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 |
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,703
shares
|
$263,712
0.01% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
18,363
shares
|
$258,918
0.03% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Monograph Wealth Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
18,282
shares
|
$257,776
0.04% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
17,671
shares
|
$249,161
0.0% of portfolio
|
Q4 2024
Reduced 16.43%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
17,665
shares
|
$249,076
0.09% of portfolio
|
Q2 2022
Added 12.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,511
shares
|
$246,905
0.0% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
17,450
shares
|
$246,045
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
17,355
shares
|
$244,705
0.0% of portfolio
|
Q4 2024
Reduced 17.57%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
17,330
shares
|
$244,353
0.14% of portfolio
|
Q1 2023
Reduced 56.12%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,765
shares
|
$236,386
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
16,549
shares
|
$233,340
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,499
shares
|
$232,635
0.01% of portfolio
|
Q1 2019
Added 32.0%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
16,470
shares
|
$232,227
0.15% of portfolio
|
Q4 2023
Reduced 9.73%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
16,052
shares
|
$226,333
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,475
shares
|
$218,197
0.04% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Blue Chip Partners, Inc.
|
Jan 31, 2025 Q4 2024 |
15,447
shares
|
$217,802
0.02% of portfolio
|
Q3 2023
Reduced 2.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,800
shares
|
$208,680
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
14,515
shares
|
$204,661
0.0% of portfolio
|
Q4 2024
Added 21.4%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
14,321
shares
|
$201,926
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
14,288
shares
|
$201,460
0.06% of portfolio
|
Q4 2024
Reduced 10.59%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
14,244
shares
|
$200,840
0.05% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,940
shares
|
$196,554
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
13,910
shares
|
$196,131
0.01% of portfolio
|
Q1 2025
Added 114.99%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,631
shares
|
$192,197
0.01% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
13,486
shares
|
$190,152
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|