Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q2 2024 (June 30)177holders −2
10new positions
13sold out
$13.94avg. 13F price*
At the end of Q2 2024, 177 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, down 2 from Q1 2024. 10 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($166.0M), Wells Fargo & Company ($22.6M) and Invesco Ltd. ($22.2M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $1.4M |
| Exits | 13 | $4.7M |
All 13F filers, Q1 2024 → Q2 2024: 1,138,486 shares bought and 1,982,728 shares sold, net −844,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 177 holders
| Morgan Stanley | 0.01% | Reduce -0.2% | 11,814,063 | $166.0M |
| Wells Fargo & Company | 0.01% | Add +7.6% | 1,610,255 | $22.6M |
| Invesco Ltd. | 0.00% | Add +0.1% | 1,582,238 | $22.2M |
| Raymond James & Associates | 0.01% | Reduce -23.6% | 1,364,901 | $19.2M |
| Cornerstone Advisors, LLC | 0.69% | Reduce -32.7% | 1,211,242 | $17.0M |
| RFG Advisory, LLC | 0.55% | Reduce -3.7% | 1,210,850 | $17.0M |
| Guggenheim Capital LLC | 0.11% | Add +16.2% | 1,075,197 | $15.1M |
| Principal Securities, Inc. | 0.39% | Add +2.7% | 1,006,766 | $14.1M |
| LPL Financial LLC | 0.01% | Add +4.8% | 909,625 | $12.8M |
| UBS Group AG | 0.00% | Reduce -3.0% | 756,078 | $10.6M |
| Bank of America Corp. | 0.00% | Add +0.9% | 639,909 | $9.0M |
| Matrix Private Capital Group LLC | 5.63% | Add +3.1% | 637,456 | $9.0M |
| Royal Bank of Canada | 0.00% | Add +8.2% | 613,784 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +11.2% | 559,218 | $7.9M |
| Baird Financial Group, Inc. | 0.02% | Add +2.2% | 529,383 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -3.0% | 483,980 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.3% | 442,477 | $6.2M |
| Stifel Financial Corp. | 0.01% | Add +2.8% | 430,597 | $6.0M |
| Heron Bay Capital Management | 1.10% | Reduce -1.4% | 366,285 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.7% | 366,100 | $5.1M |
| Pathway Financial Advisers, LLC | 1.68% | Add +3.8% | 332,514 | $4.7M |
| Cohen & Steers, Inc. | 0.01% | Add +10.5% | 315,617 | $4.4M |
| CoreCap Advisors, LLC | 0.46% | Add +0.2% | 313,128 | $4.4M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.1% | 297,014 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.6% | 294,181 | $4.1M |
| C2C Wealth Management, LLC | 3.39% | Reduce -0.2% | 246,894 | $3.5M |
| Karpus Management, Inc. | 0.10% | Reduce -0.7% | 241,052 | $3.4M |
| IHT Wealth Management, LLC | 0.12% | Add +3.7% | 233,681 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +0.1% | 229,436 | $3.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.4% | 222,769 | $3.1M |
| Shaker Financial Services, LLC | 1.08% | Add +125.4% | 190,304 | $2.7M |
| Parsons Capital Management Inc. | 0.18% | Reduce -0.4% | 184,856 | $2.6M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -1.1% | 174,263 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.28% | Reduce -1.1% | 172,763 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +3.7% | 161,941 | $2.3M |
| Cetera Investment Advisers | 0.00% | Add +7.7% | 152,962 | $2.1M |
| Pointe Capital Management LLC | 1.31% | Reduce -1.0% | 150,143 | $2.1M |
| Comerica Bank | 0.01% | Reduce -1.5% | 143,239 | $2.0M |
| Wedbush Securities Inc. | 0.06% | Reduce -28.6% | 126,792 | $1.8M |
| Flow State Investments, L.P. | 0.91% | Reduce -20.6% | 118,413 | $1.7M |
| Merit Financial Group, LLC | 0.04% | Reduce -1.3% | 113,804 | $1.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -7.8% | 100,000 | $1.4M |
| Raymond James Trust N.A. | 0.03% | No change | 97,309 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.1% | 92,239 | $1.3M |
| Landscape Capital Management, L.L.C. | 0.11% | Reduce -63.9% | 88,629 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | — | 85,306 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -4.1% | 79,111 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.4% | 71,545 | $1.0M |
| Advisors Asset Management, Inc. | 0.02% | Add +117.7% | 69,520 | $977K |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -6.6% | 69,460 | $976K |
| Flaharty Asset Management, LLC | 0.13% | Reduce -3.6% | 63,591 | $893K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.5% | 59,524 | $836K |
