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B. Riley Wealth Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

B. Riley Wealth Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,104
Closed -$170K – 962
2025
Q4 		$170K Buy
11,104
+731
+7% +$11.3K 0.01% 890
2025
Q3 		$165K Buy
10,373
+36
+0.3% +$567 0.01% 916
2025
Q2 		$160K Buy
+10,337
New +$148K 0.01% 916
2024
Q4 		$400K Sell
26,756
-7,050
-21% -$105K 0.01% 769
2024
Q3 		$493K Sell
33,806
-45,305
-57% -$636K 0.01% 746
2024
Q2 		$1.11M Sell
79,111
-3,373
-4% -$45.5K 0.03% 501
2024
Q1 		$952K Buy
82,484
+6,186
+8% +$78.8K 0.03% 538
2023
Q4 		$930K Sell
76,298
-6,186
-7% -$71.6K 0.03% 555
2023
Q3 		$952K Buy
82,484
+3,153
+4% +$38.2K 0.03% 538
2023
Q2 		$988K Buy
79,331
+861
+1% +$10.1K 0.02% 574
2023
Q1 		$916K Buy
78,470
+15,340
+24% +$177K 0.02% 561
2022
Q4 		$686K Buy
63,130
+2,237
+4% +$25.7K 0.02% 667
2022
Q3 		$662K Buy
60,893
+2,278
+4% +$28.1K 0.02% 657
2022
Q2 		$665K Sell
58,615
-7,380
-11% -$91.5K 0.03% 552
2022
Q1 		$922K Sell
65,995
-1,204
-2% -$16.8K 0.03% 522
2021
Q4 		$1.01M Sell
67,199
-1,836
-3% -$26.8K 0.03% 529
2021
Q3 		$964K Buy
69,035
+3,800
+6% +$54.5K 0.03% 529
2021
Q2 		$918K Buy
65,235
+655
+1% +$8.9K 0.03% 539
2021
Q1 		$825K Buy
64,580
+28,057
+77% +$351K 0.03% 537
2020
Q4 		$448K Buy
36,523
+13,498
+59% +$157K 0.02% 576
2020
Q3 		$251K Buy
23,025
+3,000
+15% +$33.3K 0.01% 771
2020
Q2 		$216K Hold
20,025
– – 0.01% 750
2020
Q1 		$187K Hold
20,025
– – 0.02% 685
2019
Q4 		$251K Hold
20,025
– – 0.02% 679
2019
Q3 		$239K Sell
20,025
-3,000
-13% -$35.7K 0.02% 675
2019
Q2 		$277K Sell
23,025
-1,009
-4% -$11.9K 0.03% 598
2019
Q1 		$272K Buy
24,034
+1,334
+6% +$14.8K 0.03% 542
2018
Q4 		$232K Hold
22,700
– – 0.03% 530
2018
Q3 		$292K Sell
22,700
-2,000
-8% -$25.4K 0.03% 506
2018
Q2 		$300K Hold
24,700
– – 0.04% 465
2018
Q1 		$286K Hold
24,700
– – 0.04% 471
2017
Q4 		$302K Buy
+24,700
New +$293K 0.04% 446

Other funds holding ETY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MPCG
Matrix Private Capital Group New York $207M AUM 16.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's ETY Position: Q1 2026 in Review

B. Riley Wealth Advisors sold out of Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) in Q1 2026, closing a stake of 11,104 shares — an estimated $170K sold.

B. Riley Wealth Advisors first reported a position in ETY in Q4 2017 and held it in 32 quarters. The position peaked at $1.11M in Q2 2024. 207 funds tracked by Wall St. Rank hold ETY as of Q1 2026.

  • B. Riley Wealth Advisors reported no remaining Eaton Vance Tax-Managed Diversified Equity Income Fund position as of Q1 2026 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 11,104 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q1 2026, an estimated $170K.
  • B. Riley Wealth Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q4 2017 and held it in 32 quarters.
  • B. Riley Wealth Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $1.11M in Q2 2024.
  • 207 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q1 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.