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 |
|---|---|---|---|---|---|
| Claraphi Advisory Network, LLC | 23,421 | $265.0K | 0.09% | +1,341+6.1% | Added |
| Venture Visionary Partners LLC | 23,500 | $266.3K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 23,764 | $269.0K | 0.01% | +794+3.5% | Added |
| Cetera Advisors LLC | 24,242 | $275.0K | 0.01% | +492+2.1% | Added |
| Moors & Cabot, Inc. | 25,817 | $293.0K | 0.02% | −2,933−10.2% | Reduced |
| Atria Wealth Solutions, Inc. | 25,905 | $294.0K | 0.01% | −27,439−51.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 25,313 | $304.0K | 0.14% | +350+1.4% | Added |
| Wedbush Securities Inc | 28,179 | $319.0K | 0.02% | +4,495+19.0% | Added |
| Arete Wealth Advisors, LLC | 28,812 | $326.0K | 0.04% | −2,993−9.4% | Reduced |
| Equitable Holdings, Inc. | 28,858 | $327.0K | 0.01% | −394−1.3% | Reduced |
| Eaton Vance Management | 31,212 | $354.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 32,851 | $372.0K | 0.01% | +1,365+4.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 33,625 | $381.0K | 0.02% | 00.0% | Unchanged |
| Commerce Bank | 33,706 | $382.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 33,824 | $383.0K | 0.02% | +49+0.1% | Added |
| AE Wealth Management LLC | 34,038 | $386.0K | 0.00% | +14,218+71.7% | Added |
| David J Yvars Group | 36,400 | $417.0K | 0.57% | +87+0.2% | Added |
| New Legacy Group, LLC | 37,500 | $425.0K | 0.86% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 38,389 | $435.0K | 0.04% | +400+1.1% | Added |
| Asset Management Corp | 39,108 | $443.0K | 0.33% | −960−2.4% | Reduced |
| Formidable Asset Management, LLC | 41,670 | $472.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 47,176 | $534.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 47,460 | $538.0K | 0.00% | +823+1.8% | Added |
| Avantax Advisory Services, Inc. | 47,911 | $543.0K | 0.01% | +47,911 | New |
| Cornerstone Advisory, LLC | 50,000 | $567.0K | 0.13% | −1,905−3.7% | Reduced |
| GWM Advisors LLC | 52,300 | $593.0K | 0.01% | +12,880+32.7% | Added |
| Liberty One Investment Management, LLC | 44,228 | $622.0K | 0.11% | +5,711+14.8% | Added |
| National Asset Management, Inc. | 58,615 | $665.0K | 0.03% | −7,380−11.2% | Reduced |
| Stratos Wealth Partners, LTD. | 60,075 | $681.0K | 0.02% | +60+0.1% | Added |
| ELCO Management Co., LLC | 61,700 | $699.0K | 0.57% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 62,802 | $712.0K | 0.35% | +62,802 | New |
| Wealth Effects LLC | 63,133 | $715.0K | 0.43% | +37+0.1% | Added |
| Lido Advisors, LLC | 68,638 | $777.0K | 0.02% | +1,445+2.2% | Added |
| IHT Wealth Management, LLC | 72,510 | $822.0K | 0.07% | +1,745+2.5% | Added |
| Truist Financial Corp | 76,999 | $873.0K | 0.00% | +2,548+3.4% | Added |
| Raymond James Trust N.A. | 81,214 | $921.0K | 0.03% | +5,043+6.6% | Added |
| Kingsview Wealth Management, LLC | 86,047 | $975.0K | 0.05% | +5,093+6.3% | Added |
| Gladstone Institutional Advisory LLC | 86,995 | $986.0K | 0.08% | +17,579+25.3% | Added |
| Steward Partners Investment Advisory, LLC | 93,607 | $1.06M | 0.02% | +13,435+16.8% | Added |
| Flaharty Asset Management, LLC | 100,211 | $1.14M | 0.23% | −2,227−2.2% | Reduced |
