Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY- 交易所
- NYSE
- SEC CIK
- 0001340736
近 90 天，Eaton Vance Tax-Managed Diversified Equity Income Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 211 家機構在 13F 申報持有，市值合計 $5.69 億；沒有大師持有。
2021 年第 4 季 13F 持有人
Eaton Vance Tax-Managed Diversified Equity Income Fund 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 159
- 較 2021 年第 3 季 +11 家
- 持有股數
- 3,022 萬
- 較 2021 年第 3 季 +160.3 萬 (+5.6%)
- 總市值
- $4.55 億
- 較 2021 年第 3 季 +$5,557 萬 (+13.9%)
- 新進機構
- 27
- 另有 55 家加碼
- 清倉機構
- 16
- 另有 23 家減碼
另有 3 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 ETY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 211 | $5.69 億 |
| 2026 年第 1 季 | 207 | $5.24 億 |
| 2025 年第 4 季 | 206 | $5.69 億 |
| 2025 年第 3 季 | 195 | $5.90 億 |
| 2025 年第 2 季 | 190 | $5.60 億 |
| 2025 年第 1 季 | 187 | $5.16 億 |
| 2024 年第 4 季 | 193 | $5.28 億 |
| 2024 年第 3 季 | 186 | $5.06 億 |
| 2024 年第 2 季 | 177 | $4.90 億 |
| 2024 年第 1 季 | 179 | $4.79 億 |
| 2023 年第 4 季 | 174 | $4.18 億 |
| 2023 年第 3 季 | 177 | $3.75 億 |
| 2023 年第 2 季 | 167 | $3.90 億 |
| 2023 年第 1 季 | 174 | $3.53 億 |
| 2022 年第 4 季 | 178 | $3.35 億 |
| 2022 年第 3 季 | 169 | $3.36 億 |
| 2022 年第 2 季 | 176 | $3.57 億 |
| 2022 年第 1 季 | 175 | $4.27 億 |
| 2021 年第 4 季 | 159 | $4.55 億 |
| 2021 年第 3 季 | 151 | $4.00 億 |
| 2021 年第 2 季 | 153 | $4.05 億 |
| 2021 年第 1 季 | 156 | $3.73 億 |
2021 年第 4 季持有機構
每家機構持有 Eaton Vance Tax-Managed Diversified Equity Income Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 30,125 | $45.3 萬 | 0.02% | 00.0% | 不變 |
| Commerce Bank | 31,206 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| Eaton Vance Management | 31,212 | $47.0 萬 | 0.00% | 00.0% | 不變 |
| Wedbush Securities Inc | 32,299 | $48.6 萬 | 0.02% | +3,923+13.8% | 加碼 |
| Ameritas Advisory Services, LLC | 33,503 | $50.4 萬 | 0.02% | +33,503 | 新進 |
| Joel Isaacson & Co., LLC | 37,294 | $56.1 萬 | 0.04% | +6,002+19.2% | 加碼 |
| New Legacy Group, LLC | 37,500 | $56.4 萬 | 0.11% | +37,500 | 新進 |
| Liberty One Investment Management, LLC | 38,085 | $57.3 萬 | 0.09% | −6,155−13.9% | 減碼 |
| Asset Management Corp | 39,886 | $60.0 萬 | 0.35% | +181+0.5% | 加碼 |
| The PNC Financial Services Group, Inc. | 47,165 | $71.0 萬 | 0.00% | +336+0.7% | 加碼 |
| David J Yvars Group | 47,751 | $71.7 萬 | 0.44% | −11,415−19.3% | 減碼 |
| Spire Wealth Management | 49,864 | $75.0 萬 | 0.02% | +2,006+4.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 51,093 | $76.9 萬 | 0.02% | −118−0.2% | 減碼 |
| Cornerstone Advisory, LLC | 53,810 | $81.0 萬 | 0.12% | +1,905+3.7% | 加碼 |
| IHT Wealth Management, LLC | 54,975 | $82.7 萬 | 0.06% | +190.0% | 加碼 |
| Mariner, LLC | 55,627 | $83.7 萬 | 0.00% | +34,449+162.7% | 加碼 |
| ELCO Management Co., LLC | 63,050 | $94.9 萬 | 0.68% | +63,050 | 新進 |
| Wealth Effects LLC | 63,064 | $94.9 萬 | 0.39% | +63,064 | 新進 |
| National Asset Management, Inc. | 67,199 | $101.2 萬 | 0.03% | −1,836−2.7% | 減碼 |
| Truist Financial Corp | 74,392 | $111.9 萬 | 0.00% | +1,094+1.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 76,205 | $114.7 萬 | 0.02% | +1,151+1.5% | 加碼 |
| Kingsview Wealth Management, LLC | 83,056 | $125.0 萬 | 0.05% | −9,092−9.9% | 減碼 |
| Raymond James Trust N.A. | 84,806 | $127.6 萬 | 0.04% | −11,485−11.9% | 減碼 |
| AdvisorNet Financial, Inc | 98,753 | $148.6 萬 | 0.09% | −1,400−1.4% | 減碼 |
| Goldman Sachs Group Inc | 100,000 | $150.5 萬 | 0.00% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 110,036 | $165.6 萬 | 0.30% | −15,719−12.5% | 減碼 |
| Merit Financial Group, LLC | 118,271 | $178.0 萬 | 0.17% | −2,200−1.8% | 減碼 |
| True Link Financial Advisors, LLC | 132,469 | $199.4 萬 | 0.27% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 161,505 | $243.0 萬 | 0.01% | +37,689+30.4% | 加碼 |
