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 208 institutions that hold shares in the stock, with a total of 38.2 Million shares, which have been reported (via 13F filing form) to have a value of $539 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
10,000
shares
|
$141,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
9,122
shares
|
$128,620
0.0% of portfolio
|
Q1 2025
Reduced 26.64%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
8,978
shares
|
$126,589
0.01% of portfolio
|
Q2 2020
Reduced 10.21%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
8,933
shares
|
$125,955
0.0% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
7,967
shares
|
$112,334
0.0% of portfolio
|
Q1 2025
Reduced 7.54%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
7,753
shares
|
$109,317
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
7,159
shares
|
$100,941
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,964
shares
|
$98,192
0.0% of portfolio
|
Q1 2025
Reduced 28.21%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
6,819
shares
|
$96,147
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
6,322
shares
|
$89,140
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
5,644
shares
|
$79,580
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 28, 2025 Q1 2025 |
5,138
shares
|
$72,445
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,044
shares
|
$71,120
0.0% of portfolio
|
Q1 2025
Added 12.56%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
4,983
shares
|
$70,260
0.01% of portfolio
|
Q3 2024
Added 125.17%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
4,825
shares
|
$68,032
0.01% of portfolio
|
Q3 2019
Added 221.67%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
4,750
shares
|
$66,975
0.01% of portfolio
|
Q3 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
4,590
shares
|
$64,719
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
4,556
shares
|
$64,239
0.01% of portfolio
|
Q2 2023
Reduced 38.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
4,154
shares
|
$58,571
0.0% of portfolio
|
Q4 2024
Added 69.27%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,035
shares
|
$56,893
0.01% of portfolio
|
Q3 2023
Added 284.29%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
3,769
shares
|
$53,142
0.07% of portfolio
|
Q3 2023
Added 1.65%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
3,700
shares
|
$52,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,515
shares
|
$49,561
0.01% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
3,387
shares
|
$47,756
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,250
shares
|
$45,825
0.02% of portfolio
|
Q2 2024
Added 85.71%
|