Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)  
$13.40 0.07 (0.53%) as of 4:30 Fri 5/3


Download
     
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  : 
1.83 (15.82%)  




 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   RAYMOND JAMES & ASSOCIATES 692 - 2024-03-31 1,786,923 $23,873,000 95,114
   INVESCO LTD 1354 - 2023-12-31 1,746,468 $21,289,000 273,037
   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
   GUGGENHEIM CAPITAL LLC 299 - 2023-12-31 850,515 $10,368,000 96,109
   MATRIX PRIVATE CAPITAL GROUP LLC 5 - 2023-12-31 603,127 $7,352,000 13,845
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 973 - 2024-03-31 502,836 $6,718,000 39,907
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 606 - 2024-03-31 498,788 $6,664,000 1,479
   Baird Financial Group Inc. 593 - 2023-12-31 516,345 $6,294,000 58,834
   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
   COMMONWEALTH EQUITY SERVICES LLC. 1447 - 2024-03-31 235,461 $3,146,000 3,925
   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
   JANNEY MONTGOMERY SCOTT LLC 1130 - 2024-03-31 158,002 $2,111,000 15,604
   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
   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
   RAYMOND JAMES TRUST CO 405 - 2024-03-31 97,309 $1,300,000 4,689
   FINANCIAL NETWORK 1241 - 2023-12-31 101,885 $1,242,000 14,229
   Golden Green Inc. 30 - 2023-09-30 103,233 $1,191,000 3,194
   PNC FINANCIAL SERVICES GROUP INC 1154 - 2023-12-31 78,912 $962,000 12,680
   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
   Goss Wealth Management LLC 966 - 2023-12-31 74,285 $907,000 16,757
   WEALTH EFFECTS LLC 69 - 2024-03-31 62,697 $838,000 157
   Kingsview Wealth Management LLC 543 - 2023-12-31 61,674 $752,000 878
   Summit Investment Advisory Services LLC 34 - 2024-03-31 43,853 $586,000 638
   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
   Strait & Sound Wealth Management LLC 65 - 2023-12-31 36,297 $441,000 547
   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
   Kestra Advisory Services LLC 1771 - 2023-12-31 26,958 $329,000 1,325
   MML INVESTORS SERVICES LLC 2007 - 2023-12-31 26,006 $317,000 831
   M HOLDINGS SECURITIES, INC. 171 - 2023-12-31 23,536 $287,000 44
   Strategic Financial Concepts LLC 250 - 2024-03-31 19,500 $261,000 19,500
   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
   MONOGRAPH WEALTH ADVISORS LLC 99 - 2023-12-31 18,269 $223,000 3
   Onyx Bridge Wealth Group LLC 224 - 2023-12-31 17,114 $209,000 354
   HARBOUR INVESTMENTS INC. 844 - 2023-12-31 16,854 $205,000 4,300
   Garden State Investment Advisory Services LLC 194 - 2023-12-31 16,658 $203,000 2,063
   Fortitude Advisory Group L.L.C. 197 - 2023-12-31 16,260 $198,000 4
   U.S. Capital Wealth Advisors LLC 630 - 2023-12-31 15,200 $185,000 430
   BROWN ADVISORY HOLDINGS INC 1192 - 2024-03-31 12,951 $173,000 19
   Wealth Alliance 495 - 2023-12-31 12,620 $154,000 7
   HPM Partners LLC - 2023-12-31 12,505 $152,000 12,505
   Edmonds Duncan Registered Investment Advisors LLC 130 - 2024-03-31 11,235 $150,000 188
   Parallel Advisors LLC 942 - 2023-12-31 11,695 $143,000 5,096
   DUDLEY CAPITAL MANAGEMENT LLC 105 - 2023-12-31 11,472 $140,000 82
   SMITH MOORE & CO. 399 - 2023-12-31 11,453 $140,000 234
   CWM LLC 1673 - 2024-03-31 10,400 $139,000 568
   Farther Finance Advisors LLC 1040 - 2023-12-31 4,113 $50,000 85
   Nelson Van Denburg & Campbell Wealth Management Gr 746 - 2023-12-31 3,638 $44,000 9
   ANTONETTI CAPITAL MANAGEMENT LLC 111 - 2023-09-30 3,769 $43,000 61
   J P MORGAN CHASE & CO 4772 - 2023-12-31 3,396 $41,000 580
   Twin Lakes Capital Management LLC 154 - 2023-12-31 2,799 $34,000 58
   Princeton Global Asset Management LLC 315 - 2024-03-31 2,413 $32,000 200
   FinTrust Capital Advisors LLC 723 - 2024-03-31 1,311 $18,000 24
   Spire Wealth Management 1565 - 2024-03-31 1,258 $17,000 258

  71 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results