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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 27,968 | $304.0K | 0.03% | −844−2.9% | Reduced |
| Liberty One Investment Management, LLC | 28,183 | $306.0K | 0.05% | −16,045−36.3% | Reduced |
| Equitable Holdings, Inc. | 28,864 | $313.0K | 0.01% | +60.0% | Added |
| Wedbush Securities Inc | 30,518 | $331.0K | 0.02% | +2,339+8.3% | Added |
| AE Wealth Management LLC | 30,609 | $332.0K | 0.00% | −3,429−10.1% | Reduced |
| Eaton Vance Management | 31,212 | $339.0K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 31,641 | $344.0K | 0.02% | +26,826+557.1% | Added |
| Commerce Bank | 33,706 | $366.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 35,049 | $381.0K | 0.02% | +1,225+3.6% | Added |
| OTA Financial Group L.P. | 35,865 | $389.0K | 0.33% | +35,865 | New |
| David Loasby | 36,743 | $398.0K | 0.06% | +36,743 | New |
| 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 |
| 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 |
| Asset Management Corp | 39,301 | $427.0K | 0.34% | +193+0.5% | Added |
| Formidable Asset Management, LLC | 41,670 | $496.0K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 50,385 | $547.0K | 0.01% | +2,474+5.2% | Added |
| Cornerstone Advisory, LLC | 52,030 | $565.0K | 0.13% | +2,030+4.1% | Added |
| GWM Advisors LLC | 52,547 | $571.0K | 0.01% | +247+0.5% | Added |
| Atria Wealth Solutions, Inc. | 55,866 | $610.8K | 0.01% | +29,961+115.7% | Added |
| The PNC Financial Services Group, Inc. | 57,176 | $620.0K | 0.00% | +10,000+21.2% | Added |
| Mariner, LLC | 59,904 | $650.0K | 0.00% | +12,444+26.2% | Added |
| National Asset Management, Inc. | 60,893 | $662.0K | 0.02% | +2,278+3.9% | Added |
| ELCO Management Co., LLC | 61,200 | $665.0K | 0.53% | −500−0.8% | Reduced |
| Wealth Effects LLC | 62,874 | $683.0K | 0.42% | −259−0.4% | Reduced |
| Lido Advisors, LLC | 68,816 | $747.0K | 0.01% | +178+0.3% | Added |
| Gladstone Institutional Advisory LLC | 74,578 | $810.0K | 0.06% | −12,417−14.3% | Reduced |
| Truist Financial Corp | 86,220 | $937.0K | 0.00% | +9,221+12.0% | Added |
| Kingsview Wealth Management, LLC | 90,011 | $978.0K | 0.05% | +3,964+4.6% | Added |
| Raymond James Trust N.A. | 92,907 | $1.01M | 0.04% | +11,693+14.4% | Added |
| Flaharty Asset Management, LLC | 96,593 | $1.05M | 0.22% | −3,618−3.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 98,623 | $1.07M | 0.02% | +5,016+5.4% | Added |
| Goldman Sachs Group Inc | 100,800 | $1.09M | 0.00% | −4,700−4.5% | Reduced |
| Merit Financial Group, LLC | 113,597 | $1.23M | 0.05% | +70.0% | Added |
| True Link Financial Advisors, LLC | 132,469 | $1.44M | 0.21% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 135,022 | $1.47M | 0.11% | +62,512+86.2% | Added |
| Pointe Capital Management LLC | 153,796 | $1.67M | 1.33% | −19,813−11.4% | Reduced |
| Parsons Capital Management Inc | 185,866 | $2.02M | 0.18% | +1,182+0.6% | Added |
| Guardian Wealth Advisors, LLC | 192,355 | $2.09M | 0.39% | +136+0.1% | Added |
| Aptus Capital Advisors, LLC | 193,855 | $2.10M | 0.07% | +1,636+0.9% | Added |
| Centaurus Financial, Inc. | 222,684 | $2.42M | 0.24% | −17,519−7.3% | Reduced |
| C2C Wealth Management, LLC | 216,294 | $2.50M | 0.49% | +6,250+3.0% | Added |
| Private Advisor Group, LLC | 231,445 | $2.51M | 0.03% | +667+0.3% | Added |
| Cohen & Steers, Inc. | 253,780 | $2.76M | 0.01% | −130,304−33.9% | Reduced |
| Janney Montgomery Scott LLC | 256,663 | $2.79M | 0.01% | +89,939+53.9% | Added |
| Ameriprise Financial Inc | 263,995 | $2.87M | 0.00% | −1,499−0.6% | Reduced |
| Advisors Asset Management, Inc. | 264,839 | $2.88M | 0.06% | −148,445−35.9% | Reduced |
| CoreCap Advisors, LLC | 309,273 | $3.36M | 0.28% | +6,575+2.2% | Added |
| HighTower Advisors, LLC | 321,171 | $3.49M | 0.01% | +736+0.2% | Added |
| Cetera Advisor Networks LLC | 338,109 | $3.67M | 0.05% | +18,119+5.7% | Added |
| Stifel Financial Corp | 348,232 | $3.78M | 0.01% | +21,994+6.7% | Added |
| Advisor Group Holdings, Inc. | 357,053 | $3.88M | 0.01% | −2,724−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 377,635 | $4.10M | 0.01% | −1,739−0.5% | Reduced |
| Rockefeller Capital Management L.P. | 387,067 | $4.20M | 0.02% | +57,458+17.4% | Added |
| Royal Bank of Canada | 418,973 | $4.55M | 0.00% | +36,609+9.6% | Added |
| Baird Financial Group, Inc. | 438,444 | $4.76M | 0.01% | +3,192+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 465,190 | $5.05M | 0.01% | +15,681+3.5% | Added |
| LPL Financial LLC | 491,053 | $5.33M | 0.01% | +13,215+2.8% | Added |
| Guggenheim Capital LLC | 542,249 | $5.89M | 0.05% | −39,419−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 559,110 | $6.07M | 0.03% | −22,869−3.9% | Reduced |
| Bank of America Corp | 581,456 | $6.32M | 0.00% | −27,529−4.5% | Reduced |
| Matrix Private Capital Group LLC | 595,310 | $6.46M | 4.38% | +58,402+10.9% | Added |
| UBS Group AG | 807,120 | $8.77M | 0.01% | +14,227+1.8% | Added |
| Invesco Ltd. | 1,103,136 | $12.0M | 0.00% | −41,896−3.7% | Reduced |
| Wells Fargo & Company | 1,261,522 | $13.7M | 0.00% | −19,100−1.5% | Reduced |
| RFG Advisory, LLC | 1,237,309 | $14.4M | 0.82% | −116,213−8.6% | Reduced |
| Raymond James & Associates | 1,469,090 | $16.0M | 0.02% | +85,952+6.2% | Added |
| Morgan Stanley | 12,777,228 | $138.8M | 0.02% | −291,485−2.2% | Reduced |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −62,802−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −60,075−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −23,421−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,251−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −11,827−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −10,640−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |