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 |
|---|---|---|---|---|---|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Oct 07, 2025 Q3 2025 |
10,312
shares
|
$159,011
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Care Investment Partners, LLC
|
Nov 07, 2025 Q3 2025 |
10,000
shares
|
$154,200
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Oct 16, 2025 Q3 2025 |
10,000
shares
|
$154,200
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,357
shares
|
$144,284
0.0% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
8,863
shares
|
$136,667
0.0% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
7,967
shares
|
$122,851
0.0% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
7,392
shares
|
$113,984
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
7,074
shares
|
$109,081
0.0% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
6,705
shares
|
$103,391
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
6,322
shares
|
$97,485
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
6,000
shares
|
$92,520
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,212
shares
|
$80,369
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
5,184
shares
|
$79,937
0.0% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
5,138
shares
|
$79,227
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,101
shares
|
$78,657
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
5,000
shares
|
$77,100
0.0% of portfolio
|
Q2 2025
Reduced 60.74%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
4,983
shares
|
$76,837
0.01% of portfolio
|
Q3 2024
Added 125.17%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
4,825
shares
|
$74,401
0.01% of portfolio
|
Q3 2019
Added 221.67%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
4,590
shares
|
$70,777
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,167
shares
|
$64,255
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,035
shares
|
$62,219
0.01% of portfolio
|
Q3 2023
Added 284.29%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,949
shares
|
$60,893
0.0% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,769
shares
|
$58,117
0.07% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Oct 31, 2025 Q3 2025 |
3,700
shares
|
$57,054
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
3,654
shares
|
$56,344
0.01% of portfolio
|
Q3 2025
Added 1.87%
|
|