ETY Institutional Ownership
Eaton Vance Tax-Managed Diversified Equity Income Fund
1W: +0.2%
1M: -1.0%
3M: -1.8%
YTD: -6.0%
1Y: -8.9%
3Y: +48.6%
5Y: +40.7%
$14.18
+0.12 (+0.85%)
Weekly Expected Move ±1.5%
$14
$14
$14
$14
$15
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Institutional Ownership — ETY
228
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
$560M
Total Invested
24
New Positions
70
Increased
70
Reduced
18
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (243 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 13,208,628 | $187M | +164,855 | +1.3% | 60Q | SEC ↗ |
| 2 | RAYMOND JAMES FINANCIAL INC | 2,457,160 | $35M | -43,622 | -1.7% | 7Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 2,222,636 | $32M | +58,101 | +2.7% | 78Q | SEC ↗ |
| 4 | Invesco Ltd. | 1,596,046 | $23M | +3,699 | +0.2% | 71Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 1,521,638 | $22M | +1,106,200 | +266.3% | 16Q | SEC ↗ |
| 6 | LPL Financial LLC | 1,305,315 | $19M | +19,220 | +1.5% | 61Q | SEC ↗ |
| 7 | PRINCIPAL SECURITIES, INC. | 1,078,833 | $15M | -41,639 | -3.7% | 11Q | SEC ↗ |
| 8 | GUGGENHEIM CAPITAL LLC | 944,121 | $13M | +90,685 | +10.6% | 64Q | SEC ↗ |
| 9 | MATRIX PRIVATE CAPITAL GROUP LLC | 838,609 | $12M | +32,888 | +4.1% | 2Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 756,515 | $11M | -61,456 | -7.5% | 15Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 692,131 | $10M | +91,416 | +15.2% | 26Q | SEC ↗ |
| 12 | RFG Advisory, LLC | 642,216 | $9M | +16,141 | +2.6% | 38Q | SEC ↗ |
| 13 | Baird Financial Group, Inc. | 634,045 | $9M | +96,284 | +17.9% | 45Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 525,102 | $7M | -112,344 | -17.6% | 68Q | SEC ↗ |
| 15 | UBS Group AG | 497,889 | $7M | -23,202 | -4.5% | 47Q | SEC ↗ |
| 16 | IHT Wealth Management, LLC | 481,281 | $7M | +35,876 | +8.1% | 23Q | SEC ↗ |
| 17 | Pathway Financial Advisers, LLC | 446,419 | $6M | +6,190 | +1.4% | 12Q | SEC ↗ |
| 18 | STIFEL FINANCIAL CORP | 417,788 | $6M | -20,260 | -4.6% | 49Q | SEC ↗ |
| 19 | Rockefeller Capital Management L.P. | 375,555 | $5M | +51,925 | +16.0% | 28Q | SEC ↗ |
| 20 | COHEN & STEERS, INC. | 355,617 | $5M | +45,000 | +14.5% | 78Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 341,464 | $5M | -33,177 | -8.9% | 59Q | SEC ↗ |
| 22 | Cypress Capital Management LLC (WY) | 336,048 | $5M | -26,129 | -7.2% | 47Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 312,073 | $4M | +5,469 | +1.8% | 23Q | SEC ↗ |
| 24 | WOLVERINE ASSET MANAGEMENT LLC | 301,811 | $4M | +104,360 | +52.9% | 3Q | SEC ↗ |
| 25 | CoreCap Advisors, LLC | 298,720 | $4M | -1,285 | -0.4% | 13Q | SEC ↗ |
| 26 | HighTower Advisors, LLC | 286,000 | $4M | -3,406 | -1.2% | 60Q | SEC ↗ |
| 27 | Private Advisor Group, LLC | 239,016 | $3M | -277 | -0.1% | 51Q | SEC ↗ |
| 28 | C2C Wealth Management, LLC | 230,094 | $3M | — | +0.0% | 19Q | SEC ↗ |
| 29 | Advisors Asset Management, Inc. | 219,422 | $3M | -20,824 | -8.7% | 10Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 215,086 | $3M | +3,040 | +1.4% | 39Q | SEC ↗ |
| 31 | Janney Montgomery Scott LLC | 202,540 | $3M | -179,713 | -47.0% | 8Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC | 176,713 | $3M | -5,902 | -3.2% | 35Q | SEC ↗ |
| 33 | Aptus Capital Advisors, LLC | 161,418 | $2M | -4,309 | -2.6% | 30Q | SEC ↗ |
| 34 | GUARDIAN WEALTH ADVISORS, LLC / NC | 159,918 | $2M | -4,309 | -2.6% | 17Q | SEC ↗ |
| 35 | Shaker Financial Services, LLC | 158,702 | $2M | -209,837 | -56.9% | 3Q | SEC ↗ |
| 36 | Merit Financial Group, LLC | 144,572 | $2M | -608 | -0.4% | 27Q | SEC ↗ |
| 37 | PARSONS CAPITAL MANAGEMENT INC/RI | 143,480 | $2M | -1,472 | -1.0% | 46Q | SEC ↗ |
| 38 | WEDBUSH SECURITIES INC | 126,302 | $2M | -549 | -0.4% | 26Q | SEC ↗ |
| 39 | PMG Family Office LLC | 117,115 | $2M | +3,303 | +2.9% | 4Q | SEC ↗ |
| 40 | Pointe Capital Management LLC | 109,577 | $2M | -3,774 | -3.3% | 38Q | SEC ↗ |
