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 |
|---|---|---|---|---|---|
| Institute for Wealth Management, LLC. | 10,300 | $145.0K | 0.03% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,065 | $142.0K | 0.12% | +10,065 | New |
| King Luther Capital Management Corp | – | $141.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $141.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,500 | $134.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $126.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,500 | $120.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $115.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,043 | $114.0K | 0.00% | −2,132−21.0% | Reduced |
| Syverson Strege & Co | 7,509 | $106.0K | 0.09% | +5,310+241.5% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $104.0K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,300 | $75.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| NEXT Financial Group, Inc | 4,072 | $57.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,827 | $54.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $51.0K | 0.03% | 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 |
| Reilly Financial Advisors, LLC | 3,220 | $45.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $42.0K | 0.00% | −5,030−62.6% | Reduced |
| Parkside Financial Bank & Trust | 2,683 | $38.0K | 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 |
| 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 |
| Cordasco Financial Network | 2,051 | $29.0K | 0.02% | +38+1.9% | Added |
| HHM Wealth Advisors, LLC | 2,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,930 | $27.0K | 0.00% | 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 |
| Key Financial Inc | 1,599 | $23.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| FinTrust Capital Advisors, LLC | 1,044 | $15.0K | 0.00% | +19+1.9% | Added |
| Financial Management Professionals, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $13.0K | 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 |
| Sound Income Strategies, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 638 | $9.00K | 0.00% | +638 | New |
| Brown Brothers Harriman & Co | 501 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 420 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 377 | $5.00K | 0.00% | +6+1.6% | Added |
| M&R Capital Management Inc | 333 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −917,474−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −166,625−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −37,698−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −20,086−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −19,860−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −18,052−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −3,435−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,311−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −1,013−100.0% | Sold out |
| Certified Advisory Corp | 0 | $0 | 0.00% | −500−100.0% | Sold out |