,744
shares
|
$489,890
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,269
shares
|
$483,192
0.03% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
34,260
shares
|
$483,066
0.0% of portfolio
|
Q1 2024
Added 3.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
32,387
shares
|
$456,656
0.02% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,212
shares
|
$440,089
0.0% of portfolio
|
Q4 2020
Added 6.1%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
30,743
shares
|
$433,476
0.0% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
28,936
shares
|
$407,997
0.01% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
27,393
shares
|
$386,241
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,756
shares
|
$377,259
0.01% of portfolio
|
Q4 2024
Reduced 20.85%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
26,519
shares
|
$373,917
0.03% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,250
shares
|
$370,125
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
24,150
shares
|
$340,515
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
23,634
shares
|
$333,239
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
22,136
shares
|
$312,117
0.0% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,918
shares
|
$309,043
0.0% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
21,400
shares
|
$301,740
0.15% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,848
shares
|
$293,956
0.0% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
20,000
shares
|
$282,000
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,851
shares
|
$279,899
0.0% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,070
shares
|
$268,887
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
19,061
shares
|
$268,760
0.04% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
18,988
shares
|
$267,730
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,726
shares
|
$264,036
0.0% of portfolio
|
Q1 2025
Added 23.29%
|