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 |
|---|---|---|---|---|---|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,387
shares
|
$52,227
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
3,325
shares
|
$51,271
0.01% of portfolio
|
Q2 2025
Reduced 41.09%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
3,325
shares
|
$51,271
0.0% of portfolio
|
Q2 2025
Added 68.27%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
3,250
shares
|
$50,115
0.02% of portfolio
|
Q2 2024
Added 85.71%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Oct 20, 2025 Q3 2025 |
3,242
shares
|
$49,991
0.02% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,231
shares
|
$49,822
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
3,190
shares
|
$49,189
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,944
shares
|
$45,396
0.02% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
2,667
shares
|
$41,125
0.0% of portfolio
|
Q2 2024
Added 281.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
2,437
shares
|
$37,578
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,412
shares
|
$37,193
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
2,344
shares
|
$36,144
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,218
shares
|
$34,201
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
2,121
shares
|
$32,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,744
shares
|
$26,892
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,639
shares
|
$25,273
0.02% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,599
shares
|
$24,656
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,520
shares
|
$23,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,500
shares
|
$23,130
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,330
shares
|
$20,508
0.0% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
1,302
shares
|
$20,076
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
1,278
shares
|
$19,706
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,084
shares
|
$16,715
0.0% of portfolio
|
Q2 2025
Reduced 84.43%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
1,000
shares
|
$15,420
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
1,000
shares
|
$15,420
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|