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, Q2 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 176
- +1 vs. Q1 2022
- Shares held
- 31.3M
- +742.2K (+2.4%) vs. Q1 2022
- Total value
- $356.8M
- −$70.2M (−16.4%) vs. Q1 2022
- New holders
- 21
- 65 more added
- Sold out
- 20
- 24 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,068,713 | $148.1M | 0.02% | −120,881−0.9% | Reduced |
| RFG Advisory, LLC | 1,353,522 | $17.2M | 0.99% | +109,092+8.8% | Added |
| Raymond James & Associates | 1,383,138 | $15.7M | 0.02% | −86,821−5.9% | Reduced |
| Wells Fargo & Company | 1,280,622 | $14.5M | 0.00% | +79,145+6.6% | Added |
| Invesco Ltd. | 1,145,032 | $13.0M | 0.00% | −171,601−13.0% | Reduced |
| UBS Group AG | 792,893 | $8.98M | 0.00% | +11,926+1.5% | Added |
| Bank of America Corp | 608,985 | $6.90M | 0.00% | +38,199+6.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 581,979 | $6.59M | 0.04% | +11,888+2.1% | Added |
| Guggenheim Capital LLC | 581,668 | $6.59M | 0.05% | −140,951−19.5% | Reduced |
| Matrix Private Capital Group LLC | 536,908 | $6.08M | 3.47% | +35,535+7.1% | Added |
| LPL Financial LLC | 477,838 | $5.41M | 0.01% | +65,773+16.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 449,509 | $5.09M | 0.01% | +6,435+1.5% | Added |
| Baird Financial Group, Inc. | 435,252 | $4.93M | 0.01% | +44,793+11.5% | Added |
| Advisors Asset Management, Inc. | 413,284 | $4.68M | 0.09% | +413,284 | New |
| Cohen & Steers, Inc. | 384,084 | $4.35M | 0.01% | −155,053−28.8% | Reduced |
| Royal Bank of Canada | 382,364 | $4.33M | 0.00% | +73,376+23.7% | Added |
| Commonwealth Equity Services, LLC | 379,374 | $4.30M | 0.01% | +19,618+5.5% | Added |
| Advisor Group Holdings, Inc. | 359,777 | $4.08M | 0.01% | +23,871+7.1% | Added |
| Rockefeller Capital Management L.P. | 329,609 | $3.73M | 0.02% | +92,392+38.9% | Added |
| Stifel Financial Corp | 326,238 | $3.70M | 0.01% | +4,118+1.3% | Added |
| HighTower Advisors, LLC | 320,435 | $3.63M | 0.01% | −770−0.2% | Reduced |
| Cetera Advisor Networks LLC | 319,990 | $3.63M | 0.05% | +20,126+6.7% | Added |
| CoreCap Advisors, LLC | 302,698 | $3.43M | 0.27% | +23,470+8.4% | Added |
| Ameriprise Financial Inc | 265,494 | $2.99M | 0.00% | +13,180+5.2% | Added |
| Centaurus Financial, Inc. | 240,203 | $2.72M | 0.27% | +25,776+12.0% | Added |
| C2C Wealth Management, LLC | 210,044 | $2.62M | 0.48% | +16,210+8.4% | Added |
| Private Advisor Group, LLC | 230,778 | $2.62M | 0.02% | −2,343−1.0% | Reduced |
| Aptus Capital Advisors, LLC | 192,219 | $2.18M | 0.07% | +1,629+0.9% | Added |
| Guardian Wealth Advisors, LLC | 192,219 | $2.18M | 0.40% | +192,219 | New |
| Parsons Capital Management Inc | 184,684 | $2.09M | 0.19% | −10,335−5.3% | Reduced |
| Pointe Capital Management LLC | 173,609 | $1.97M | 1.47% | +720.0% | Added |
| Janney Montgomery Scott LLC | 166,724 | $1.90M | 0.01% | −7,406−4.3% | Reduced |
| Spire Wealth Management | 133,469 | $1.51M | 0.06% | +85,611+178.9% | Added |
| True Link Financial Advisors, LLC | 132,469 | $1.50M | 0.23% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 113,590 | $1.29M | 0.04% | −3,376−2.9% | Reduced |
| Goldman Sachs Group Inc | 105,500 | $1.20M | 0.00% | −13,800−11.6% | Reduced |
| Flaharty Asset Management, LLC | 100,211 | $1.14M | 0.23% | −2,227−2.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 93,607 | $1.06M | 0.02% | +13,435+16.8% | Added |
| Gladstone Institutional Advisory LLC | 86,995 | $986.0K | 0.08% | +17,579+25.3% | Added |
| Kingsview Wealth Management, LLC | 86,047 | $975.0K | 0.05% | +5,093+6.3% | Added |
| Raymond James Trust N.A. | 81,214 | $921.0K | 0.03% | +5,043+6.6% | Added |
| Truist Financial Corp | 76,999 | $873.0K | 0.00% | +2,548+3.4% | Added |
| IHT Wealth Management, LLC | 72,510 | $822.0K | 0.07% | +1,745+2.5% | Added |
| Lido Advisors, LLC | 68,638 | $777.0K | 0.02% | +1,445+2.2% | Added |
| Wealth Effects LLC | 63,133 | $715.0K | 0.43% | +37+0.1% | Added |
| Shaker Financial Services, LLC | 62,802 | $712.0K | 0.35% | +62,802 | New |
