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 195 institutions that hold shares in the stock, with a total of 39.8 Million shares, which have been reported (via 13F filing form) to have a value of $589 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
11,956
shares
|
$178,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
11,724
shares
|
$175,156
0.09% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,683
shares
|
$174,544
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,635
shares
|
$173,826
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Oct 03, 2024 Q3 2024 |
11,274
shares
|
$168,433
0.1% of portfolio
|
Q1 2024
Reduced 16.66%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
11,250
shares
|
$168,075
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
11,171
shares
|
$166,894
0.01% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
10,600
shares
|
$158,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
10,562
shares
|
$157,796
0.02% of portfolio
|
Q3 2024
Reduced 6.28%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,529
shares
|
$157,303
0.0% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
10,384
shares
|
$155,136
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
10,139
shares
|
$151,476
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
10,038
shares
|
$149,967
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
10,023
shares
|
$149,743
0.02% of portfolio
|
Q1 2023
Reduced 11.41%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$149,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$149,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
9,749
shares
|
$145,650
0.0% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
8,978
shares
|
$134,131
0.01% of portfolio
|
Q2 2020
Reduced 10.21%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
8,623
shares
|
$128,827
0.0% of portfolio
|
Q3 2024
Added 8.68%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
7,617
shares
|
$113,797
0.0% of portfolio
|
Q4 2023
Reduced 4.54%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
7,220
shares
|
$107,866
0.0% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Oct 16, 2024 Q3 2024 |
6,488
shares
|
$96,930
0.15% of portfolio
|
Q2 2024
Reduced 27.41%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,000
shares
|
$89,640
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
5,644
shares
|
$84,321
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
4,983
shares
|
$74,446
0.01% of portfolio
|
Q3 2024
Added 125.17%
|