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 |
|---|---|---|---|---|---|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,800
shares
|
$228,216
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
14,499
shares
|
$223,574
0.0% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
14,468
shares
|
$223,096
0.05% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
14,169
shares
|
$218,485
0.01% of portfolio
|
Q2 2025
Reduced 84.25%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
13,486
shares
|
$207,954
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
13,084
shares
|
$201,755
0.0% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,057
shares
|
$201,338
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,947
shares
|
$199,642
0.01% of portfolio
|
Q1 2020
Reduced 3.04%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
12,755
shares
|
$196,682
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Oct 29, 2025 Q3 2025 |
12,414
shares
|
$191,423
0.09% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
12,071
shares
|
$186,134
0.09% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
11,839
shares
|
$182,557
0.01% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
11,700
shares
|
$180,414
0.0% of portfolio
|
Q3 2025
Reduced 41.14%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,683
shares
|
$180,151
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
11,266
shares
|
$173,721
0.08% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
11,250
shares
|
$173,475
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Nov 10, 2025 Q3 2025 |
11,219
shares
|
$172,996
0.13% of portfolio
|
Q3 2025
Reduced 13.33%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
11,014
shares
|
$169,835
0.0% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
11,003
shares
|
$169,666
0.03% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
10,772
shares
|
$166,104
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
10,678
shares
|
$164,654
0.02% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,428
shares
|
$160,799
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
10,384
shares
|
$160,121
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
10,373
shares
|
$159,951
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
10,364
shares
|
$159,812
0.01% of portfolio
|
Q3 2025
New holding
|
|