XETYX

Eaton Vance Tax-mgd Div Eqty

Latest period2024 - Q4Total superinvestors19

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 19 superinvestors own shares of Eaton Vance Tax-mgd Div Eqty (XETYX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Eaton Vance Tax-mgd Div Eqty (XETYX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Eaton Vance Tax-mgd Div Eqty (XETYX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Eaton Vance Tax-mgd Div Eqty (XETYX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 3.63%
0.01%
$2.565M
171,580 shares@ 14.95 avg price
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 11.23%
0.03%
$1.656M
110,780 shares@ 14.95 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 96.64%
0.06%
$1.023M
68,452 shares@ 14.96 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Increased 2.34%
0.03%
$770,933
51,567 shares@ 14.96 avg price
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 0.9%
0.16%
$700,046
46,299 shares@ 15.13 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.06%
$630,544
42,177 shares@ 14.95 avg price
David J. Yvars@David J Yvars Group
Recent Activity
Decreased -0.05%
0.36%
$580,223
38,762 shares@ 14.97 avg price
Grant Reeves@Cvfg Llc
Recent Activity
New Position
0.19%
$198,028
13,246 shares@ 14.96 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Increased 1.84%
0.01%
$161,252
10,722 shares@ 15.04 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
0.01%
$158,470
10,600 shares@ 14.95 avg price