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, Q4 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 31, 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
- 159
- +11 vs. Q3 2021
- Shares held
- 30.2M
- +1.60M (+5.6%) vs. Q3 2021
- Total value
- $454.9M
- +$55.6M (+13.9%) vs. Q3 2021
- New holders
- 27
- 55 more added
- Sold out
- 16
- 23 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,938,593 | $194.7M | 0.02% | +541,878+4.4% | Added |
| Invesco Ltd. | 1,644,994 | $24.8M | 0.01% | −2,633−0.2% | Reduced |
| Raymond James & Associates | 1,431,806 | $21.5M | 0.02% | +5,349+0.4% | Added |
| RFG Advisory, LLC | 1,247,930 | $18.8M | 1.29% | −14,599−1.2% | Reduced |
| Wells Fargo & Company | 1,031,176 | $15.5M | 0.00% | +79,797+8.4% | Added |
| Guggenheim Capital LLC | 814,585 | $12.3M | 0.06% | −118,534−12.7% | Reduced |
| UBS Group AG | 746,794 | $11.2M | 0.00% | −5,050−0.7% | Reduced |
| Cohen & Steers, Inc. | 598,297 | $9.00M | 0.01% | −102,507−14.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 543,944 | $8.19M | 0.04% | +6,951+1.3% | Added |
| Bank of America Corp | 528,379 | $7.95M | 0.00% | +27,558+5.5% | Added |
| Advisors Asset Management, Inc. | 485,920 | $7.31M | 0.10% | +67,824+16.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 452,375 | $6.81M | 0.01% | +691+0.2% | Added |
| Matrix Private Capital Group LLC | 451,379 | $6.79M | 3.22% | +13,790+3.2% | Added |
| LPL Financial LLC | 392,411 | $5.91M | 0.00% | +43,752+12.5% | Added |
| Baird Financial Group, Inc. | 348,842 | $5.25M | 0.01% | +20,716+6.3% | Added |
| Commonwealth Equity Services, LLC | 339,302 | $5.11M | 0.01% | +5,586+1.7% | Added |
| Stifel Financial Corp | 324,948 | $4.89M | 0.01% | +13,482+4.3% | Added |
| HighTower Advisors, LLC | 323,096 | $4.86M | 0.01% | +9,145+2.9% | Added |
| Advisor Group Holdings, Inc. | 311,590 | $4.68M | 0.01% | +40,163+14.8% | Added |
| Cetera Advisor Networks LLC | 294,421 | $4.43M | 0.05% | +252,868+608.5% | Added |
| CoreCap Advisors, LLC | 272,403 | $4.10M | 0.27% | +272,403 | New |
| Private Advisor Group, LLC | 230,155 | $3.46M | 0.03% | +7,894+3.6% | Added |
| Royal Bank of Canada | 215,702 | $3.25M | 0.00% | −8,479−3.8% | Reduced |
| Ameriprise Financial Inc | 214,206 | $3.23M | 0.00% | +21,300+11.0% | Added |
| Centaurus Financial, Inc. | 212,412 | $3.20M | 0.24% | +6,247+3.0% | Added |
| Parsons Capital Management Inc | 206,294 | $3.10M | 0.22% | −1,283−0.6% | Reduced |
| Janney Montgomery Scott LLC | 197,739 | $2.98M | 0.01% | +10,705+5.7% | Added |
| Aptus Capital Advisors, LLC | 190,480 | $2.87M | 0.10% | −5,318−2.7% | Reduced |
| Pointe Capital Management LLC | 175,804 | $2.65M | 1.67% | −1,737−1.0% | Reduced |
| C2C Wealth Management, LLC | 170,834 | $2.57M | 0.37% | +170,834 | New |
| Rockefeller Capital Management L.P. | 161,505 | $2.43M | 0.01% | +37,689+30.4% | Added |
| True Link Financial Advisors, LLC | 132,469 | $1.99M | 0.27% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 118,271 | $1.78M | 0.17% | −2,200−1.8% | Reduced |
| Flaharty Asset Management, LLC | 110,036 | $1.66M | 0.30% | −15,719−12.5% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.50M | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 98,753 | $1.49M | 0.09% | −1,400−1.4% | Reduced |
| Raymond James Trust N.A. | 84,806 | $1.28M | 0.04% | −11,485−11.9% | Reduced |
| Kingsview Wealth Management, LLC | 83,056 | $1.25M | 0.05% | −9,092−9.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 76,205 | $1.15M | 0.02% | +1,151+1.5% | Added |
| Truist Financial Corp | 74,392 | $1.12M | 0.00% | +1,094+1.5% | Added |
| National Asset Management, Inc. | 67,199 | $1.01M | 0.03% | −1,836−2.7% | Reduced |
| ELCO Management Co., LLC | 63,050 | $949.0K | 0.68% | +63,050 | New |
| Wealth Effects LLC | 63,064 | $949.0K | 0.39% | +63,064 | New |
| Mariner, LLC | 55,627 | $837.0K | 0.00% | +34,449+162.7% | Added |
| IHT Wealth Management, LLC | 54,975 | $827.0K | 0.06% | +190.0% | Added |
| Cornerstone Advisory, LLC | 53,810 | $810.0K | 0.12% | +1,905+3.7% | Added |