| Lido Advisors, LLC | 0.01% | Reduce -24.2% | 58,380 | $820K |
| Centaurus Financial, Inc. | 0.05% | Reduce -25.3% | 56,824 | $798K |
| Wealth Effects LLC | 0.28% | Reduce -13.7% | 54,137 | $761K |
| ELCO Management Co., LLC | 0.42% | Reduce -2.3% | 50,800 | $714K |
| International Assets Investment Management, LLC | 0.06% | Reduce -0.1% | 48,177 | $677K |
| Ignite Planners, LLC | 0.16% | Reduce -3.7% | 46,061 | $660K |
| Truist Financial Corp. | 0.00% | Reduce -35.9% | 46,953 | $660K |
| NWF Advisory Services Inc. | 0.10% | Reduce -0.3% | 46,638 | $655K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -11.1% | 46,553 | $654K |
| Mariner, LLC | 0.00% | Add +46.9% | 43,485 | $611K |
| Ameritas Advisory Services, LLC | 0.02% | Add +1.4% | 42,974 | $604K |
| Flputnam Investment Management Co. | 0.01% | Reduce -2.5% | 42,701 | $600K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +153.9% | 40,700 | $572K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +0.2% | 39,233 | $551K |
| David J Yvars Group | 0.34% | Add +0.5% | 38,075 | $536K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.9% | 37,505 | $527K |
| Formidable Asset Management, LLC | 0.09% | No change | 37,487 | $527K |
| Strait & Sound Wealth Management LLC | 0.26% | Add +0.6% | 36,612 | $514K |
| Compound Planning, Inc. | 0.04% | Add +15.8% | 34,390 | $483K |
| Corient Private Wealth LP | 0.00% | No change | 34,260 | $481K |
| M Holdings Securities, Inc. | 0.06% | New | 32,938 | $463K |
| Commerce Bank | 0.00% | No change | 30,743 | $432K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.8% | 30,200 | $424K |
| Smith, Moore & Co. | 0.04% | Add +12.5% | 29,960 | $421K |
| Creative Planning | 0.00% | Add +4.1% | 29,864 | $420K |
| Nicolet Advisory Services, LLC | 0.04% | No change | 27,626 | $397K |
| Monograph Wealth Advisors, LLC | 0.06% | Add +52.0% | 27,775 | $390K |
| Choreo, LLC | 0.01% | New | 27,355 | $384K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.7% | 25,952 | $366K |
| Mendel Capital Management LLC | 0.22% | No change | 24,150 | $339K |
| Burford Brothers, Inc. | 0.18% | No change | 22,600 | $318K |
| Global Retirement Partners, LLC | 0.01% | Add +1051.3% | 20,666 | $290K |
| Quantum Private Wealth, LLC | 0.10% | No change | 20,000 | $281K |
| Lane & Associates LLC | 0.16% | Add +2.2% | 19,721 | $277K |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 19,598 | $275K |
| Harbour Investments, Inc. | 0.01% | Add +18.3% | 19,064 | $268K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 18,383 | $258K |
| MML Investors Services, LLC | 0.00% | Reduce -18.4% | 18,069 | $254K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.2% | 17,938 | $252K |
| Syverson Strege & Co | 0.08% | No change | 17,665 | $248K |
| Neuberger Berman Group LLC | 0.00% | No change | 16,857 | $237K |
| Mission Wealth Management, LP | 0.01% | No change | 16,499 | $232K |
| Avantax Advisory Services, Inc. | 0.00% | Add +40.9% | 16,492 | $232K |
| Capital Wealth Alliance, LLC | 0.13% | No change | 16,470 | $231K |
| Fortitude Advisory Group L.L.C. | 0.14% | No change | 16,260 | $228K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.0% | 16,015 | $225K |
| Blue Chip Partners, LLC | 0.02% | No change | 15,447 | $217K |
| Garden State Investment Advisory Services LLC | 0.07% | Reduce -2.6% | 15,306 | $215K |
| Northern Trust Corp. | 0.00% | No change | 14,743 | $207K |
| Virtu Financial LLC | 0.01% | Reduce -3.9% | 14,262 | $200K |
| Wealth Alliance, LLC | 0.03% | Add +5.7% | 14,197 | $199K |
| D.A. Davidson & Co. | 0.00% | No change | 13,954 | $196K |
| Equitable Holdings, Inc. | 0.00% | Add +0.0% | 13,919 | $196K |
| Focused Wealth Management, Inc | 0.03% | Reduce -17.3% | 13,707 | $193K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 14,076 | $192K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 13,210 | $186K |
| Oliver Lagore Vanvalin Investment Group | 0.05% | No change | 13,200 | $185K |
| Brown Advisory Inc. | 0.00% | Add +0.2% | 12,974 | $182K |
| Confluence Wealth Services, Inc. | 0.01% | Add +2.9% | 12,761 | $179K |
| Cerity Partners LLC | 0.00% | Reduce -60.3% | 12,505 | $176K |
| Parallel Advisors, LLC | 0.00% | Add +4.4% | 12,291 | $173K |
| Pinnacle Financial Partners Inc | 0.00% | No change | 12,434 | $166K |
