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 210 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 $604 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
58,999
shares
|
$918,614
0.02% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
58,377
shares
|
$908,929
0.08% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
57,832
shares
|
$900,444
0.01% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
56,409
shares
|
$878,288
0.04% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
51,567
shares
|
$802,898
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
47,757
shares
|
$743,576
0.05% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
47,400
shares
|
$738,018
0.38% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
47,212
shares
|
$735,090
0.14% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
46,823
shares
|
$729,034
0.33% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
43,812
shares
|
$682,152
0.28% of portfolio
|
Q2 2025
Reduced 11.63%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
43,446
shares
|
$676,454
0.0% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
43,201
shares
|
$672,639
0.0% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
42,701
shares
|
$664,854
0.01% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
42,451
shares
|
$660,962
0.5% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
42,163
shares
|
$656,477
0.0% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
40,622
shares
|
$632,484
0.37% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
39,615
shares
|
$616,805
0.05% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
39,274
shares
|
$611,496
0.01% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
38,144
shares
|
$593,902
0.25% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
37,500
shares
|
$583,875
1.18% of portfolio
|
Q4 2021
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
36,926
shares
|
$574,937
0.12% of portfolio
|
Q1 2025
Added 4.66%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
36,679
shares
|
$571,092
0.0% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Jul 16, 2025 Q2 2025 |
35,852
shares
|
$558,215
0.09% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,269
shares
|
$533,568
0.03% of portfolio
|
Q4 2024
Reduced 12.84%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
32,774
shares
|
$510,291
0.0% of portfolio
|
Q1 2025
Reduced 4.34%
|