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, Q1 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2022. 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
- 175
- +20 vs. Q4 2021
- Shares held
- 30.5M
- +332.7K (+1.1%) vs. Q4 2021
- Total value
- $427.0M
- −$27.7M (−6.1%) vs. Q4 2021
- New holders
- 26
- 61 more added
- Sold out
- 6
- 34 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,189,594 | $184.3M | 0.02% | +251,001+1.9% | Added |
| Raymond James & Associates | 1,469,959 | $20.5M | 0.02% | +38,153+2.7% | Added |
| Invesco Ltd. | 1,316,633 | $18.4M | 0.00% | −328,361−20.0% | Reduced |
| RFG Advisory, LLC | 1,244,430 | $17.4M | 1.11% | −3,500−0.3% | Reduced |
| Wells Fargo & Company | 1,201,477 | $16.8M | 0.00% | +170,301+16.5% | Added |
| UBS Group AG | 780,967 | $10.9M | 0.00% | +34,173+4.6% | Added |
| Guggenheim Capital LLC | 722,619 | $10.1M | 0.06% | −91,966−11.3% | Reduced |
| Bank of America Corp | 570,786 | $7.97M | 0.00% | +42,407+8.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 570,091 | $7.96M | 0.04% | +26,147+4.8% | Added |
| Cohen & Steers, Inc. | 539,137 | $7.53M | 0.01% | −59,160−9.9% | Reduced |
| Matrix Private Capital Group LLC | 501,373 | $7.00M | 3.42% | +49,994+11.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 443,074 | $6.19M | 0.01% | −9,301−2.1% | Reduced |
| LPL Financial LLC | 412,065 | $5.76M | 0.00% | +19,654+5.0% | Added |
| Baird Financial Group, Inc. | 390,459 | $5.46M | 0.01% | +41,617+11.9% | Added |
| Advisor Group Holdings, Inc. | 335,906 | $5.07M | 0.01% | +24,316+7.8% | Added |
| Commonwealth Equity Services, LLC | 359,756 | $5.03M | 0.01% | +20,454+6.0% | Added |
| Stifel Financial Corp | 322,120 | $4.50M | 0.01% | −2,828−0.9% | Reduced |
| HighTower Advisors, LLC | 321,205 | $4.49M | 0.01% | −1,891−0.6% | Reduced |
| Royal Bank of Canada | 308,988 | $4.32M | 0.00% | +93,286+43.2% | Added |
| Cetera Advisor Networks LLC | 299,864 | $4.19M | 0.05% | +5,443+1.8% | Added |
| CoreCap Advisors, LLC | 279,228 | $3.90M | 0.27% | +6,825+2.5% | Added |
| Ameriprise Financial Inc | 252,314 | $3.52M | 0.00% | +38,108+17.8% | Added |
| Rockefeller Capital Management L.P. | 237,217 | $3.31M | 0.02% | +75,712+46.9% | Added |
| Private Advisor Group, LLC | 233,121 | $3.26M | 0.02% | +2,966+1.3% | Added |
| Centaurus Financial, Inc. | 214,427 | $3.00M | 0.24% | +2,015+0.9% | Added |
| Parsons Capital Management Inc | 195,019 | $2.72M | 0.21% | −11,275−5.5% | Reduced |
| Aptus Capital Advisors, LLC | 190,590 | $2.66M | 0.08% | +110+0.1% | Added |
| C2C Wealth Management, LLC | 193,834 | $2.64M | 0.45% | +23,000+13.5% | Added |
| Janney Montgomery Scott LLC | 174,130 | $2.43M | 0.01% | −23,609−11.9% | Reduced |
| Pointe Capital Management LLC | 173,537 | $2.42M | 1.55% | −2,267−1.3% | Reduced |
| True Link Financial Advisors, LLC | 132,469 | $1.85M | 0.27% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 119,300 | $1.67M | 0.00% | +19,300+19.3% | Added |
| Merit Financial Group, LLC | 116,966 | $1.63M | 0.10% | −1,305−1.1% | Reduced |
| Flaharty Asset Management, LLC | 102,438 | $1.43M | 0.26% | −7,598−6.9% | Reduced |
| Kingsview Wealth Management, LLC | 80,954 | $1.13M | 0.05% | −2,102−2.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 80,172 | $1.12M | 0.02% | +3,967+5.2% | Added |
| Raymond James Trust N.A. | 76,171 | $1.06M | 0.03% | −8,635−10.2% | Reduced |
| Truist Financial Corp | 74,451 | $1.04M | 0.00% | +59+0.1% | Added |
| IHT Wealth Management, LLC | 70,765 | $989.0K | 0.07% | +15,790+28.7% | Added |
| Gladstone Institutional Advisory LLC | 69,416 | $970.0K | 0.07% | +48,469+231.4% | Added |
| Lido Advisors, LLC | 67,193 | $938.0K | 0.02% | +67,193 | New |
| National Asset Management, Inc. | 65,995 | $922.0K | 0.03% | −1,204−1.8% | Reduced |
| Wealth Effects LLC | 63,096 | $881.0K | 0.41% | +32+0.1% | Added |
| ELCO Management Co., LLC | 61,700 | $862.0K | 0.59% | −1,350−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 60,015 | $838.0K | 0.02% | +8,922+17.5% | Added |
| Atria Wealth Solutions, Inc. | 53,344 | $745.0K | 0.01% | +53,344 | New |
