Eaton Vance Tax-MGD Div EqtyXETYX
13F holders, Q1 2025 (March 31)187holders −6
15new positions
19sold out
$14.28avg. 13F price*
At the end of Q1 2025, 187 institutions reported holding Eaton Vance Tax-MGD Div Eqty (XETYX) in their 13F filings, down 6 from Q4 2024. 15 opened new positions and 19 sold out. The largest holders were Morgan Stanley ($176.6M), Raymond James Financial Inc. ($37.0M) and Wells Fargo & Company ($26.8M).
- Company
- Eaton Vance Tax-MGD Div Eqty
- CUSIP
- 27828N102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $5.7M |
| Exits | 19 | $11.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,489,617 shares bought and 1,644,405 shares sold, net +845,212 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 187 holders
| Morgan Stanley | 0.01% | Add +1.8% | 12,383,192 | $176.6M |
| Raymond James Financial Inc. | 0.01% | Add +5.1% | 2,593,579 | $37.0M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 1,878,907 | $26.8M |
| Invesco Ltd. | 0.00% | Reduce -13.0% | 1,523,373 | $21.7M |
| LPL Financial LLC | 0.01% | Add +74.2% | 1,132,140 | $16.1M |
| Principal Securities, Inc. | 0.35% | Add +0.3% | 1,058,660 | $15.8M |
| RFG Advisory, LLC | 0.38% | Reduce -5.8% | 980,285 | $14.0M |
| Guggenheim Capital LLC | 0.13% | Reduce -1.9% | 961,507 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Add +119.9% | 864,552 | $12.3M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 775,113 | $11.1M |
| Royal Bank of Canada | 0.00% | Add +10.3% | 700,152 | $10.0M |
| Matrix Private Capital Group LLC | 5.52% | Reduce -2.2% | 646,963 | $9.2M |
| Osaic Holdings, Inc. | 0.02% | Add +18.5% | 611,697 | $8.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.3% | 490,443 | $7.0M |
| UBS Group AG | 0.00% | Reduce -36.5% | 469,533 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -6.1% | 440,644 | $6.3M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 391,929 | $5.6M |
| Pathway Financial Advisers, LLC | 1.82% | Add +4.1% | 372,373 | $5.3M |
| IHT Wealth Management, LLC | 0.15% | Add +36.9% | 343,039 | $4.9M |
| CoreCap Advisors, LLC | 0.20% | Add +1.6% | 324,788 | $4.6M |
| Heron Bay Capital Management | 0.95% | Add +0.1% | 316,634 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +80.6% | 309,948 | $4.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -6.3% | 295,617 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +3.6% | 293,792 | $4.2M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.5% | 289,667 | $4.1M |
| Advisors Asset Management, Inc. | 0.07% | Add +41.2% | 255,539 | $3.6M |
| C2C Wealth Management, LLC | 3.26% | Reduce -0.8% | 243,394 | $3.5M |
| GPS Wealth Strategies Group, LLC | 0.45% | New | 234,842 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Add +0.6% | 224,111 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.5% | 216,505 | $3.1M |
| Cetera Investment Advisers | 0.01% | Add +19.9% | 209,555 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2.1% | 184,602 | $2.6M |
| Aptus Capital Advisors, LLC | 0.03% | No change | 166,110 | $2.4M |
| Guardian Wealth Advisors, LLC / NC | 0.19% | No change | 164,610 | $2.3M |
| Parsons Capital Management Inc. | 0.12% | Add +0.1% | 159,215 | $2.3M |
| Wedbush Securities Inc. | 0.07% | Reduce -0.3% | 139,295 | $2.0M |
| Pointe Capital Management LLC | 1.14% | Reduce -3.6% | 136,764 | $2.0M |
| Merit Financial Group, LLC | 0.03% | Add +13.9% | 126,239 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +15.3% | 116,546 | $1.7M |
| Cypress Capital Management LLC (WY) | 1.98% | Add +2958.7% | 116,230 | $1.7M |
| Comerica Bank | 0.01% | Add +2.4% | 99,127 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Add +19.1% | 89,953 | $1.3M |
| Kane Investment Management, Inc. | 0.61% | Add +19.4% | 88,845 | $1.3M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.1% | 85,882 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.3% | 75,287 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +9.3% | 74,853 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -7.7% | 58,999 | $841K |
