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Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) Institutional Ownership

$14.18 +0.20 (+1.42%)
Closing price 05/2/2025 03:59 PM Eastern
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$14.20 +0.02 (+0.12%)
As of 05/2/2025 04:26 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Diversified Equity Income Fund (NYSE:ETY)

Number of
Institutional Buyers
(last 12 months)
92
Total
Institutional Inflows
(last 12 months)
$276.73M
Number of
Institutional Sellers
(last 12 months)
62
Total
Institutional Outflows
(last 12 months)
$112.77M
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ETY Institutional Buying and Selling by Quarter

Eaton Vance Tax-Managed Diversified Equity Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025 Kingsview Wealth Management LLC58,999$841K0.0%-7.7%0.000%
5/1/2025 Pointe Capital Management LLC136,764$1.95M1.1%-3.6%0.000%
5/1/2025 CWM LLC6,964$99K0.0%-28.2%0.000%
5/1/2025 Hughes Financial Services LLC2,121$30K0.0%N/A0.000%
5/1/2025 Stephens Inc. AR10,694$152K0.0%-7.0%0.000%
4/30/2025 Cerity Partners LLC20,848$297K0.0%-4.7%0.000%
4/30/2025 Principal Securities Inc.1,058,660$15.83M0.4%+0.3%0.000%
4/30/2025 Stratos Wealth Partners LTD.12,810$183K0.0%-81.0%0.000%
4/29/2025 Bank of New York Mellon Corp17,002$242K0.0%-15.0%0.000%
4/28/2025 Pinnacle Financial Partners Inc9,122$136K0.0%-26.6%0.000%
4/28/2025 Redmont Wealth Advisors LLC5,138$73K0.1%N/A0.000%
4/25/2025 Smallwood Wealth Investment Management LLC2,437$35K0.0%N/A0.000%
4/24/2025 Mascoma Wealth Management LLC3,190$45K0.0%N/A0.000%
4/23/2025 Wealth Effects LLC49,576$707K0.3%-9.2%0.000%
4/23/2025 Cvfg LLC11,246$160K0.1%-15.1%0.000%
4/23/2025 Golden State Equity Partners11,003$157K0.0%+9.6%0.000%
4/23/2025 International Assets Investment Management LLC39,615$565K0.0%-6.1%0.000%
4/23/2025 C2C Wealth Management LLC243,394$3.47M3.3%-0.8%0.000%
4/23/2025 Oppenheimer & Co. Inc.19,851$283K0.0%+31.6%0.000%
4/22/2025 Cambridge Investment Research Advisors Inc.440,644$6.28M0.0%-6.1%0.000%
4/17/2025 Inscription Capital LLC11,700$156K0.0%N/A0.000%
4/17/2025 Janney Montgomery Scott LLC309,948$4.42M0.0%+80.6%0.000%
4/17/2025 Morey & Quinn Wealth Partners LLC42,451$605K0.5%+9.3%0.000%
4/17/2025 David J Yvars Group40,139$571K0.4%+3.6%0.000%
4/16/2025 Wealth Enhancement Advisory Services LLC40,344$575K0.0%N/A0.000%
4/9/2025 RFG Advisory LLC980,285$13.98M0.4%-5.8%0.000%
4/9/2025 Merit Financial Group LLC126,239$1.80M0.0%+14.0%0.000%
2/27/2025Jefferies Financial Group Inc.12,928$193K0.0%+11.1%0.000%
2/25/2025B. Riley Wealth Advisors Inc.26,756$400K0.0%-20.9%0.000%
2/18/2025Strait & Sound Wealth Management LLC35,841$536K0.2%-5.0%0.000%
2/17/2025Jefferies Financial Group Inc.12,928$193K0.0%+11.1%0.000%
2/17/2025Guardian Wealth Advisors LLC NC164,610$2.46M0.2%-3.6%0.000%
2/17/2025CoreCap Advisors LLC319,503$4.78M0.2%+2.9%0.000%
2/17/2025Cetera Investment Advisers174,784$2.61M0.0%+8.5%0.000%
2/17/2025Baird Financial Group Inc.517,761$7.74M0.0%+2.4%0.000%
2/17/2025Bank of America Corp DE787,854$11.78M0.0%+7.6%0.000%
2/17/2025Ameriprise Financial Inc.393,210$5.89M0.0%+1.9%0.000%
2/17/2025Aptus Capital Advisors LLC166,110$2.48M0.0%-3.5%0.000%
2/14/2025South Plains Financial Inc.7,159$107K0.1%N/A0.000%
2/14/2025Mercer Global Advisors Inc. ADV17,355$259K0.0%-17.6%0.000%
