Who owns Eaton Vance Tax Managed Diversified Eq.?

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Analyze quarterly positions in Eaton Vance Tax Managed Diversified Eq. with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Eaton Vance Tax Managed Diversified Eq. stock

Who bought or sold Eaton Vance Tax Managed Diversified Eq. this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 12M $190M 100% Jun 2025
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Raymond James Financial 2.7M $43M 2% Sep 2025
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Wells Fargo & Company 2.0M $32M 2% Sep 2025
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Invesco 1.5M $24M 0% Sep 2025
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LPL Financial 1.2M $19M 1% Sep 2025
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Principal Securities 1.2M $18M 2% Sep 2025
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Guggenheim Capital, LLC Managers 972k $16M -6% Sep 2025
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Royal Bank of Canada 674k $11M -5% Sep 2025
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Matrix Private Capital Group 670k $11M 6% Sep 2025
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RFG Advisory 615k $9.8M -34% Sep 2025
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Advisor Group Holdings 552k $8.8M 0% Sep 2025
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Baird Financial 544k $8.6M 5% Sep 2025
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UBS Group 533k $8.5M 14% Sep 2025
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Ameriprise Financial 424k $7.2M 3% Sep 2025
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Stifel Financial 414k $6.6M -2% Sep 2025
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Pathway Financial Advisers 408k $6.5M 6% Sep 2025
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Heron Bay Capital Management 404k $6.4M -1% Sep 2025
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IHT Wealth Management 403k $6.4M 13% Sep 2025
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Cambridge Investment Research Advisors 386k $6.1M -1% Sep 2025
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Janney Montgomery Scott 353k $5.6M 12% Sep 2025
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Advisors Asset Management 320k $5.1M 9% Sep 2025
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CoreCap Advisors 315k $5.0M -6% Sep 2025
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Rockefeller Capital Management 299k $4.8M -1% Sep 2025
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Cohen & Steers Capital Management 296k $4.7M 0% Sep 2025
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HighTower Advisors 290k $4.6M -3% Sep 2025
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Cypress Capital Management 281k $4.5M 0% Sep 2025
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Cetera Investment Advisers 261k $4.1M 8% Sep 2025
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C2C Wealth Management 234k $3.7M -2% Sep 2025
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Private Advisor 232k $3.7M 3% Sep 2025
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GPS Wealth Strategies Group 231k $3.7M -1% Sep 2025
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Steward Partners Investment Advisory 202k $3.2M 3% Sep 2025
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Commonwealth Equity Services 192k $3.1M -20% Sep 2025
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Aptus Capital Advisors 166k $2.6M 0% Sep 2025
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Guardian Wealth Advisors, Llc / Nc 165k $2.6M 0% Sep 2025
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Parsons Capital Management 148k $2.4M -1% Sep 2025
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Pensionmark Financial Group 141k $2.2M 100% Sep 2025
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Wedbush Morgan Securities 139k $2.2M 0% Sep 2025
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Pointe Capital Management 136k $2.2M -1% Sep 2025
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Merit Financial Group 131k $2.1M 0% Sep 2025
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Goldman Sachs Group 100k $1.6M -14% Sep 2025
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Mercer Global Advisors 96k $1.5M 288% Sep 2025
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Atomi Financial Group 81k $1.3M 4% Sep 2025
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Kestra Advisory Services 76k $1.2M -20% Sep 2025
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Brian McDonald 76k $1.2M -21% Sep 2025
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Kingsview Wealth Management 76k $1.2M -2% Sep 2025
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Smith, Moore & Co. 71k $1.1M 4% Sep 2025
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Goss Wealth Management 68k $1.1M 0% Sep 2025
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Gladstone Institutional Advisory 57k $900k 0% Sep 2025
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Atria Wealth Solutions 55k $845k 89% Jun 2025
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Summit Financial 54k $860k 6% Sep 2025
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Ameritas Advisory Services 53k $836k 41% Sep 2025
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Summit Investment Advisory Services 48k $768k 2% Sep 2025
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Morey & Quinn Wealth Partners 48k $766k -2% Sep 2025
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NWF Advisory Services 48k $760k 2% Sep 2025
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Branch Banking & Trust Company 47k $741k 8% Sep 2025
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Wealth Effects 46k $733k 5% Sep 2025
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ELCO Management 46k $726k -2% Sep 2025
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Ignite Planners 45k $715k 1% Sep 2025
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Mariner Wealth Advisors 45k $711k 1% Sep 2025
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Creative Planning 44k $702k -4% Sep 2025
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Pnc Financial Services 43k $691k 0% Sep 2025
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Centaurus Financial 43k $681k 2% Sep 2025
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International Assets Investment Management 41k $645k 0% Sep 2025
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Wealth Enhancement Advisory Services 41k $652k -2% Sep 2025
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Newbridge Financial Services Group 41k $657k 4% Sep 2025
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Leucadia National Corporation 41k $656k 119% Sep 2025
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David J Yvars Group 40k $636k -1% Sep 2025
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Shikiar Asset Management 40k $634k 100% Sep 2025
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Wiley Bros.-aintree Capital 38k $608k -5% Sep 2025
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LaSalle St. Investment Advisors 38k $606k 100% Sep 2025
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Strait & Sound Wealth Management 37k $593k -2% Sep 2025
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Brand Asset Management Group 37k $583k 100% Sep 2025
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Greenleaf Trust 36k $579k -7% Sep 2025
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Summit Investment Advisors 35k $554k -1% Sep 2025
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Stratos Wealth Advisors 34k $545k 0% Sep 2025