| Smith, Moore & Co. | 0.08% | Add +9.7% | 58,377 | $832K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.0% | 57,832 | $825K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -11.2% | 56,409 | $804K |
| Ameritas Advisory Services, LLC | 0.03% | No change | 51,567 | $770K |
| Wealth Effects LLC | 0.30% | Reduce -9.2% | 49,576 | $707K |
| Centaurus Financial, Inc. | 0.04% | Reduce -2.2% | 47,757 | $681K |
| ELCO Management Co., LLC | 0.37% | Add +0.2% | 47,400 | $676K |
| NWF Advisory Services Inc. | 0.09% | New | 46,999 | $670K |
| Summit Investment Advisory Services, LLC | 0.33% | Add +1.6% | 46,823 | $668K |
| Ignite Planners, LLC | 0.13% | Add +2.0% | 47,212 | $660K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.2% | 44,575 | $636K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -37.1% | 43,446 | $620K |
| Flputnam Investment Management Co. | 0.01% | No change | 42,701 | $609K |
| Morey & Quinn Wealth Partners, LLC | 0.50% | Add +9.3% | 42,451 | $605K |
| Greenleaf Trust | 0.01% | No change | 41,338 | $589K |
| Truist Financial Corp. | 0.00% | Reduce -19.3% | 40,799 | $582K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 40,344 | $575K |
| David J Yvars Group | 0.45% | Add +3.5% | 40,139 | $571K |
| International Assets Investment Management, LLC | 0.05% | Reduce -6.1% | 39,615 | $565K |
| Strait & Sound Wealth Management LLC | 0.25% | Add +6.4% | 38,144 | $544K |
| LaSalle St. Investment Advisors, LLC | 0.12% | Add +4.7% | 36,926 | $526K |
| Mariner, LLC | 0.00% | Reduce -17.9% | 36,679 | $523K |
| Formidable Asset Management, LLC | 0.09% | Reduce -3.3% | 35,852 | $511K |
| Stratos Wealth Advisors, LLC | 0.03% | No change | 34,269 | $489K |
| Corient Private Wealth LP | 0.00% | Reduce -4.3% | 32,774 | $467K |
| Flaharty Asset Management, LLC | 0.07% | Reduce -40.7% | 32,747 | $467K |
| Creative Planning | 0.00% | Reduce -6.1% | 32,637 | $465K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +8.4% | 32,387 | $462K |
| Commerce Bank | 0.00% | No change | 30,743 | $438K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -18.6% | 28,936 | $413K |
| Choreo, LLC | 0.01% | Add +0.0% | 27,393 | $391K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.0% | 27,283 | $389K |
| Arete Wealth Advisors, LLC | 0.03% | Add +2.6% | 27,218 | $388K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 26,250 | $374K |
| MML Investors Services, LLC | 0.00% | Add +16.9% | 25,886 | $369K |
| Mercer Global Advisors Inc. | 0.00% | Add +43.8% | 24,951 | $356K |
| Mendel Capital Management LLC | 0.21% | No change | 24,150 | $344K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +27.4% | 22,516 | $321K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 21,918 | $313K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -2.8% | 23,634 | $311K |
| Burford Brothers, Inc. | 0.15% | No change | 21,400 | $305K |
| Cerity Partners LLC | 0.00% | Reduce -4.7% | 20,848 | $297K |
| Quantum Private Wealth, LLC | 0.11% | No change | 20,000 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Add +31.6% | 19,851 | $283K |
| Harbour Investments, Inc. | 0.01% | Add +1.0% | 19,070 | $272K |
| Onyx Bridge Wealth Group LLC | 0.04% | Add +2.0% | 19,061 | $272K |
| Envestnet Asset Management Inc. | 0.00% | Add +23.3% | 18,726 | $267K |
| Wealth Alliance, LLC | 0.03% | Add +4.7% | 18,363 | $262K |
| Monograph Wealth Advisors, LLC | 0.04% | Add +0.0% | 18,285 | $261K |
| Confluence Wealth Services, Inc. | 0.02% | Reduce -2.7% | 18,988 | $252K |
| Syverson Strege & Co | 0.08% | No change | 17,665 | $252K |
| D.A. Davidson & Co. | 0.00% | No change | 17,511 | $250K |
| Compass Planning Associates Inc | 0.25% | No change | 17,450 | $249K |
"% 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.