| 41 | Kestra Advisory Services, LLC | 103,223 | $1M | -1,765 | -1.7% | 16Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 100,075 | $1M | +15 | +0.0% | 15Q | SEC ↗ |
| 43 | HARBOUR INVESTMENTS, INC. | 93,887 | $1M | +455 | +0.5% | 17Q | SEC ↗ |
| 44 | S Harris Financial Group, LLC | 86,020 | $1M | +1,356 | +1.6% | 3Q | SEC ↗ |
| 45 | FIFTH THIRD BANCORP | 83,277 | $1M | +4,771 | +6.1% | 4Q | SEC ↗ |
| 46 | Kingsview Wealth Management, LLC | 81,805 | $1M | +855 | +1.1% | 27Q | SEC ↗ |
| 47 | SMITH, MOORE & CO. | 79,439 | $1M | +1,588 | +2.0% | 12Q | SEC ↗ |
| 48 | Sanctuary Advisors, LLC | 74,401 | $1M | +2,006 | +2.8% | 9Q | SEC ↗ |
| 49 | Ameritas Advisory Services, LLC | 62,297 | $883K | +22,313 | +55.8% | 10Q | SEC ↗ |
| 50 | David J Yvars Group | 62,104 | $881K | +13,813 | +28.6% | 23Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Integrated Wealth Concepts LLC | 44,818 | $636K |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C | 42,808 | $607K |
| Allied Private Wealth LLC | 32,166 | $456K |
| EP Wealth Advisors, LLC | 31,250 | $443K |
| JANE STREET GROUP, LLC | 30,461 | $432K |
| CITADEL ADVISORS LLC | 29,238 | $415K |
| Modern Wealth Management, LLC | 23,310 | $331K |
| J.W. COLE ADVISORS, INC. | 19,889 | $282K |
| Integrity Advisory Solutions, LLC | 19,420 | $275K |
| MGO ONE SEVEN LLC | 15,291 | $217K |
| FIDUCIARY FINANCIAL ADVISORS | 15,290 | $217K |
| AQR CAPITAL MANAGEMENT LLC | 13,385 | $190K |
| HOWARD FINANCIAL SERVICES, LTD. | 12,500 | $177K |
| Arlington Capital Management, Inc. | 12,006 | $170K |
| MANCHESTER FINANCIAL INC | 10,356 | $147K |
| Convergence Financial, LLC | 10,324 | $146K |
| Institute for Wealth Management, LL | 7,215 | $102K |
| Global Retirement Partners, LLC | 5,728 | $81K |
| BARTLETT & CO. WEALTH MANAGEMENT LL | 2,000 | $28K |
| Larson Financial Group LLC | 1,375 | $19K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Heron Bay Capital Management | 179,813 | $3M |
| Flaharty Asset Management, LLC | 31,295 | $444K |
| CHOREO, LLC | 27,393 | $388K |
| Arete Wealth Advisors, LLC | 27,140 | $385K |
| Compass Planning Associates Inc | 17,450 | $247K |
| Clearstead Advisors, LLC | 15,525 | $220K |
| Capital Investment Advisory Service | 14,920 | $212K |
| Marex Group plc | 14,191 | $201K |
| Sequoia Financial Advisors, LLC | 11,483 | $163K |
| Cerity Partners LLC | 11,402 | $162K |
| B. Riley Wealth Advisors, Inc. | 11,104 | $157K |
| Ascentis Independent Advisors | 11,003 | $156K |
| Focused Wealth Management, Inc | 10,819 | $153K |
| Sigma Planning Corp | 10,637 | $151K |
| Investment Management Trust, LLC | 10,291 | $146K |
| BEACON INVESTMENT ADVISORY SERVICES | 10,000 | $142K |
| Advisory Services Network, LLC | 5,212 | $74K |
| Activest Wealth Management | 3,325 | $47K |
| Quarry LP | 3,057 | $43K |
| Sound Income Strategies, LLC | 2,667 | $38K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +1,106,200 | +266.3% | 1,521,638 |
| MORGAN STANLEY | +164,855 | +1.3% | 13,208,628 |
| WOLVERINE ASSET MANAGEMENT LLC | +104,360 | +52.9% | 301,811 |
| Baird Financial Group, Inc. | +96,284 | +17.9% | 634,045 |
| OSAIC HOLDINGS, INC. | +91,416 | +15.2% | 692,131 |
| GUGGENHEIM CAPITAL LLC | +90,685 | +10.6% | 944,121 |
| WELLS FARGO & COMPANY/MN | +58,101 | +2.7% | 2,222,636 |
| Rockefeller Capital Management L.P. | +51,925 | +16.0% | 375,555 |
| COHEN & STEERS, INC. | +45,000 | +14.5% | 355,617 |
| Virtu Financial LLC | +40,841 | +329.9% | 53,219 |
| IHT Wealth Management, LLC | +35,876 | +8.1% | 481,281 |
| MATRIX PRIVATE CAPITAL GROUP LLC | +32,888 | +4.1% | 838,609 |
| Arax Advisory Partners | +28,965 | +2896.5% | 29,965 |
| Ameritas Advisory Services, LLC | +22,313 | +55.8% | 62,297 |
| LPL Financial LLC | +19,220 | +1.5% | 1,305,315 |
| RFG Advisory, LLC | +16,141 | +2.6% | 642,216 |
| David J Yvars Group | +13,813 | +28.6% | 62,104 |
| D.A. DAVIDSON & CO. | +13,250 | +72.0% | 31,661 |
| TRUIST FINANCIAL CORP | +12,543 | +28.5% | 56,609 |
| XTX Topco Ltd | +12,401 | +68.5% | 30,499 |