ETY · Insider trading · 13F holders · Congress trades
Eaton Vance Tax-Managed Diversified Equity Income (ETY)
Who is buying and selling ETY: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 11
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 2
ETY at a glance
- No open-market insider purchases or sales of ETY were filed in the last 90 days.
- 11 13F filers hold ETY among their 50 largest positions, worth $38.7M combined. The biggest bets by portfolio weight are Matrix Private Capital Group LLC (5.3%), Cypress Capital Management LLC (WY) (4.1%) and C2C Wealth Management, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- Members of Congress have disclosed 13 ETY trades since 2015, 0 purchases and 2 sales in the past year; the latest was Pat Roberts (R-KS), selling $100K–250K on Dec 21, 2020.
- ETY last closed at $13.77 on Oct 30, 2026.
ETY insider trading
No open-market insider purchases or sales of ETY were filed in the last 90 days.
Who owns ETY? Hedge funds and superinvestors
11 13F filers hold ETY among their 50 largest positions, worth $38.7M combined. The biggest bets by portfolio weight are Matrix Private Capital Group LLC (5.3%), Cypress Capital Management LLC (WY) (4.1%) and C2C Wealth Management, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Matrix Private Capital Group LLCWealth manager | 5.3% | $12.2M | 838,609 | +4.1% shares | Q2 2026 |
| Pathway Financial Advisers, LLCWealth manager | 1.6% | $6.4M | 453,290 | +1.5% shares | Q3 2026 |
| Shaker Financial Services, LLCWealth manager | 1.8% | $5.4M | 383,715 | — | Q3 2026 |
| Cypress Capital Management LLC (WY)Asset manager | 4.1% | $4.9M | 336,048 | -7.2% shares | Q2 2026 |
| C2C Wealth Management, LLCWealth manager | 2.5% | $3.2M | 228,594 | -0.7% shares | Q3 2026 |
| PMG Family Office LLCWealth manager | 1.6% | $1.7M | 119,669 | +2.2% shares | Q3 2026 |
| Pointe Capital Management LLCWealth manager | 0.7% | $1.6M | 109,577 | -3.3% shares | Q2 2026 |
| S Harris Financial Group, LLCWealth manager | 1.0% | $1.3M | 86,020 | +1.6% shares | Q2 2026 |
| David J Yvars GroupWealth manager | 0.5% | $1.0M | 71,283 | +14.8% shares | Q3 2026 |
| Summit Investment Advisory Services, LLCWealth manager | 0.2% | $619K | 42,544 | +2.0% shares | Q2 2026 |
| Integrated Capital Management, Inc.Hedge fund | 0.3% | $474K | 33,756 | — | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 6, Q2 2026: 5). Screen ETY in the grand portfolio →
ETY stock trades by members of Congress
Members of Congress have disclosed 13 ETY trades since 2015, 0 purchases and 2 sales in the past year; the latest was Pat Roberts (R-KS), selling $100K–250K on Dec 21, 2020.
| Filed | Member | Trade | Amount | Traded | Since |
|---|---|---|---|---|---|
| Dec 31, 2020 | Pat RobertsR-KS · Senate | Sale | $100K–250K | Dec 21, 2020 | +12.1% |
| Feb 3, 2020 | Pat RobertsR-KS · Senate | Sale | $15K–50K | Jan 13, 2020 | +8.6% |
| Mar 3, 2018 | Pat RobertsR-KS · Senate | Buy | $15K–50K | Feb 5, 2018 | +21.2% |
| Mar 3, 2018 | Pat RobertsR-KS · Senate | Buy | $1K–15K | Feb 5, 2018 | +21.2% |
| Dec 23, 2017 | Pat RobertsR-KS · Senate | Buy | $100K–250K | Dec 18, 2017 | +12.8% |
| Dec 23, 2017 | Pat RobertsR-KS · Senate | Buy | $50K–100K | Dec 13, 2017 | +13.3% |
| Dec 23, 2017 | Pat RobertsR-KS · Senate | Sale | $50K–100K | Dec 13, 2017 | +13.3% |
| Dec 23, 2017 | Pat RobertsR-KS · Senate | Buy | $1K–15K | Dec 13, 2017 | +13.3% |
| Dec 23, 2017 | Pat RobertsR-KS · Senate | Sale | $100K–250K | Dec 7, 2017 | +14.4% |
| Mar 24, 2015 | Pat RobertsR-KS · Senate | Buy | $50K–100K | Mar 13, 2015 | +20.9% |
| Mar 24, 2015 | Pat RobertsR-KS · Senate | Buy | $15K–50K | Mar 13, 2015 | +20.9% |
| Mar 24, 2015 | Pat RobertsR-KS · Senate | Buy | $1K–15K | Mar 13, 2015 | +20.9% |
| Mar 24, 2015 | Pat RobertsR-KS · Senate | Buy | $1K–15K | Mar 6, 2015 | +19.0% |
ETY questions and answers
Are insiders buying ETY stock?
No open-market insider purchases or sales of ETY were filed in the last 90 days.
Which hedge funds own ETY?
11 13F filers hold ETY among their 50 largest positions, worth $38.7M combined. The biggest bets by portfolio weight are Matrix Private Capital Group LLC (5.3%), Cypress Capital Management LLC (WY) (4.1%) and C2C Wealth Management, LLC (2.5%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded ETY?
Members of Congress have disclosed 13 ETY trades since 2015, 0 purchases and 2 sales in the past year; the latest was Pat Roberts (R-KS), selling $100K–250K on Dec 21, 2020.
Who is the largest holder of ETY?
Among 13F filers, Matrix Private Capital Group LLC reports the largest ETY position, $12.2M (838,609 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Matrix Private Capital Group LLC's: 5.3% of its portfolio.
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Free to use with a link back. The data updates every filing day.