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 |
|---|---|---|---|---|---|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
32,747
shares
|
$509,870
0.07% of portfolio
|
Q1 2025
Reduced 40.73%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,637
shares
|
$508,158
0.0% of portfolio
|
Q1 2025
Reduced 6.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
32,387
shares
|
$504,265
0.02% of portfolio
|
Q1 2025
Added 8.44%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
31,212
shares
|
$485,970
0.0% of portfolio
|
Q4 2020
Added 6.1%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
30,743
shares
|
$478,668
0.0% of portfolio
|
Q1 2024
Reduced 2.64%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
28,936
shares
|
$450,533
0.01% of portfolio
|
Q1 2025
Reduced 18.63%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
27,393
shares
|
$426,509
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
27,218
shares
|
$423,784
0.03% of portfolio
|
Q1 2025
Added 2.64%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
26,756
shares
|
$416,590
0.01% of portfolio
|
Q4 2024
Reduced 20.85%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
26,250
shares
|
$408,712
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
25,886
shares
|
$403,045
0.0% of portfolio
|
Q1 2025
Added 16.94%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
24,951
shares
|
$388,487
0.0% of portfolio
|
Q1 2025
Added 43.77%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
24,150
shares
|
$376,015
0.21% of portfolio
|
Q1 2024
New holding
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
23,948
shares
|
$372,870
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
23,634
shares
|
$367,981
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
22,516
shares
|
$350,574
0.0% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
22,450
shares
|
$349,546
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
21,918
shares
|
$341,263
0.0% of portfolio
|
Q4 2024
Reduced 27.42%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Apr 30, 2025 Q1 2025 |
21,400
shares
|
$333,198
0.15% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
20,848
shares
|
$324,603
0.0% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
May 13, 2025 Q1 2025 |
20,000
shares
|
$311,400
0.11% of portfolio
|
Q4 2021
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
19,851
shares
|
$309,080
0.0% of portfolio
|
Q1 2025
Added 31.62%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,105
shares
|
$297,464
0.01% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
19,070
shares
|
$296,919
0.01% of portfolio
|
Q1 2025
Added 0.98%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
19,061
shares
|
$296,779
0.04% of portfolio
|
Q1 2025
Added 2.02%
|