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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 13,198 | $150.0K | 0.01% | +13,198 | New |
| US Bancorp | 13,090 | $148.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,947 | $146.7K | 0.01% | 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 |
| Advisors Capital Management, LLC | 12,294 | $139.0K | 0.00% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 11,827 | $134.0K | 0.04% | 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 |
| 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 |
| Resources Investment Advisors, LLC. | 10,907 | $124.0K | 0.01% | +75+0.7% | Added |
| 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 |
| Oxford Financial Group Ltd | 10,500 | $119.0K | 0.02% | +10,500 | New |
| 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 |
| Accurate Wealth Management, LLC | 10,065 | $114.0K | 0.06% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $113.0K | 0.00% | – | – |
| Running Point Capital Advisors, LLC | 10,000 | $113.0K | 0.07% | 00.0% | Unchanged |
| CWM, LLC | 9,842 | $112.0K | 0.00% | +342+3.6% | Added |
| Proequities, Inc. | 8,978 | $102.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 8,318 | $94.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 8,168 | $93.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 7,412 | $84.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,481 | $73.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,200 | $59.0K | 0.01% | +109+2.1% | Added |
| Pflug Koory, LLC | 5,000 | $57.0K | 0.03% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 4,815 | $56.0K | 0.00% | 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 |
| Hexagon Capital Partners LLC | 4,750 | $54.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $43.0K | 0.06% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $41.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Antonetti Capital Management LLC | 3,458 | $39.0K | 0.04% | +63+1.9% | Added |
| 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 |
| Bogart Wealth, LLC | 3,231 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $34.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 2,944 | $33.0K | 0.02% | +44+1.5% | Added |
| Parkside Financial Bank & Trust | 2,683 | $30.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,570 | $29.0K | 0.00% | +150+6.2% | Added |
| Versant Capital Management, Inc | 2,400 | $27.0K | 0.01% | 00.0% | Unchanged |
| BlackRock Inc. | 2,250 | $25.0K | 0.00% | +2,250 | 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 |
| HHM Wealth Advisors, LLC | 2,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $23.0K | 0.00% | – | New |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 1,855 | $21.0K | 0.00% | +1,855 | New |
| 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 |
| Key Financial Inc | 1,599 | $19.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $17.0K | 0.02% | 00.0% | Unchanged |
| 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 |
| Stephens Consulting, LLC | 1,270 | $14.4K | 0.01% | +1,270 | New |
| 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 |
| Citigroup Inc | 1,066 | $12.0K | 0.00% | +28+2.7% | Added |
| Financial Management Professionals, Inc. | 1,000 | $11.0K | 0.00% | 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 |
| 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 |
| Sound Income Strategies, LLC | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 658 | $7.00K | 0.00% | +658 | New |
| Kozak & Associates, Inc. | 521 | $6.00K | 0.00% | +521 | New |
| M&R Capital Management Inc | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 146 | $2.00K | 0.00% | +146 | New |
| AdvisorNet Financial, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −25,693−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −24,835−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −17,483−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −14,868−100.0% | Sold out |
| Willner & Heller, LLC | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −14,052−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −12,285−100.0% | Sold out |
| Bridgeworth, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,681−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Carroll Investors, Inc | 0 | $0 | 0.00% | −9,180−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Sandy Cove Advisors, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Twin Lakes Capital Management, LLC | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −1,930−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,607−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |