NewEdge Advisors, LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1633516
NEW ORLEANS, LA
Position in ETY
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$916,138
-$96,148 QoQ
Shares Held
66,435
+0.7% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 9.031384059607134.ToString("F0")%
Shared 0.ToString("F0")%
None 90.96861594039287.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NewEdge Advisors, LLC holds $298,866,626 across 303 Asset Management names. ETY ranks #73 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
71,807 | $69,057,509 | |
| 2 | BX |
Blackstone Inc.
|
90,619 | $10,420,278 | |
| 3 | AMP |
Ameriprise Financial Inc
|
15,896 | $7,064,182 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
385,169 | $6,590,241 | |
| 5 | KKR |
KKR & Co. Inc.
|
64,649 | $5,980,032 | |
| 6 | RJF |
Raymond James Financial Inc
|
31,020 | $4,491,385 | |
| 7 | NAD |
Nuveen Quality Municipal Income Fund
|
387,632 | $4,457,768 | |
| 8 | IQI |
Invesco Quality Municipal Income Trust
|
455,485 | $4,381,765 |
All Filings in ETY
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,138 | 66,435 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,012,286 | 65,990 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,080,866 | 67,979 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,048,788 | 67,795 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $824,684 | 57,832 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $891,692 | 59,645 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,178,826 | 80,466 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,295,957 | 92,239 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,402,278 | 104,961 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $905,534 | 74,285 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $663,873 | 57,528 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $781,977 | 62,759 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $726,294 | 62,236 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $657,540 | 60,547 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $570,660 | 52,547 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $592,559 | 52,300 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $550,697 | 39,420 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $350,108 | 23,263 | Shares | Sole | 2022-02-17 | |
| 2020-09-30 | $135,689 | 12,460 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $134,318 | 12,460 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $114,952 | 12,334 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||