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 |
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
13,250
shares
|
$186,825
0.03% of portfolio
|
Q1 2025
Added 1.51%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
13,200
shares
|
$186,120
0.05% of portfolio
|
Q2 2023
Added 51.29%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,947
shares
|
$182,552
0.01% of portfolio
|
Q1 2020
Reduced 3.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,810
shares
|
$180,621
0.0% of portfolio
|
Q1 2025
Reduced 81.01%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
12,736
shares
|
$179,577
0.0% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12,591
shares
|
$177,533
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,544
shares
|
$176,870
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
11,906
shares
|
$167,874
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
11,896
shares
|
$167,733
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,700
shares
|
$164,970
0.03% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,683
shares
|
$164,730
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,312
shares
|
$159,499
0.0% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,281
shares
|
$159,062
0.02% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
11,250
shares
|
$158,625
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
11,246
shares
|
$158,568
0.15% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
11,070
shares
|
$156,087
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
11,003
shares
|
$155,142
0.03% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Apr 11, 2025 Q1 2025 |
10,966
shares
|
$154,620
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,919
shares
|
$153,957
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,694
shares
|
$150,785
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
10,411
shares
|
$146,795
0.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Uncommon Cents Investing LLC
|
Apr 22, 2025 Q1 2025 |
10,384
shares
|
$146,414
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
10,312
shares
|
$145,399
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,139
shares
|
$142,959
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lvz, Inc.
|
Apr 22, 2025 Q1 2025 |
10,023
shares
|
$141,324
0.02% of portfolio
|
Q1 2023
Reduced 11.41%
|