| ELCO Management Co., LLC | 61,700 | $699.0K | 0.57% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 60,075 | $681.0K | 0.02% | +60+0.1% | Added |
| National Asset Management, Inc. | 58,615 | $665.0K | 0.03% | −7,380−11.2% | Reduced |
| Liberty One Investment Management, LLC | 44,228 | $622.0K | 0.11% | +5,711+14.8% | Added |
| GWM Advisors LLC | 52,300 | $593.0K | 0.01% | +12,880+32.7% | Added |
| Cornerstone Advisory, LLC | 50,000 | $567.0K | 0.13% | −1,905−3.7% | Reduced |
| Avantax Advisory Services, Inc. | 47,911 | $543.0K | 0.01% | +47,911 | New |
| Mariner, LLC | 47,460 | $538.0K | 0.00% | +823+1.8% | Added |
| The PNC Financial Services Group, Inc. | 47,176 | $534.0K | 0.00% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 41,670 | $472.0K | 0.11% | 00.0% | Unchanged |
| Asset Management Corp | 39,108 | $443.0K | 0.33% | −960−2.4% | Reduced |
| Joel Isaacson & Co., LLC | 38,389 | $435.0K | 0.04% | +400+1.1% | Added |
| New Legacy Group, LLC | 37,500 | $425.0K | 0.86% | 00.0% | Unchanged |
| David J Yvars Group | 36,400 | $417.0K | 0.57% | +87+0.2% | Added |
| AE Wealth Management LLC | 34,038 | $386.0K | 0.00% | +14,218+71.7% | Added |
| Ameritas Advisory Services, LLC | 33,824 | $383.0K | 0.02% | +49+0.1% | Added |
| Commerce Bank | 33,706 | $382.0K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 33,625 | $381.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,851 | $372.0K | 0.01% | +1,365+4.3% | Added |
| Eaton Vance Management | 31,212 | $354.0K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 28,858 | $327.0K | 0.01% | −394−1.3% | Reduced |
| Arete Wealth Advisors, LLC | 28,812 | $326.0K | 0.04% | −2,993−9.4% | Reduced |
| Wedbush Securities Inc | 28,179 | $319.0K | 0.02% | +4,495+19.0% | Added |
| Onyx Bridge Wealth Group LLC | 25,313 | $304.0K | 0.14% | +350+1.4% | Added |
| Atria Wealth Solutions, Inc. | 25,905 | $294.0K | 0.01% | −27,439−51.4% | Reduced |
| Moors & Cabot, Inc. | 25,817 | $293.0K | 0.02% | −2,933−10.2% | Reduced |
| Cetera Advisors LLC | 24,242 | $275.0K | 0.01% | +492+2.1% | Added |
| Sigma Planning Corp | 23,764 | $269.0K | 0.01% | +794+3.5% | Added |
| Venture Visionary Partners LLC | 23,500 | $266.3K | 0.02% | 00.0% | Unchanged |
| Claraphi Advisory Network, LLC | 23,421 | $265.0K | 0.09% | +1,341+6.1% | Added |
| M Holdings Securities, Inc. | 23,179 | $263.0K | 0.03% | −420−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 23,200 | $263.0K | 0.01% | +3,000+14.9% | Added |
| Bluefin Capital Management, LLC | 22,796 | $263.0K | 0.04% | +22,796 | New |
| Confluence Wealth Services, Inc. | 19,128 | $247.0K | 0.11% | +3,092+19.3% | Added |
| Capital Wealth Alliance, LLC | 21,644 | $245.0K | 0.17% | +30.0% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $238.0K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,250 | $229.0K | 0.00% | +88+0.4% | Added |
| Quantum Private Wealth, LLC | 20,000 | $226.0K | 0.13% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,859 | $225.0K | 0.04% | +98+0.5% | Added |
| Northern Trust Corp | 19,442 | $220.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 19,132 | $217.0K | 0.08% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,251 | $207.0K | 0.06% | +20.0% | Added |
| Syverson Strege & Co | 17,665 | $200.0K | 0.07% | +1,995+12.7% | Added |
| Williams Jones Wealth Management, LLC. | 16,849 | $191.0K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $187.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,209 | $184.0K | 0.17% | +10+0.1% | Added |
| Blue Chip Partners, Inc. | 15,447 | $175.0K | 0.02% | +138+0.9% | Added |
| Kestra Private Wealth Services, LLC | 14,964 | $170.0K | 0.01% | −39−0.3% | Reduced |
| Advisor Partners LLC | 14,800 | $168.0K | 0.01% | +14,800 | New |
| Pathstone Family Office, LLC | 14,800 | $167.7K | 0.00% | +14,800 | New |
| Envestnet Asset Management Inc | 14,584 | $165.0K | 0.00% | +14,584 | New |
| Charter Trust Co | 13,900 | $157.0K | 0.01% | +13,900 | New |
| Creative Planning | 13,657 | $155.0K | 0.00% | −1,300−8.7% | Reduced |
| Capital Market Strategies LLC | 13,454 | $152.0K | 0.16% | 00.0% | Unchanged |