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2/14/2025Comerica Bank96,812$1.45M0.0%-4.1%0.000%
2/14/2025Lido Advisors LLC60,809$909K0.0%+2.0%0.000%
2/14/2025Northern Trust Corp14,950$224K0.0%-62.1%0.000%
2/14/2025Beacon Pointe Advisors LLC21,918$328K0.0%-27.4%0.000%
2/14/2025Kovitz Investment Group Partners LLC10,822$162K0.0%+8.2%0.000%
2/14/2025Shaker Financial Services LLC100,633$1.50M0.6%-52.2%0.000%
2/13/2025Garden State Investment Advisory Services LLC14,288$214K0.1%-10.6%0.000%
2/13/2025NewEdge Advisors LLC59,645$892K0.0%-25.9%0.000%
2/13/2025Kane Investment Management Inc.74,389$1.11M0.6%N/A0.000%
2/13/2025Guggenheim Capital LLC980,569$14.66M0.1%-1.7%0.000%
2/13/2025LaSalle St. Investment Advisors LLC35,283$527K0.2%+9.1%0.000%
2/13/2025CreativeOne Wealth LLC75,550$1.13M0.0%N/A0.000%
2/13/2025Summit Investment Advisors Inc.29,867$447K0.4%+4.7%0.000%
2/13/2025Rockefeller Capital Management L.P.283,449$4.24M0.0%-0.7%0.000%
2/13/2025Raymond James Financial Inc.2,468,314$36.90M0.0%N/A0.000%
2/13/2025 ELCO Management Co. LLC47,300$707K0.4%-2.9%0.000%
2/13/2025Invesco Ltd.1,751,518$26.19M0.0%+0.8%0.000%
2/13/2025 Cerity Partners LLC21,883$324K0.0%-3.5%0.000%
2/13/2025 Envestnet Asset Management Inc.15,189$227K0.0%-12.9%0.000%
2/13/2025Wedbush Securities Inc.139,709$2.09M0.1%+20.4%0.000%
2/13/2025Wells Fargo & Company MN1,871,663$27.98M0.0%+8.3%0.000%
2/13/2025Smith Moore & CO.53,224$796K0.1%+19.0%0.000%
2/12/2025Nicolet Advisory Services LLC24,313$361K0.0%-12.0%0.000%
2/12/2025 C2C Wealth Management LLC245,394$3.67M3.4%-0.8%0.000%
2/12/2025JPMorgan Chase & Co.4,154$62K0.0%+69.3%0.000%
2/12/2025 Morey & Quinn Wealth Partners LLC38,836$581K0.5%N/A0.000%
2/11/2025 CoreFirst Bank & Trust3,625$54K0.0%N/A0.000%
2/11/2025LPL Financial LLC649,788$9.71M0.0%+3.5%0.000%
2/11/2025Millstone Evans Group LLC6,322$95K0.1%N/A0.000%
2/10/2025Advisors Asset Management Inc.181,023$2.71M0.0%+35.0%0.000%
2/10/2025Curio Wealth LLC1,900$28K0.0%N/A0.000%
2/10/2025Commonwealth Equity Services LLC217,665$3.25M0.0%-3.3%0.000%
2/10/2025Essential Planning LLC.227,500$3.38M0.0%N/A0.000%
2/7/2025HighTower Advisors LLC293,952$4.40M0.0%+0.4%0.000%
2/7/2025Moors & Cabot Inc.10,171$152K0.0%-9.0%0.000%
2/7/2025 Vista Investment Partners II LLC11,158$167K0.1%N/A0.000%
2/7/2025Independent Advisor Alliance24,586$368K0.0%N/A0.000%
2/7/2025PNC Financial Services Group Inc.69,126$1.03M0.0%+4.1%0.000%
2/6/2025Raymond James Financial Inc.2,468,314$36.90M0.0%N/A0.000%
2/6/2025 Kapstone Financial Advisors LLC10,966$167K0.1%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC180,713$2.70M0.0%+1.7%0.000%
2/5/2025Flaharty Asset Management LLC55,251$826K0.1%-7.5%0.000%
2/5/2025 Oppenheimer & Co. Inc.15,082$225K0.0%N/A0.000%
2/5/2025 Pointe Capital Management LLC141,870$2.12M1.2%+1.6%0.000%
2/3/2025 Compass Planning Associates Inc17,450$261K0.3%N/A0.000%
1/31/2025Global Retirement Partners LLC18,703$280K0.0%-24.9%0.000%
1/31/2025Atria Wealth Solutions Inc.35,562$532K0.0%-20.2%0.000%
1/31/2025 D.A. Davidson & CO.17,511$262K0.0%+16.7%0.000%
1/31/2025 Truist Financial Corp50,567$756K0.0%+5.5%0.000%
1/30/2025 Strategic Financial Concepts LLC15,475$231K0.0%-17.9%0.000%
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Billionaires Rush Into Digital Banking Token Three massive forces are converging right now, creating what could be the biggest wealth opportunity since Bitcoin's early days.

