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Get Institutions for : 
Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)  
$12.99 0.01 (0.08%) as of 4:30 Wed 4/24


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 166    4
Total shares held : 
33,755,692  
% of shares held : 
22.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  14  
Amount of shares held : 
1,076,866  
% of shares held change : 
  0.72%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$11.65  
Last Quarter's Ending Price : 
$12.19  
Last Quarter's Average Price
$11.57  
Change from last quarter's     
avg. price to the last closing  : 
1.42 (12.27%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 295,100
 0.87%
 
Increased Positions :
63
 2,209,106
 6.54%
 
Unchanged Positions :
49
 1,389,955
 4.12%
 
Decreased Positions :
45
-1,051,387
-3.11%
 
Closed Positions :
13
-375,953
-1.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 944 - 2023-12-31 11,692,967 $142,537,000 -585,442
   INVESCO LTD 1354 - 2023-12-31 1,746,468 $21,289,000 273,037
   RAYMOND JAMES & ASSOCIATES 729 - 2023-12-31 1,691,809 $20,623,000 61,999
   WELLS FARGO & CO/MN 1133 - 2023-12-31 1,492,901 $18,198,000 122,236
   RFG Advisory Group LLC 26 - 2024-03-31 1,257,307 $16,798,000 3,621
   Cornerstone Advisors LLC 41 - 2023-12-31 1,040,550 $12,684,000 798,583
   PRINCIPAL SECURITIES INC. 49 - 2023-12-31 916,649 $11,174,000 0
   LPL FINANCIAL CORP 1210 - 2023-12-31 871,611 $10,625,000 -25,274
   GUGGENHEIM CAPITAL LLC 299 - 2023-12-31 850,515 $10,368,000 96,109
   UBS Group AG 1542 - 2023-12-31 718,628 $8,760,000 -68,528
   BANK OF AMERICA CORP /DE/ 2598 - 2023-12-31 625,520 $7,625,000 -24,096
   MATRIX PRIVATE CAPITAL GROUP LLC 5 - 2023-12-31 603,127 $7,352,000 13,845
   ROYAL BANK OF CANADA 1716 - 2023-12-31 541,600 $6,602,000 -8,175
   Baird Financial Group Inc. 593 - 2023-12-31 516,345 $6,294,000 58,834
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 610 - 2023-12-31 497,309 $6,062,000 -12,031
   Advisor Group Holdings Inc. 1067 - 2023-12-31 496,209 $6,049,000 -45,884
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1008 - 2023-12-31 462,929 $5,643,000 8,302
   STIFEL FINANCIAL CORP 1069 - 2023-12-31 435,210 $5,305,000 27,127
   Heron Bay Capital Management 35 - 2023-12-31 370,006 $4,510,000 169,158
   AMERIPRISE FINANCIAL INC 2411 - 2023-12-31 343,895 $4,193,000 1,947
   HIGHTOWER ADVISORS, LLC 1094 - 2023-12-31 308,051 $3,750,000 17
   CoreCap Advisors LLC 82 - 2023-12-31 306,448 $3,736,000 25,995
   Rockefeller Capital Management L.P. 738 - 2023-12-31 279,212 $3,404,000 11,975
   C2C Wealth Management LLC 8 - 2023-12-31 247,394 $3,003,000 3,000
   KARPUS MANAGEMENT INC 141 *New 2023-12-31 242,502 $2,956,000 242,502
   Private Advisor Group LLC 628 - 2023-12-31 232,881 $2,839,000 -4,284
   COMMONWEALTH EQUITY SERVICES LLC. 1445 - 2023-12-31 231,536 $2,822,000 -93,499
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 99 - 2023-12-31 227,104 $2,768,000 202,148
   IHT Wealth Management LLC 176 - 2023-12-31 211,540 $2,579,000 3,174
   COHEN & STEERS INC 194 - 2023-12-31 205,617 $2,506,000 20,000
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 190,208 $2,319,000 4,280
   Aptus Capital Advisors LLC 211 - 2023-12-31 177,130 $2,159,000 -13,353
   GUARDIAN WEALTH ADVISORS LLC / NC 46 - 2023-12-31 177,130 $2,159,000 -13,353
   Pointe Capital Management LLC 16 - 2023-12-31 151,620 $1,848,000 6
   COMERICA BANK 1212 - 2023-12-31 150,394 $1,833,000 35,825
   SHAKER FINANCIAL SERVICES, LLC 51 - 2023-12-31 146,778 $1,789,000 69,942
   Steward Partners Investment Advisory LLC 535 - 2023-12-31 143,189 $1,745,000 -48
   JANNEY MONTGOMERY SCOTT LLC 1157 - 2023-12-31 142,398 $1,736,000 -31,080
   Merit Financial Group LLC 252 - 2023-12-31 113,412 $1,382,000 1,007
   Flow State Investments L.P. 33 - 2023-12-31 107,447 $1,310,000 94,801
   FINANCIAL NETWORK 1241 - 2023-12-31 101,885 $1,242,000 14,229
   GOLDMAN SACHS GROUP INC/ 3418 - 2023-12-31 100,000 $1,219,000 0
