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, Q2 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 2021. 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
- 153
- −3 vs. Q1 2021
- Shares held
- 28.8M
- −392.6K (−1.3%) vs. Q1 2021
- Total value
- $405.1M
- +$32.4M (+8.7%) vs. Q1 2021
- New holders
- 12
- 57 more added
- Sold out
- 15
- 27 more reduced
Compare with Q1 2021: 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, Q2 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| City Holding Co | 102 | $1.00K | 0.00% | −127−55.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 75 | $1.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 377 | $5.00K | 0.00% | +6+1.6% | Added |
| Sonora Investment Management, LLC | 420 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 501 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 638 | $9.00K | 0.00% | +638 | New |
| Sound Income Strategies, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 800 | $11.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $11.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 800 | $11.0K | 0.00% | +300+60.0% | Added |
| Tradewinds Capital Management, LLC | 919 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,044 | $15.0K | 0.00% | +19+1.9% | Added |
| Global Retirement Partners, LLC | 1,246 | $18.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,254 | $18.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,800 | $25.0K | 0.00% | +1,800 | New |
| Deutsche Bank AG | 1,930 | $27.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,051 | $29.0K | 0.02% | +38+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,156 | $30.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,103 | $30.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,303 | $32.0K | 0.02% | +42+1.9% | Added |
| Advisory Services Network, LLC | 2,278 | $32.0K | 0.00% | +2,278 | New |
| Parkside Financial Bank & Trust | 2,683 | $38.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $42.0K | 0.00% | −5,030−62.6% | Reduced |
| Reilly Financial Advisors, LLC | 3,220 | $45.0K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3,350 | $47.0K | 0.03% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,387 | $47.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $51.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,827 | $54.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,072 | $57.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,816 | $68.0K | 0.03% | −1,560−24.5% | Reduced |
| Webster Bank, N. A. | 4,825 | $68.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,809 | $68.0K | 0.01% | +91+1.9% | Added |
| Parallel Advisors, LLC | 5,000 | $70.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $70.0K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $70.0K | 0.00% | +4,513+926.7% | Added |
| Cypress Capital Management LLC (WY) | 5,300 | $75.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,412 | $104.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,509 | $106.0K | 0.09% | +5,310+241.5% | Added |
| Northwestern Mutual Wealth Management Co | 8,043 | $114.0K | 0.00% | −2,132−21.0% | Reduced |
| Allworth Financial LP | 8,168 | $115.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,500 | $120.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $126.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,500 | $134.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $141.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,065 | $142.0K | 0.12% | +10,065 | New |
| Institute for Wealth Management, LLC. | 10,300 | $145.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $146.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 10,640 | $150.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 10,627 | $150.0K | 0.04% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 10,639 | $150.0K | 0.03% | +195+1.9% | Added |
| Change Path, LLC | 10,764 | $151.0K | 0.01% | +10,764 | New |
| Gradient Investments LLC | 11,000 | $155.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,487 | $162.0K | 0.00% | +11,487 | New |
| Sigma Planning Corp | 11,608 | $163.0K | 0.00% | +11,608 | New |
| Capital Planning Advisors, LLC | 11,827 | $166.0K | 0.03% | −3,827−24.4% | Reduced |
| Lakeview Capital Partners, LLC | 11,784 | $166.0K | 0.07% | +221+1.9% | Added |
| Pinnacle Financial Partners Inc | 12,251 | $172.0K | 0.01% | −573−4.5% | Reduced |
| Pinnacle Wealth Advisors | 12,251 | $172.0K | 0.01% | +12,251 | New |
| Kestra Advisory Services, LLC | 12,580 | $177.0K | 0.00% | +590+4.9% | Added |
| Kestra Private Wealth Services, LLC | 12,622 | $178.0K | 0.01% | +40.0% | Added |
| Insight Advisors, LLC | 12,750 | $179.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 12,867 | $181.0K | 0.02% | +8,876+222.4% | Added |
| American Portfolios Advisors | 12,947 | $182.2K | 0.01% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,000 | $196.0K | 0.10% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,224 | $214.0K | 0.03% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $232.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,639 | $234.0K | 0.00% | −2,880−14.8% | Reduced |
| MML Investors Services, LLC | 17,151 | $241.0K | 0.00% | +3,199+22.9% | Added |
| Mariner, LLC | 18,616 | $262.0K | 0.00% | −2,450−11.6% | Reduced |
| Northern Trust Corp | 18,706 | $263.0K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 19,132 | $269.0K | 0.12% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,263 | $271.0K | 0.04% | −1,647−7.9% | Reduced |
| Claraphi Advisory Network, LLC | 19,672 | $277.0K | 0.08% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 20,000 | $281.0K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 20,418 | $287.0K | 0.02% | +2,032+11.1% | Added |
| Beacon Pointe Advisors, LLC | 20,400 | $287.0K | 0.01% | +20,400 | New |
| Capital Wealth Alliance, LLC | 20,785 | $294.0K | 0.19% | +20.0% | Added |
| Mid Atlantic Financial Management Inc | 21,549 | $303.0K | 0.02% | −3,649−14.5% | Reduced |
| M Holdings Securities, Inc. | 22,264 | $313.0K | 0.03% | +947+4.4% | Added |
| Ameritas Investment Company, LLC | 23,208 | $327.0K | 0.02% | +23,208 | New |
| Venture Visionary Partners LLC | 23,500 | $330.0K | 0.03% | +23,500 | New |
| Franklin Resources Inc | 23,945 | $337.0K | 0.00% | 00.0% | Unchanged |
| Usca Ria LLC | 24,105 | $339.0K | 0.02% | +305+1.3% | Added |
| Stephens Inc | 25,681 | $361.0K | 0.01% | +36+0.1% | Added |
| Joel Isaacson & Co., LLC | 25,886 | $364.0K | 0.03% | +5,319+25.9% | Added |
| Cetera Advisors LLC | 26,170 | $368.0K | 0.01% | −2,444−8.5% | Reduced |
| Gladstone Institutional Advisory LLC | 26,521 | $373.0K | 0.04% | +5,378+25.4% | Added |
| Wedbush Securities Inc | 26,732 | $376.0K | 0.02% | −1,403−5.0% | Reduced |
| Equitable Holdings, Inc. | 28,847 | $406.0K | 0.01% | +2,000+7.4% | Added |
| Arete Wealth Advisors, LLC | 29,718 | $418.0K | 0.06% | 00.0% | Unchanged |
| Commerce Bank | 31,206 | $439.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $439.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 31,889 | $449.0K | 0.01% | +1,722+5.7% | Added |