Who owns Eaton Vance Tax Managed Diversified Eq.?
- Ticker: ETY
- CUSIP Number: 27828N102
Tip: Access positions for across all investors
Analyze quarterly positions in Eaton Vance Tax Managed Diversified Eq. with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Eaton Vance Tax Managed Diversified Eq. stock
Who bought or sold Eaton Vance Tax Managed Diversified Eq. this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Raymond James & Associates | 1.8M | $24M | 6% | Mar 2024 |
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| Wells Fargo & Company | 1.5M | $18M | 9% | Dec 2023 |
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| RFG Advisory | 1.3M | $17M | 0% | Mar 2024 |
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| Cornerstone Advisors | 1.0M | $13M | 330% | Dec 2023 |
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| Principal Securities | 917k | $11M | 100% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 851k | $10M | 13% | Dec 2023 |
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| UBS Group | 719k | $8.8M | -9% | Dec 2023 |
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| Bank of America Corporation | 626k | $7.6M | -4% | Dec 2023 |
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| Royal Bank of Canada | 542k | $6.6M | -1% | Dec 2023 |
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| Baird Financial | 516k | $6.3M | 13% | Dec 2023 |
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| Raymond James Financial Services Advisors | 503k | $6.7M | 9% | Mar 2024 |
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| Cambridge Investment Research Advisors | 499k | $6.7M | 0% | Mar 2024 |
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| Advisor Group Holdings | 496k | $6.0M | -8% | Dec 2023 |
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| Stifel Financial | 435k | $5.3M | 7% | Dec 2023 |
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| Heron Bay Capital Management | 370k | $4.5M | 84% | Dec 2023 |
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| HighTower Advisors | 308k | $3.7M | 0% | Dec 2023 |
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| CoreCap Advisors | 306k | $3.7M | 9% | Dec 2023 |
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| Rockefeller Capital Management | 279k | $3.4M | 4% | Dec 2023 |
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| Private Advisor | 233k | $2.8M | -2% | Dec 2023 |
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| Commonwealth Equity Services | 232k | $2.8M | -29% | Dec 2023 |
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| Landscape Capital Management | 227k | $2.8M | 810% | Dec 2023 |
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| Parsons Capital Management | 186k | $2.5M | -2% | Mar 2024 |
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| Pointe Capital Management | 152k | $1.8M | 0% | Dec 2023 |
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| Shaker Financial Services | 147k | $1.8M | 91% | Dec 2023 |
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| Steward Partners Investment Advisory | 143k | $1.7M | 0% | Dec 2023 |
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| Janney Montgomery Scott | 142k | $1.7M | -18% | Dec 2023 |
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| Merit Financial Group | 113k | $1.4M | 1% | Dec 2023 |
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| Goldman Sachs Group | 100k | $1.2M | 0% | Dec 2023 |
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| Raymond James Trust | 97k | $1.3M | 5% | Mar 2024 |
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| Centaurus Financial | 80k | $973k | -40% | Dec 2023 |
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| Pnc Financial Services | 79k | $962k | 19% | Dec 2023 |
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| National Asset Management | 76k | $930k | -7% | Dec 2023 |
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| Gladstone Institutional Advisory | 75k | $920k | 2% | Dec 2023 |
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| Lido Advisors | 75k | $916k | 2% | Dec 2023 |
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| Branch Banking & Trust Company | 74k | $907k | -5% | Dec 2023 |
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| Flaharty Asset Management | 70k | $859k | -4% | Dec 2023 |
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| Wealth Effects | 63k | $838k | 0% | Mar 2024 |
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| Kingsview Wealth Management | 62k | $752k | 1% | Dec 2023 |
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| Atria Wealth Solutions | 61k | $744k | -14% | Dec 2023 |
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| ELCO Management | 56k | $688k | -1% | Dec 2023 |
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| Wedbush Morgan Securities | 52k | $630k | -1% | Dec 2023 |
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| International Assets Investment Management | 48k | $639k | 0% | Mar 2024 |
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| Ignite Planners | 48k | $633k | -12% | Mar 2024 |
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| Mariner Wealth Advisors | 45k | $549k | -22% | Dec 2023 |
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| Summit Investment Advisory Services | 44k | $586k | 1% | Mar 2024 |
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| Putnam Fl Investment Management | 44k | $534k | -1% | Dec 2023 |
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| BBK Capital Partners | 40k | $485k | -3% | Dec 2023 |
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| Stratos Wealth Advisors | 39k | $523k | 0% | Mar 2024 |