| Stratos Wealth Partners, LTD. | 51,093 | $769.0K | 0.02% | −118−0.2% | Reduced |
| Spire Wealth Management | 49,864 | $750.0K | 0.02% | +2,006+4.2% | Added |
| David J Yvars Group | 47,751 | $717.0K | 0.44% | −11,415−19.3% | Reduced |
| The PNC Financial Services Group, Inc. | 47,165 | $710.0K | 0.00% | +336+0.7% | Added |
| Asset Management Corp | 39,886 | $600.0K | 0.35% | +181+0.5% | Added |
| Liberty One Investment Management, LLC | 38,085 | $573.0K | 0.09% | −6,155−13.9% | Reduced |
| New Legacy Group, LLC | 37,500 | $564.0K | 0.11% | +37,500 | New |
| Joel Isaacson & Co., LLC | 37,294 | $561.0K | 0.04% | +6,002+19.2% | Added |
| Ameritas Advisory Services, LLC | 33,503 | $504.0K | 0.02% | +33,503 | New |
| Wedbush Securities Inc | 32,299 | $486.0K | 0.02% | +3,923+13.8% | Added |
| Commerce Bank | 31,206 | $470.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $470.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 30,125 | $453.0K | 0.02% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,918 | $448.0K | 0.04% | +795+2.7% | Added |
| Equitable Holdings, Inc. | 28,847 | $434.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 27,207 | $409.0K | 0.03% | +4,207+18.3% | Added |
| Stephens Inc | 25,490 | $384.0K | 0.01% | −215−0.8% | Reduced |
| Cetera Investment Advisers | 25,238 | $380.0K | 0.01% | +262+1.0% | Added |
| Sigma Planning Corp | 23,887 | $360.0K | 0.01% | +78+0.3% | Added |
| Venture Visionary Partners LLC | 23,500 | $353.0K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 23,263 | $351.0K | 0.01% | +23,263 | New |
| Cetera Advisors LLC | 23,269 | $350.0K | 0.01% | +182+0.8% | Added |
| Claraphi Advisory Network, LLC | 22,080 | $332.0K | 0.12% | +2,049+10.2% | Added |
| Capital Wealth Alliance, LLC | 21,790 | $327.0K | 0.19% | +1,002+4.8% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $316.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,918 | $315.0K | 0.00% | −176−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 20,947 | $315.0K | 0.02% | +63+0.3% | Added |
| Quantum Private Wealth, LLC | 20,000 | $301.0K | 0.11% | +20,000 | New |
| Focused Wealth Management, Inc | 19,585 | $295.0K | 0.05% | +162+0.8% | Added |
| Northern Trust Corp | 19,442 | $293.0K | 0.00% | +623+3.3% | Added |
| Fortitude Advisory Group L.L.C. | 18,736 | $282.0K | 0.14% | +18,736 | New |
| Monograph Wealth Advisors, LLC | 18,246 | $275.0K | 0.07% | +18,246 | New |
| MONECO Advisors, LLC | 19,132 | $270.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,807 | $253.0K | 0.00% | +43+0.3% | Added |
| Mission Wealth Management, LP | 16,499 | $248.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,036 | $241.0K | 0.08% | +16,036 | New |
| Blue Chip Partners, Inc. | 15,224 | $229.0K | 0.03% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,049 | $226.0K | 0.01% | +2,383+18.8% | Added |
| CWA Asset Management Group, LLC | 14,767 | $222.0K | 0.02% | +14,767 | New |
| Americana Partners, LLC | 14,000 | $210.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,973 | $210.0K | 0.00% | +1,860+15.4% | Added |
| Capital Market Strategies LLC | 13,454 | $202.0K | 0.17% | +13,454 | New |
| American Portfolios Advisors | 12,947 | $194.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,251 | $184.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,234 | $184.0K | 0.11% | +233+1.9% | Added |
| Beacon Pointe Advisors, LLC | 12,200 | $184.0K | 0.00% | +2,000+19.6% | Added |
| Bridgeworth, LLC | 12,000 | $181.0K | 0.04% | +12,000 | New |
| Capital Planning Advisors, LLC | 11,827 | $178.0K | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $166.0K | 0.05% | −3,000−21.4% | Reduced |
| Gradient Investments LLC | 11,000 | $166.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 10,744 | $162.0K | 0.00% | +10,744 | New |
| Willner & Heller, LLC | 11,562 | $161.0K | 0.21% | +11,562 | New |
| Brown Advisory Securities, LLC | 10,640 | $160.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 10,627 | $160.0K | 0.03% | 00.0% | Unchanged |