| Dudley Capital Management, LLC | 0.09% | Add +0.8% | 11,636 | $163K |
| Moors & Cabot, Inc. | 0.01% | Reduce -9.0% | 11,571 | $163K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.04% | Add +2.0% | 11,461 | $161K |
| Capital Market Strategies LLC | 0.10% | No change | 11,274 | $158K |
| Inscription Capital, LLC | 0.03% | Reduce -3.7% | 11,270 | $158K |
| Gratus Capital, LLC | 0.01% | New | 11,250 | $158K |
| L.M. Kohn & Company | 0.04% | No change | 11,104 | $156K |
| Wintrust Investments LLC | 0.01% | No change | 10,892 | $153K |
| Dakota Wealth Management | 0.00% | No change | 10,600 | $149K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +0.1% | 10,523 | $148K |
| Uncommon Cents Investing LLC | 0.05% | No change | 10,384 | $146K |
| Mutual Advisors, LLC | 0.00% | Add +2.0% | 10,331 | $141K |
| LVZ, Inc. | 0.02% | No change | 10,023 | $141K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 10,000 | $141K |
| Cwm, LLC | 0.00% | Reduce -5.9% | 9,789 | $138K |
| Insigneo Advisory Services, LLC | 0.01% | No change | 10,038 | $133K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 8,978 | $126K |
| US Bancorp \de | 0.00% | Reduce -22.6% | 7,934 | $111K |
| Geneos Wealth Management Inc. | 0.00% | No change | 7,620 | $107K |
| Allworth Financial LP | 0.00% | No change | 7,617 | $105K |
| Redmont Wealth Advisors LLC | 0.14% | Reduce -27.4% | 6,488 | $91K |
| Activest Wealth Management | 0.03% | New | 5,644 | $79K |
| Webster Bank, N. A. | 0.01% | No change | 4,825 | $68K |
| Liberty One Investment Management, LLC | 0.01% | Reduce -32.3% | 4,795 | $67K |
| Hexagon Capital Partners LLC | 0.01% | No change | 4,750 | $67K |
| CNB Bank | 0.03% | No change | 4,590 | $64K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,556 | $64K |
| Farther Finance Advisors, LLC | 0.00% | Add +2.6% | 4,301 | $60K |
| Private Trust Co. NA | 0.01% | No change | 4,035 | $57K |
| Cypress Capital Management LLC (WY) | 0.06% | No change | 3,800 | $53K |
| Avior Wealth Management, LLC | 0.00% | Add +0.3% | 3,658 | $51K |
| Barrett & Company, Inc. | 0.02% | Add +85.7% | 3,250 | $46K |
| Bogart Wealth, LLC | 0.00% | No change | 3,231 | $45K |
| Raleigh Capital Management Inc. | 0.02% | New | 3,033 | $43K |
| Twin Lakes Capital Management, LLC | 0.03% | Add +2.2% | 2,934 | $41K |
| Sound Income Strategies, LLC | 0.00% | Add +281.0% | 2,667 | $37K |
| JPMorgan Chase & Co. | 0.00% | No change | 2,454 | $34K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 2,300 | $32K |
| Maryland Capital Advisors Inc. | 0.02% | New | 2,265 | $32K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -8.3% | 2,213 | $31K |
| Tucker Asset Management LLC | 0.01% | Add +2.2% | 2,129 | $30K |
| MCF Advisors LLC | 0.00% | No change | 1,744 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 1,600 | $22K |
| Key Financial Inc | 0.01% | No change | 1,599 | $22K |
| Strategic Financial Concepts, LLC | 0.01% | Add +1221.4% | 257,680 | $19K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +1.4% | 1,330 | $19K |
| Stephens Consulting, LLC | 0.01% | No change | 1,270 | $18K |
| Spire Wealth Management | 0.00% | Reduce -20.5% | 1,000 | $14K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,000 | $14K |
| Salomon & Ludwin, LLC | 0.00% | No change | 992 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 919 | $13K |
| Gen-Wealth Partners Inc | 0.01% | No change | 850 | $12K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 768 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 527 | $7K |
| City Holding Co. | 0.00% | No change | 506 | $7K |
| Valley National Advisers Inc. | 0.00% | No change | 483 | $6K |
| Byrne Asset Management LLC | 0.00% | Reduce -20.0% | 400 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 400 | $6K |
| M&R Capital Management Inc. | 0.00% | No change | 333 | $5K |
| Abich Financial Wealth Management LLC | 0.00% | New | 252 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -92.8% | 234 | $3K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 95 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | New | 63 | $872 |
"% of holder's portfolio" is XETYX's weight in each manager's 13F, not the share of Eaton Vance Tax-MGD Div Eqty the manager owns.