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

$14.98 +0.07 (+0.44%)
Closing price 03:59 PM Eastern
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$15.03 +0.05 (+0.37%)
As of 05:09 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)
115
Total
Institutional Inflows
(last 12 months)
$56.24M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$34.15M
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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
5/4/2026 NWF Advisory Services Inc.42,871$591K0.1%-10.1%0.000%
5/4/2026 Chicago Partners Investment Group LLC11,589$170K0.0%-7.3%0.000%
5/4/2026 Procyon Advisors LLC19,476$269K0.0%+52.7%0.000%
5/1/2026 Fifth Third Bancorp78,506$1.08M0.0%+868.3%0.000%
5/1/2026 Sequoia Financial Advisors LLC11,483$158K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC104,988$1.45M0.0%+45.7%0.000%
4/29/2026 Cvfg LLC13,242$183K0.0%+11.7%0.000%
4/27/2026 World Investment Advisors21,753$300K0.0%-86.1%0.000%
4/27/2026 Private Advisor Group LLC239,293$3.30M0.0%+1.5%0.000%
4/23/2026 Summit Investment Advisory Services LLC41,700$575K0.2%-15.0%0.000%
4/23/2026 Pathway Financial Advisers LLC440,229$6.07M1.7%+5.8%0.000%
4/22/2026 Janney Montgomery Scott LLC382,253$5.27M0.0%+5.4%0.000%
4/21/2026 Fiduciary Alliance LLC21,950$318K0.0%-4.1%0.000%
4/20/2026 Kestra Private Wealth Services LLC10,817$149K0.0%N/A0.000%
4/20/2026 C2C Wealth Management LLC230,094$3.17M2.7%-1.5%0.000%
4/20/2026 RFG Advisory LLC626,075$8.63M0.2%+2.1%0.000%
4/17/2026 PMG Family Office LLC113,812$1.57M1.8%+7.8%0.000%
3/17/2026Rockefeller Capital Management L.P.302,634$4.64M0.0%+1.2%0.000%
3/13/2026 World Investment Advisors156,167$2.40M0.0%+10.9%0.000%
3/9/2026Corient Private Wealth LLC32,974$506K0.0%+12.4%0.000%
3/3/2026 S Harris Financial Group LLC83,315$1.28M1.2%N/A0.000%
2/19/2026Compound Planning Inc.82,853$1.27M0.0%+2.9%0.000%
2/19/2026Invesco Ltd.1,419,331$21.77M0.0%-6.2%0.000%
2/19/2026 Harbour Wealth Management Group Inc.12,443$191K0.1%N/A0.000%
2/19/2026Corient Private Wealth LLC32,974$506K0.0%+12.4%0.000%
2/18/2026Mercer Global Advisors Inc. ADV67,920$1.04M0.0%-29.5%0.000%
2/18/2026Readystate Asset Management LP50,216$770K0.0%N/A0.000%
2/17/2026Guggenheim Capital LLC904,910$13.88M0.1%-6.9%0.000%
2/17/2026Cetera Investment Advisers258,529$3.97M0.0%-0.8%0.000%
2/17/2026Osaic Holdings Inc.548,648$8.42M0.0%-0.7%0.000%
2/17/2026 Private Advisor Group LLC235,785$3.62M0.0%+1.7%0.000%
2/17/2026&PARTNERS50,956$782K0.0%+33.3%0.000%
2/17/2026Royal Bank of Canada672,325$10.31M0.0%-0.3%0.000%
2/17/2026Pointe Capital Management LLC115,322$1.77M0.9%-15.3%0.000%
2/16/2026 Piedmont Capital Management LLC NC17,120$263K0.2%N/A0.000%
2/16/2026Resources Management Corp CT ADV57,204$878K0.1%N/A0.000%
2/16/2026 MML Investors Services LLC29,856$458K0.0%+2.4%0.000%
2/16/2026Mariner LLC54,550$837K0.0%+21.9%0.000%
2/16/2026Nicolet Advisory Services LLC22,045$342K0.0%-4.1%0.000%
2/16/2026Landscape Capital Management L.L.C.10,580$162K0.0%N/A0.000%
2/16/2026Arax Advisory Partners2,560$39K0.0%N/A0.000%
2/13/2026 Kestra Advisory Services LLC72,043$1.11M0.0%-5.7%0.000%
2/13/2026Stifel Financial Corp413,657$6.35M0.0%-0.2%0.000%
2/13/2026Morgan Stanley12,987,864$199.23M0.0%+0.4%0.000%
2/13/2026Heron Bay Capital Management179,361$2.75M0.5%-55.6%0.000%
2/13/2026Wells Fargo & Company MN2,038,748$31.27M0.0%+2.7%0.000%
2/13/2026Summit Financial LLC46,483$713K0.0%-14.0%0.000%
2/12/2026Advisors Asset Management Inc.308,126$4.73M0.1%-3.6%0.000%
2/12/2026Jane Street Group LLC76,106$1.17M0.0%N/A0.000%
2/12/2026 Commonwealth Equity Services LLC178,265$2.74M0.0%-7.1%0.000%
2/12/2026Steward Partners Investment Advisory LLC213,390$3.27M0.0%+5.8%0.000%
2/12/2026Principal Securities Inc.1,133,857$17.39M0.3%-1.6%0.000%
2/11/2026M Holdings Securities Inc.27,903$428K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC362,803$5.57M0.0%+2.7%0.000%
2/11/2026Cerity Partners LLC11,219$172K0.0%-61.3%0.000%
2/11/2026LPL Financial LLC1,237,972$18.99M0.0%+4.2%0.000%
2/11/2026 Vermillion Wealth Management Inc.1,805$28K0.0%+101.5%0.000%
2/11/2026 J.W. Cole Advisors Inc.19,668$302K0.0%-4.7%0.000%
2/10/2026Goldman Sachs Group Inc.101,200$1.55M0.0%+0.9%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.31,766$487K0.0%+42.0%0.000%
2/9/2026Kingsview Wealth Management LLC79,915$1.23M0.0%+5.7%0.000%
2/9/2026Cypress Capital Management LLC WY 287,207$4.41M4.3%+2.4%0.000%
2/9/2026Harbour Investments Inc.23,388$359K0.0%+7.8%0.000%
2/6/2026Global Retirement Partners LLC8,329$128K0.0%-11.0%0.000%
2/6/2026HighTower Advisors LLC285,317$4.38M0.0%-1.6%0.000%
2/6/2026 Pathway Financial Advisers LLC416,174$6.38M1.9%+2.0%0.000%
2/4/2026Ameritas Advisory Services LLC40,184$616K0.0%-23.5%0.000%
2/4/2026 World Investment Advisors156,167$2.26M0.0%+10.9%0.000%
2/4/2026 Summit Investment Advisory Services LLC49,073$753K0.3%+1.6%0.000%
2/3/2026 International Assets Investment Management LLC39,615$608K0.0%-4.3%0.000%
2/3/2026 Retirement Planning Group LLC10,139$156K0.0%-14.4%0.000%
2/3/2026 RFG Advisory LLC613,386$9.41M0.2%-0.3%0.000%
2/3/2026Milestone Asset Management Group LLC12,840$197K0.1%N/A0.000%
2/2/2026 Wolverine Asset Management LLC54,498$836K0.0%N/A0.000%
2/2/2026 Truist Financial Corp44,474$682K0.0%-4.6%0.000%
2/2/2026Benjamin Edwards Inc.28,353$435K0.0%+24.7%0.000%
2/2/2026 Fifth Third Bancorp8,108$124K0.0%+94.6%0.000%
1/30/2026 Sigma Planning Corp10,637$163K0.0%N/A0.000%
1/29/2026Comerica Bank71,339$1.09M0.0%-5.7%0.000%
1/29/2026UBS Group AG539,870$8.28M0.0%+1.3%0.000%
1/29/2026Sanctuary Advisors LLC72,251$1.11M0.0%-5.3%0.000%
1/29/2026 Concurrent Investment Advisors LLC32,471$498K0.0%+48.7%0.000%
1/28/2026Confluence Wealth Services Inc.15,343$235K0.0%-20.7%0.000%
1/27/2026 Morey & Quinn Wealth Partners LLC51,148$785K0.6%+6.2%0.000%
1/26/2026Shaker Financial Services LLC209,180$3.21M1.0%N/A0.000%
1/26/2026 Merit Financial Group LLC147,971$2.27M0.0%+13.3%0.000%
1/26/2026CWM LLC1,783$27K0.0%+64.5%0.000%
1/26/2026 Wealth Effects LLC45,367$696K0.2%-1.5%0.000%
1/23/2026Smith Moore & CO.75,172$1.15M0.1%+6.4%0.000%
1/23/2026 U.S. Capital Wealth Advisors LLC23,895$367K0.0%+28.4%0.000%
1/20/2026 Stratos Wealth Partners LTD.20,020$307K0.0%+14.1%0.000%
1/20/2026 Stratos Wealth Advisors LLC32,269$495K0.0%-5.8%0.000%
1/15/2026 Lodestone Wealth Management LLC2,000$31K0.0%N/A0.000%
1/14/2026 Wealthcare Advisory Partners LLC10,067$154K0.0%N/A0.000%
1/13/2026 CoreCap Advisors LLC294,230$4.51M0.2%-6.7%0.000%
1/13/2026 Parsons Capital Management Inc. RI146,124$2.24M0.1%-1.5%0.000%
1/12/2026 David J Yvars Group43,465$669K0.4%+8.6%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC43,647$671K0.0%+5.5%0.000%
1/7/2026 Procyon Advisors LLC12,755$196K0.0%N/A0.000%
1/1/2026JPMorgan Chase & Co.3,949$63K0.0%+32.2%0.000%


