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

$13.58
-0.02 (-0.15%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Eaton Vance Tax-Managed Diversified Equity Income Fund (NYSE:ETY)

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$79.12M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$12.91M
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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
5/17/2024 Comerica Bank145,427$1.94M0.0%-3.3%0.000%
5/16/2024 B. Riley Wealth Advisors Inc.82,484$1.10M0.0%+8.1%0.000%
5/14/2024 Heron Bay Capital Management371,601$4.97M1.1%+0.4%0.000%
5/14/2024 Advisors Asset Management Inc.31,931$427K0.0%N/A0.000%
5/13/2024 Rockport Wealth LLC151,632$2.03M0.7%N/A0.000%
5/10/2024 Cornerstone Advisors LLC1,800,219$24.05M1.0%+73.0%0.000%
5/9/2024 Beacon Investment Advisory Services Inc.10,000$134K0.0%N/A0.000%
5/8/2024 Avantax Advisory Services Inc.11,704$156K0.0%+13.7%0.000%
5/4/2024 Geneos Wealth Management Inc.7,620$102K0.0%-11.6%0.000%
5/2/2024 CNB Bank4,590$61K0.0%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC158,002$2.11M0.0%+11.0%0.000%
4/30/2024 Private 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%
4/25/2024 Cambridge Investment Research Advisors Inc.498,788$6.66M0.0%+0.3%0.000%
4/23/2024 Raymond James Financial Services Advisors Inc.502,836$6.72M0.0%+8.6%0.000%
4/22/2024 Strategic Financial Concepts LLC19,500$261K0.1%N/A0.000%
4/22/2024 Confluence Wealth Services Inc.12,406$166K0.0%-27.6%0.000%
4/22/2024 Parsons Capital Management Inc. RI185,550$2.48M0.2%-2.4%0.000%
4/22/2024 Raymond James & Associates1,786,923$23.87M0.0%+5.6%0.000%
4/19/2024 Uncommon Cents Investing LLC10,384$139K0.0%N/A0.000%
4/19/2024 Redmont Wealth Advisors LLC8,938$119K0.2%N/A0.000%
4/12/2024 Ignite Planners LLC47,815$633K0.2%-11.9%0.000%
4/11/2024 RFG Advisory LLC1,257,307$16.80M0.6%+0.3%0.000%
4/5/2024 Capital Market Strategies LLC11,274$151K0.1%-16.7%0.000%
3/22/2024 PNC Financial Services Group Inc.78,912$962K0.0%+19.1%0.000%
3/15/2024 B. Riley Wealth Advisors Inc.76,298$930K0.0%-7.5%0.000%
2/26/2024 Centaurus Financial Inc.79,825$973K0.1%-40.3%0.000%
2/23/2024 Chicago Partners Investment Group LLC14,379$177K0.0%-5.5%0.000%
2/15/2024 Flow State Investments L.P.107,447$1.31M0.4%+749.7%0.000%
2/15/2024 Guardian Wealth Advisors LLC NC177,130$2.16M0.3%-7.0%0.000%
2/15/2024 Cohen & Steers Inc.205,617$2.51M0.0%+10.8%0.000%
2/15/2024 Comerica Bank150,394$1.83M0.0%+31.3%0.000%
2/13/2024 Karpus Management Inc.242,502$2.96M0.1%N/A0.000%
2/12/2024 Tradition Wealth Management LLC3,737$46K0.0%-34.0%0.000%
2/12/2024 Stifel Financial Corp435,210$5.31M0.0%+6.6%0.000%
2/12/2024 Parallel Advisors LLC11,695$143K0.0%+77.2%0.000%
2/9/2024 Commerce Bank31,576$385K0.0%+2.7%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.497,309$6.06M0.0%-2.4%0.000%
2/9/2024 D.A. Davidson & CO.10,454$127K0.0%N/A0.000%
2/9/2024 Wells Fargo & Company MN1,492,901$18.20M0.0%+8.9%0.000%
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2/9/2024 Gladstone Institutional Advisory LLC75,445$920K0.1%+1.6%0.000%
2/9/2024 Cornerstone Advisors LLC1,040,550$12.68M0.6%+330.0%0.000%
2/9/2024 UBS Group AG718,628$8.76M0.0%-8.7%0.000%
2/9/2024 PNC Financial Services Group Inc.78,912$962K0.0%+19.1%0.000%
2/8/2024 Kingsview Wealth Management LLC61,674$752K0.0%+1.4%0.000%
2/8/2024 Janney Montgomery Scott LLC142,398$1.74M0.0%-17.9%0.000%
2/7/2024 Avantax Advisory Services Inc.10,291$125K0.0%N/A0.000%
2/7/2024 Formidable Asset Management LLC39,787$485K0.1%-3.1%0.000%
2/7/2024 Shaker Financial Services LLC146,778$1.79M0.7%+91.0%0.000%
2/7/2024 Principal Securities Inc.916,649$11.17M0.4%N/A0.000%
2/6/2024 Private Advisor Group LLC232,881$2.84M0.0%-1.8%0.000%
2/6/2024 Merit Financial Group LLC113,412$1.38M0.0%+0.9%0.000%
2/5/2024 Kestra Private Wealth Services LLC10,512$128K0.0%-16.0%0.000%
2/5/2024 Flaharty Asset Management LLC70,443$859K0.1%-3.7%0.000%
2/2/2024 Truist Financial Corp74,427$907K0.0%-5.3%0.000%
2/2/2024 Atria Wealth Solutions Inc.61,027$744K0.0%-14.3%0.000%
2/1/2024 Wolverine Asset Management LLC6,382$78K0.0%N/A0.000%
1/29/2024 Wealth Effects LLC62,540$762K0.3%-2.2%0.000%
1/26/2024 Cerity Partners LLC12,505$152K0.0%N/A0.000%
1/26/2024 Geneos Wealth Management Inc.8,620$105K0.0%-8.8%0.000%
1/25/2024 RFG Advisory LLC1,253,686$15.28M0.6%-1.2%0.000%
