Gladstone Institutional Advisory LLC
Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund
CIK 1766530
Bedminster, NJ
Position in ETY
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$782,885
-$86,494 QoQ
Shares Held
56,772
+0.2% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ETY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Gladstone Institutional Advisory LLC holds $20,318,745 across 24 Asset Management names. ETY ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PHYS |
Sprott Physical Gold Trust
|
171,122 | $6,064,563 | |
| 2 | DNP |
Dnp Select Income Fund Inc
|
335,294 | $3,453,528 | |
| 3 | BLK |
BlackRock, Inc.
|
2,747 | $2,641,817 | |
| 4 | RJF |
Raymond James Financial Inc
|
9,581 | $1,387,232 | |
| 5 | BX |
Blackstone Inc.
|
7,081 | $814,244 | |
| 6 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
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|
56,772 | $782,885 | |
| 7 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
44,123 | $603,161 | |
| 8 | JFR |
Nuveen Floating Rate Income Fund
|
72,455 | $544,861 |
All Filings in ETY
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $782,885 | 56,772 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $869,379 | 56,674 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $899,717 | 56,586 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $874,055 | 56,500 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $804,392 | 56,409 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $949,325 | 63,500 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,019,303 | 69,577 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $975,913 | 69,460 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $993,970 | 74,399 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $919,674 | 75,445 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $856,741 | 74,241 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $924,070 | 74,163 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $872,169 | 74,736 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $810,785 | 74,658 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $809,917 | 74,578 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $985,653 | 86,995 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $969,741 | 69,416 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $315,252 | 20,947 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $291,331 | 20,884 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $373,150 | 26,521 | Shares | Sole | 2023-01-30 | |
| 2021-03-31 | $269,996 | 21,143 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||