Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- Exchange
- NYSE
- SEC CIK
- 0001340736
No open-market purchases or sales by Eaton Vance Tax-Managed Diversified Equity Income Fund insiders were filed in the last 90 days; 211 institutions reported holding it in 13F filings for Q2 2026, worth $568.5M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 153
- −3 vs. Q1 2021
- Shares held
- 28.8M
- −392.6K (−1.3%) vs. Q1 2021
- Total value
- $405.1M
- +$32.4M (+8.7%) vs. Q1 2021
- New holders
- 12
- 57 more added
- Sold out
- 15
- 27 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 211 | $568.5M |
| Q1 2026 | 207 | $524.1M |
| Q4 2025 | 206 | $569.5M |
| Q3 2025 | 195 | $590.1M |
| Q2 2025 | 190 | $560.2M |
| Q1 2025 | 187 | $515.9M |
| Q4 2024 | 193 | $527.7M |
| Q3 2024 | 186 | $506.0M |
| Q2 2024 | 177 | $490.0M |
| Q1 2024 | 179 | $479.4M |
| Q4 2023 | 174 | $418.2M |
| Q3 2023 | 177 | $374.9M |
| Q2 2023 | 167 | $389.8M |
| Q1 2023 | 174 | $353.4M |
| Q4 2022 | 178 | $334.6M |
| Q3 2022 | 169 | $335.6M |
| Q2 2022 | 176 | $356.8M |
| Q1 2022 | 175 | $427.0M |
| Q4 2021 | 159 | $454.9M |
| Q3 2021 | 151 | $400.1M |
| Q2 2021 | 153 | $405.1M |
| Q1 2021 | 156 | $372.8M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Heron Bay Capital Management | 35,120 | $494.0K | 0.27% | −448,488−92.7% | Reduced |
| Asset Management Corp | 39,521 | $556.0K | 0.36% | −824−2.0% | Reduced |
| Cetera Advisor Networks LLC | 40,814 | $574.0K | 0.01% | +1,715+4.4% | Added |
| Liberty One Investment Management, LLC | 44,228 | $622.0K | 0.11% | −5,744−11.5% | Reduced |
| The PNC Financial Services Group, Inc. | 46,829 | $658.0K | 0.00% | −32,420−40.9% | Reduced |
| Spire Wealth Management | 46,858 | $659.0K | 0.02% | −2,261−4.6% | Reduced |
| Formidable Asset Management, LLC | 46,420 | $663.0K | 0.14% | −2,034−4.2% | Reduced |
| Harbour Investments, Inc. | 50,722 | $714.0K | 0.02% | +1,221+2.5% | Added |
| Cornerstone Advisory, LLC | 51,905 | $730.0K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 56,892 | $800.0K | 0.02% | +44+0.1% | Added |
| David J Yvars Group | 59,098 | $831.0K | 0.47% | +66+0.1% | Added |
| ELCO Management Co., LLC | 61,250 | $862.0K | 0.64% | +1,100+1.8% | Added |
| National Asset Management, Inc. | 65,235 | $918.0K | 0.03% | +655+1.0% | Added |
| IHT Wealth Management, LLC | 65,718 | $925.0K | 0.06% | +16,839+34.5% | Added |
| Truist Financial Corp | 73,161 | $1.03M | 0.00% | +7,289+11.1% | Added |
| Citigroup Inc | 80,141 | $1.13M | 0.00% | −8,850−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 85,289 | $1.20M | 0.02% | +8,116+10.5% | Added |
| Rockefeller Capital Management L.P. | 94,576 | $1.33M | 0.01% | +19,162+25.4% | Added |
| Raymond James Trust N.A. | 96,291 | $1.35M | 0.05% | +3,760+4.1% | Added |
| Kingsview Wealth Management, LLC | 96,462 | $1.36M | 0.07% | +6,914+7.7% | Added |
| AdvisorNet Financial, Inc | 99,853 | $1.41M | 0.09% | +1,225+1.2% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.41M | 0.00% | 00.0% | Unchanged |
| Bank of Montreal | 103,459 | $1.46M | 0.00% | +103,459 | New |
| Merit Financial Group, LLC | 120,471 | $1.70M | 0.16% | +7,721+6.8% | Added |
| True Link Financial Advisors, LLC | 132,824 | $1.87M | 0.27% | −100−0.1% | Reduced |
| Flaharty Asset Management, LLC | 155,082 | $2.18M | 0.47% | −26,558−14.6% | Reduced |
| Centaurus Financial, Inc. | 164,649 | $2.32M | 0.20% | +78,906+92.0% | Added |
| Pointe Capital Management LLC | 183,557 | $2.58M | 1.82% | −20,522−10.1% | Reduced |
| Janney Montgomery Scott LLC | 185,299 | $2.61M | 0.01% | +9,147+5.2% | Added |
| Ameriprise Financial Inc | 194,169 | $2.73M | 0.00% | −110,259−36.2% | Reduced |
| Aptus Capital Advisors, LLC | 195,699 | $2.75M | 0.13% | +166+0.1% | Added |
| Parsons Capital Management Inc | 209,476 | $2.95M | 0.23% | −5,794−2.7% | Reduced |
| Private Advisor Group, LLC | 214,472 | $3.02M | 0.03% | +3,418+1.6% | Added |
| Royal Bank of Canada | 223,819 | $3.15M | 0.00% | −27,323−10.9% | Reduced |
| Advisor Group Holdings, Inc. | 259,173 | $3.65M | 0.01% | +9,820+3.9% | Added |
| Stifel Financial Corp | 295,087 | $4.15M | 0.01% | −26,991−8.4% | Reduced |
| HighTower Advisors, LLC | 313,671 | $4.41M | 0.01% | +571+0.2% | Added |
| Baird Financial Group, Inc. | 314,343 | $4.42M | 0.01% | +14,873+5.0% | Added |
| LPL Financial LLC | 318,767 | $4.49M | 0.00% | +24,248+8.2% | Added |
| Commonwealth Equity Services, LLC | 329,035 | $4.63M | 0.01% | +71,342+27.7% | Added |
| Matrix Private Capital Group LLC | 344,623 | $4.85M | 2.65% | +42,749+14.2% | Added |
| Advisors Asset Management, Inc. | 390,441 | $5.49M | 0.08% | +74,083+23.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 453,864 | $6.39M | 0.01% | +3,109+0.7% | Added |
| Bank of America Corp | 483,318 | $6.80M | 0.00% | +3,414+0.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 519,578 | $7.31M | 0.03% | +5,892+1.1% | Added |
| UBS Group AG | 734,228 | $10.3M | 0.00% | +25,267+3.6% | Added |
| Cohen & Steers, Inc. | 787,527 | $11.1M | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 874,993 | $12.3M | 0.07% | −53,997−5.8% | Reduced |
| Wells Fargo & Company | 938,148 | $13.2M | 0.00% | +66,390+7.6% | Added |
| Raymond James & Associates | 1,341,707 | $18.9M | 0.02% | +294,966+28.2% | Added |
| RFG Advisory, LLC | 1,410,580 | $19.8M | 1.77% | +32,255+2.3% | Added |
| Invesco Ltd. | 1,672,425 | $23.5M | 0.01% | +30,619+1.9% | Added |
| Morgan Stanley | 12,421,861 | $174.8M | 0.02% | +482,892+4.0% | Added |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −917,474−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −166,625−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −37,698−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −20,086−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −19,860−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −18,052−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |