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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 30,125 | $453.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 31,206 | $470.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $470.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 32,299 | $486.0K | 0.02% | +3,923+13.8% | Added |
| Ameritas Advisory Services, LLC | 33,503 | $504.0K | 0.02% | +33,503 | New |
| Joel Isaacson & Co., LLC | 37,294 | $561.0K | 0.04% | +6,002+19.2% | Added |
| New Legacy Group, LLC | 37,500 | $564.0K | 0.11% | +37,500 | New |
| Liberty One Investment Management, LLC | 38,085 | $573.0K | 0.09% | −6,155−13.9% | Reduced |
| Asset Management Corp | 39,886 | $600.0K | 0.35% | +181+0.5% | Added |
| The PNC Financial Services Group, Inc. | 47,165 | $710.0K | 0.00% | +336+0.7% | Added |
| David J Yvars Group | 47,751 | $717.0K | 0.44% | −11,415−19.3% | Reduced |
| Spire Wealth Management | 49,864 | $750.0K | 0.02% | +2,006+4.2% | Added |
| Stratos Wealth Partners, LTD. | 51,093 | $769.0K | 0.02% | −118−0.2% | Reduced |
| Cornerstone Advisory, LLC | 53,810 | $810.0K | 0.12% | +1,905+3.7% | Added |
| IHT Wealth Management, LLC | 54,975 | $827.0K | 0.06% | +190.0% | Added |
| Mariner, LLC | 55,627 | $837.0K | 0.00% | +34,449+162.7% | Added |
| 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 |
| National Asset Management, Inc. | 67,199 | $1.01M | 0.03% | −1,836−2.7% | Reduced |
| Truist Financial Corp | 74,392 | $1.12M | 0.00% | +1,094+1.5% | Added |
| Steward Partners Investment Advisory, LLC | 76,205 | $1.15M | 0.02% | +1,151+1.5% | Added |
| Kingsview Wealth Management, LLC | 83,056 | $1.25M | 0.05% | −9,092−9.9% | Reduced |
| Raymond James Trust N.A. | 84,806 | $1.28M | 0.04% | −11,485−11.9% | Reduced |
| AdvisorNet Financial, Inc | 98,753 | $1.49M | 0.09% | −1,400−1.4% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.50M | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 110,036 | $1.66M | 0.30% | −15,719−12.5% | Reduced |
| Merit Financial Group, LLC | 118,271 | $1.78M | 0.17% | −2,200−1.8% | Reduced |
| True Link Financial Advisors, LLC | 132,469 | $1.99M | 0.27% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 161,505 | $2.43M | 0.01% | +37,689+30.4% | Added |
| C2C Wealth Management, LLC | 170,834 | $2.57M | 0.37% | +170,834 | New |
| Pointe Capital Management LLC | 175,804 | $2.65M | 1.67% | −1,737−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 190,480 | $2.87M | 0.10% | −5,318−2.7% | Reduced |
| Janney Montgomery Scott LLC | 197,739 | $2.98M | 0.01% | +10,705+5.7% | Added |
| Parsons Capital Management Inc | 206,294 | $3.10M | 0.22% | −1,283−0.6% | Reduced |
| Centaurus Financial, Inc. | 212,412 | $3.20M | 0.24% | +6,247+3.0% | Added |
| Ameriprise Financial Inc | 214,206 | $3.23M | 0.00% | +21,300+11.0% | Added |
| Royal Bank of Canada | 215,702 | $3.25M | 0.00% | −8,479−3.8% | Reduced |
| Private Advisor Group, LLC | 230,155 | $3.46M | 0.03% | +7,894+3.6% | Added |
| CoreCap Advisors, LLC | 272,403 | $4.10M | 0.27% | +272,403 | New |
| Cetera Advisor Networks LLC | 294,421 | $4.43M | 0.05% | +252,868+608.5% | Added |
| Advisor Group Holdings, Inc. | 311,590 | $4.68M | 0.01% | +40,163+14.8% | Added |
| HighTower Advisors, LLC | 323,096 | $4.86M | 0.01% | +9,145+2.9% | Added |
| Stifel Financial Corp | 324,948 | $4.89M | 0.01% | +13,482+4.3% | Added |
| Commonwealth Equity Services, LLC | 339,302 | $5.11M | 0.01% | +5,586+1.7% | Added |
| Baird Financial Group, Inc. | 348,842 | $5.25M | 0.01% | +20,716+6.3% | Added |
| LPL Financial LLC | 392,411 | $5.91M | 0.00% | +43,752+12.5% | Added |
| Matrix Private Capital Group LLC | 451,379 | $6.79M | 3.22% | +13,790+3.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 452,375 | $6.81M | 0.01% | +691+0.2% | Added |
| Advisors Asset Management, Inc. | 485,920 | $7.31M | 0.10% | +67,824+16.2% | Added |
| Bank of America Corp | 528,379 | $7.95M | 0.00% | +27,558+5.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 543,944 | $8.19M | 0.04% | +6,951+1.3% | Added |
| Cohen & Steers, Inc. | 598,297 | $9.00M | 0.01% | −102,507−14.6% | Reduced |
| UBS Group AG | 746,794 | $11.2M | 0.00% | −5,050−0.7% | Reduced |
| Guggenheim Capital LLC | 814,585 | $12.3M | 0.06% | −118,534−12.7% | Reduced |
| Wells Fargo & Company | 1,031,176 | $15.5M | 0.00% | +79,797+8.4% | Added |
| RFG Advisory, LLC | 1,247,930 | $18.8M | 1.29% | −14,599−1.2% | Reduced |
| Raymond James & Associates | 1,431,806 | $21.5M | 0.02% | +5,349+0.4% | Added |
| Invesco Ltd. | 1,644,994 | $24.8M | 0.01% | −2,633−0.2% | Reduced |
| Morgan Stanley | 12,938,593 | $194.7M | 0.02% | +541,878+4.4% | Added |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −46,420−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −40,085−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −16,122−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,843−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |