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 |
|---|---|---|---|---|---|
| Bessemer Group Inc | 8,500 | $119.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $114.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,043 | $112.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,509 | $105.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,412 | $103.0K | 0.01% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 5,401 | $75.0K | 0.01% | −7,466−58.0% | Reduced |
| Cypress Capital Management LLC (WY) | 5,300 | $74.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| Tradition Wealth Management, LLC | 4,897 | $68.0K | 0.01% | +88+1.8% | Added |
| 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 |
| Hexagon Capital Partners LLC | 4,750 | $66.0K | 0.02% | +4,750 | New |
| Ibex Wealth Advisors | 4,587 | $64.0K | 0.01% | +4,587 | New |
| NEXT Financial Group, Inc | 4,072 | $57.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,050 | $56.0K | 0.00% | +1,050+35.0% | Added |
| Geneos Wealth Management Inc. | 3,827 | $53.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $51.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Antonetti Capital Management LLC | 3,291 | $46.0K | 0.04% | +3,291 | New |
| Reilly Financial Advisors, LLC | 3,220 | $45.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,683 | $37.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,346 | $33.0K | 0.02% | +43+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 2,156 | $30.0K | 0.00% | 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 |
| 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 |
| Herold Advisors, Inc. | 2,000 | $27.0K | 0.01% | +2,000 | New |
| Massmutual Trust Co FSB | 1,800 | $25.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $24.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $22.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $21.0K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $17.0K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,254 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,064 | $15.0K | 0.00% | +20+1.9% | Added |
| 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 |
| Tradewinds Capital Management, LLC | 919 | $13.0K | 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 |
| Sound Income Strategies, LLC | 700 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 638 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 569 | $8.00K | 0.00% | +569 | New |
| Sonora Investment Management, LLC | 420 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 385 | $5.00K | 0.00% | +8+2.1% | Added |
| M&R Capital Management Inc | 333 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 102 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Bank of Montreal | 0 | $0 | 0.00% | −103,459−100.0% | Sold out |
| ELCO Management Co., LLC | 0 | $0 | 0.00% | −61,250−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −23,945−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,487−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −10,639−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,278−100.0% | Sold out |
| HC Financial Advisors Inc | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −501−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Usca Ria LLC | – | – | – | – | Not filed |
| M Holdings Securities, Inc. | – | – | – | – | Not filed |
| Pinnacle Wealth Advisors | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |