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, Q3 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 151
- +2 vs. Q2 2021
- Shares held
- 28.7M
- −46.4K (−0.2%) vs. Q2 2021
- Total value
- $400.1M
- −$4.11M (−1.0%) vs. Q2 2021
- New holders
- 13
- 53 more added
- Sold out
- 11
- 21 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,396,715 | $172.9M | 0.02% | −25,146−0.2% | Reduced |
| Invesco Ltd. | 1,647,627 | $23.0M | 0.01% | −24,798−1.5% | Reduced |
| Raymond James & Associates | 1,426,457 | $19.9M | 0.02% | +84,750+6.3% | Added |
| RFG Advisory, LLC | 1,262,529 | $17.6M | 1.45% | −148,051−10.5% | Reduced |
| Wells Fargo & Company | 951,379 | $13.3M | 0.00% | +13,231+1.4% | Added |
| Guggenheim Capital LLC | 933,119 | $13.0M | 0.08% | +58,126+6.6% | Added |
| UBS Group AG | 751,844 | $10.5M | 0.00% | +17,616+2.4% | Added |
| Cohen & Steers, Inc. | 700,804 | $9.78M | 0.02% | −86,723−11.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 536,993 | $7.49M | 0.04% | +17,415+3.4% | Added |
| Bank of America Corp | 500,821 | $6.99M | 0.00% | +17,503+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 451,684 | $6.30M | 0.01% | −2,180−0.5% | Reduced |
| Matrix Private Capital Group LLC | 437,589 | $6.10M | 3.21% | +92,966+27.0% | Added |
| Advisors Asset Management, Inc. | 418,096 | $5.83M | 0.09% | +27,655+7.1% | Added |
| LPL Financial LLC | 348,659 | $4.86M | 0.00% | +29,892+9.4% | Added |
| Commonwealth Equity Services, LLC | 333,716 | $4.66M | 0.01% | +4,681+1.4% | Added |
| Baird Financial Group, Inc. | 328,126 | $4.58M | 0.01% | +13,783+4.4% | Added |
| HighTower Advisors, LLC | 313,951 | $4.38M | 0.01% | +280+0.1% | Added |
| Stifel Financial Corp | 311,466 | $4.34M | 0.01% | +16,379+5.6% | Added |
| Advisor Group Holdings, Inc. | 271,427 | $3.79M | 0.01% | +12,254+4.7% | Added |
| Royal Bank of Canada | 224,181 | $3.13M | 0.00% | +362+0.2% | Added |
| Private Advisor Group, LLC | 222,261 | $3.10M | 0.02% | +7,789+3.6% | Added |
| Parsons Capital Management Inc | 207,577 | $2.90M | 0.23% | −1,899−0.9% | Reduced |
| Centaurus Financial, Inc. | 206,165 | $2.88M | 0.24% | +41,516+25.2% | Added |
| Aptus Capital Advisors, LLC | 195,798 | $2.73M | 0.11% | +99+0.1% | Added |
| Ameriprise Financial Inc | 192,906 | $2.67M | 0.00% | −1,263−0.7% | Reduced |
| Janney Montgomery Scott LLC | 187,034 | $2.61M | 0.01% | +1,735+0.9% | Added |
| Pointe Capital Management LLC | 177,541 | $2.48M | 1.72% | −6,016−3.3% | Reduced |
| True Link Financial Advisors, LLC | 132,469 | $1.85M | 0.25% | −355−0.3% | Reduced |
| Flaharty Asset Management, LLC | 125,755 | $1.75M | 0.36% | −29,327−18.9% | Reduced |
| Rockefeller Capital Management L.P. | 123,816 | $1.73M | 0.01% | +29,240+30.9% | Added |
| Merit Financial Group, LLC | 120,471 | $1.68M | 0.18% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,153 | $1.40M | 0.10% | +300+0.3% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 96,291 | $1.34M | 0.04% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 92,148 | $1.28M | 0.06% | −4,314−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 75,054 | $1.05M | 0.02% | −10,235−12.0% | Reduced |
| Truist Financial Corp | 73,298 | $1.02M | 0.00% | +137+0.2% | Added |
| National Asset Management, Inc. | 69,035 | $964.0K | 0.03% | +3,800+5.8% | Added |
| David J Yvars Group | 59,166 | $826.0K | 0.48% | +68+0.1% | Added |
| IHT Wealth Management, LLC | 54,956 | $767.0K | 0.06% | −10,762−16.4% | Reduced |
| Harbour Investments, Inc. | 53,886 | $752.0K | 0.02% | +3,164+6.2% | Added |
| Cornerstone Advisory, LLC | 51,905 | $724.0K | 0.12% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 51,211 | $714.0K | 0.02% | −5,681−10.0% | Reduced |
| Spire Wealth Management | 47,858 | $668.0K | 0.02% | +1,000+2.1% | Added |
| The PNC Financial Services Group, Inc. | 46,829 | $654.0K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 46,420 | $648.0K | 0.12% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 44,240 | $617.0K | 0.11% | +120.0% | Added |
