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 211 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $566 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Feb 13, 2025 Q4 2024 |
74,389
shares
|
$1.07 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
69,126
shares
|
$991,266
0.0% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
68,452
shares
|
$981,601
0.05% of portfolio
|
Q4 2024
Added 96.63%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
67,449
shares
|
$967,218
0.01% of portfolio
|
Q3 2024
Added 410.59%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
63,941
shares
|
$916,913
0.02% of portfolio
|
Q4 2024
Added 7.65%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
63,500
shares
|
$910,590
0.05% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
60,809
shares
|
$872,001
0.0% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
59,645
shares
|
$855,309
0.01% of portfolio
|
Q4 2024
Reduced 25.88%
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
55,251
shares
|
$792,299
0.13% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
54,590
shares
|
$782,820
0.32% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
53,224
shares
|
$763,232
0.08% of portfolio
|
Q4 2024
Added 18.99%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
51,567
shares
|
$739,470
0.03% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
50,567
shares
|
$725,130
0.0% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
48,551
shares
|
$696,221
0.05% of portfolio
|
Q3 2024
Reduced 14.56%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,300
shares
|
$678,282
0.38% of portfolio
|
Q4 2024
Reduced 2.89%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
46,299
shares
|
$663,927
0.16% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Jan 21, 2025 Q4 2024 |
46,098
shares
|
$661,045
0.36% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
44,661
shares
|
$640,438
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
44,500
shares
|
$638,130
0.02% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
42,701
shares
|
$612,332
0.01% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
42,177
shares
|
$604,818
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
41,338
shares
|
$592,786
0.01% of portfolio
|
Q4 2024
Reduced 6.75%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
38,836
shares
|
$556,908
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
38,762
shares
|
$555,847
0.37% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
37,500
shares
|
$537,750
1.18% of portfolio
|
Q4 2021
New holding
|