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

$15.09 +0.05 (+0.33%)
As of 01/17/2025 03:59 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)
67
Total
Institutional Inflows
(last 12 months)
$219.99M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$36.04M
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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
1/17/2025Janney Montgomery Scott LLC171,580$2.57M0.0%+3.6%0.000%
1/17/2025Atomi Financial Group Inc.68,452$1.02M0.1%+96.6%0.000%
1/15/2025 Ameritas Advisory Services LLC51,567$771K0.0%+2.3%0.000%
1/15/2025 Merit Financial Group LLC110,780$1.66M0.0%+11.2%0.000%
1/15/2025 Cvfg LLC13,246$198K0.2%N/A0.000%
1/8/2025 International Assets Investment Management LLC42,177$631K0.0%N/A0.000%
12/13/2024B. Riley Wealth Advisors Inc.33,806$493K0.0%-57.3%0.000%
12/10/2024Garden State Investment Advisory Services LLC15,981$234K0.1%+4.4%0.000%
11/25/2024Synovus Financial Corp15,927$233K0.0%N/A0.000%
11/18/2024Strait & Sound Wealth Management LLC37,716$553K0.3%+3.0%0.000%
11/15/2024MML Investors Services LLC21,405$314K0.0%+18.5%0.000%
11/15/2024Kovitz Investment Group Partners LLC10,000$146K0.0%N/A0.000%
11/15/2024Stifel Financial Corp391,110$5.73M0.0%-9.2%0.000%
11/15/2024HighTower Advisors LLC292,716$4.29M0.0%-1.4%0.000%
11/15/2024Garden State Investment Advisory Services LLC15,981$234K0.1%+4.4%0.000%
11/14/2024L.M. Kohn & Company14,244$209K0.1%+28.3%0.000%
11/14/2024Rockefeller Capital Management L.P.285,576$4.18M0.0%-2.9%0.000%
11/14/2024Walleye Capital LLC15,592$228K0.0%N/A0.000%
11/13/2024D.A. Davidson & CO.15,010$220K0.0%+7.6%0.000%
11/12/2024Centaurus Financial Inc.48,551$711K0.0%-14.6%0.000%
11/12/2024M Holdings Securities Inc.13,758$202K0.1%-58.2%0.000%
11/9/2024Landscape Capital Management L.L.C.16,531$242K0.0%-81.3%0.000%
11/8/2024Cornerstone Advisors LLC416,762$6.11M0.2%-65.6%0.000%
11/8/2024Advisors Asset Management Inc.134,095$1.96M0.0%+92.9%0.000%
11/8/2024PNC Financial Services Group Inc.66,426$973K0.0%-7.2%0.000%
11/5/2024Aptus Capital Advisors LLC172,214$2.52M0.0%-1.2%0.000%
11/4/2024Ashton Thomas Securities LLC6,000$88K0.0%N/A0.000%
10/31/2024Shaker Financial Services LLC210,520$3.08M1.2%+10.6%0.000%
10/31/2024 David J Yvars Group38,782$565K0.3%+1.9%0.000%
10/29/2024Confluence Wealth Services Inc.19,961$292K0.0%+56.4%0.000%
10/29/2024Janney Montgomery Scott LLC165,571$2.43M0.0%N/A0.000%
10/29/2024Princeton Global Asset Management LLC4,983$73K0.0%+125.2%0.000%
10/28/2024Principal Securities Inc.1,035,884$15.18M0.4%+2.9%0.000%
10/28/2024US Bancorp DE8,623$126K0.0%+8.7%0.000%
10/25/2024Pathway Financial Advisers LLC5,105,368$74.79M0.7%+1,435.4%0.000%
10/24/2024Inscription Capital LLC10,562$155K0.0%-6.3%0.000%
10/24/2024Pointe Capital Management LLC139,701$2.05M1.2%-7.0%0.000%
10/24/2024Pathway Financial Advisers LLC5,105,368$74.79M0.5%+1,435.4%0.000%
10/23/2024Burford Brothers Inc.21,400$314K0.2%-5.3%0.000%
10/22/2024Greenleaf Trust44,329$649K0.0%N/A0.000%
10/22/2024Private Advisor Group LLC222,371$3.26M0.0%-3.1%0.000%
10/21/2024Raleigh Capital Management Inc.1,854$27K0.0%-38.9%0.000%
10/21/2024Wealth Effects LLC53,254$780K0.3%-1.6%0.000%
10/18/2024Raymond James & Associates1,527,191$22.37M0.0%+11.9%0.000%
10/17/2024RFG Advisory LLC1,190,876$17.45M0.5%-1.6%0.000%
10/16/2024Global Retirement Partners LLC24,920$365K0.0%+20.6%0.000%
10/16/2024Summit Investment Advisory Services LLC45,370$665K0.4%N/A0.000%
10/11/2024Creative Planning34,819$510K0.0%+16.6%0.000%
10/10/2024Retirement Planning Group LLC10,139$149K0.0%N/A0.000%
9/23/2024Centaurus Financial Inc.56,824$798K0.1%-25.3%0.000%
9/5/2024Sanctuary Advisors LLC85,306$1.11M0.0%N/A0.000%
8/22/2024Cetera Investment Advisers152,962$2.15M0.0%+7.6%0.000%
8/21/2024Truist Financial Corp46,953$660K0.0%-35.9%0.000%
8/20/2024Pathway Financial Advisers LLC332,514$4.67M1.7%+3.8%0.000%
8/19/2024B. Riley Wealth Advisors Inc.79,111$1.11M0.0%-4.1%0.000%
8/16/2024NewEdge Advisors LLC92,239$1.30M0.0%-12.1%0.000%
8/16/2024Creative Planning29,864$420K0.0%+4.1%0.000%
8/15/2024Matrix Private Capital Group LLC637,456$8.96M5.6%+3.1%0.000%
8/15/2024ELCO Management Co. LLC50,800$714K0.4%-2.3%0.000%
8/14/2024Heron Bay Capital Management366,285$5.15M1.1%-1.4%0.000%
8/10/2024Wealth Alliance14,197$199K0.0%+5.7%0.000%