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| David J Yvars Group | 38k | $507k | 0% | Mar 2024 |
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| Strait & Sound Wealth Management | 36k | $441k | 2% | Dec 2023 |
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| CI Private Wealth | 33k | $404k | -3% | Dec 2023 |
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| Commerce Bank N A | 32k | $385k | 3% | Dec 2023 |
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| AE Wealth Management | 32k | $390k | 6% | Dec 2023 |
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| Creative Planning | 31k | $381k | 45% | Dec 2023 |
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| Atomi Financial Group | 29k | $359k | -2% | Dec 2023 |
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| Kestra Advisory Services | 27k | $329k | 5% | Dec 2023 |
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| Arete Wealth Advisors | 26k | $316k | -3% | Dec 2023 |
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| Beacon Pointe Advisors | 25k | $307k | 0% | Dec 2023 |
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| Frank. Day | 24k | $287k | 0% | Dec 2023 |
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| Burford Brothers | 23k | $276k | 100% | Dec 2023 |
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| Quantum Private Wealth | 20k | $244k | 0% | Dec 2023 |
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| Strategic Financial Concepts | 20k | $261k | 100% | Mar 2024 |
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| Lane & Associates | 19k | $258k | 3% | Mar 2024 |
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| Monograph Wealth Advisors | 18k | $223k | 0% | Dec 2023 |
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| Mercer Global Advisors | 18k | $222k | -1% | Dec 2023 |
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| Syverson Strege & Co | 18k | $215k | 0% | Dec 2023 |
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| Onyx Bridge Wealth Group | 17k | $209k | 2% | Dec 2023 |
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| Neuberger Berman Group | 17k | $206k | 0% | Dec 2023 |
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| Harbour Investments | 17k | $205k | 34% | Dec 2023 |
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| Focused Wealth Management | 17k | $204k | -10% | Dec 2023 |
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| Mission Wealth Management | 17k | $201k | 0% | Dec 2023 |
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| Capital Wealth Alliance | 17k | $201k | -10% | Dec 2023 |
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| Fortitude Advisory Group | 16k | $198k | 0% | Dec 2023 |
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| Blue Chip Partners | 15k | $206k | 0% | Mar 2024 |
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| U.S. Capital Wealth Advisors | 15k | $185k | 3% | Dec 2023 |
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| Chicago Partners Investment | 14k | $183k | -2% | Mar 2024 |
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| Oliver Lagore Vanvalin Investment Group | 13k | $161k | 0% | Dec 2023 |
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| Moors & Cabot | 13k | $159k | -1% | Dec 2023 |
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| Brown Advisory Holdings Incorporated | 13k | $173k | 0% | Mar 2024 |
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| Wealth Alliance | 13k | $154k | 0% | Dec 2023 |
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| HPM Partners | 13k | $152k | 100% | Dec 2023 |
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| Pinnacle Financial Partners | 12k | $152k | 0% | Dec 2023 |
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| Confluence Wealth Services | 12k | $166k | -28% | Mar 2024 |
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| Inscription Capital | 12k | $156k | 0% | Mar 2024 |
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| Parallel Advisors | 12k | $143k | 77% | Dec 2023 |
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| Dudley Capital Management | 12k | $140k | 1% | Dec 2023 |
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| Capital Market Strategies | 11k | $151k | -17% | Mar 2024 |
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| Edmonds Duncan Registered Investment Advisors | 11k | $150k | 2% | Mar 2024 |
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| L.m. Kohn & Company | 11k | $148k | 0% | Mar 2024 |
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| Us Bancorp | 11k | $135k | 0% | Dec 2023 |
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| Oakmont Partners | 11k | $142k | 0% | Mar 2024 |
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| Kestra Private Wealth Services | 11k | $128k | -16% | Dec 2023 |
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| Lincoln National | 11k | $128k | 100% | Dec 2023 |
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| D.A. Davidson & Co. | 11k | $127k | 100% | Dec 2023 |
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| CWM | 10k | $139k | 6% | Mar 2024 |
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| Uncommon Cents Investing | 10k | $139k | 100% | Mar 2024 |
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| H D Vest Advisory Services | 10k | $125k | 100% | Dec 2023 |
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| Insigneo Advisory Services | 10k | $122k | 0% | Dec 2023 |
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| LVZ Advisors | 10k | $134k | 0% | Mar 2024 |
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| Relative Value Partners | 10k | $122k | 0% | Dec 2023 |