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1/30/2025 Allworth Financial LP8,617$132K0.0%+13.1%0.000%
1/30/2025 Principal Securities Inc.1,055,303$15.78M0.4%+1.9%0.000%
1/30/2025 Intelligence Driven Advisers LLC22,899$342K0.1%N/A0.000%
1/30/2025Pathway Financial Advisers LLC357,618$5.35M1.8%-93.0%0.000%
1/29/2025Gladstone Institutional Advisory LLC63,500$949K0.0%-8.7%0.000%
1/28/2025 Stephens Inc. AR11,505$172K0.0%N/A0.000%
1/28/2025 Kingsview Wealth Management LLC63,941$956K0.0%+7.6%0.000%
1/28/2025 Strategic Financial Concepts LLC231,351$3.46M0.0%+1,127.3%0.000%
1/27/2025 Stratos Wealth Advisors LLC34,269$512K0.0%-12.8%0.000%
1/24/2025 U.S. Capital Wealth Advisors LLC44,500$665K0.0%+7.7%0.000%
(Data available from 1/1/2016 forward)

ETY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETY shares?

During the previous two years, 167 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Diversified Equity Income Fund. The most heavily invested institutionals were Raymond James Financial Inc. ($36.90M), Wells Fargo & Company MN ($27.98M), Invesco Ltd. ($26.19M), Raymond James & Associates ($22.37M), Principal Securities Inc. ($15.83M), Guggenheim Capital LLC ($14.66M), and RFG Advisory LLC ($13.98M).Learn more on ETY's institutional investors.

Which institutional investors have been buying Eaton Vance Tax-Managed Diversified Equity Income Fund stock?

Of the 134 institutional investors that purchased Eaton Vance Tax-Managed Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathway Financial Advisers LLC ($9.88M), Raymond James Financial Inc. ($4.94M), Cornerstone Advisors LLC ($1.80M), Principal Securities Inc. ($968.54K), International Assets Investment Management LLC ($709.85K), Strategic Financial Concepts LLC ($470.18K), and LPL Financial LLC ($446.30K).

How much institutional buying is happening at Eaton Vance Tax-Managed Diversified Equity Income Fund?

Institutional investors have bought a total of 24,809,234 shares in the last 24 months. This purchase volume represents approximately $348.02M in transactions.

Which Eaton Vance Tax-Managed Diversified Equity Income Fund major shareholders have been selling company stock?

Of the 87 institutional investors that sold Eaton Vance Tax-Managed Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pathway Financial Advisers LLC ($4.75M), Cornerstone Advisors LLC ($1.38M), RFG Advisory LLC ($490.00K), Raymond James & Associates ($454.17K), Cetera Advisor Networks LLC ($283.29K), Cambridge Investment Research Advisors Inc. ($111.49K), and Shaker Financial Services LLC ($109.89K).

How much institutional selling is happening at Eaton Vance Tax-Managed Diversified Equity Income Fund?

Institutional investors have sold a total of 8,920,336 shares in the last 24 months. This volume of shares sold represents approximately $128.09M in transactions.


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This page (NYSE:ETY) was last updated on 5/4/2025 by MarketBeat.com Staff
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