| Goldman Sachs Group Inc | 105,500 | $1.20M | 0.00% | −13,800−11.6% | Reduced |
| Merit Financial Group, LLC | 113,590 | $1.29M | 0.04% | −3,376−2.9% | Reduced |
| True Link Financial Advisors, LLC | 132,469 | $1.50M | 0.23% | 00.0% | Unchanged |
| Spire Wealth Management | 133,469 | $1.51M | 0.06% | +85,611+178.9% | Added |
| Janney Montgomery Scott LLC | 166,724 | $1.90M | 0.01% | −7,406−4.3% | Reduced |
| Pointe Capital Management LLC | 173,609 | $1.97M | 1.47% | +720.0% | Added |
| Parsons Capital Management Inc | 184,684 | $2.09M | 0.19% | −10,335−5.3% | 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 |
| Private Advisor Group, LLC | 230,778 | $2.62M | 0.02% | −2,343−1.0% | Reduced |
| C2C Wealth Management, LLC | 210,044 | $2.62M | 0.48% | +16,210+8.4% | Added |
| Centaurus Financial, Inc. | 240,203 | $2.72M | 0.27% | +25,776+12.0% | Added |
| Ameriprise Financial Inc | 265,494 | $2.99M | 0.00% | +13,180+5.2% | Added |
| CoreCap Advisors, LLC | 302,698 | $3.43M | 0.27% | +23,470+8.4% | Added |
| Cetera Advisor Networks LLC | 319,990 | $3.63M | 0.05% | +20,126+6.7% | Added |
| HighTower Advisors, LLC | 320,435 | $3.63M | 0.01% | −770−0.2% | Reduced |
| Stifel Financial Corp | 326,238 | $3.70M | 0.01% | +4,118+1.3% | Added |
| Rockefeller Capital Management L.P. | 329,609 | $3.73M | 0.02% | +92,392+38.9% | Added |
| Advisor Group Holdings, Inc. | 359,777 | $4.08M | 0.01% | +23,871+7.1% | Added |
| Commonwealth Equity Services, LLC | 379,374 | $4.30M | 0.01% | +19,618+5.5% | Added |
| Royal Bank of Canada | 382,364 | $4.33M | 0.00% | +73,376+23.7% | Added |
| Cohen & Steers, Inc. | 384,084 | $4.35M | 0.01% | −155,053−28.8% | Reduced |
| Advisors Asset Management, Inc. | 413,284 | $4.68M | 0.09% | +413,284 | New |
| Baird Financial Group, Inc. | 435,252 | $4.93M | 0.01% | +44,793+11.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 449,509 | $5.09M | 0.01% | +6,435+1.5% | Added |
| LPL Financial LLC | 477,838 | $5.41M | 0.01% | +65,773+16.0% | Added |
| Matrix Private Capital Group LLC | 536,908 | $6.08M | 3.47% | +35,535+7.1% | Added |
| Guggenheim Capital LLC | 581,668 | $6.59M | 0.05% | −140,951−19.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 581,979 | $6.59M | 0.04% | +11,888+2.1% | Added |
| Bank of America Corp | 608,985 | $6.90M | 0.00% | +38,199+6.7% | Added |
| UBS Group AG | 792,893 | $8.98M | 0.00% | +11,926+1.5% | Added |
| Invesco Ltd. | 1,145,032 | $13.0M | 0.00% | −171,601−13.0% | Reduced |
| Wells Fargo & Company | 1,280,622 | $14.5M | 0.00% | +79,145+6.6% | Added |
| Raymond James & Associates | 1,383,138 | $15.7M | 0.02% | −86,821−5.9% | Reduced |
| RFG Advisory, LLC | 1,353,522 | $17.2M | 0.99% | +109,092+8.8% | Added |
| Morgan Stanley | 13,068,713 | $148.1M | 0.02% | −120,881−0.9% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −25,693−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −24,835−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −17,483−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −14,868−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,052−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,285−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,681−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |