Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q4 2024 (December 31)193holders +7
16new positions
13sold out
$14.95avg. 13F price*
At the end of Q4 2024, 193 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, up 7 from Q3 2024. 16 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($181.8M), Raymond James Financial Inc. ($36.9M) and Wells Fargo & Company ($28.0M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $7.4M |
| Exits | 13 | $8.0M |
All 13F filers, Q3 2024 → Q4 2024: 1,324,547 shares bought and 5,832,375 shares sold, net −4,507,828 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 193 holders
| Morgan Stanley | 0.01% | Add +1.5% | 12,161,035 | $181.8M |
| Raymond James Financial Inc. | 0.01% | — | 2,468,314 | $36.9M |
| Wells Fargo & Company | 0.01% | Add +8.3% | 1,871,663 | $28.0M |
| Invesco Ltd. | 0.00% | Add +0.8% | 1,751,518 | $26.2M |
| Principal Securities, Inc. | 0.36% | Add +1.9% | 1,055,303 | $15.8M |
| RFG Advisory, LLC | 0.44% | Reduce -12.6% | 1,040,804 | $15.6M |
| Guggenheim Capital LLC | 0.12% | Reduce -1.7% | 980,569 | $14.7M |
| Bank of America Corp. | 0.00% | Add +7.6% | 787,854 | $11.8M |
| UBS Group AG | 0.00% | Add +4.1% | 739,106 | $11.0M |
| Matrix Private Capital Group LLC | 5.64% | Add +0.0% | 661,482 | $9.9M |
| LPL Financial LLC | 0.00% | Add +3.5% | 649,788 | $9.7M |
| Royal Bank of Canada | 0.00% | Add +6.4% | 635,017 | $9.5M |
| Baird Financial Group, Inc. | 0.01% | Add +2.4% | 517,761 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +9.2% | 516,268 | $7.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.1% | 469,395 | $7.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1.9% | 393,210 | $5.9M |
| Stifel Financial Corp. | 0.01% | Add +0.1% | 391,297 | $5.8M |
| Pathway Financial Advisers, LLC | 1.79% | Reduce -93.0% | 357,618 | $5.3M |
| CoreCap Advisors, LLC | 0.22% | Add +2.9% | 319,503 | $4.8M |
| Heron Bay Capital Management | 0.99% | Reduce -0.1% | 316,354 | $4.7M |
| Cohen & Steers, Inc. | 0.01% | No change | 315,617 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +0.4% | 293,952 | $4.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.7% | 283,449 | $4.2M |
| IHT Wealth Management, LLC | 0.12% | Reduce -19.2% | 250,601 | $3.7M |
| C2C Wealth Management, LLC | 3.40% | Reduce -0.8% | 245,394 | $3.7M |
| Essential Planning, LLC. | 0.02% | New | 227,500 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Add +0.2% | 222,771 | $3.3M |
| Karpus Management, Inc. | 0.10% | Reduce -5.5% | 219,659 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.3% | 217,665 | $3.3M |
| Advisors Asset Management, Inc. | 0.05% | Add +35.0% | 181,023 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.7% | 180,713 | $2.7M |
| Cetera Investment Advisers | 0.01% | Add +8.5% | 174,784 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.6% | 171,580 | $2.6M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -3.5% | 166,110 | $2.5M |
| Guardian Wealth Advisors, LLC / NC | 0.20% | Reduce -3.6% | 164,610 | $2.5M |
| Parsons Capital Management Inc. | 0.13% | Reduce -13.6% | 159,069 | $2.4M |
| Pointe Capital Management LLC | 1.22% | Add +1.6% | 141,870 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +20.4% | 139,709 | $2.1M |
| Merit Financial Group, LLC | 0.03% | Add +11.2% | 110,780 | $1.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.1% | 101,100 | $1.5M |
| Shaker Financial Services, LLC | 0.58% | Reduce -52.2% | 100,633 | $1.5M |
| Comerica Bank | 0.01% | Reduce -4.1% | 96,812 | $1.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +215.3% | 94,476 | $1.4M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 85,753 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | New | 75,550 | $1.1M |