| Cornerstone Advisory, LLC | 51,905 | $725.0K | 0.11% | −1,905−3.5% | Reduced |
| Spire Wealth Management | 47,858 | $669.0K | 0.02% | −2,006−4.0% | Reduced |
| The PNC Financial Services Group, Inc. | 47,176 | $659.0K | 0.00% | +110.0% | Added |
| Mariner, LLC | 46,637 | $652.0K | 0.00% | −8,990−16.2% | Reduced |
| Formidable Asset Management, LLC | 41,670 | $582.0K | 0.11% | +41,670 | New |
| Asset Management Corp | 40,068 | $560.0K | 0.34% | +182+0.5% | Added |
| GWM Advisors LLC | 39,420 | $550.0K | 0.01% | +16,157+69.5% | Added |
| Liberty One Investment Management, LLC | 38,517 | $538.0K | 0.08% | +432+1.1% | Added |
| New Legacy Group, LLC | 37,500 | $524.0K | 0.20% | 00.0% | Unchanged |
| David J Yvars Group | 36,313 | $509.0K | 0.35% | −11,438−24.0% | Reduced |
| Joel Isaacson & Co., LLC | 37,989 | $506.0K | 0.04% | +695+1.9% | Added |
| Ameritas Advisory Services, LLC | 33,775 | $472.0K | 0.02% | +272+0.8% | Added |
| Commerce Bank | 33,706 | $471.0K | 0.00% | +2,500+8.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 33,625 | $470.0K | 0.02% | +3,500+11.6% | Added |
| Arete Wealth Advisors, LLC | 31,805 | $444.0K | 0.04% | +1,887+6.3% | Added |
| Cetera Investment Advisers | 31,486 | $440.0K | 0.01% | +6,248+24.8% | Added |
| Eaton Vance Management | 31,212 | $436.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 30,643 | $428.0K | 0.00% | +30,643 | New |
| Equitable Holdings, Inc. | 29,252 | $409.0K | 0.01% | +405+1.4% | Added |
| Moors & Cabot, Inc. | 28,750 | $402.0K | 0.02% | +1,543+5.7% | Added |
| Stephens Inc | 25,693 | $359.0K | 0.01% | +203+0.8% | Added |
| Millennium Management LLC | 24,835 | $347.0K | 0.00% | +24,835 | New |
| Cetera Advisors LLC | 23,750 | $332.0K | 0.01% | +481+2.1% | Added |
| Wedbush Securities Inc | 23,684 | $331.0K | 0.02% | −8,615−26.7% | Reduced |
| M Holdings Securities, Inc. | 23,599 | $330.0K | 0.02% | +23,599 | New |
| Venture Visionary Partners LLC | 23,500 | $328.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 22,970 | $321.0K | 0.01% | −917−3.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 24,963 | $317.0K | 0.12% | +14,863+147.2% | Added |
| Claraphi Advisory Network, LLC | 22,080 | $308.0K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 21,641 | $302.0K | 0.18% | −149−0.7% | Reduced |
| CIBC Private Wealth Group, LLC | 21,000 | $293.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,162 | $282.0K | 0.00% | −756−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 20,200 | $282.0K | 0.00% | +8,000+65.6% | Added |
| Quantum Private Wealth, LLC | 20,000 | $279.0K | 0.12% | 00.0% | Unchanged |
| AE Wealth Management LLC | 19,820 | $277.0K | 0.00% | +9,076+84.5% | Added |
| Focused Wealth Management, Inc | 19,761 | $276.0K | 0.04% | +176+0.9% | Added |
| Northern Trust Corp | 19,442 | $272.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 19,132 | $267.0K | 0.10% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,249 | $255.0K | 0.06% | +30.0% | Added |
| OTA Financial Group L.P. | 17,483 | $244.0K | 0.16% | +17,483 | New |
| Williams Jones Wealth Management, LLC. | 16,849 | $235.0K | 0.00% | +42+0.2% | Added |
| Mission Wealth Management, LP | 16,499 | $230.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,199 | $227.0K | 0.12% | −2,537−13.5% | Reduced |
| Confluence Wealth Services, Inc. | 16,036 | $224.0K | 0.08% | 00.0% | Unchanged |
| Syverson Strege & Co | 15,670 | $219.0K | 0.24% | +8,161+108.7% | Added |
| Blue Chip Partners, Inc. | 15,309 | $214.0K | 0.03% | +85+0.6% | Added |
| Kestra Private Wealth Services, LLC | 15,003 | $210.0K | 0.01% | −46−0.3% | Reduced |
| Creative Planning | 14,957 | $209.0K | 0.00% | +14,957 | New |
| CWA Asset Management Group, LLC | 14,868 | $208.0K | 0.02% | +101+0.7% | Added |
| Willner & Heller, LLC | 13,210 | $199.0K | 0.24% | +1,648+14.3% | Added |
| Kestra Advisory Services, LLC | 14,052 | $196.0K | 0.00% | +14,052 | New |
| Americana Partners, LLC | 14,000 | $195.0K | 0.06% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 13,900 | $194.0K | 0.06% | +13,900 | New |
| Capital Market Strategies LLC | 13,454 | $188.0K | 0.16% | 00.0% | Unchanged |