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| Proequities | 9.0k | $109M | 0% | Dec 2023 |
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| Redmont Wealth Advisors | 8.9k | $119k | 100% | Mar 2024 |
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| Geneos Wealth Management | 8.6k | $105k | -9% | Dec 2023 |
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| Liberty One Investment Management | 8.1k | $98k | -1% | Dec 2023 |
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| Hanson McClain Advisors | 7.6k | $102k | 0% | Mar 2024 |
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| Wolverine Asset Management | 6.4k | $78k | 100% | Dec 2023 |
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| Webster Bank, N. A. | 4.8k | $65k | 0% | Mar 2024 |
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| Hexagon Capital Partners | 4.8k | $64k | 0% | Mar 2024 |
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| Harbor Investment Advisory | 4.6k | $61k | 0% | Mar 2024 |
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| Farther Finance Advisors | 4.1k | $50k | 2% | Dec 2023 |
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| Private Trust Co Na | 4.0k | $54k | 0% | Mar 2024 |
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| Cypress Capital Management | 3.8k | $46k | 0% | Dec 2023 |
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| Tradition Wealth Management | 3.7k | $46k | -34% | Dec 2023 |
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| Nelson, Van Denburg & Campbell Wealth Management | 3.6k | $44k | 0% | Dec 2023 |
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| CoreFirst Bank & Trust | 3.6k | $44k | 0% | Dec 2023 |
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| IFP Advisors | 3.4k | $41k | 0% | Dec 2023 |
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| Jpmorgan Chase & Co | 3.4k | $41k | 21% | Dec 2023 |
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| Smartleaf Asset Management | 3.2k | $39k | 100% | Dec 2023 |
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| Bogart Wealth | 3.2k | $43k | 0% | Mar 2024 |
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| Twin Lakes Capital Management | 2.8k | $34k | 2% | Dec 2023 |
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| Parkside Financial Bank & Trust | 2.7k | $33k | 0% | Dec 2023 |
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| Advisory Services Network | 2.5k | $30k | 100% | Dec 2023 |
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| Princeton Global Asset Management | 2.2k | $27k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.8k | $24k | -37% | Mar 2024 |
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| Barrett & Company | 1.8k | $23k | 0% | Mar 2024 |
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| MCF Advisors | 1.7k | $23k | 0% | Mar 2024 |
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| Key FInancial | 1.6k | $20k | 0% | Dec 2023 |
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| Baystate Wealth Management | 1.5k | $19k | 100% | Dec 2023 |
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| Stephens Consulting | 1.3k | $17k | 0% | Mar 2024 |
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| Spire Wealth Management | 1.3k | $17k | 26% | Mar 2024 |
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| Financial Management Professionals | 1.0k | $13k | 0% | Mar 2024 |
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| SCBT Financial Corporation | 1.0k | $12k | 0% | Dec 2023 |
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| Osterweis Capital Management | 1.0k | $12k | 0% | Dec 2023 |
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| Salomon & Ludwin | 992.00 | $11k | 0% | Dec 2023 |
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| Tradewinds Capital Management | 919.00 | $12k | 0% | Mar 2024 |
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| Cedar Mountain Advisors | 768.00 | $10k | 0% | Mar 2024 |
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| Sound Income Strategies | 700.00 | $9.4k | 0% | Mar 2024 |
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| City Holding | 506.00 | $6.8k | 0% | Mar 2024 |
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| Byrne Asset Management | 500.00 | $6.7k | 0% | Mar 2024 |
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| Valley National Advisers | 483.00 | $6.0k | -41% | Mar 2024 |
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| NVWM | 367.00 | $4.5k | 100% | Dec 2023 |
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| M&r Capital Management | 333.00 | $4.1k | 0% | Dec 2023 |
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| D. J. St. Germain | 190.00 | $2.3k | 0% | Dec 2023 |
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| Frazier Financial Advisors | 95.00 | $1.2k | 100% | Dec 2023 |
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Who sold out of Eaton Vance Tax Managed Diversified Eq.?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Ameritas Advisory Services | Sep 2023 | 48k | $548k |
| One Capital Management | Sep 2023 | 34k | $392k |
| Elequin Capital | Sep 2023 | 33k | $378k |
| Walleye Trading Advisors | Sep 2023 | 19k | $220k |
| RiverFront Investment Group | Sep 2023 | 15k | $175k |
| Kingswood Wealth Advisors | Dec 2023 | 14k | $171k |
| Sigma Planning | Sep 2023 | 13k | $146k |
| Luther King Capital Management Corporation | Sep 2023 | 10k | $115k |
| Fifth Third Bancorp | Dec 2023 | 3.0k | $37k |
| Stonebridge Capital Advisors | Sep 2023 | 2.8k | $33k |
| Koesten, Hirschmann & Crabtree | Sep 2023 | 2.3k | $27k |
| Benjamin F. Edwards & Company | Sep 2023 | 1.4k | $17k |