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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 21,928 | $238.1K | 0.21% | +90.0% | Added |
| Creative Planning | 22,499 | $244.3K | 0.00% | +6,722+42.6% | Added |
| Beacon Pointe Advisors, LLC | 23,200 | $252.0K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,452 | $255.0K | 0.03% | +66+0.3% | Added |
| Liberty One Investment Management, LLC | 25,182 | $273.5K | 0.04% | −3,001−10.6% | Reduced |
| Onyx Bridge Wealth Group LLC | 25,914 | $285.8K | 0.12% | +234+0.9% | Added |
| Arete Wealth Advisors, LLC | 26,899 | $292.1K | 0.03% | −1,069−3.8% | Reduced |
| Summit Investment Advisory Services, LLC | 28,088 | $305.0K | 0.37% | +28,088 | New |
| Cetera Advisors LLC | 28,472 | $309.2K | 0.01% | +3,841+15.6% | Added |
| Money Concepts Capital Corp | 28,640 | $311.0K | 0.01% | −3,001−9.5% | Reduced |
| AE Wealth Management LLC | 28,774 | $312.5K | 0.00% | −1,835−6.0% | Reduced |
| Cetera Investment Advisers | 30,810 | $334.6K | 0.00% | +4,097+15.3% | Added |
| Strait & Sound Wealth Management LLC | 31,425 | $360.4K | 0.39% | +31,425 | New |
| Commerce Bank | 33,706 | $366.0K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 35,702 | $388.0K | 0.02% | +5,184+17.0% | Added |
| New Legacy Group, LLC | 37,500 | $407.3K | 1.27% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 37,602 | $408.4K | 0.06% | +37,602 | New |
| David Loasby | 36,743 | $423.6K | 0.06% | 00.0% | Unchanged |
| Asset Management Corp | 39,495 | $428.9K | 0.36% | +194+0.5% | Added |
| David J Yvars Group | 40,866 | $443.4K | 0.56% | +3,351+8.9% | Added |
| Formidable Asset Management, LLC | 41,670 | $453.0K | 0.10% | 00.0% | Unchanged |
| GWM Advisors LLC | 60,547 | $585.1K | 0.02% | +8,000+15.2% | Added |
| Two Sigma Securities, LLC | 54,577 | $592.7K | 0.08% | +54,577 | New |
| The PNC Financial Services Group, Inc. | 54,676 | $593.8K | 0.00% | −2,500−4.4% | Reduced |
| Cornerstone Advisory, LLC | 56,014 | $608.3K | 0.12% | +3,984+7.7% | Added |
| Avantax Advisory Services, Inc. | 57,368 | $623.0K | 0.01% | +6,983+13.9% | Added |
| ELCO Management Co., LLC | 61,900 | $672.2K | 0.51% | +700+1.1% | Added |
| Ameritas Advisory Services, LLC | 62,333 | $676.9K | 0.03% | +27,284+77.8% | Added |
| National Asset Management, Inc. | 63,130 | $685.6K | 0.02% | +2,237+3.7% | Added |
| Wolverine Asset Management LLC | 63,319 | $687.6K | 0.01% | +63,319 | New |
| Bluefin Capital Management, LLC | 64,176 | $697.0K | 0.12% | +25,168+64.5% | Added |
| Wealth Effects LLC | 65,520 | $711.5K | 0.41% | +2,646+4.2% | Added |
| Mariner, LLC | 69,154 | $751.0K | 0.00% | +9,250+15.4% | Added |
| Lido Advisors, LLC | 70,398 | $764.5K | 0.01% | +1,582+2.3% | Added |
| Atria Wealth Solutions, Inc. | 70,861 | $769.7K | 0.01% | +14,995+26.8% | Added |
| Gladstone Institutional Advisory LLC | 74,658 | $810.8K | 0.06% | +80+0.1% | Added |
| Truist Financial Corp | 88,632 | $962.5K | 0.00% | +2,412+2.8% | Added |
| Flaharty Asset Management, LLC | 91,155 | $989.9K | 0.19% | −5,438−5.6% | Reduced |
| Kingsview Wealth Management, LLC | 92,097 | $1.00M | 0.04% | +2,086+2.3% | Added |
| Elequin Capital LP | 93,791 | $1.02M | 0.29% | +93,791 | New |
| Goldman Sachs Group Inc | 100,000 | $1.09M | 0.00% | −800−0.8% | Reduced |
| Raymond James Trust N.A. | 101,409 | $1.10M | 0.04% | +8,502+9.2% | Added |