| C2C Wealth Management, LLC | 170,834 | $257.1 萬 | 0.37% | +170,834 | 新進 |
| Pointe Capital Management LLC | 175,804 | $264.6 萬 | 1.67% | −1,737−1.0% | 減碼 |
| Aptus Capital Advisors, LLC | 190,480 | $286.7 萬 | 0.10% | −5,318−2.7% | 減碼 |
| Janney Montgomery Scott LLC | 197,739 | $297.6 萬 | 0.01% | +10,705+5.7% | 加碼 |
| Parsons Capital Management Inc | 206,294 | $310.5 萬 | 0.22% | −1,283−0.6% | 減碼 |
| Centaurus Financial, Inc. | 212,412 | $319.7 萬 | 0.24% | +6,247+3.0% | 加碼 |
| Ameriprise Financial Inc | 214,206 | $323.3 萬 | 0.00% | +21,300+11.0% | 加碼 |
| Royal Bank of Canada | 215,702 | $324.6 萬 | 0.00% | −8,479−3.8% | 減碼 |
| Private Advisor Group, LLC | 230,155 | $346.4 萬 | 0.03% | +7,894+3.6% | 加碼 |
| CoreCap Advisors, LLC | 272,403 | $410.0 萬 | 0.27% | +272,403 | 新進 |
| Cetera Advisor Networks LLC | 294,421 | $443.1 萬 | 0.05% | +252,868+608.5% | 加碼 |
| Advisor Group Holdings, Inc. | 311,590 | $468.5 萬 | 0.01% | +40,163+14.8% | 加碼 |
| HighTower Advisors, LLC | 323,096 | $486.4 萬 | 0.01% | +9,145+2.9% | 加碼 |
| Stifel Financial Corp | 324,948 | $489.0 萬 | 0.01% | +13,482+4.3% | 加碼 |
| Commonwealth Equity Services, LLC | 339,302 | $510.6 萬 | 0.01% | +5,586+1.7% | 加碼 |
| Baird Financial Group, Inc. | 348,842 | $525.0 萬 | 0.01% | +20,716+6.3% | 加碼 |
| LPL Financial LLC | 392,411 | $590.6 萬 | 0.00% | +43,752+12.5% | 加碼 |
| Matrix Private Capital Group LLC | 451,379 | $679.3 萬 | 3.22% | +13,790+3.2% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 452,375 | $680.8 萬 | 0.01% | +691+0.2% | 加碼 |
| Advisors Asset Management, Inc. | 485,920 | $731.3 萬 | 0.10% | +67,824+16.2% | 加碼 |
| Bank of America Corp | 528,379 | $795.2 萬 | 0.00% | +27,558+5.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 543,944 | $818.6 萬 | 0.04% | +6,951+1.3% | 加碼 |
| Cohen & Steers, Inc. | 598,297 | $900.4 萬 | 0.01% | −102,507−14.6% | 減碼 |
| UBS Group AG | 746,794 | $1,124 萬 | 0.00% | −5,050−0.7% | 減碼 |
| Guggenheim Capital LLC | 814,585 | $1,226 萬 | 0.06% | −118,534−12.7% | 減碼 |
| Wells Fargo & Company | 1,031,176 | $1,552 萬 | 0.00% | +79,797+8.4% | 加碼 |
| RFG Advisory, LLC | 1,247,930 | $1,878 萬 | 1.29% | −14,599−1.2% | 減碼 |
| Raymond James & Associates | 1,431,806 | $2,155 萬 | 0.02% | +5,349+0.4% | 加碼 |
| Invesco Ltd. | 1,644,994 | $2,476 萬 | 0.01% | −2,633−0.2% | 減碼 |
| Morgan Stanley | 12,938,593 | $1.95 億 | 0.02% | +541,878+4.4% | 加碼 |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −46,420−100.0% | 清倉 |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −40,085−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −16,122−100.0% | 清倉 |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,843−100.0% | 清倉 |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −12,750−100.0% | 清倉 |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,401−100.0% | 清倉 |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,587−100.0% | 清倉 |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −3,350−100.0% | 清倉 |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | 清倉 |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,744−100.0% | 清倉 |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,246−100.0% | 清倉 |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,254−100.0% | 清倉 |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | 清倉 |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −569−100.0% | 清倉 |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | 清倉 |
| Ameritas Investment Company, LLC | – | – | – | – | 本季未申報 |
| Mid Atlantic Financial Management Inc | – | – | – | – | 本季未申報 |
| Sonora Investment Management, LLC | – | – | – | – | 本季未申報 |