Corient Private Wealth LLC

Position in ETY — Eaton Vance Tax-Managed Diversified Equity Income Fund

CIK 1948780 MIAMI, FL

Position in ETY

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$709,203

+$10,078 QoQ

Shares Held

48,776

-3.8% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#60

of 210 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 56% Shared 0% None 44%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $783,449,128 across 119 Asset Management names. ETY ranks #55 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc.	96,887	$93,162,662
2	BN	BROOKFIELD Corp /ON/	1,881,844	$80,147,735
3	NTRS	Northern Trust Corp	389,857	$67,772,740
4	PWRL	Powerlaw Corp.	3,862,217	$56,697,345
5	BXSL	Blackstone Secured Lending Fund	2,276,137	$53,967,208
6	ARES	Ares Management Corp	435,078	$48,428,531
7	BX	Blackstone Inc.	351,704	$41,385,008
8	STT	State Street Corp	241,593	$40,974,172

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$709,203	48,776	-3.8%	Shares	Sole	2026-08-27
2026-03-31	$699,125	50,698	+53.8%	Shares	Sole	2026-05-15
2025-12-31	$505,821	32,974	+12.4%	Shares	Sole	2026-03-09
2025-09-30	$466,251	29,324	-3.8%	Shares	Sole	2025-11-14
2025-06-30	$471,432	30,474	-7.0%	Shares	Sole	2025-09-26
2025-03-31	$467,357	32,774	-4.3%	Shares	Sole	2025-05-14
2024-12-31	$512,187	34,260	0.0%	Shares	Sole	2025-02-10
2024-09-30	$501,909	34,260	0.0%	Shares	Sole	2024-11-12
2024-06-30	$481,353	34,260	0.0%	Shares	Sole	2024-08-13
2024-03-31	$457,713	34,260	+3.5%	Shares	Sole	2024-05-09
2023-12-31	$403,610	33,110	-3.4%	Shares	Sole	2024-02-09
2023-09-30	$395,360	34,260	+4.0%	Shares	Sole	2023-11-03
2023-06-30	$410,557	32,950	+1.3%	Shares	Sole	2023-08-10
2023-03-31	$379,531	32,522	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.