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, Q3 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 169
- −5 vs. Q2 2022
- Shares held
- 30.8M
- −482.4K (−1.5%) vs. Q2 2022
- Total value
- $335.6M
- −$21.0M (−5.9%) vs. Q2 2022
- New holders
- 16
- 63 more added
- Sold out
- 21
- 32 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,777,228 | $138.8M | 0.02% | −291,485−2.2% | Reduced |
| Raymond James & Associates | 1,469,090 | $16.0M | 0.02% | +85,952+6.2% | Added |
| RFG Advisory, LLC | 1,237,309 | $14.4M | 0.82% | −116,213−8.6% | Reduced |
| Wells Fargo & Company | 1,261,522 | $13.7M | 0.00% | −19,100−1.5% | Reduced |
| Invesco Ltd. | 1,103,136 | $12.0M | 0.00% | −41,896−3.7% | Reduced |
| UBS Group AG | 807,120 | $8.77M | 0.01% | +14,227+1.8% | Added |
| Matrix Private Capital Group LLC | 595,310 | $6.46M | 4.38% | +58,402+10.9% | Added |
| Bank of America Corp | 581,456 | $6.32M | 0.00% | −27,529−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 559,110 | $6.07M | 0.03% | −22,869−3.9% | Reduced |
| Guggenheim Capital LLC | 542,249 | $5.89M | 0.05% | −39,419−6.8% | Reduced |
| LPL Financial LLC | 491,053 | $5.33M | 0.01% | +13,215+2.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 465,190 | $5.05M | 0.01% | +15,681+3.5% | Added |
| Baird Financial Group, Inc. | 438,444 | $4.76M | 0.01% | +3,192+0.7% | Added |
| Royal Bank of Canada | 418,973 | $4.55M | 0.00% | +36,609+9.6% | Added |
| Rockefeller Capital Management L.P. | 387,067 | $4.20M | 0.02% | +57,458+17.4% | Added |
| Commonwealth Equity Services, LLC | 377,635 | $4.10M | 0.01% | −1,739−0.5% | Reduced |
| Advisor Group Holdings, Inc. | 357,053 | $3.88M | 0.01% | −2,724−0.8% | Reduced |
| Stifel Financial Corp | 348,232 | $3.78M | 0.01% | +21,994+6.7% | Added |
| Cetera Advisor Networks LLC | 338,109 | $3.67M | 0.05% | +18,119+5.7% | Added |
| HighTower Advisors, LLC | 321,171 | $3.49M | 0.01% | +736+0.2% | Added |
| CoreCap Advisors, LLC | 309,273 | $3.36M | 0.28% | +6,575+2.2% | Added |
| Advisors Asset Management, Inc. | 264,839 | $2.88M | 0.06% | −148,445−35.9% | Reduced |
| Ameriprise Financial Inc | 263,995 | $2.87M | 0.00% | −1,499−0.6% | Reduced |
| Janney Montgomery Scott LLC | 256,663 | $2.79M | 0.01% | +89,939+53.9% | Added |
| Cohen & Steers, Inc. | 253,780 | $2.76M | 0.01% | −130,304−33.9% | Reduced |
| Private Advisor Group, LLC | 231,445 | $2.51M | 0.03% | +667+0.3% | Added |
| C2C Wealth Management, LLC | 216,294 | $2.50M | 0.49% | +6,250+3.0% | Added |
| Centaurus Financial, Inc. | 222,684 | $2.42M | 0.24% | −17,519−7.3% | Reduced |
| Aptus Capital Advisors, LLC | 193,855 | $2.10M | 0.07% | +1,636+0.9% | Added |
| Guardian Wealth Advisors, LLC | 192,355 | $2.09M | 0.39% | +136+0.1% | Added |
| Parsons Capital Management Inc | 185,866 | $2.02M | 0.18% | +1,182+0.6% | Added |
| Pointe Capital Management LLC | 153,796 | $1.67M | 1.33% | −19,813−11.4% | Reduced |
| IHT Wealth Management, LLC | 135,022 | $1.47M | 0.11% | +62,512+86.2% | Added |
| True Link Financial Advisors, LLC | 132,469 | $1.44M | 0.21% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 113,597 | $1.23M | 0.05% | +70.0% | Added |
| Goldman Sachs Group Inc | 100,800 | $1.09M | 0.00% | −4,700−4.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 98,623 | $1.07M | 0.02% | +5,016+5.4% | Added |
| Flaharty Asset Management, LLC | 96,593 | $1.05M | 0.22% | −3,618−3.6% | Reduced |
| Raymond James Trust N.A. | 92,907 | $1.01M | 0.04% | +11,693+14.4% | Added |
| Kingsview Wealth Management, LLC | 90,011 | $978.0K | 0.05% | +3,964+4.6% | Added |
| Truist Financial Corp | 86,220 | $937.0K | 0.00% | +9,221+12.0% | Added |
| Gladstone Institutional Advisory LLC | 74,578 | $810.0K | 0.06% | −12,417−14.3% | Reduced |
| Lido Advisors, LLC | 68,816 | $747.0K | 0.01% | +178+0.3% | Added |
| Wealth Effects LLC | 62,874 | $683.0K | 0.42% | −259−0.4% | Reduced |
| ELCO Management Co., LLC | 61,200 | $665.0K | 0.53% | −500−0.8% | Reduced |
| National Asset Management, Inc. | 60,893 | $662.0K | 0.02% | +2,278+3.9% | Added |
| Mariner, LLC | 59,904 | $650.0K | 0.00% | +12,444+26.2% | Added |
