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 |
|---|---|---|---|---|---|
| Joel Isaacson & Co., LLC | 31,292 | $437.0K | 0.03% | +5,406+20.9% | Added |
| Asset Management Corp | 39,705 | $554.0K | 0.35% | +184+0.5% | Added |
| Clough Capital Partners L P | 40,085 | $559.0K | 0.03% | +40,085 | New |
| Cetera Advisor Networks LLC | 41,553 | $580.0K | 0.01% | +739+1.8% | Added |
| Liberty One Investment Management, LLC | 44,240 | $617.0K | 0.11% | +120.0% | Added |
| Formidable Asset Management, LLC | 46,420 | $648.0K | 0.12% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 46,829 | $654.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47,858 | $668.0K | 0.02% | +1,000+2.1% | Added |
| Stratos Wealth Partners, LTD. | 51,211 | $714.0K | 0.02% | −5,681−10.0% | Reduced |
| Cornerstone Advisory, LLC | 51,905 | $724.0K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 53,886 | $752.0K | 0.02% | +3,164+6.2% | Added |
| IHT Wealth Management, LLC | 54,956 | $767.0K | 0.06% | −10,762−16.4% | Reduced |
| David J Yvars Group | 59,166 | $826.0K | 0.48% | +68+0.1% | Added |
| National Asset Management, Inc. | 69,035 | $964.0K | 0.03% | +3,800+5.8% | Added |
| Truist Financial Corp | 73,298 | $1.02M | 0.00% | +137+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 75,054 | $1.05M | 0.02% | −10,235−12.0% | Reduced |
| Kingsview Wealth Management, LLC | 92,148 | $1.28M | 0.06% | −4,314−4.5% | Reduced |
| Raymond James Trust N.A. | 96,291 | $1.34M | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 100,000 | $1.40M | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100,153 | $1.40M | 0.10% | +300+0.3% | Added |
| Merit Financial Group, LLC | 120,471 | $1.68M | 0.18% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 123,816 | $1.73M | 0.01% | +29,240+30.9% | Added |
| Flaharty Asset Management, LLC | 125,755 | $1.75M | 0.36% | −29,327−18.9% | Reduced |
| True Link Financial Advisors, LLC | 132,469 | $1.85M | 0.25% | −355−0.3% | Reduced |
| Pointe Capital Management LLC | 177,541 | $2.48M | 1.72% | −6,016−3.3% | Reduced |
| Janney Montgomery Scott LLC | 187,034 | $2.61M | 0.01% | +1,735+0.9% | Added |
| Ameriprise Financial Inc | 192,906 | $2.67M | 0.00% | −1,263−0.7% | Reduced |
| Aptus Capital Advisors, LLC | 195,798 | $2.73M | 0.11% | +99+0.1% | Added |
| Centaurus Financial, Inc. | 206,165 | $2.88M | 0.24% | +41,516+25.2% | Added |
| Parsons Capital Management Inc | 207,577 | $2.90M | 0.23% | −1,899−0.9% | Reduced |
| Private Advisor Group, LLC | 222,261 | $3.10M | 0.02% | +7,789+3.6% | Added |
| Royal Bank of Canada | 224,181 | $3.13M | 0.00% | +362+0.2% | Added |
| Advisor Group Holdings, Inc. | 271,427 | $3.79M | 0.01% | +12,254+4.7% | Added |
| Stifel Financial Corp | 311,466 | $4.34M | 0.01% | +16,379+5.6% | Added |
| HighTower Advisors, LLC | 313,951 | $4.38M | 0.01% | +280+0.1% | Added |
| Baird Financial Group, Inc. | 328,126 | $4.58M | 0.01% | +13,783+4.4% | Added |
| Commonwealth Equity Services, LLC | 333,716 | $4.66M | 0.01% | +4,681+1.4% | Added |
| LPL Financial LLC | 348,659 | $4.86M | 0.00% | +29,892+9.4% | Added |
| Advisors Asset Management, Inc. | 418,096 | $5.83M | 0.09% | +27,655+7.1% | Added |
| Matrix Private Capital Group LLC | 437,589 | $6.10M | 3.21% | +92,966+27.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 451,684 | $6.30M | 0.01% | −2,180−0.5% | Reduced |
| Bank of America Corp | 500,821 | $6.99M | 0.00% | +17,503+3.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 536,993 | $7.49M | 0.04% | +17,415+3.4% | Added |
| Cohen & Steers, Inc. | 700,804 | $9.78M | 0.02% | −86,723−11.0% | Reduced |
| UBS Group AG | 751,844 | $10.5M | 0.00% | +17,616+2.4% | Added |
| Guggenheim Capital LLC | 933,119 | $13.0M | 0.08% | +58,126+6.6% | Added |
| Wells Fargo & Company | 951,379 | $13.3M | 0.00% | +13,231+1.4% | Added |
| RFG Advisory, LLC | 1,262,529 | $17.6M | 1.45% | −148,051−10.5% | Reduced |
| Raymond James & Associates | 1,426,457 | $19.9M | 0.02% | +84,750+6.3% | Added |
| Invesco Ltd. | 1,647,627 | $23.0M | 0.01% | −24,798−1.5% | Reduced |
| Morgan Stanley | 12,396,715 | $172.9M | 0.02% | −25,146−0.2% | Reduced |
| Bank of Montreal | 0 | $0 | 0.00% | −103,459−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −61,250−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −23,945−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,487−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| HC Financial Advisors Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| M Holdings Securities, Inc. | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |