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, Q4 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 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
- 178
- +12 vs. Q3 2022
- Shares held
- 30.9M
- +154.1K (+0.5%) vs. Q3 2022
- Total value
- $334.6M
- −$466.4K (−0.1%) vs. Q3 2022
- New holders
- 24
- 62 more added
- Sold out
- 12
- 35 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,194,929 | $132.4M | 0.02% | −582,299−4.6% | Reduced |
| RFG Advisory, LLC | 1,466,663 | $17.4M | 0.88% | +229,354+18.5% | Added |
| Raymond James & Associates | 1,514,916 | $16.5M | 0.02% | +45,826+3.1% | Added |
| Wells Fargo & Company | 1,313,402 | $14.3M | 0.00% | +51,880+4.1% | Added |
| Invesco Ltd. | 1,160,800 | $12.6M | 0.00% | +57,664+5.2% | Added |
| UBS Group AG | 810,775 | $8.81M | 0.00% | +3,655+0.5% | Added |
| Guggenheim Capital LLC | 700,688 | $7.61M | 0.07% | +158,439+29.2% | Added |
| Bank of America Corp | 581,724 | $6.32M | 0.00% | +2680.0% | Added |
| Matrix Private Capital Group LLC | 565,666 | $6.14M | 4.01% | −29,644−5.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 565,236 | $6.14M | 0.03% | +6,126+1.1% | Added |
| LPL Financial LLC | 492,415 | $5.35M | 0.00% | +1,362+0.3% | Added |
| Baird Financial Group, Inc. | 449,730 | $4.88M | 0.01% | +11,286+2.6% | Added |
| Royal Bank of Canada | 425,945 | $4.63M | 0.00% | +6,972+1.7% | Added |
| Advisor Group Holdings, Inc. | 401,587 | $4.36M | 0.01% | +44,534+12.5% | Added |
| Stifel Financial Corp | 379,485 | $4.12M | 0.01% | +31,253+9.0% | Added |
| Commonwealth Equity Services, LLC | 369,143 | $4.01M | 0.01% | −8,492−2.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 355,717 | $3.86M | 0.01% | −109,473−23.5% | Reduced |
| Cetera Advisor Networks LLC | 344,431 | $3.74M | 0.03% | +6,322+1.9% | Added |
| Rockefeller Capital Management L.P. | 319,219 | $3.47M | 0.02% | −67,848−17.5% | Reduced |
| HighTower Advisors, LLC | 313,835 | $3.41M | 0.01% | −7,336−2.3% | Reduced |
| CoreCap Advisors, LLC | 305,128 | $3.31M | 0.24% | −4,145−1.3% | Reduced |
| Ameriprise Financial Inc | 275,171 | $3.02M | 0.00% | +11,176+4.2% | Added |
| Advisors Asset Management, Inc. | 247,012 | $2.68M | 0.06% | −17,827−6.7% | Reduced |
| C2C Wealth Management, LLC | 213,394 | $2.41M | 0.42% | −2,900−1.3% | Reduced |
| Centaurus Financial, Inc. | 211,916 | $2.30M | 0.22% | −10,768−4.8% | Reduced |
| Aptus Capital Advisors, LLC | 193,987 | $2.11M | 0.07% | +132+0.1% | Added |
| Guardian Wealth Advisors, LLC | 192,487 | $2.09M | 0.40% | +132+0.1% | Added |
| Janney Montgomery Scott LLC | 186,251 | $2.02M | 0.01% | −70,412−27.4% | Reduced |
| Parsons Capital Management Inc | 186,145 | $2.02M | 0.17% | +279+0.2% | Added |
| Cohen & Steers, Inc. | 157,768 | $1.71M | 0.00% | −96,012−37.8% | Reduced |
| Pointe Capital Management LLC | 151,566 | $1.65M | 1.27% | −2,230−1.4% | Reduced |
| IHT Wealth Management, LLC | 143,299 | $1.56M | 0.10% | +8,277+6.1% | Added |
| True Link Financial Advisors, LLC | 130,533 | $1.42M | 0.19% | −1,936−1.5% | Reduced |
| Merit Financial Group, LLC | 118,604 | $1.29M | 0.05% | +5,007+4.4% | Added |
| Weiss Asset Management LP | 118,283 | $1.28M | 0.06% | +118,283 | New |
| Steward Partners Investment Advisory, LLC | 106,914 | $1.16M | 0.02% | +8,291+8.4% | Added |
| Raymond James Trust N.A. | 101,409 | $1.10M | 0.04% | +8,502+9.2% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.09M | 0.00% | −800−0.8% | Reduced |
| Elequin Capital LP | 93,791 | $1.02M | 0.29% | +93,791 | New |
| Kingsview Wealth Management, LLC | 92,097 | $1.00M | 0.04% | +2,086+2.3% | Added |
| Flaharty Asset Management, LLC | 91,155 | $989.9K | 0.19% | −5,438−5.6% | Reduced |
| Truist Financial Corp | 88,632 | $962.5K | 0.00% | +2,412+2.8% | Added |
| Gladstone Institutional Advisory LLC | 74,658 | $810.8K | 0.06% | +80+0.1% | Added |
| Atria Wealth Solutions, Inc. | 70,861 | $769.7K | 0.01% | +14,995+26.8% | Added |
| Lido Advisors, LLC | 70,398 | $764.5K | 0.01% | +1,582+2.3% | Added |
| Mariner, LLC | 69,154 | $751.0K | 0.00% | +9,250+15.4% | Added |
| Wealth Effects LLC | 65,520 | $711.5K | 0.41% | +2,646+4.2% | Added |
| Bluefin Capital Management, LLC | 64,176 | $697.0K | 0.12% | +25,168+64.5% | Added |
| Wolverine Asset Management LLC | 63,319 | $687.6K | 0.01% | +63,319 | New |
| National Asset Management, Inc. | 63,130 | $685.6K | 0.02% | +2,237+3.7% | Added |
| Ameritas Advisory Services, LLC | 62,333 | $676.9K | 0.03% | +27,284+77.8% | Added |
| ELCO Management Co., LLC | 61,900 | $672.2K | 0.51% | +700+1.1% | Added |
| Avantax Advisory Services, Inc. | 57,368 | $623.0K | 0.01% | +6,983+13.9% | Added |
| Cornerstone Advisory, LLC | 56,014 | $608.3K | 0.12% | +3,984+7.7% | Added |
| The PNC Financial Services Group, Inc. | 54,676 | $593.8K | 0.00% | −2,500−4.4% | Reduced |
| Two Sigma Securities, LLC | 54,577 | $592.7K | 0.08% | +54,577 | New |
| GWM Advisors LLC | 60,547 | $585.1K | 0.02% | +8,000+15.2% | Added |
| Formidable Asset Management, LLC | 41,670 | $453.0K | 0.10% | 00.0% | Unchanged |
| David J Yvars Group | 40,866 | $443.4K | 0.56% | +3,351+8.9% | Added |
| Asset Management Corp | 39,495 | $428.9K | 0.36% | +194+0.5% | Added |
| David Loasby | 36,743 | $423.6K | 0.06% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 37,602 | $408.4K | 0.06% | +37,602 | New |
| New Legacy Group, LLC | 37,500 | $407.3K | 1.27% | 00.0% | Unchanged |
| Wedbush Securities Inc | 35,702 | $388.0K | 0.02% | +5,184+17.0% | Added |
| Commerce Bank | 33,706 | $366.0K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 31,425 | $360.4K | 0.39% | +31,425 | New |
| Cetera Investment Advisers | 30,810 | $334.6K | 0.00% | +4,097+15.3% | Added |
| AE Wealth Management LLC | 28,774 | $312.5K | 0.00% | −1,835−6.0% | Reduced |
| Money Concepts Capital Corp | 28,640 | $311.0K | 0.01% | −3,001−9.5% | Reduced |
| Cetera Advisors LLC | 28,472 | $309.2K | 0.01% | +3,841+15.6% | Added |
| Summit Investment Advisory Services, LLC | 28,088 | $305.0K | 0.37% | +28,088 | New |
| Arete Wealth Advisors, LLC | 26,899 | $292.1K | 0.03% | −1,069−3.8% | Reduced |
| Onyx Bridge Wealth Group LLC | 25,914 | $285.8K | 0.12% | +234+0.9% | Added |
| Liberty One Investment Management, LLC | 25,182 | $273.5K | 0.04% | −3,001−10.6% | Reduced |
| M Holdings Securities, Inc. | 23,452 | $255.0K | 0.03% | +66+0.3% | Added |
| Beacon Pointe Advisors, LLC | 23,200 | $252.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 22,499 | $244.3K | 0.00% | +6,722+42.6% | Added |
| Fortitude Advisory Group L.L.C. | 21,928 | $238.1K | 0.21% | +90.0% | Added |
| Northwestern Mutual Wealth Management Co | 21,604 | $234.6K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 21,519 | $233.7K | 0.02% | +21,519 | New |
| Cerity Partners LLC | 21,434 | $233.0K | 0.00% | +8,242+62.5% | Added |
| Sigma Planning Corp | 21,255 | $230.8K | 0.01% | −1,179−5.3% | Reduced |
| MML Investors Services, LLC | 21,004 | $228.0K | 0.00% | +179+0.9% | Added |
| Capital Wealth Alliance, LLC | 20,975 | $227.8K | 0.19% | −187−0.9% | Reduced |
| Focused Wealth Management, Inc | 20,361 | $221.1K | 0.04% | +289+1.4% | Added |
| Quantum Private Wealth, LLC | 20,000 | $217.2K | 0.14% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 19,870 | $215.8K | 0.00% | −8,994−31.2% | Reduced |
| Northern Trust Corp | 19,442 | $211.1K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 19,290 | $209.0K | 0.00% | +7,830+68.3% | Added |
| Envestnet Asset Management Inc | 18,816 | $204.3K | 0.00% | +1,956+11.6% | Added |
| Syverson Strege & Co | 17,665 | $191.8K | 0.09% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,655 | $191.7K | 0.01% | −285−1.6% | Reduced |
| Chicago Partners Investment Group LLC | 15,087 | $180.1K | 0.01% | +15,087 | New |
| Mission Wealth Management, LP | 16,499 | $179.2K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $167.8K | 0.02% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 15,091 | $163.9K | 0.01% | +62+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $160.4K | 0.01% | −8,700−37.1% | Reduced |
| Confluence Wealth Services, Inc. | 13,946 | $151.5K | 0.04% | −999−6.7% | Reduced |
| Charter Trust Co | 13,900 | $151.0K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,809 | $150.0K | 0.05% | +13,809 | New |