8/9/2024Cornerstone Advisors LLC1,211,242$17.02M0.7%-32.7%0.000%
8/8/2024CoreCap Advisors LLC313,128$4.40M0.5%N/A0.000%
8/7/2024Choreo LLC27,355$384K0.0%N/A0.000%
8/7/2024Wedbush Securities Inc.126,792$1.78M0.1%-28.6%0.000%
8/6/2024Strategic Financial Concepts LLC257,680$36K0.0%+1,221.4%0.000%
8/3/2024Shaker Financial Services LLC190,304$2.67M1.1%+125.4%0.000%
8/2/2024Wealth Effects LLC54,137$761K0.3%-13.7%0.000%
8/1/2024Flaharty Asset Management LLC63,591$893K0.1%-3.6%0.000%
7/31/2024Aptus Capital Advisors LLC174,263$2.45M0.0%-1.1%0.000%
7/31/2024Commonwealth Equity Services LLC222,769$3.13M0.0%-5.4%0.000%
7/31/2024Focused Wealth Management Inc13,707$193K0.0%-17.3%0.000%
7/26/2024Harbour Investments Inc.19,064$268K0.0%+18.3%0.000%
7/26/2024Atomi Financial Group Inc.34,390$483K0.0%+15.8%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.483,980$6.80M0.0%-3.0%0.000%
7/22/2024Liberty One Investment Management LLC4,795$67K0.0%-32.3%0.000%
7/19/2024Raymond James & Associates1,364,901$19.18M0.0%-23.6%0.000%
7/15/2024RFG Advisory LLC1,210,850$17.01M0.6%-3.7%0.000%
7/12/2024 Ignite Planners LLC46,061$660K0.2%-3.7%0.000%
7/11/2024U.S. Capital Wealth Advisors LLC40,700$572K0.0%+153.9%0.000%
7/10/2024Redmont Wealth Advisors LLC6,488$91K0.1%-27.4%0.000%
5/29/2024Pathway Financial Advisers LLC320,396$4.28M1.5%N/A0.000%
5/24/2024Cetera Advisors LLC53,609$716K0.0%+66.6%0.000%
5/24/2024Cetera Investment Advisers142,092$1.90M0.0%+483.5%0.000%
5/20/2024Virtu Financial LLC14,833$198K0.0%N/A0.000%
5/17/2024Comerica Bank145,427$1.94M0.0%-3.3%0.000%
5/16/2024B. Riley Wealth Advisors Inc.82,484$1.10M0.0%+8.1%0.000%
5/14/2024Heron Bay Capital Management371,601$4.97M1.1%+0.4%0.000%
5/14/2024Advisors Asset Management Inc.31,931$427K0.0%N/A0.000%
5/13/2024Rockport Wealth LLC151,632$2.03M0.7%N/A0.000%
5/10/2024Cornerstone Advisors LLC1,800,219$24.05M1.0%+73.0%0.000%
5/9/2024Beacon Investment Advisory Services Inc.10,000$134K0.0%N/A0.000%
5/8/2024Avantax Advisory Services Inc.11,704$156K0.0%+13.7%0.000%
5/4/2024Geneos Wealth Management Inc.7,620$102K0.0%-11.6%0.000%
5/2/2024 CNB Bank4,590$61K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC158,002$2.11M0.0%+11.0%0.000%
4/30/2024Private Advisor Group LLC229,328$3.06M0.0%-1.5%0.000%
4/29/2024Commonwealth Equity Services LLC235,461$3.15M0.0%+1.7%0.000%
4/25/2024Cambridge Investment Research Advisors Inc.498,788$6.66M0.0%+0.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.502,836$6.72M0.0%+8.6%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, 143 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Diversified Equity Income Fund. The most heavily invested institutionals were Pathway Financial Advisers LLC ($74.79M), Raymond James & Associates ($22.37M), Wells Fargo & Company MN ($18.20M), RFG Advisory LLC ($17.45M), Invesco Ltd. ($17.00M), Principal Securities Inc. ($15.18M), and LPL Financial LLC ($10.35M).Learn more on ETY's institutional investors.

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

Of the 114 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), Cornerstone Advisors LLC ($1.80M), Principal Securities Inc. ($945.77K), International Assets Investment Management LLC ($776.23K), Raymond James & Associates ($512.27K), LPL Financial LLC ($425.43K), and Heron Bay Capital Management ($377.05K).

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

Institutional investors have bought a total of 19,417,867 shares in the last 24 months. This purchase volume represents approximately $263.74M in transactions.

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

Of the 78 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: Cornerstone Advisors LLC ($1.38M), Raymond James & Associates ($454.17K), Cetera Advisor Networks LLC ($283.29K), RFG Advisory LLC ($279.41K), Janney Montgomery Scott LLC ($117.56K), Raymond James Financial Services Advisors Inc. ($111.36K), and Centaurus Financial Inc. ($96.84K).

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

Institutional investors have sold a total of 3,959,420 shares in the last 24 months. This volume of shares sold represents approximately $52.43M in transactions.


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This page (NYSE:ETY) was last updated on 1/18/2025 by MarketBeat.com Staff
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