| Kane Investment Management, Inc. | 0.62% | — | 74,389 | $1.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.1% | 69,126 | $1.0M |
| Compound Planning, Inc. | 0.05% | Add +96.6% | 68,452 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | No change | 67,449 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +7.7% | 63,941 | $956K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -8.7% | 63,500 | $949K |
| Lido Advisors, LLC | 0.01% | Add +2.0% | 60,809 | $909K |
| NewEdge Advisors, LLC | 0.01% | Reduce -25.9% | 59,645 | $892K |
| Flaharty Asset Management, LLC | 0.12% | Reduce -7.5% | 55,251 | $826K |
| Wealth Effects LLC | 0.29% | Add +2.5% | 54,590 | $816K |
| Smith, Moore & Co. | 0.07% | Add +19.0% | 53,224 | $796K |
| Ameritas Advisory Services, LLC | 0.03% | Add +2.3% | 51,567 | $771K |
| Truist Financial Corp. | 0.00% | Add +5.5% | 50,567 | $756K |
| Centaurus Financial, Inc. | 0.04% | Add +0.6% | 48,819 | $730K |
| ELCO Management Co., LLC | 0.37% | Reduce -2.9% | 47,300 | $707K |
| Ignite Planners, LLC | 0.15% | Add +0.9% | 46,299 | $700K |
| Summit Investment Advisory Services, LLC | 0.36% | Add +1.6% | 46,098 | $689K |
| Mariner, LLC | 0.00% | Add +0.6% | 44,661 | $668K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +7.8% | 44,500 | $665K |
| Flputnam Investment Management Co. | 0.01% | No change | 42,701 | $638K |
| International Assets Investment Management, LLC | 0.05% | New | 42,177 | $631K |
| Greenleaf Trust | 0.01% | Reduce -6.8% | 41,338 | $618K |
| Morey & Quinn Wealth Partners, LLC | 0.49% | — | 38,836 | $581K |
| David J Yvars Group | 0.35% | Reduce -0.1% | 38,762 | $580K |
| Formidable Asset Management, LLC | 0.09% | Reduce -1.1% | 37,087 | $554K |
| Strait & Sound Wealth Management LLC | 0.25% | Reduce -5.0% | 35,841 | $536K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -20.2% | 35,562 | $532K |
| LaSalle St. Investment Advisors, LLC | 0.16% | Add +9.1% | 35,283 | $527K |
| Creative Planning | 0.00% | Reduce -0.2% | 34,744 | $519K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -12.8% | 34,269 | $512K |
| Corient Private Wealth LP | 0.00% | No change | 34,260 | $512K |
| Commerce Bank | 0.00% | No change | 30,743 | $460K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +4.8% | 29,867 | $447K |
| Choreo, LLC | 0.01% | Add +0.1% | 27,391 | $409K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -20.9% | 26,756 | $400K |
| Arete Wealth Advisors, LLC | 0.03% | Add +1.3% | 26,519 | $398K |
| Independent Advisor Alliance | 0.00% | New | 24,586 | $368K |
| Mendel Capital Management LLC | 0.22% | No change | 24,150 | $361K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -12.0% | 24,313 | $361K |
| Intelligence Driven Advisers, LLC | 0.06% | New | 22,899 | $342K |
| MML Investors Services, LLC | 0.00% | Add +3.4% | 22,136 | $331K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -27.4% | 21,918 | $328K |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 21,883 | $324K |
| Burford Brothers, Inc. | 0.16% | No change | 21,400 | $320K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -2.2% | 19,517 | $300K |
| Bank of New York Mellon Corp | 0.00% | No change | 20,002 | $299K |
| Quantum Private Wealth, LLC | 0.10% | No change | 20,000 | $299K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 18,884 | $282K |
| Global Retirement Partners, LLC | 0.01% | Reduce -24.9% | 18,703 | $280K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.0% | 18,684 | $279K |
| Monograph Wealth Advisors, LLC | 0.04% | Add +0.0% | 18,282 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.4% | 17,671 | $264K |
| Syverson Strege & Co | 0.09% | No change | 17,665 | $264K |
| Wealth Alliance, LLC | 0.03% | Add +1.9% | 17,543 | $262K |
| D.A. Davidson & Co. | 0.00% | Add +16.7% | 17,511 | $262K |
"% 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.