Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Cambridge Investment Research Advisors’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.96M Sell
341,464
-33,177
-9% -$484K 0.01% 988
2026
Q1 		$5.17M Sell
374,641
-2,578
-0.7% -$38.1K 0.01% 950
2025
Q4 		$5.79M Sell
377,219
-8,865
-2% -$137K 0.02% 846
2025
Q3 		$6.14M Sell
386,084
-4,507
-1% -$71K 0.02% 795
2025
Q2 		$6.04M Sell
390,591
-50,053
-11% -$717K 0.02% 748
2025
Q1 		$6.28M Sell
440,644
-28,751
-6% -$431K 0.02% 682
2024
Q4 		$7.02M Sell
469,395
-10,269
-2% -$153K 0.02% 632
2024
Q3 		$7.03M Sell
479,664
-4,316
-0.9% -$60.6K 0.02% 634
2024
Q2 		$6.8M Sell
483,980
-14,808
-3% -$200K 0.03% 615
2024
Q1 		$6.66M Buy
498,788
+1,479
+0.3% +$18.8K 0.03% 610
2023
Q4 		$6.06M Sell
497,309
-12,031
-2% -$139K 0.03% 615
2023
Q3 		$5.88M Sell
509,340
-31,110
-6% -$377K 0.03% 585
2023
Q2 		$6.73M Sell
540,450
-2,390
-0.4% -$28.1K 0.03% 522
2023
Q1 		$6.33M Sell
542,840
-22,396
-4% -$259K 0.03% 522
2022
Q4 		$6.14M Buy
565,236
+6,126
+1% +$70.4K 0.03% 517
2022
Q3 		$6.07M Sell
559,110
-22,869
-4% -$282K 0.03% 481
2022
Q2 		$6.59M Buy
581,979
+11,888
+2% +$147K 0.04% 468
2022
Q1 		$7.96M Buy
570,091
+26,147
+5% +$365K 0.04% 459
2021
Q4 		$8.19M Buy
543,944
+6,951
+1% +$102K 0.04% 450
2021
Q3 		$7.49M Buy
536,993
+17,415
+3% +$250K 0.04% 450
2021
Q2 		$7.31M Buy
519,578
+5,892
+1% +$80.1K 0.04% 479
2021
Q1 		$6.56M Sell
513,686
-10,403
-2% -$130K 0.04% 473
2020
Q4 		$6.42M Sell
524,089
-20,453
-4% -$238K 0.04% 432
2020
Q3 		$5.93M Sell
544,542
-15,482
-3% -$172K 0.04% 413
2020
Q2 		$6.04M Sell
560,024
-34,777
-6% -$360K 0.05% 386
2020
Q1 		$5.54M Buy
594,801
+4,263
+0.7% +$49K 0.05% 334
2019
Q4 		$7.39M Buy
590,538
+6,820
+1% +$82.9K 0.06% 330
2019
Q3 		$6.95M Buy
583,718
+19,167
+3% +$228K 0.06% 306
2019
Q2 		$6.77M Buy
564,551
+109,874
+24% +$1.29M 0.06% 299
2019
Q1 		$5.14M Buy
454,677
+13,370
+3% +$148K 0.05% 356
2018
Q4 		$4.5M Buy
441,307
+33,372
+8% +$383K 0.05% 358
2018
Q3 		$5.24M Buy
407,935
+23,817
+6% +$302K 0.05% 354
2018
Q2 		$4.65M Buy
384,118
+38,657
+11% +$471K 0.05% 358
2018
Q1 		$4M Buy
345,461
+31,850
+10% +$382K 0.05% 378
2017
Q4 		$3.82M Sell
313,611
-1,101
-0.3% -$13.1K 0.05% 379
2017
Q3 		$3.67M Buy
314,712
+5,583
+2% +$63.8K 0.05% 336
2017
Q2 		$3.49M Buy
309,129
+10,279
+3% +$116K 0.05% 338
2017
Q1 		$3.31M Buy
298,850
+46,714
+19% +$506K 0.06% 316
2016
Q4 		$2.61M Buy
252,136
+9,808
+4% +$102K 0.05% 356
2016
Q3 		$2.6M Buy
242,328
+67,478
+39% +$722K 0.05% 353
2016
Q2 		$1.82M Buy
174,850
+45,285
+35% +$473K 0.04% 406
2016
Q1 		$1.38M Sell
129,565
-80,024
-38% -$824K 0.03% 452
2015
Q4 		$2.35M Sell
209,589
-1,738
-0.8% -$19.5K 0.06% 312
2015
Q3 		$2.17M Buy
211,327
+1,659
+0.8% +$18.5K 0.06% 289
2015
Q2 		$2.38M Buy
209,668
+12,191
+6% +$140K 0.07% 279
2015
Q1 		$2.24M Buy
197,477
+79,090
+67% +$895K 0.06% 292
2014
Q4 		$1.32M Buy
118,387
+3,210
+3% +$36.7K 0.04% 405
2014
Q3 		$1.31M Buy
115,177
+5,190
+5% +$60.8K 0.04% 429
2014
Q2 		$1.29M Sell
109,987
-11,434
-9% -$130K 0.04% 378
2014
Q1 		$1.35M Buy
121,421
+28,832
+31% +$319K 0.05% 348
2013
Q4 		$1.01M Buy
92,589
+4,968
+6% +$53K 0.04% 393
2013
Q3 		$883K Buy
87,621
+2,034
+2% +$21.2K 0.04% 407
2013
Q2 		$870K Buy
+85,587
New +$887K 0.04% 359

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cambridge Investment Research Advisors's ETY Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) stake by 8.9% in Q2 2026, selling an estimated $484K and leaving 341,464 shares worth $4.96M. The position accounts for 0.01% of the portfolio, ranked #988.

Cambridge Investment Research Advisors first reported a position in ETY in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.19M in Q4 2021. 78 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Cambridge Investment Research Advisors held 341,464 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $4.96M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 33,177 Eaton Vance Tax-Managed Diversified Equity Income Fund shares in Q2 2026, an estimated $484K.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #988 holding.
  • Cambridge Investment Research Advisors first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $8.19M in Q4 2021.
  • 78 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.