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 |
|---|---|---|---|---|---|
| Krilogy Financial LLC | 10,364 | $156.0K | 0.02% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $155.0K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 10,203 | $154.0K | 0.00% | +10,203 | New |
| Retirement Guys Formula LLC | 10,100 | $152.0K | 0.12% | +10,100 | New |
| 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 |
| Harbour Investments, Inc. | 9,509 | $143.0K | 0.01% | −44,377−82.4% | Reduced |
| Carroll Investors, Inc | 9,180 | $138.0K | 0.08% | +9,180 | New |
| Proequities, Inc. | 8,978 | $135.0K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 8,500 | $128.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,229 | $124.0K | 0.00% | +186+2.3% | Added |
| Allworth Financial LP | 8,168 | $123.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 7,509 | $113.0K | 0.08% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,412 | $112.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 6,386 | $96.0K | 0.04% | +1,570+32.6% | Added |
| Cypress Capital Management LLC (WY) | 5,300 | $80.0K | 0.07% | 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 |
| Webster Bank, N. A. | 4,825 | $73.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $71.0K | 0.02% | 00.0% | Unchanged |
| Widmann Financial Services, Inc. | 4,700 | $70.0K | 0.06% | +4,700 | New |
| Benjamin F. Edwards & Company, Inc. | 4,345 | $65.0K | 0.00% | +4,345 | New |
| NEXT Financial Group, Inc | 4,102 | $62.0K | 0.00% | +30+0.7% | Added |
| Fifth Third Bancorp | 4,050 | $61.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,827 | $57.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $55.0K | 0.04% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,500 | $53.0K | 0.00% | +3,500 | New |
| FourThought Financial, LLC | 3,387 | $51.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,340 | $50.0K | 0.04% | +49+1.5% | Added |
| Reilly Financial Advisors, LLC | 3,220 | $48.0K | 0.00% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,000 | $45.0K | 0.04% | +3,000 | New |
| Cordasco Financial Network | 2,842 | $43.0K | 0.03% | +753+36.0% | Added |
| Parkside Financial Bank & Trust | 2,683 | $40.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,391 | $36.0K | 0.02% | +45+1.9% | Added |
| 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 |
| HHM Wealth Advisors, LLC | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,930 | $29.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,800 | $27.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $24.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $23.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| 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 |
| Tradewinds Capital Management, LLC | 919 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Sound Income Strategies, LLC | 700 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 700 | $11.0K | 0.00% | +700 | New |
| City Holding Co | 608 | $8.00K | 0.00% | +506+496.1% | Added |
| 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 |
| Snowden Capital Advisors LLC | 300 | $4.00K | 0.00% | +300 | New |
| Castle Financial & Retirement Planning Associates, Inc. | 152 | $2.00K | 0.01% | +152 | New |
| Formidable Asset Management, LLC | 0 | $0 | 0.00% | −46,420−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −40,085−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −16,122−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,843−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −12,750−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −5,401−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −4,587−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −3,350−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −1,254−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −569−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |