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

$15.63 +0.12 (+0.77%)
Closing price 10/13/2025 03:59 PM Eastern
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$15.62 -0.01 (-0.06%)
As of 10/13/2025 04:10 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)
113
Total
Institutional Inflows
(last 12 months)
$272.59M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$112.24M
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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
10/10/2025 Focused Wealth Management Inc10,678$170K0.0%-6.8%0.000%
10/8/2025 Fiduciary Alliance LLC23,200$369K0.0%+3.3%0.000%
9/26/2025Corient Private Wealth LLC30,474$471K0.0%-7.0%0.000%
9/4/2025Osaic Holdings Inc.551,166$8.53M0.0%-9.9%0.000%
8/29/2025Centaurus Financial Inc.42,136$652K0.0%-11.8%0.000%
8/21/2025Pathway Financial Advisers LLC385,599$5.97M1.9%+3.6%0.000%
8/19/2025B. Riley Wealth Advisors Inc.10,337$160K0.0%N/A0.000%
8/19/2025Newbridge Financial Services Group Inc.39,668$614K0.1%N/A0.000%
8/18/2025Geneos Wealth Management Inc.13,910$215K0.0%+125.4%0.000%
8/15/2025Corient Private Wealth LLC30,474$471K0.0%-7.0%0.000%
8/15/2025Captrust Financial Advisors14,213$220K0.0%-16.5%0.000%
8/15/2025Mendel Capital Management LLC20,188$312K0.2%-16.4%0.000%
8/15/2025EP Wealth Advisors LLC29,485$456K0.0%N/A0.000%
8/15/2025Bank of America Corp DE808,900$12.51M0.0%+4.4%0.000%
8/15/2025Ameriprise Financial Inc.410,548$6.33M0.0%-52.5%0.000%
8/14/2025Raymond James Financial Inc.2,643,146$40.89M0.0%+1.9%0.000%
8/14/2025Cerity Partners LLC28,792$445K0.0%+38.1%0.000%
8/13/2025Brown Advisory Inc.13,063$202K0.0%-6.3%0.000%
8/13/2025Baird Financial Group Inc.518,461$8.02M0.0%+5.7%0.000%
8/13/2025Guggenheim Capital LLC1,036,165$16.03M0.1%+7.8%0.000%
8/13/2025Invesco Ltd.1,513,968$23.42M0.0%-0.6%0.000%
8/13/2025Smith Moore & CO.67,626$1.05M0.1%+15.8%0.000%
8/13/2025Elevation Point Wealth Partners LLC2,333$36K0.0%N/A0.000%
8/12/2025J.W. Cole Advisors Inc.24,653$381K0.0%-6.1%0.000%
8/12/2025Advisors Asset Management Inc.292,815$4.53M0.1%+14.6%0.000%
8/12/2025Steward Partners Investment Advisory LLC196,325$3.04M0.0%+6.4%0.000%
8/12/2025CreativeOne Wealth LLC14,169$219K0.0%-84.2%0.000%
8/12/2025Ameritas Investment Partners Inc.35,085$543K0.0%+8.3%0.000%
8/12/2025Jefferies Financial Group Inc.18,836$291K0.0%+31.5%0.000%
8/12/2025Quantum Private Wealth LLC15,000$232K0.1%-25.0%0.000%
8/12/2025Heron Bay Capital Management406,483$6.29M1.2%+28.4%0.000%
8/12/2025JPMorgan Chase & Co.2,987$46K0.0%-28.1%0.000%
8/8/2025Rockefeller Capital Management L.P.301,117$4.66M0.0%+2.5%0.000%
8/8/2025Kingsview Wealth Management LLC77,215$1.20M0.0%+30.9%0.000%
8/8/2025Cetera Investment Advisers241,286$3.73M0.0%+15.1%0.000%
8/8/2025Flaharty Asset Management LLC34,107$528K0.1%+4.2%0.000%
8/8/2025Creative Planning46,113$713K0.0%+41.3%0.000%
8/8/2025Wealth Alliance LLC19,224$297K0.0%+4.7%0.000%