   Golden Green Inc. 30 - 2023-09-30 103,233 $1,191,000 3,194
   RAYMOND JAMES TRUST CO 424 - 2023-12-31 92,620 $1,129,000 -896
   CENTAURUS FINANCIAL INC. 241 - 2023-12-31 79,825 $973,000 -53,810
   PNC FINANCIAL SERVICES GROUP INC 1154 - 2023-12-31 78,912 $962,000 12,680
   NATIONAL ASSET MANAGEMENT, INC. 554 - 2023-12-31 76,298 $930,000 -6,186
   Gladstone Institutional Advisory LLC 302 - 2023-12-31 75,445 $920,000 1,204
   Lido Advisors LLC 572 - 2023-12-31 75,105 $916,000 1,557
   BB&T CORP 1621 - 2023-12-31 74,427 $907,000 -4,143
   Goss Wealth Management LLC 966 - 2023-12-31 74,285 $907,000 16,757
   Flaharty Asset Management LLC 50 - 2023-12-31 70,443 $859,000 -2,686
   WEALTH EFFECTS LLC 78 - 2023-12-31 62,540 $762,000 -1,389
   Kingsview Wealth Management LLC 543 - 2023-12-31 61,674 $752,000 878
   Atria Wealth Solutions Inc. 991 - 2023-12-31 61,027 $744,000 -10,167
   Cornerstone Advisory LLP 111 - 2023-12-31 56,845 $693,000 0
   ELCO Management Co. LLC 53 - 2023-12-31 56,400 $688,000 -500
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 307 - 2024-03-31 48,227 $639,000 0
   Ignite Planners LLC 130 - 2024-03-31 47,815 $633,000 -6,465
   WEDBUSH MORGAN SECURITIES INC 478 - 2023-12-31 51,691 $630,000 -680
   Summit Investment Advisory Services LLC 34 - 2024-03-31 43,853 $586,000 638
   MARINER WEALTH ADVISORS, LLC 1877 - 2023-12-31 45,024 $549,000 -12,750
   PUTNAM FL INVESTMENT MANAGEMENT CO 328 - 2023-12-31 43,801 $534,000 -250
   Stratos Wealth Advisors LLC 449 - 2024-03-31 39,148 $523,000 72
   David J Yvars Group 41 - 2024-03-31 37,884 $507,000 158
   BBK Capital Partners LLC 172 - 2023-12-31 39,787 $485,000 -1,275
   Strait & Sound Wealth Management LLC 65 - 2023-12-31 36,297 $441,000 547
   New Legacy Group LLC 17 - 2023-09-30 37,500 $433,000 0
   CI Private Wealth LLC 1713 - 2023-12-31 33,110 $404,000 -1,150
   MULTIFINANCIAL SECURITIES CORP 1263 - 2023-12-31 32,173 $392,000 3,654
   AE Wealth Management LLC 1567 - 2023-12-31 31,488 $390,000 1,801
   COMMERCE BANK N A/MO 935 - 2023-12-31 31,576 $385,000 833
   CREATIVE PLANNING 1901 - 2023-12-31 31,288 $381,000 9,733
   Atomi Financial Group Inc. 358 - 2023-12-31 29,422 $359,000 -632
   Kestra Advisory Services LLC 1771 - 2023-12-31 26,958 $329,000 1,325
   NICOLET ADVISORY SERVICES LLC 232 - 2023-12-31 27,626 $327,000 -9,117
   MML INVESTORS SERVICES LLC 2007 - 2023-12-31 26,006 $317,000 831
   Arete Wealth Advisors LLC 539 - 2023-12-31 25,925 $316,000 -816
   Beacon Pointe Advisors LLC 1048 - 2023-12-31 25,200 $307,000 0
   Cetera Investment Advisers 1780 - 2023-12-31 24,351 $297,000 -6,685
   M HOLDINGS SECURITIES, INC. 171 - 2023-12-31 23,536 $287,000 44
   Burford Brothers Inc. 123 - 2023-12-31 22,600 $275,000 0
   Lane & Associates LLC 98 - 2024-03-31 19,291 $258,000 479
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1420 - 2023-12-31 20,437 $249,000 1,640
   Quantum Private Wealth LLC 159 - 2023-12-31 20,000 $244,000 0
   Equitable Holdings Inc. 1020 - 2023-12-31 18,893 $230,000 -618
   MONOGRAPH WEALTH ADVISORS LLC 99 - 2023-12-31 18,269 $223,000 3
   MERCER GLOBAL ADVISORS INC /ADV 1773 - 2023-12-31 18,233 $222,000 -145
   Syverson Strege & Co 64 - 2023-12-31 17,665 $215,000 0
   Onyx Bridge Wealth Group LLC 224 - 2023-12-31 17,114 $209,000 354
   Confluence Wealth Services Inc. - 2023-12-31 17,129 $209,000 0
   HARBOUR INVESTMENTS INC. 844 - 2023-12-31 16,854 $205,000 4,300
   NEUBERGER BERMAN GROUP LLC 1733 - 2023-12-31 16,857 $205,000 0
   Focused Wealth Management Inc 136 - 2023-12-31 16,697 $204,000 -1,754
   Garden State Investment Advisory Services LLC 194 - 2023-12-31 16,658 $203,000 2,063
   ASSET MANAGEMENT CORP /IL/ /ADV 123 - 2023-03-31 17,330 $202,000 -22,165
   MISSION WEALTH MANAGEMENT LLC 532 - 2023-12-31 16,499 $201,000 0
   Capital Wealth Alliance LLC - 2023-12-31 16,470 $201,000 -1,775
   Fortitude Advisory Group L.L.C. 197 - 2023-12-31 16,260 $198,000 4
   Blue Chip Partners Inc. 140 - 2023-12-31 15,447 $188,000 0

  100 Records found
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