| Steward Partners Investment Advisory, LLC | 106,914 | $1.16M | 0.02% | +8,291+8.4% | Added |
| Weiss Asset Management LP | 118,283 | $1.28M | 0.06% | +118,283 | New |
| Merit Financial Group, LLC | 118,604 | $1.29M | 0.05% | +5,007+4.4% | Added |
| True Link Financial Advisors, LLC | 130,533 | $1.42M | 0.19% | −1,936−1.5% | Reduced |
| IHT Wealth Management, LLC | 143,299 | $1.56M | 0.10% | +8,277+6.1% | Added |
| Pointe Capital Management LLC | 151,566 | $1.65M | 1.27% | −2,230−1.4% | Reduced |
| Cohen & Steers, Inc. | 157,768 | $1.71M | 0.00% | −96,012−37.8% | Reduced |
| Parsons Capital Management Inc | 186,145 | $2.02M | 0.17% | +279+0.2% | Added |
| Janney Montgomery Scott LLC | 186,251 | $2.02M | 0.01% | −70,412−27.4% | Reduced |
| Guardian Wealth Advisors, LLC | 192,487 | $2.09M | 0.40% | +132+0.1% | Added |
| Aptus Capital Advisors, LLC | 193,987 | $2.11M | 0.07% | +132+0.1% | Added |
| Centaurus Financial, Inc. | 211,916 | $2.30M | 0.22% | −10,768−4.8% | Reduced |
| C2C Wealth Management, LLC | 213,394 | $2.41M | 0.42% | −2,900−1.3% | Reduced |
| Advisors Asset Management, Inc. | 247,012 | $2.68M | 0.06% | −17,827−6.7% | Reduced |
| Ameriprise Financial Inc | 275,171 | $3.02M | 0.00% | +11,176+4.2% | Added |
| CoreCap Advisors, LLC | 305,128 | $3.31M | 0.24% | −4,145−1.3% | Reduced |
| HighTower Advisors, LLC | 313,835 | $3.41M | 0.01% | −7,336−2.3% | Reduced |
| Rockefeller Capital Management L.P. | 319,219 | $3.47M | 0.02% | −67,848−17.5% | Reduced |
| Cetera Advisor Networks LLC | 344,431 | $3.74M | 0.03% | +6,322+1.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 355,717 | $3.86M | 0.01% | −109,473−23.5% | Reduced |
| Commonwealth Equity Services, LLC | 369,143 | $4.01M | 0.01% | −8,492−2.2% | Reduced |
| Stifel Financial Corp | 379,485 | $4.12M | 0.01% | +31,253+9.0% | Added |
| Advisor Group Holdings, Inc. | 401,587 | $4.36M | 0.01% | +44,534+12.5% | Added |
| Royal Bank of Canada | 425,945 | $4.63M | 0.00% | +6,972+1.7% | Added |
| Baird Financial Group, Inc. | 449,730 | $4.88M | 0.01% | +11,286+2.6% | Added |
| LPL Financial LLC | 492,415 | $5.35M | 0.00% | +1,362+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 565,236 | $6.14M | 0.03% | +6,126+1.1% | Added |
| Matrix Private Capital Group LLC | 565,666 | $6.14M | 4.01% | −29,644−5.0% | Reduced |
| Bank of America Corp | 581,724 | $6.32M | 0.00% | +2680.0% | Added |
| Guggenheim Capital LLC | 700,688 | $7.61M | 0.07% | +158,439+29.2% | Added |
| UBS Group AG | 810,775 | $8.81M | 0.00% | +3,655+0.5% | Added |
| Invesco Ltd. | 1,160,800 | $12.6M | 0.00% | +57,664+5.2% | Added |
| Wells Fargo & Company | 1,313,402 | $14.3M | 0.00% | +51,880+4.1% | Added |
| Raymond James & Associates | 1,514,916 | $16.5M | 0.02% | +45,826+3.1% | Added |
| RFG Advisory, LLC | 1,466,663 | $17.4M | 0.88% | +229,354+18.5% | Added |
| Morgan Stanley | 12,194,929 | $132.4M | 0.02% | −582,299−4.6% | Reduced |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −39,017−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −35,865−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −21,671−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −21,003−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −17,063−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,927−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −16,601−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |