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Eaton Vance Tax Managed Diversified Eq. shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Eaton Vance Tax Managed Diversified Eq. (ETY) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Eaton Vance Tax Managed Diversified Eq.

Tip: Access up to 7 years of quarterly data

All positions including Eaton Vance Tax Managed Diversified Eq. held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton Vance Tax Managed Diversified Eq. by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $347k 22k 15.90
2025-06-30 $337k 22k 15.47

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Top funds holding Eaton Vance Tax Managed Diversified Eq.

Morgan Stanley
Raymond James Financial
Wells Fargo & Company
Invesco
LPL Financial
Principal Securities
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Matrix Private Capital Group
RFG Advisory
Advisor Group Holdings
Baird Financial
UBS Group
Ameriprise Financial
Stifel Financial

View all funds holding Eaton Vance Tax Managed Diversified Eq.