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Flaharty Asset Management 34k $528k 4% Jun 2025
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Beacon Pointe Advisors 33k $528k 51% Sep 2025
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BBK Capital Partners 31k $484k -13% Sep 2025
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Commerce Bank N A 31k $489k 0% Sep 2025
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EP Wealth Advisors 30k $456k 100% Jun 2025
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CI Private Wealth 29k $466k -4% Sep 2025
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Mml Investors Services 29k $464k 2% Sep 2025
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HPM Partners 29k $460k 1% Sep 2025
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Rsm Us Wealth Management 27k $436k 0% Sep 2025
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Arete Wealth Advisors 27k $432k 0% Sep 2025
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Captrust Financial Advisors 25k $397k 75% Sep 2025
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Fiduciary Alliance 23k $369k 3% Sep 2025
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Nicolet Advisory Services 23k $362k -3% Sep 2025
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Benjamin Edwards 23k $361k 100% Sep 2025
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Capital Investment Advisory Services 23k $361k 15% Sep 2025
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Northwestern Mutual Wealth Management Company 22k $356k 0% Sep 2025
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Concurrent Investment Advisors 22k $347k 0% Sep 2025
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Harbour Investments 22k $345k 0% Sep 2025
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Burford Brothers 21k $340k 0% Sep 2025
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Seek First 21k $340k 2% Sep 2025
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Onyx Bridge Wealth Group 21k $329k 7% Sep 2025
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J.w. Cole Advisors 21k $328k -16% Sep 2025
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Wealth Alliance 20k $323k 6% Sep 2025
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Mendel Capital Management 20k $321k 0% Sep 2025
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Confluence Wealth Services 19k $308k 0% Sep 2025
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Envestnet Asset Management 19k $304k -2% Sep 2025
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U.S. Capital Wealth Advisors 19k $296k -3% Sep 2025
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Monograph Wealth Advisors 18k $291k 0% Sep 2025
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D.A. Davidson & Co. 18k $286k 0% Sep 2025
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Syverson Strege & Co 18k $281k 0% Sep 2025
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Kovitz Investment Group Partners 18k $280k 8% Sep 2025
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Stratos Wealth Partners 18k $279k 28% Sep 2025
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Compass Planning Associates 18k $278k 0% Sep 2025
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H D Vest Advisory Services 17k $260k 0% Jun 2025
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Capital Wealth Alliance 17k $262k 0% Sep 2025
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Geneos Wealth Management 16k $247k 12% Sep 2025
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Hartland & Co 16k $247k 0% Sep 2025
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Blue Chip Partners 15k $246k 0% Sep 2025
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Strategic Financial Concepts 15k $244k -1% Sep 2025
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Quantum Private Wealth 15k $239k 0% Sep 2025
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Mission Wealth Management 15k $231k 0% Sep 2025
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Garden State Investment Advisory Services 15k $230k 0% Sep 2025
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Change Path 14k $225k 0% Sep 2025
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Chicago Partners Investment 14k $213k 0% Sep 2025
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Brown Advisory Holdings Incorporated 13k $208k 0% Sep 2025
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Equitable Holdings 13k $208k 0% Sep 2025
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Oliver Lagore Vanvalin Investment Group 13k $182k 100% Jun 2025
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Vista Investment Partners Ii 12k $197k 0% Sep 2025
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Dudley Capital Management 12k $192k 1% Sep 2025
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Retirement Planning Group 12k $188k 17% Sep 2025
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Oppenheimer & Co 12k $186k -41% Sep 2025
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Kapstone Financial Advisors 11k $179k 0% Sep 2025
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CVFG 11k $178k -13% Sep 2025
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Mutual Advisors 11k $172k -1% Sep 2025
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Golden State Equity Partners 11k $175k 0% Sep 2025
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Stephens 11k $171k 0% Sep 2025
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Focused Wealth Management 11k $170k -7% Sep 2025
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Transcend Wealth Collective 10k $166k 0% Sep 2025
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Uncommon Cents Investing 10k $165k 0% Sep 2025
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National Asset Management 10k $165k 0% Sep 2025
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Krilogy Financial 10k $163k 100% Sep 2025
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Sonora Investment Management Group 10k $164k 0% Sep 2025
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Beacon Investment Advisory Services 10k $159k 0% Sep 2025
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WealthCare Investment Partners 10k $159k 100% Sep 2025
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Global Retirement Partners 9.4k $149k 1% Sep 2025
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Us Bancorp 8.9k $141k 0% Sep 2025
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Hanson McClain Advisors 8.0k $127k 0% Sep 2025
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EverSource Wealth Advisors 7.4k $118k 100% Sep 2025
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MAI Wealth Advisors 7.1k $113k 1% Sep 2025
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KERR FINANCIAL PLANNING Corp 6.7k $103k 100% Sep 2025
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Millstone Evans Group 6.3k $101k 0% Sep 2025
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City Holding 6.0k $95k 100% Sep 2025
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Advisory Services Network 5.2k $83k 100% Sep 2025
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Farther Finance Advisors 5.2k $82k 2% Sep 2025
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Redmont Wealth Advisors 5.1k $82k 0% Sep 2025
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BlackRock 3.7k $59k -50% Sep 2025
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Who sold out of Eaton Vance Tax Managed Diversified Eq.?

Fund or Company Name Date Sold Shares Held Valued At
Putnam Fl Investment Management Jun 2025 43k $657k
L.m. Kohn & Company Jun 2025 19k $293k
Bank of New York Mellon Jun 2025 17k $263k
Neuberger Berman Group Jun 2025 11k $175k
Inscription Capital Jun 2025 10k $157k