| Cetera Advisor Networks LLC | 41,553 | $580.0K | 0.01% | +739+1.8% | Added |
| Clough Capital Partners L P | 40,085 | $559.0K | 0.03% | +40,085 | New |
| Asset Management Corp | 39,705 | $554.0K | 0.35% | +184+0.5% | Added |
| Joel Isaacson & Co., LLC | 31,292 | $437.0K | 0.03% | +5,406+20.9% | Added |
| Commerce Bank | 31,206 | $435.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $435.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 30,125 | $420.0K | 0.02% | +30,125 | New |
| Arete Wealth Advisors, LLC | 29,123 | $406.0K | 0.04% | −595−2.0% | Reduced |
| Equitable Holdings, Inc. | 28,847 | $402.0K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 28,376 | $396.0K | 0.02% | +1,644+6.1% | Added |
| Ameritas Investment Company, LLC | 26,194 | $365.0K | 0.02% | +2,986+12.9% | Added |
| Stephens Inc | 25,705 | $359.0K | 0.01% | +24+0.1% | Added |
| Cetera Investment Advisers | 24,976 | $348.0K | 0.01% | −6,913−21.7% | Reduced |
| Mid Atlantic Financial Management Inc | 24,822 | $346.0K | 0.02% | +3,273+15.2% | Added |
| Sigma Planning Corp | 23,809 | $332.0K | 0.01% | +12,201+105.1% | Added |
| Venture Visionary Partners LLC | 23,500 | $327.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 23,087 | $322.0K | 0.01% | −3,083−11.8% | Reduced |
| Moors & Cabot, Inc. | 23,000 | $320.0K | 0.02% | +2,582+12.6% | Added |
| Capital Wealth Alliance, LLC | 20,788 | $301.0K | 0.18% | +30.0% | Added |
| Mariner, LLC | 21,178 | $295.0K | 0.00% | +2,562+13.8% | Added |
| MML Investors Services, LLC | 21,094 | $294.0K | 0.00% | +3,943+23.0% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $293.0K | 0.00% | +1,000+5.0% | Added |
| Gladstone Institutional Advisory LLC | 20,884 | $291.0K | 0.03% | −5,637−21.3% | Reduced |
| Claraphi Advisory Network, LLC | 20,031 | $279.0K | 0.10% | +359+1.8% | Added |
| Focused Wealth Management, Inc | 19,423 | $271.0K | 0.04% | +160+0.8% | Added |
| MONECO Advisors, LLC | 19,132 | $267.0K | 0.11% | 00.0% | Unchanged |
| Northern Trust Corp | 18,819 | $263.0K | 0.00% | +113+0.6% | Added |
| Williams Jones Wealth Management, LLC. | 16,764 | $234.0K | 0.00% | +125+0.8% | Added |
| Mission Wealth Management, LP | 16,499 | $230.0K | 0.01% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 16,122 | $225.0K | 0.01% | +16,122 | New |
| Blue Chip Partners, Inc. | 15,224 | $212.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,843 | $207.0K | 0.00% | +2,263+18.0% | Added |
| Americana Partners, LLC | 14,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 14,000 | $195.0K | 0.06% | +14,000 | New |
| Insight Advisors, LLC | 12,750 | $190.0K | 0.06% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,947 | $180.6K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,666 | $177.0K | 0.01% | +44+0.3% | Added |
| Pinnacle Financial Partners Inc | 12,251 | $171.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,113 | $170.0K | 0.00% | +12,113 | New |
| Lakeview Capital Partners, LLC | 12,001 | $167.0K | 0.08% | +217+1.8% | Added |
| Capital Planning Advisors, LLC | 11,827 | $165.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,000 | $153.0K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 10,640 | $149.0K | 0.04% | 00.0% | Unchanged |
| Wealth Alliance | 10,627 | $148.0K | 0.03% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,100 | $146.0K | 0.05% | +10,100 | New |
| Krilogy Financial LLC | 10,364 | $145.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $144.0K | 0.03% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,200 | $142.0K | 0.00% | −10,200−50.0% | Reduced |
| Accurate Wealth Management, LLC | 10,065 | $140.0K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $140.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $140.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 9,102 | $127.0K | 0.00% | −71,039−88.6% | Reduced |
| Proequities, Inc. | 8,978 | $125.0K | 0.01% | 00.0% | Unchanged |