1/25/2024 International Assets Investment Management LLC48,227$588K0.0%-39.6%0.000%
1/24/2024 International Assets Investment Management LLC587,885$7.17M0.0%+636.8%0.000%
1/24/2024 Capital Wealth Alliance LLC16,470$201K0.1%-9.7%0.000%
1/22/2024 Parsons Capital Management Inc. RI190,208$2.32M0.2%+2.3%0.000%
1/18/2024 Global Retirement Partners LLC2,836$34K0.0%+127.6%0.000%
1/18/2024 Summit Investment Advisory Services LLC43,215$527K0.3%+29.2%0.000%
1/16/2024 Kingswood Wealth Advisors LLC13,983$170K0.0%-44.1%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.462,929$5.64M0.0%+1.8%0.000%
1/16/2024 Raymond James & Associates1,691,809$20.62M0.0%+3.8%0.000%
1/16/2024CoreCap Advisors LLC306,448$3.74M0.2%+9.3%0.000%
1/12/2024 Heron Bay Capital Management370,006$4.51M1.0%+84.2%0.000%
1/9/2024 Ignite Planners LLC54,280$652K0.2%-2.0%0.000%
12/1/2023 B. Riley Wealth Advisors Inc.82,484$952K0.0%+4.0%0.000%
11/15/2023 Stonebridge Capital Advisors LLC2,826$33K0.0%N/A0.000%
11/13/2023 Stifel Financial Corp408,083$4.71M0.0%+9.1%0.000%
11/13/2023 Mariner LLC57,774$667K0.0%-18.0%0.000%
11/13/2023 LPL Financial LLC896,885$10.35M0.0%+9.0%0.000%
11/13/2023 Invesco Ltd.1,473,431$17.00M0.0%+22.3%0.000%
11/13/2023 Kestra Advisory Services LLC25,633$296K0.0%+87.0%0.000%
11/9/2023 Formidable Asset Management LLC41,062$474K0.1%-2.4%0.000%
11/9/2023 Cornerstone Advisors LLC241,967$2.79M0.1%+138.4%0.000%
11/9/2023 One Capital Management LLC33,925$391K0.0%N/A0.000%
11/9/2023 UBS Group AG787,156$9.08M0.0%-1.1%0.000%
11/9/2023Koesten Hirschmann & Crabtree INC.2,343$27K0.0%N/A0.000%
11/8/2023 HighTower Advisors LLC308,034$3.56M0.0%-0.8%0.000%
11/8/2023 Janney Montgomery Scott LLC173,478$2.00M0.0%+0.9%0.000%
11/8/2023 Atria Wealth Solutions Inc.71,194$822K0.0%-43.7%0.000%
11/8/2023 Landscape Capital Management L.L.C.24,956$288K0.0%N/A0.000%
11/8/2023 Moors & Cabot Inc.13,191$152K0.0%-11.4%0.000%
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11/8/2023 Strategic Financial Concepts LLC19,650$227K0.1%-18.1%0.000%
11/7/2023 Kingsview Wealth Management LLC60,796$702K0.0%-34.2%0.000%
11/7/2023 RiverFront Investment Group LLC15,150$175K0.0%N/A0.000%
11/7/2023 Merit Financial Group LLC112,405$1.30M0.0%-4.2%0.000%
11/6/2023 Sigma Planning Corp12,638$146K0.0%N/A0.000%
11/6/2023 L.M. Kohn & Company11,104$128K0.0%N/A0.000%
11/6/2023 Flputnam Investment Management Co.44,051$508K0.0%N/A0.000%
11/6/2023 Capital Wealth Alliance LLC18,245$211K0.1%-23.6%0.000%
11/3/2023 Private Advisor Group LLC237,165$2.74M0.0%+1.9%0.000%
11/2/2023 Shaker Financial Services LLC76,836$887K0.4%+380.2%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, 138 institutional investors and hedge funds held shares of Eaton Vance Tax-Managed Diversified Equity Income Fund. The most heavily invested institutionals were Cornerstone Advisors LLC ($24.05M), Raymond James & Associates ($23.87M), Wells Fargo & Company MN ($18.20M), Invesco Ltd. ($17.00M), RFG Advisory LLC ($16.80M), Principal Securities Inc. ($11.17M), 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 120 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: Cornerstone Advisors LLC ($1.80M), Principal Securities Inc. ($916.65K), International Assets Investment Management LLC ($734.05K), Raymond James & Associates ($435.94K), LPL Financial LLC ($425.43K), Heron Bay Capital Management ($377.05K), and RFG Advisory LLC ($342.07K).

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

Institutional investors have bought a total of 9,002,299 shares in the last 24 months. This purchase volume represents approximately $108.12M in transactions.

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

Of the 72 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: RFG Advisory LLC ($329.19K), Cetera Advisor Networks LLC ($283.29K), Advisors Asset Management Inc. ($212.82K), Cohen & Steers Inc. ($147.93K), Janney Montgomery Scott LLC ($124.97K), Guggenheim Capital LLC ($118.16K), and Raymond James Financial Services Advisors Inc. ($111.36K).

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

Institutional investors have sold a total of 2,377,181 shares in the last 24 months. This volume of shares sold represents approximately $27.47M in transactions.


This page (NYSE:ETY) was last updated on 5/19/2024 by MarketBeat.com Staff

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