| The PNC Financial Services Group, Inc. | 57,176 | $620.0K | 0.00% | +10,000+21.2% | Added |
| Atria Wealth Solutions, Inc. | 55,866 | $610.8K | 0.01% | +29,961+115.7% | Added |
| GWM Advisors LLC | 52,547 | $571.0K | 0.01% | +247+0.5% | Added |
| Cornerstone Advisory, LLC | 52,030 | $565.0K | 0.13% | +2,030+4.1% | Added |
| Avantax Advisory Services, Inc. | 50,385 | $547.0K | 0.01% | +2,474+5.2% | Added |
| Formidable Asset Management, LLC | 41,670 | $496.0K | 0.12% | 00.0% | Unchanged |
| Asset Management Corp | 39,301 | $427.0K | 0.34% | +193+0.5% | Added |
| Joel Isaacson & Co., LLC | 39,017 | $424.0K | 0.04% | +628+1.6% | Added |
| Bluefin Capital Management, LLC | 39,008 | $424.0K | 0.05% | +16,212+71.1% | Added |
| New Legacy Group, LLC | 37,500 | $407.0K | 1.05% | 00.0% | Unchanged |
| David J Yvars Group | 37,515 | $407.0K | 0.45% | +1,115+3.1% | Added |
| David Loasby | 36,743 | $398.0K | 0.06% | +36,743 | New |
| OTA Financial Group L.P. | 35,865 | $389.0K | 0.33% | +35,865 | New |
| Ameritas Advisory Services, LLC | 35,049 | $381.0K | 0.02% | +1,225+3.6% | Added |
| Commerce Bank | 33,706 | $366.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 31,641 | $344.0K | 0.02% | +26,826+557.1% | Added |
| Eaton Vance Management | 31,212 | $339.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 30,609 | $332.0K | 0.00% | −3,429−10.1% | Reduced |
| Wedbush Securities Inc | 30,518 | $331.0K | 0.02% | +2,339+8.3% | Added |
| Equitable Holdings, Inc. | 28,864 | $313.0K | 0.01% | +60.0% | Added |
| Liberty One Investment Management, LLC | 28,183 | $306.0K | 0.05% | −16,045−36.3% | Reduced |
| Arete Wealth Advisors, LLC | 27,968 | $304.0K | 0.03% | −844−2.9% | Reduced |
| Cetera Investment Advisers | 26,713 | $290.0K | 0.01% | −6,138−18.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 25,680 | $286.0K | 0.13% | +367+1.4% | Added |
| Cetera Advisors LLC | 24,631 | $267.0K | 0.01% | +389+1.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,470 | $255.0K | 0.01% | −10,155−30.2% | Reduced |
| Venture Visionary Partners LLC | 23,500 | $255.0K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,386 | $254.0K | 0.03% | +207+0.9% | Added |
| Beacon Pointe Advisors, LLC | 23,200 | $252.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 22,434 | $244.0K | 0.01% | −1,330−5.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 21,919 | $238.0K | 0.23% | +5,710+35.2% | Added |
| Bank of Montreal | 21,671 | $237.0K | 0.00% | +21,671 | New |
| Northwestern Mutual Wealth Management Co | 21,604 | $235.0K | 0.00% | +13,286+159.7% | Added |
| Capital Wealth Alliance, LLC | 21,162 | $229.0K | 0.19% | −482−2.2% | Reduced |
| CIBC Private Wealth Group, LLC | 21,003 | $228.0K | 0.00% | +30.0% | Added |
| MML Investors Services, LLC | 20,825 | $226.0K | 0.00% | +575+2.8% | Added |
| Focused Wealth Management, Inc | 20,072 | $218.0K | 0.05% | +213+1.1% | Added |
| Quantum Private Wealth, LLC | 20,000 | $217.0K | 0.14% | 00.0% | Unchanged |
| Northern Trust Corp | 19,442 | $211.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 19,132 | $208.0K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,940 | $195.0K | 0.01% | −7,877−30.5% | Reduced |
| Syverson Strege & Co | 17,665 | $192.0K | 0.10% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 17,063 | $185.0K | 0.00% | +214+1.3% | Added |
| Virtu Financial LLC | 16,927 | $184.0K | 0.02% | +16,927 | New |
| Envestnet Asset Management Inc | 16,860 | $183.0K | 0.00% | +2,276+15.6% | Added |
| StoneX Group Inc. | 16,601 | $180.3K | 0.02% | +16,601 | New |
| Mission Wealth Management, LP | 16,499 | $179.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 15,777 | $171.0K | 0.00% | +2,120+15.5% | Added |
| Blue Chip Partners, Inc. | 15,447 | $168.0K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,029 | $163.0K | 0.01% | +65+0.4% | Added |
| Confluence Wealth Services, Inc. | 14,945 | $162.0K | 0.07% | −4,183−21.9% | Reduced |
| Advisor Partners II, LLC | 14,800 | $161.0K | 0.01% | +14,800 | New |
| Pathstone Family Office, LLC | 14,800 | $160.7K | 0.00% | 00.0% | Unchanged |