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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
12,947
shares
|
$201,584
0.01% of portfolio
|
Q1 2020
Reduced 3.04%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
12,810
shares
|
$199,451
0.0% of portfolio
|
Q1 2025
Reduced 81.01%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
12,755
shares
|
$198,595
0.07% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
12,591
shares
|
$196,041
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,544
shares
|
$195,310
0.0% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
11,896
shares
|
$185,220
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Inscription Capital, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
11,700
shares
|
$182,169
0.03% of portfolio
|
Q1 2025
Added 10.77%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
11,683
shares
|
$181,904
0.04% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
11,454
shares
|
$178,338
0.02% of portfolio
|
Q2 2025
Reduced 13.55%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
11,312
shares
|
$176,127
0.0% of portfolio
|
Q1 2025
Reduced 30.65%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
11,281
shares
|
$175,645
0.02% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
11,266
shares
|
$175,411
0.09% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
11,250
shares
|
$175,162
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cvfg LLC
Shelbyville, IN |
Apr 23, 2025 Q1 2025 |
11,246
shares
|
$175,100
0.15% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
11,070
shares
|
$172,359
0.09% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
11,003
shares
|
$171,316
0.03% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,919
shares
|
$170,008
0.0% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,694
shares
|
$166,505
0.0% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
10,411
shares
|
$162,099
0.0% of portfolio
|
Q1 2025
Reduced 3.8%
|
|
|
Uncommon Cents Investing LLC
|
Jul 16, 2025 Q2 2025 |
10,384
shares
|
$161,678
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
10,312
shares
|
$160,557
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
10,139
shares
|
$157,864
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
10,000
shares
|
$155,700
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,122
shares
|
$142,029
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,933
shares
|
$139,086
0.0% of portfolio
|
Q1 2025
Added 2.76%
|