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 209 institutions that hold shares in the stock, with a total of 38.8 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 |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
12,285,081
shares
|
$195 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.79%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
2,643,146
shares
|
$41.9 Million
0.01% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,954,890
shares
|
$31 Million
0.01% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,527,191
shares
|
$24.2 Million
0.01% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,513,968
shares
|
$24 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,174,809
shares
|
$18.6 Million
0.01% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,134,479
shares
|
$18 Million
0.33% of portfolio
|
Q2 2025
Added 7.16%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,036,165
shares
|
$16.4 Million
0.13% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
928,828
shares
|
$14.7 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
808,900
shares
|
$12.8 Million
0.0% of portfolio
|
Q2 2025
Added 4.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
802,062
shares
|
$12.7 Million
0.02% of portfolio
|
Q3 2024
Added 43.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
713,247
shares
|
$11.3 Million
0.0% of portfolio
|
Q2 2025
Added 1.87%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
629,694
shares
|
$9.98 Million
5.91% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
542,180
shares
|
$8.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
518,461
shares
|
$8.22 Million
0.01% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
467,163
shares
|
$7.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
423,473
shares
|
$6.71 Million
0.01% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
410,548
shares
|
$6.51 Million
0.0% of portfolio
|
Q2 2025
Reduced 52.51%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
406,483
shares
|
$6.44 Million
1.3% of portfolio
|
Q2 2025
Added 28.38%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
390,591
shares
|
$6.19 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.36%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
May 08, 2025 Q1 2025 |
372,373
shares
|
$5.9 Million
1.85% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
357,335
shares
|
$5.66 Million
0.16% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
336,018
shares
|
$5.33 Million
0.22% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
314,945
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
301,117
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2025
Added 2.49%
|