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, Q4 2021
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 31, 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
- 159
- +11 vs. Q3 2021
- Shares held
- 30.2M
- +1.60M (+5.6%) vs. Q3 2021
- Total value
- $454.9M
- +$55.6M (+13.9%) vs. Q3 2021
- New holders
- 27
- 55 more added
- Sold out
- 16
- 23 more reduced
3 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Castle Financial & Retirement Planning Associates, Inc. | 152 | $2.00K | 0.01% | +152 | New |
| Snowden Capital Advisors LLC | 300 | $4.00K | 0.00% | +300 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 392 | $5.00K | 0.00% | +7+1.8% | Added |
| M&R Capital Management Inc | 333 | $5.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $8.00K | 0.00% | +506+496.1% | Added |
| Sound Income Strategies, LLC | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 700 | $11.0K | 0.00% | +700 | New |
| Patriot Financial Group Insurance Agency, LLC | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Citigroup Inc | 1,038 | $16.0K | 0.00% | −8,064−88.6% | Reduced |
| FinTrust Capital Advisors, LLC | 1,084 | $16.0K | 0.00% | +20+1.9% | Added |
| Johnson Midwest Financial, LLC | 1,500 | $23.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $24.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,930 | $29.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,156 | $32.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,103 | $32.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,391 | $36.0K | 0.02% | +45+1.9% | Added |
| Parkside Financial Bank & Trust | 2,683 | $40.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,842 | $43.0K | 0.03% | +753+36.0% | Added |
| Sandy Cove Advisors, LLC | 3,000 | $45.0K | 0.04% | +3,000 | New |
| Reilly Financial Advisors, LLC | 3,220 | $48.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,340 | $50.0K | 0.04% | +49+1.5% | Added |
| FourThought Financial, LLC | 3,387 | $51.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,500 | $53.0K | 0.00% | +3,500 | New |
| CoreFirst Bank & Trust | 3,625 | $55.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,827 | $57.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,050 | $61.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 4,102 | $62.0K | 0.00% | +30+0.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 4,345 | $65.0K | 0.00% | +4,345 | New |
| Widmann Financial Services, Inc. | 4,700 | $70.0K | 0.06% | +4,700 | New |
| Hexagon Capital Partners LLC | 4,750 | $71.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $73.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 5,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 5,000 | $75.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $75.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 4,992 | $75.0K | 0.01% | +95+1.9% | Added |
| Cypress Capital Management LLC (WY) | 5,300 | $80.0K | 0.07% | 00.0% | Unchanged |
| Retirement Group, LLC | 6,386 | $96.0K | 0.04% | +1,570+32.6% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $112.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,509 | $113.0K | 0.08% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $123.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,229 | $124.0K | 0.00% | +186+2.3% | Added |
| Bessemer Group Inc | 8,500 | $128.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $135.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 9,180 | $138.0K | 0.08% | +9,180 | New |
| Harbour Investments, Inc. | 9,509 | $143.0K | 0.01% | −44,377−82.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 10,100 | $151.0K | 0.05% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $151.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $151.0K | 0.01% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,065 | $151.0K | 0.12% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 10,100 | $152.0K | 0.12% | +10,100 | New |
| CWM, LLC | 10,203 | $154.0K | 0.00% | +10,203 | New |
| Institute for Wealth Management, LLC. | 10,300 | $155.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $156.0K | 0.02% | 00.0% | Unchanged |
| Brown Advisory Securities, LLC | 10,640 | $160.0K | 0.07% | 00.0% | Unchanged |
| Wealth Alliance | 10,627 | $160.0K | 0.03% | 00.0% | Unchanged |
| Willner & Heller, LLC | 11,562 | $161.0K | 0.21% | +11,562 | New |
| AE Wealth Management LLC | 10,744 | $162.0K | 0.00% | +10,744 | New |
| Inscription Capital, LLC | 11,000 | $166.0K | 0.05% | −3,000−21.4% | Reduced |
| Gradient Investments LLC | 11,000 | $166.0K | 0.00% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,827 | $178.0K | 0.03% | 00.0% | Unchanged |
| Bridgeworth, LLC | 12,000 | $181.0K | 0.04% | +12,000 | New |
| Pinnacle Financial Partners Inc | 12,251 | $184.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 12,234 | $184.0K | 0.11% | +233+1.9% | Added |
| Beacon Pointe Advisors, LLC | 12,200 | $184.0K | 0.00% | +2,000+19.6% | Added |
| American Portfolios Advisors | 12,947 | $194.9K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 13,454 | $202.0K | 0.17% | +13,454 | New |
| Americana Partners, LLC | 14,000 | $210.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 13,973 | $210.0K | 0.00% | +1,860+15.4% | Added |
| CWA Asset Management Group, LLC | 14,767 | $222.0K | 0.02% | +14,767 | New |
| Kestra Private Wealth Services, LLC | 15,049 | $226.0K | 0.01% | +2,383+18.8% | Added |
| Blue Chip Partners, Inc. | 15,224 | $229.0K | 0.03% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 16,036 | $241.0K | 0.08% | +16,036 | New |
| Mission Wealth Management, LP | 16,499 | $248.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,807 | $253.0K | 0.00% | +43+0.3% | Added |
| MONECO Advisors, LLC | 19,132 | $270.0K | 0.10% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,246 | $275.0K | 0.07% | +18,246 | New |
| Fortitude Advisory Group L.L.C. | 18,736 | $282.0K | 0.14% | +18,736 | New |
| Northern Trust Corp | 19,442 | $293.0K | 0.00% | +623+3.3% | Added |
| Focused Wealth Management, Inc | 19,585 | $295.0K | 0.05% | +162+0.8% | Added |
| Quantum Private Wealth, LLC | 20,000 | $301.0K | 0.11% | +20,000 | New |
| MML Investors Services, LLC | 20,918 | $315.0K | 0.00% | −176−0.8% | Reduced |
| Gladstone Institutional Advisory LLC | 20,947 | $315.0K | 0.02% | +63+0.3% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $316.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 21,790 | $327.0K | 0.19% | +1,002+4.8% | Added |
| Claraphi Advisory Network, LLC | 22,080 | $332.0K | 0.12% | +2,049+10.2% | Added |
| Cetera Advisors LLC | 23,269 | $350.0K | 0.01% | +182+0.8% | Added |
| GWM Advisors LLC | 23,263 | $351.0K | 0.01% | +23,263 | New |
| Venture Visionary Partners LLC | 23,500 | $353.0K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 23,887 | $360.0K | 0.01% | +78+0.3% | Added |
| Cetera Investment Advisers | 25,238 | $380.0K | 0.01% | +262+1.0% | Added |
| Stephens Inc | 25,490 | $384.0K | 0.01% | −215−0.8% | Reduced |
| Moors & Cabot, Inc. | 27,207 | $409.0K | 0.03% | +4,207+18.3% | Added |
| Equitable Holdings, Inc. | 28,847 | $434.0K | 0.01% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 29,918 | $448.0K | 0.04% | +795+2.7% | Added |