8/7/2025Cvfg LLC12,944$200K0.2%+15.1%0.000%
8/7/2025Cypress Capital Management LLC WY 280,492$4.34M4.7%+141.3%0.000%
8/6/2025Summit Investment Advisors Inc.32,387$462K0.4%+8.4%0.000%
8/5/2025Mission Wealth Management LP14,499$224K0.0%-12.1%0.000%
8/4/2025Assetmark Inc.3,325$51K0.0%+68.3%0.000%
8/4/2025ELCO Management Co. LLC46,400$718K0.4%-2.1%0.000%
8/4/2025L.M. Kohn & Company18,964$293K0.1%+33.1%0.000%
8/1/2025Transcend Capital Advisors LLC10,428$161K0.0%N/A0.000%
8/1/2025Envestnet Asset Management Inc.19,572$303K0.0%+4.5%0.000%
7/29/2025International Assets Investment Management LLC41,415$641K0.0%+4.5%0.000%
7/29/2025Stratos Wealth Partners LTD.13,728$212K0.0%+7.2%0.000%
7/29/2025Activest Wealth Management3,325$51K0.0%-41.1%0.000%
7/28/2025Harbour Investments Inc.21,633$335K0.0%+13.4%0.000%
7/28/2025RFG Advisory LLC928,828$14.37M0.3%-5.2%0.000%
7/25/2025Atria Wealth Solutions Inc.54,625$845K0.0%+88.8%0.000%
7/25/2025Concurrent Investment Advisors LLC21,771$337K0.0%N/A0.000%
7/23/2025Morey & Quinn Wealth Partners LLC49,046$759K0.6%+15.5%0.000%
7/23/2025 Ignite Planners LLC44,598$693K0.1%-5.5%0.000%
7/21/2025Ameritas Advisory Services LLC37,265$576K0.0%-27.7%0.000%
7/18/2025Parsons Capital Management Inc. RI150,136$2.32M0.1%-5.7%0.000%
7/18/2025Truist Financial Corp43,201$668K0.0%+5.9%0.000%
7/17/2025C2C Wealth Management LLC238,094$3.68M3.3%-2.2%0.000%
7/17/2025Greenleaf Trust39,274$608K0.0%-5.0%0.000%
7/17/2025Janney Montgomery Scott LLC314,945$4.87M0.0%+1.6%0.000%
7/15/2025Wealth Effects LLC43,812$678K0.3%-11.6%0.000%
7/15/2025 Focused Wealth Management Inc11,454$177K0.0%-13.6%0.000%
7/14/2025Seek First Inc.20,998$325K0.3%+26.9%0.000%
7/14/2025 U.S. Capital Wealth Advisors LLC19,105$296K0.0%-57.1%0.000%
7/11/2025Kingstone Capital Partners Texas LLC23,948$370K0.0%N/A0.000%
7/10/2025Oliver Lagore Vanvalin Investment Group12,755$182K0.1%N/A0.000%
7/10/2025Wealth Enhancement Advisory Services LLC42,163$660K0.0%+4.5%0.000%
7/9/2025 Fiduciary Alliance LLC22,450$347K0.0%N/A0.000%
7/8/2025Parallel Advisors LLC5,000$77K0.0%-60.7%0.000%
5/20/2025Flaharty Asset Management LLC32,747$467K0.1%-40.7%0.000%
5/16/2025Arete Wealth Advisors LLC27,218$388K0.0%+2.6%0.000%
5/16/2025Strait & Sound Wealth Management LLC38,144$544K0.3%+6.4%0.000%
5/16/2025Goldman Sachs Group Inc.116,546$1.66M0.0%+15.3%0.000%
5/16/2025Advisors Asset Management Inc.255,539$3.64M0.1%+41.2%0.000%
5/15/2025Royal Bank of Canada700,152$9.98M0.0%+10.3%0.000%
5/15/2025Baird Financial Group Inc.490,443$6.99M0.0%-5.3%0.000%
5/14/2025Guggenheim Capital LLC961,507$13.71M0.1%-1.9%0.000%
5/14/2025CreativeOne Wealth LLC89,953$1.28M0.0%+19.1%0.000%
5/14/2025Comerica Bank99,127$1.41M0.0%+2.4%0.000%
5/14/2025Northwestern Mutual Wealth Management Co.22,516$321K0.0%+27.4%0.000%
5/14/2025Kestra Advisory Services LLC75,287$1.07M0.0%-20.3%0.000%
5/14/2025Compound Planning Inc.74,853$1.07M0.0%+9.4%0.000%
