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, Q2 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 176
- +1 vs. Q1 2022
- Shares held
- 31.3M
- +742.2K (+2.4%) vs. Q1 2022
- Total value
- $356.8M
- −$70.2M (−16.4%) vs. Q1 2022
- New holders
- 21
- 65 more added
- Sold out
- 20
- 24 more reduced
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 146 | $2.00K | 0.00% | +146 | New |
| M&R Capital Management Inc | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 521 | $6.00K | 0.00% | +521 | New |
| City Holding Co | 608 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 658 | $7.00K | 0.00% | +658 | New |
| Sound Income Strategies, LLC | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 800 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.00K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $10.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $10.0K | 0.00% | +819 | New |
| Financial Management Professionals, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,066 | $12.0K | 0.00% | +28+2.7% | Added |
| FinTrust Capital Advisors, LLC | 1,133 | $14.0K | 0.00% | +26+2.3% | Added |
| Global Retirement Partners, LLC | 1,246 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $14.4K | 0.01% | +1,270 | New |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $16.0K | 0.00% | −2,596−64.5% | Reduced |
| Private Trust Co NA | 1,400 | $16.0K | 0.00% | +1,400 | New |
| Johnson Midwest Financial, LLC | 1,500 | $17.0K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,800 | $20.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $20.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,855 | $21.0K | 0.00% | +1,855 | New |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $23.0K | 0.00% | – | New |
| Cullen/Frost Bankers, Inc. | 2,156 | $24.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,103 | $24.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 2,250 | $25.0K | 0.00% | +2,250 | New |
| Versant Capital Management, Inc | 2,400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,570 | $29.0K | 0.00% | +150+6.2% | Added |
| Parkside Financial Bank & Trust | 2,683 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,944 | $33.0K | 0.02% | +44+1.5% | Added |
| Fifth Third Bancorp | 3,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $37.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,387 | $38.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 3,408 | $38.0K | 0.00% | +3,408 | New |
| Antonetti Capital Management LLC | 3,458 | $39.0K | 0.04% | +63+1.9% | Added |
| Atwood & Palmer Inc | 3,500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,582 | $40.0K | 0.00% | +9+0.3% | Added |
| CoreFirst Bank & Trust | 3,625 | $41.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $43.0K | 0.06% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $54.0K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $55.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 4,816 | $55.0K | 0.02% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,815 | $56.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $57.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,200 | $59.0K | 0.01% | +109+2.1% | Added |
| Parallel Advisors, LLC | 6,481 | $73.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,412 | $84.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $93.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,318 | $94.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $102.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,842 | $112.0K | 0.00% | +342+3.6% | Added |
| King Luther Capital Management Corp | – | $113.0K | 0.00% | – | – |
| Running Point Capital Advisors, LLC | 10,000 | $113.0K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 10,065 | $114.0K | 0.06% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $117.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $117.0K | 0.02% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 10,500 | $119.0K | 0.02% | +10,500 | New |
| Brown Advisory Securities, LLC | 10,640 | $121.0K | 0.11% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 10,687 | $121.0K | 0.07% | +225+2.2% | Added |
| Resources Investment Advisors, LLC. | 10,907 | $124.0K | 0.01% | +75+0.7% | Added |
| Gradient Investments LLC | 11,000 | $125.0K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 11,012 | $125.0K | 0.03% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $125.0K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance | 11,239 | $127.0K | 0.02% | +14+0.1% | Added |
| Relative Value Partners Group, LLC | 10,000 | $127.0K | 0.01% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,827 | $134.0K | 0.04% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 12,294 | $139.0K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,507 | $141.0K | 0.00% | −18,136−59.2% | Reduced |
| Pinnacle Financial Partners Inc | 12,401 | $141.0K | 0.01% | +150+1.2% | Added |
| American Portfolios Advisors | 12,947 | $146.7K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,090 | $148.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,198 | $150.0K | 0.01% | +13,198 | New |
| Capital Market Strategies LLC | 13,454 | $152.0K | 0.16% | 00.0% | Unchanged |
| Creative Planning | 13,657 | $155.0K | 0.00% | −1,300−8.7% | Reduced |
| Charter Trust Co | 13,900 | $157.0K | 0.01% | +13,900 | New |
| Envestnet Asset Management Inc | 14,584 | $165.0K | 0.00% | +14,584 | New |
| Pathstone Family Office, LLC | 14,800 | $167.7K | 0.00% | +14,800 | New |
| Advisor Partners LLC | 14,800 | $168.0K | 0.01% | +14,800 | New |
| Kestra Private Wealth Services, LLC | 14,964 | $170.0K | 0.01% | −39−0.3% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $175.0K | 0.02% | +138+0.9% | Added |
| Fortitude Advisory Group L.L.C. | 16,209 | $184.0K | 0.17% | +10+0.1% | Added |
| Mission Wealth Management, LP | 16,499 | $187.0K | 0.01% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 16,849 | $191.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $200.0K | 0.07% | +1,995+12.7% | Added |
| Monograph Wealth Advisors, LLC | 18,251 | $207.0K | 0.06% | +20.0% | Added |
| MONECO Advisors, LLC | 19,132 | $217.0K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 19,442 | $220.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 19,859 | $225.0K | 0.04% | +98+0.5% | Added |
| Quantum Private Wealth, LLC | 20,000 | $226.0K | 0.13% | 00.0% | Unchanged |
| MML Investors Services, LLC | 20,250 | $229.0K | 0.00% | +88+0.4% | Added |
| CIBC Private Wealth Group, LLC | 21,000 | $238.0K | 0.00% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 21,644 | $245.0K | 0.17% | +30.0% | Added |
| Confluence Wealth Services, Inc. | 19,128 | $247.0K | 0.11% | +3,092+19.3% | Added |
| M Holdings Securities, Inc. | 23,179 | $263.0K | 0.03% | −420−1.8% | Reduced |
| Beacon Pointe Advisors, LLC | 23,200 | $263.0K | 0.01% | +3,000+14.9% | Added |
| Bluefin Capital Management, LLC | 22,796 | $263.0K | 0.04% | +22,796 | New |