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

$15.76 +0.10 (+0.66%)
Closing price 08/6/2025 03:58 PM Eastern
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$15.78 +0.01 (+0.07%)
As of 08/6/2025 06:04 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)
107
Total
Institutional Inflows
(last 12 months)
$268.29M
Number of
Institutional Sellers
(last 12 months)
68
Total
Institutional Outflows
(last 12 months)
$111.75M
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ETY Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/6/2025Summit Investment Advisors Inc.32,387$462K0.4%+8.4%0.000%
8/5/2025 Mission Wealth Management LP14,499$224K0.0%-12.1%0.000%
8/4/2025 Assetmark Inc.3,325$51K0.0%+68.3%0.000%
8/4/2025 ELCO Management Co. LLC46,400$718K0.4%-2.1%0.000%
8/4/2025 L.M. Kohn & Company18,964$293K0.1%+33.1%0.000%
8/1/2025 Transcend Capital Advisors LLC10,428$161K0.0%N/A0.000%
8/1/2025 Envestnet Asset Management Inc.19,572$303K0.0%+4.5%0.000%
7/29/2025 International Assets Investment Management LLC41,415$641K0.0%+4.5%0.000%
7/29/2025 Stratos Wealth Partners LTD.13,728$212K0.0%+7.2%0.000%
7/29/2025 Activest Wealth Management3,325$51K0.0%-41.1%0.000%
7/28/2025 Harbour Investments Inc.21,633$335K0.0%+13.4%0.000%
7/28/2025 RFG Advisory LLC928,828$14.37M0.3%-5.2%0.000%
7/25/2025 Atria Wealth Solutions Inc.54,625$845K0.0%+88.8%0.000%
7/25/2025 Concurrent Investment Advisors LLC21,771$337K0.0%N/A0.000%
7/23/2025 Morey & Quinn Wealth Partners LLC49,046$759K0.6%+15.5%0.000%
7/23/2025 Ignite Planners LLC44,598$693K0.1%-5.5%0.000%
7/21/2025 Ameritas Advisory Services LLC37,265$576K0.0%-27.7%0.000%
7/18/2025 Parsons Capital Management Inc. RI150,136$2.32M0.1%-5.7%0.000%
7/18/2025 Truist Financial Corp43,201$668K0.0%+5.9%0.000%
7/17/2025 C2C Wealth Management LLC238,094$3.68M3.3%-2.2%0.000%
7/17/2025 Greenleaf Trust39,274$608K0.0%-5.0%0.000%
7/17/2025 Janney Montgomery Scott LLC314,945$4.87M0.0%+1.6%0.000%
7/15/2025 Wealth Effects LLC43,812$678K0.3%-11.6%0.000%
7/15/2025 Focused Wealth Management Inc11,454$177K0.0%-13.6%0.000%
7/14/2025 Seek 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%
7/11/2025 Kingstone Capital Partners Texas LLC23,948$370K0.0%N/A0.000%
7/10/2025 Oliver Lagore Vanvalin Investment Group12,755$182K0.1%N/A0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC42,163$660K0.0%+4.5%0.000%
7/9/2025 Fiduciary Alliance LLC22,450$347K0.0%N/A0.000%
7/8/2025 Parallel 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%
5/16/2025 Strait & 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%
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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%
5/13/2025 Seek 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%
5/9/2025 Atria 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%
5/8/2025 Eastern 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%
5/6/2025 Ignite Planners LLC47,212$660K0.1%+2.0%0.000%
5/5/2025Wealth Alliance LLC18,363$262K0.0%+4.7%0.000%
5/5/2025Cypress Capital Management LLC WY 116,230$1.66M2.0%+2,958.7%0.000%
5/5/2025 Formidable Asset Management LLC35,852$511K0.1%-3.3%0.000%
5/5/2025Private Advisor Group LLC224,111$3.20M0.0%+0.6%0.000%
5/2/2025Kingsview 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%
5/1/2025Hughes Financial Services LLC2,121$30K0.0%N/A0.000%
5/1/2025 Stephens Inc. AR10,694$152K0.0%-7.0%0.000%
4/30/2025Cerity Partners LLC20,848$297K0.0%-4.7%0.000%
4/30/2025Principal 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%
4/28/2025Pinnacle Financial Partners Inc9,122$136K0.0%-26.6%0.000%
4/28/2025Redmont Wealth Advisors LLC5,138$73K0.1%N/A0.000%
4/25/2025Smallwood 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%
4/23/2025Cvfg 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%
4/17/2025Inscription 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%
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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%
2/18/2025 Strait & 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%
(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, 180 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. ($36.98M), Wells Fargo & Company MN ($27.98M), Raymond James & Associates ($22.37M), Invesco Ltd. ($21.72M), LPL Financial LLC ($16.14M), Principal Securities Inc. ($15.83M), and RFG Advisory LLC ($14.37M).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 148 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 ($9.89M), Raymond James Financial Inc. ($5.06M), Cornerstone Advisors LLC ($1.80M), Principal Securities Inc. ($968.54K), International Assets Investment Management LLC ($711.65K), LPL Financial LLC ($578.94K), 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 18,233,239 shares in the last 24 months. This purchase volume represents approximately $268.29M 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: Pathway Financial Advisers LLC ($4.75M), Cornerstone Advisors LLC ($1.38M), RFG Advisory LLC ($282.02K), Invesco Ltd. ($228.15K), Shaker Financial Services LLC ($109.89K), Landscape Capital Management L.L.C. ($72.10K), and B. Riley Wealth Advisors Inc. ($55.73K).

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

Institutional investors have sold a total of 7,557,325 shares in the last 24 months. This volume of shares sold represents approximately $111.75M in transactions.



This page (NYSE:ETY) was last updated on 8/7/2025 by MarketBeat.com Staff
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