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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
21,832
shares
|
$336,649
0.01% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
21,692
shares
|
$334,490
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2025 Q3 2025 |
21,400
shares
|
$329,988
0.15% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
21,395
shares
|
$329,910
0.24% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
20,717
shares
|
$319,456
0.04% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
20,630
shares
|
$318,114
0.01% of portfolio
|
Q3 2025
Reduced 16.32%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 07, 2025 Q3 2025 |
20,330
shares
|
$313,488
0.04% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
20,188
shares
|
$311,298
0.17% of portfolio
|
Q2 2025
Reduced 16.41%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
19,346
shares
|
$298,315
0.02% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
19,137
shares
|
$295,092
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
18,605
shares
|
$286,889
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
18,292
shares
|
$282,062
0.03% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
18,011
shares
|
$277,729
0.0% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Dec 01, 2025 Q3 2025 |
17,665
shares
|
$272,394
0.07% of portfolio
|
Q2 2022
Added 12.73%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
17,630
shares
|
$271,854
0.0% of portfolio
|
Q3 2025
Added 8.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
17,552
shares
|
$270,651
0.0% of portfolio
|
Q3 2025
Added 27.86%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Oct 22, 2025 Q3 2025 |
17,450
shares
|
$269,079
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
17,330
shares
|
$267,228
0.14% of portfolio
|
Q1 2023
Reduced 56.12%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
16,791
shares
|
$258,917
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
16,470
shares
|
$253,967
0.14% of portfolio
|
Q4 2023
Reduced 9.73%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,529
shares
|
$239,457
0.01% of portfolio
|
Q3 2025
Added 11.64%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
15,525
shares
|
$239,395
0.0% of portfolio
|
Q2 2025
Added 23.3%
|
|
|
Blue Chip Partners, Inc.
|
Nov 14, 2025 Q3 2025 |
15,447
shares
|
$238,192
0.02% of portfolio
|
Q3 2023
Reduced 2.0%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
15,335
shares
|
$236,465
0.04% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Nov 10, 2025 Q3 2025 |
15,000
shares
|
$231,300
0.07% of portfolio
|
Q2 2025
Reduced 25.0%
|
|