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 |
|---|---|---|---|---|---|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Apr 24, 2025 Q1 2025 |
18,988
shares
|
$295,643
0.02% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
18,726
shares
|
$291,563
0.0% of portfolio
|
Q1 2025
Added 23.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
18,703
shares
|
$291,205
0.01% of portfolio
|
Q4 2024
Reduced 24.95%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
18,363
shares
|
$285,911
0.03% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
18,285
shares
|
$284,697
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
May 13, 2025 Q1 2025 |
17,665
shares
|
$275,044
0.09% of portfolio
|
Q2 2022
Added 12.73%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
17,511
shares
|
$272,646
0.0% of portfolio
|
Q4 2024
Added 16.66%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
17,450
shares
|
$271,696
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
17,330
shares
|
$269,828
0.14% of portfolio
|
Q1 2023
Reduced 56.12%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
17,013
shares
|
$264,892
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
16,765
shares
|
$261,031
0.0% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Seek First Inc.
Campbell, CA |
Jul 10, 2025 Q2 2025 |
16,549
shares
|
$257,667
0.21% of portfolio
|
Q2 2025
Added 26.88%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
16,499
shares
|
$256,889
0.01% of portfolio
|
Q1 2019
Added 32.0%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
16,470
shares
|
$256,437
0.15% of portfolio
|
Q4 2023
Reduced 9.73%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
15,475
shares
|
$240,945
0.04% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Blue Chip Partners, Inc.
|
May 15, 2025 Q1 2025 |
15,447
shares
|
$240,509
0.02% of portfolio
|
Q3 2023
Reduced 2.0%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
15,206
shares
|
$236,757
0.0% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
14,800
shares
|
$230,436
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
14,522
shares
|
$226,107
0.0% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
14,348
shares
|
$223,398
0.07% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
May 08, 2025 Q1 2025 |
14,321
shares
|
$222,977
0.0% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
14,244
shares
|
$221,779
0.05% of portfolio
|
Q3 2024
Added 28.28%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,940
shares
|
$217,045
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,631
shares
|
$212,234
0.01% of portfolio
|
Q1 2025
Added 34.02%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
13,486
shares
|
$209,977
0.01% of portfolio
|
Q4 2024
Reduced 4.19%
|