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 |
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
3,231
shares
|
$45,557
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
3,190
shares
|
$44,979
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Feb 18, 2025 Q4 2024 |
3,056
shares
|
$43,089
0.03% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
3,000
shares
|
$42,300
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,944
shares
|
$41,510
0.02% of portfolio
|
Q2 2022
Added 1.52%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
2,667
shares
|
$37,604
0.0% of portfolio
|
Q2 2024
Added 281.0%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
2,437
shares
|
$34,361
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
2,344
shares
|
$33,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,218
shares
|
$31,273
0.0% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
2,121
shares
|
$29,906
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,976
shares
|
$27,861
0.0% of portfolio
|
Q1 2025
Added 24.2%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
1,744
shares
|
$24,590
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,639
shares
|
$23,109
0.02% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,600
shares
|
$22,560
0.0% of portfolio
|
Q1 2024
Reduced 52.94%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,599
shares
|
$22,545
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,520
shares
|
$21,432
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
1,500
shares
|
$21,150
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,330
shares
|
$18,753
0.0% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
1,270
shares
|
$17,907
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
1,000
shares
|
$14,100
0.0% of portfolio
|
Q3 2017
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
1,000
shares
|
$14,100
0.0% of portfolio
|
Q2 2024
Reduced 20.51%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
992
shares
|
$13,987
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
946
shares
|
$13,338
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
850
shares
|
$11,985
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
768
shares
|
$10,828
0.0% of portfolio
|
Q1 2020
New holding
|