5/13/2025Elequin Capital LP7,753$111K0.0%N/A0.000%
5/13/2025Seek First Inc.16,549$236K0.2%N/A0.000%
5/13/2025Raymond James Financial Inc.2,593,579$36.98M0.0%+5.1%0.000%
5/13/2025HighTower Advisors LLC289,667$4.13M0.0%-1.5%0.000%
5/12/2025Invesco Ltd.1,523,373$21.72M0.0%-13.0%0.000%
5/12/2025LaSalle St. Investment Advisors LLC36,926$526K0.1%+4.7%0.000%
5/9/2025Atria Wealth Solutions Inc.28,936$413K0.0%-18.6%0.000%
5/9/2025Pathway Financial Advisers LLC372,373$5.31M1.8%+4.1%0.000%
5/9/2025PNC Financial Services Group Inc.43,446$620K0.0%-37.1%0.000%
5/8/2025Moors & Cabot Inc.13,631$194K0.0%+34.0%0.000%
5/8/2025Jefferies Financial Group Inc.14,321$204K0.0%+10.8%0.000%
5/8/2025Eastern Bank2,344$33K0.0%N/A0.000%
5/7/2025LPL Financial LLC1,132,140$16.14M0.0%+74.2%0.000%
5/6/2025Cetera Investment Advisers209,555$2.99M0.0%+19.9%0.000%
5/6/2025Ignite Planners LLC47,212$660K0.1%+2.0%0.000%
5/5/2025Wealth Alliance LLC18,363$262K0.0%+4.7%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, 187 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. ($40.89M), Wells Fargo & Company MN ($27.98M), Invesco Ltd. ($23.42M), Raymond James & Associates ($22.37M), LPL Financial LLC ($16.14M), Guggenheim Capital LLC ($16.03M), and Principal Securities Inc. ($15.83M).Learn more on Eaton Vance Tax-Managed Diversified Equity Income Fund's institutional investors.

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

Of the 151 institutional investors that purchased Eaton Vance Tax-Managed Diversified Equity Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Pathway Financial Advisers LLC ($9.91M), Raymond James Financial Inc. ($5.11M), Cornerstone Advisors LLC ($1.70M), Principal Securities Inc. ($968.54K), LPL Financial LLC ($578.94K), International Assets Investment Management LLC ($552.08K), and Strategic Financial Concepts LLC ($470.18K).

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

Institutional investors have bought a total of 18,467,567 shares in the last 24 months. This purchase volume represents approximately $272.59M in transactions.

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

Of the 75 institutional investors that sold Eaton Vance Tax-Managed Diversified Equity Income Fund's 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 ($794.48K), Ameriprise Financial Inc. ($454.00K), RFG Advisory LLC ($282.02K), Invesco Ltd. ($237.55K), Shaker Financial Services LLC ($109.89K), and CreativeOne Wealth LLC ($75.78K).

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

Institutional investors have sold a total of 7,526,263 shares in the last 24 months. This volume of shares sold represents approximately $112.24M in transactions.


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This page (NYSE:ETY) was last updated on 10/14/2025 by MarketBeat.com Staff
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