ETY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETY shares?

During the previous two years, 199 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Diversified Equity Income Fund. The most heavily invested institutionals were Morgan Stanley ($199.23M), Raymond James Financial Inc. ($43.04M), Wells Fargo & Company MN ($31.27M), Raymond James & Associates ($22.37M), Invesco Ltd. ($21.77M), LPL Financial LLC ($18.99M), and Principal Securities Inc. ($17.39M).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 166 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 ($9.94M), Raymond James Financial Inc. ($5.18M), Cornerstone Advisors LLC ($759.67K), LPL Financial LLC ($554.27K), Strategic Financial Concepts LLC ($450.68K), Janney Montgomery Scott LLC ($343.95K), and Shaker Financial Services LLC ($335.28K).

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

Institutional investors have bought a total of 3,713,543 shares in the last 24 months. This purchase volume represents approximately $56.24M in transactions.

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

Of the 67 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: Ameriprise Financial Inc. ($454.00K), RFG Advisory LLC ($366.90K), Invesco Ltd. ($332.19K), Heron Bay Capital Management ($227.12K), World Investment Advisors ($134.41K), Guggenheim Capital LLC ($86.39K), 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 2,244,551 shares in the last 24 months. This volume of shares sold represents approximately $34.15M in transactions.


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This page (NYSE:ETY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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