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, Q1 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2022. 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
- 175
- +20 vs. Q4 2021
- Shares held
- 30.5M
- +332.7K (+1.1%) vs. Q4 2021
- Total value
- $427.0M
- −$27.7M (−6.1%) vs. Q4 2021
- New holders
- 26
- 61 more added
- Sold out
- 6
- 34 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3 | $0 | 0.00% | −98,750−100.0% | Reduced |
| M&R Capital Management Inc | 333 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 500 | $6.00K | 0.00% | +500 | New |
| Prospera Financial Services Inc | 500 | $7.00K | 0.00% | +500 | New |
| City Holding Co | 608 | $8.00K | 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 |
| Raleigh Capital Management Inc. | 800 | $11.0K | 0.01% | +800 | New |
| 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 |
| Global Retirement Partners, LLC | 1,246 | $14.0K | 0.00% | +1,246 | New |
| Citigroup Inc | 1,038 | $15.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,107 | $15.0K | 0.00% | +23+2.1% | Added |
| Johnson Midwest Financial, LLC | 1,500 | $21.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $22.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | +1,800 | New |
| Herold Advisors, Inc. | 1,607 | $22.5K | 0.01% | +1,607 | New |
| MCF Advisors LLC | 1,744 | $24.0K | 0.00% | +1,744 | New |
| 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 |
| 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 |
| Cullen/Frost Bankers, Inc. | 2,156 | $30.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,420 | $33.0K | 0.00% | −1,407−36.8% | Reduced |
| Twin Lakes Capital Management, LLC | 2,439 | $34.0K | 0.02% | +48+2.0% | Added |
| Versant Capital Management, Inc | 2,400 | $34.0K | 0.01% | +2,400 | New |
| Parkside Financial Bank & Trust | 2,683 | $37.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,900 | $41.0K | 0.03% | +58+2.0% | Added |
| Fifth Third Bancorp | 3,000 | $42.0K | 0.00% | −1,050−25.9% | Reduced |
| Sandy Cove Advisors, LLC | 3,000 | $42.0K | 0.03% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $45.0K | 0.00% | +3,231 | New |
| FourThought Financial, LLC | 3,387 | $47.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,395 | $47.0K | 0.04% | +55+1.6% | Added |
| Atwood & Palmer Inc | 3,500 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,573 | $49.0K | 0.00% | +3,181+811.5% | Added |
| CoreFirst Bank & Trust | 3,625 | $51.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $53.0K | 0.06% | −1,500−28.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 4,026 | $56.0K | 0.00% | −319−7.3% | Reduced |
| Hexagon Capital Partners LLC | 4,750 | $66.0K | 0.02% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,816 | $67.0K | 0.03% | −1,570−24.6% | Reduced |
| Webster Bank, N. A. | 4,825 | $67.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,815 | $67.0K | 0.00% | +4,815 | New |
| Pflug Koory, LLC | 5,000 | $70.0K | 0.04% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,091 | $71.0K | 0.01% | +99+2.0% | Added |
| Parallel Advisors, LLC | 6,481 | $91.0K | 0.00% | +1,481+29.6% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $104.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $114.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,318 | $116.0K | 0.00% | +89+1.1% | Added |
| Bessemer Group Inc | 8,500 | $119.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $125.0K | 0.01% | 00.0% | Unchanged |
| Carroll Investors, Inc | 9,180 | $128.0K | 0.08% | 00.0% | Unchanged |
| CWM, LLC | 9,500 | $133.0K | 0.00% | −703−6.9% | Reduced |
| King Luther Capital Management Corp | – | $140.0K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $140.0K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $140.0K | 0.08% | +10,000 | New |
| Retirement Guys Formula LLC | 10,100 | $141.0K | 0.09% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,065 | $141.0K | 0.06% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $144.0K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $145.0K | 0.01% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,462 | $146.0K | 0.07% | −1,772−14.5% | Reduced |
| Brown Advisory Securities, LLC | 10,640 | $149.0K | 0.09% | 00.0% | Unchanged |
| Jane Street Group, LLC | 10,681 | $149.0K | 0.00% | +10,681 | New |
| Resources Investment Advisors, LLC. | 10,832 | $151.0K | 0.01% | +10,832 | New |
| Gradient Investments LLC | 11,000 | $154.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $154.0K | 0.04% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 11,012 | $154.0K | 0.03% | +11,012 | New |
| Wealth Alliance | 11,225 | $157.0K | 0.03% | +598+5.6% | Added |
| Capital Planning Advisors, LLC | 11,827 | $165.0K | 0.04% | 00.0% | Unchanged |
| Bridgeworth, LLC | 12,000 | $168.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,251 | $171.0K | 0.01% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 12,294 | $172.0K | 0.00% | +12,294 | New |
| ExodusPoint Capital Management, LP | 12,285 | $172.0K | 0.00% | +12,285 | New |
| American Portfolios Advisors | 12,947 | $180.9K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,090 | $183.0K | 0.00% | +8,090+161.8% | Added |
| Capital Market Strategies LLC | 13,454 | $188.0K | 0.16% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 13,900 | $194.0K | 0.06% | +13,900 | New |
| Americana Partners, LLC | 14,000 | $195.0K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,052 | $196.0K | 0.00% | +14,052 | New |
| Willner & Heller, LLC | 13,210 | $199.0K | 0.24% | +1,648+14.3% | Added |
| CWA Asset Management Group, LLC | 14,868 | $208.0K | 0.02% | +101+0.7% | Added |
| Creative Planning | 14,957 | $209.0K | 0.00% | +14,957 | New |
| Kestra Private Wealth Services, LLC | 15,003 | $210.0K | 0.01% | −46−0.3% | Reduced |
| Blue Chip Partners, Inc. | 15,309 | $214.0K | 0.03% | +85+0.6% | Added |
| Syverson Strege & Co | 15,670 | $219.0K | 0.24% | +8,161+108.7% | Added |
| Confluence Wealth Services, Inc. | 16,036 | $224.0K | 0.08% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,199 | $227.0K | 0.12% | −2,537−13.5% | Reduced |
| Mission Wealth Management, LP | 16,499 | $230.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,849 | $235.0K | 0.00% | +42+0.2% | Added |
| OTA Financial Group L.P. | 17,483 | $244.0K | 0.16% | +17,483 | New |
| Monograph Wealth Advisors, LLC | 18,249 | $255.0K | 0.06% | +30.0% | Added |
| MONECO Advisors, LLC | 19,132 | $267.0K | 0.10% | 00.0% | Unchanged |
| Northern Trust Corp | 19,442 | $272.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,761 | $276.0K | 0.04% | +176+0.9% | Added |
| AE Wealth Management LLC | 19,820 | $277.0K | 0.00% | +9,076+84.5% | Added |
| Quantum Private Wealth, LLC | 20,000 | $279.0K | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,162 | $282.0K | 0.00% | −756−3.6% | Reduced |
| Beacon Pointe Advisors, LLC | 20,200 | $282.0K | 0.00% | +8,000+65.6% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $293.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 21,641 | $302.0K | 0.18% | −149−0.7% | Reduced |