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, Q3 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 151
- +2 vs. Q2 2021
- Shares held
- 28.7M
- −46.4K (−0.2%) vs. Q2 2021
- Total value
- $400.1M
- −$4.11M (−1.0%) vs. Q2 2021
- New holders
- 13
- 53 more added
- Sold out
- 11
- 21 more reduced
4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| City Holding Co | 102 | $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 | 385 | $5.00K | 0.00% | +8+2.1% | Added |
| Sonora Investment Management, LLC | 420 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 569 | $8.00K | 0.00% | +569 | New |
| O'Shaughnessy Asset Management, LLC | 638 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $11.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower View Investment Management & Research LLC | 1,000 | $14.0K | 0.01% | +1,000 | New |
| FinTrust Capital Advisors, LLC | 1,064 | $15.0K | 0.00% | +20+1.9% | Added |
| Global Retirement Partners, LLC | 1,246 | $17.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,254 | $17.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $22.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $24.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,930 | $27.0K | 0.00% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 2,000 | $27.0K | 0.01% | +2,000 | New |
| HHM Wealth Advisors, LLC | 2,000 | $28.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,103 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,089 | $29.0K | 0.02% | +38+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,156 | $30.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,346 | $33.0K | 0.02% | +43+1.9% | Added |
| Parkside Financial Bank & Trust | 2,683 | $37.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 3,220 | $45.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,291 | $46.0K | 0.04% | +3,291 | New |
| Atlas Private Wealth Advisors | 3,350 | $47.0K | 0.02% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,387 | $47.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $51.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,827 | $53.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,050 | $56.0K | 0.00% | +1,050+35.0% | Added |
| NEXT Financial Group, Inc | 4,072 | $57.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 4,587 | $64.0K | 0.01% | +4,587 | New |
| Hexagon Capital Partners LLC | 4,750 | $66.0K | 0.02% | +4,750 | New |
| Webster Bank, N. A. | 4,825 | $67.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,816 | $67.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,897 | $68.0K | 0.01% | +88+1.8% | Added |
| US Bancorp | 5,000 | $70.0K | 0.00% | 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 |
| Cypress Capital Management LLC (WY) | 5,300 | $74.0K | 0.06% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,401 | $75.0K | 0.01% | −7,466−58.0% | Reduced |
| Harbor Investment Advisory, LLC | 7,412 | $103.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,509 | $105.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,043 | $112.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $114.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,500 | $119.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $125.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 9,102 | $127.0K | 0.00% | −71,039−88.6% | Reduced |
| Accurate Wealth Management, LLC | 10,065 | $140.0K | 0.12% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $140.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $140.0K | 0.01% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 10,200 | $142.0K | 0.00% | −10,200−50.0% | Reduced |
| Institute for Wealth Management, LLC. | 10,300 | $144.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $145.0K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 10,100 | $146.0K | 0.05% | +10,100 | New |
| Wealth Alliance | 10,627 | $148.0K | 0.03% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 10,640 | $149.0K | 0.04% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,000 | $153.0K | 0.00% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,827 | $165.0K | 0.03% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,001 | $167.0K | 0.08% | +217+1.8% | Added |
| Avantax Advisory Services, Inc. | 12,113 | $170.0K | 0.00% | +12,113 | New |
| Pinnacle Financial Partners Inc | 12,251 | $171.0K | 0.01% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,666 | $177.0K | 0.01% | +44+0.3% | Added |
| American Portfolios Advisors | 12,947 | $180.6K | 0.01% | 00.0% | Unchanged |
| Insight Advisors, LLC | 12,750 | $190.0K | 0.06% | 00.0% | Unchanged |
| Americana Partners, LLC | 14,000 | $195.0K | 0.05% | 00.0% | Unchanged |
| Inscription Capital, LLC | 14,000 | $195.0K | 0.06% | +14,000 | New |
| Kestra Advisory Services, LLC | 14,843 | $207.0K | 0.00% | +2,263+18.0% | Added |
| Blue Chip Partners, Inc. | 15,224 | $212.0K | 0.03% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 16,122 | $225.0K | 0.01% | +16,122 | New |
| Mission Wealth Management, LP | 16,499 | $230.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,764 | $234.0K | 0.00% | +125+0.8% | Added |
| Northern Trust Corp | 18,819 | $263.0K | 0.00% | +113+0.6% | Added |
| MONECO Advisors, LLC | 19,132 | $267.0K | 0.11% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,423 | $271.0K | 0.04% | +160+0.8% | Added |
| Claraphi Advisory Network, LLC | 20,031 | $279.0K | 0.10% | +359+1.8% | Added |
| Gladstone Institutional Advisory LLC | 20,884 | $291.0K | 0.03% | −5,637−21.3% | Reduced |
| CIBC Private Wealth Group, LLC | 21,000 | $293.0K | 0.00% | +1,000+5.0% | Added |
| MML Investors Services, LLC | 21,094 | $294.0K | 0.00% | +3,943+23.0% | Added |
| Mariner, LLC | 21,178 | $295.0K | 0.00% | +2,562+13.8% | Added |
| Capital Wealth Alliance, LLC | 20,788 | $301.0K | 0.18% | +30.0% | Added |
| Moors & Cabot, Inc. | 23,000 | $320.0K | 0.02% | +2,582+12.6% | Added |
| Cetera Advisors LLC | 23,087 | $322.0K | 0.01% | −3,083−11.8% | Reduced |
| Venture Visionary Partners LLC | 23,500 | $327.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 23,809 | $332.0K | 0.01% | +12,201+105.1% | Added |
| Mid Atlantic Financial Management Inc | 24,822 | $346.0K | 0.02% | +3,273+15.2% | Added |
| Cetera Investment Advisers | 24,976 | $348.0K | 0.01% | −6,913−21.7% | Reduced |
| Stephens Inc | 25,705 | $359.0K | 0.01% | +24+0.1% | Added |
| Ameritas Investment Company, LLC | 26,194 | $365.0K | 0.02% | +2,986+12.9% | Added |
| Wedbush Securities Inc | 28,376 | $396.0K | 0.02% | +1,644+6.1% | Added |
| Equitable Holdings, Inc. | 28,847 | $402.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,123 | $406.0K | 0.04% | −595−2.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 30,125 | $420.0K | 0.02% | +30,125 | New |
| Commerce Bank | 31,206 | $435.0K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 31,212 | $435.0K | 0.00% | 00.0% | Unchanged |