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, Q3 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 169
- −5 vs. Q2 2022
- Shares held
- 30.8M
- −482.4K (−1.5%) vs. Q2 2022
- Total value
- $335.6M
- −$21.0M (−5.9%) vs. Q2 2022
- New holders
- 16
- 63 more added
- Sold out
- 21
- 32 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Horan Securities, Inc. | 226 | $2.00K | 0.00% | +226 | New |
| M&R Capital Management Inc | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 628 | $7.00K | 0.00% | +628 | New |
| Cedar Mountain Advisors, LLC | 768 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.00K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 907 | $10.0K | 0.00% | −893−49.6% | Reduced |
| Tradewinds Capital Management, LLC | 919 | $10.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $11.0K | 0.00% | −132,469−99.3% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $11.0K | 0.00% | – | New |
| FinTrust Capital Advisors, LLC | 1,159 | $13.0K | 0.00% | +26+2.3% | Added |
| Stephens Consulting, LLC | 1,270 | $13.8K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,400 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $16.0K | 0.06% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $16.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,500 | $16.0K | 0.01% | +1,500 | New |
| Key Financial Inc | 1,599 | $17.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $19.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $19.0K | 0.01% | +1,750 | New |
| Huntington National Bank | – | $22.0K | 0.00% | – | – |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,156 | $23.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,118 | $23.0K | 0.01% | +15+0.7% | Added |
| Versant Capital Management, Inc | 2,400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,535 | $28.0K | 0.02% | +2,535 | New |
| Parkside Financial Bank & Trust | 2,683 | $29.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $35.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 3,387 | $37.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,523 | $38.0K | 0.04% | +65+1.9% | Added |
| CoreFirst Bank & Trust | 3,625 | $39.0K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,592 | $39.0K | 0.00% | +10+0.3% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $41.0K | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 4,385 | $48.0K | 0.00% | +3,319+311.4% | Added |
| Webster Bank, N. A. | 4,825 | $52.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $52.0K | 0.02% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,319 | $58.0K | 0.01% | +119+2.3% | Added |
| Parallel Advisors, LLC | 6,504 | $71.0K | 0.00% | +23+0.4% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $80.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 8,112 | $88.0K | 0.00% | −56−0.7% | Reduced |
| Geneos Wealth Management Inc. | 8,962 | $97.0K | 0.01% | +6,392+248.7% | Added |
| Proequities, Inc. | 8,978 | $98.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,500 | $103.0K | 0.00% | −342−3.5% | Reduced |
| Relative Value Partners Group, LLC | 10,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $109.0K | 0.00% | – | – |
| Running Point Capital Advisors, LLC | 10,000 | $109.0K | 0.07% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,052 | $109.0K | 0.04% | +10,052 | New |
| Institute for Wealth Management, LLC. | 10,300 | $112.0K | 0.03% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $113.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,000 | $119.0K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $119.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 10,989 | $119.0K | 0.00% | +82+0.8% | Added |
| Ibex Wealth Advisors | 11,012 | $120.0K | 0.03% | 00.0% | Unchanged |
| Wealth Alliance | 11,253 | $122.0K | 0.02% | +14+0.1% | Added |
| Kestra Advisory Services, LLC | 11,254 | $122.0K | 0.00% | +11,254 | New |
| Mercer Global Advisors Inc | 11,460 | $124.0K | 0.00% | +11,460 | New |
| Pinnacle Financial Partners Inc | 12,583 | $137.0K | 0.00% | +182+1.5% | Added |
| American Portfolios Advisors | 12,947 | $140.6K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 13,090 | $142.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,192 | $143.0K | 0.00% | +13,192 | New |
| Capital Market Strategies LLC | 13,454 | $146.0K | 0.16% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,198 | $150.0K | 0.01% | 00.0% | Unchanged |
| Charter Trust Co | 13,900 | $151.0K | 0.01% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 14,800 | $160.7K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 14,800 | $161.0K | 0.01% | +14,800 | New |
| Confluence Wealth Services, Inc. | 14,945 | $162.0K | 0.07% | −4,183−21.9% | Reduced |
| Kestra Private Wealth Services, LLC | 15,029 | $163.0K | 0.01% | +65+0.4% | Added |
| Blue Chip Partners, Inc. | 15,447 | $168.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 15,777 | $171.0K | 0.00% | +2,120+15.5% | Added |
| Mission Wealth Management, LP | 16,499 | $179.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 16,601 | $180.3K | 0.02% | +16,601 | New |
| Envestnet Asset Management Inc | 16,860 | $183.0K | 0.00% | +2,276+15.6% | Added |
| Virtu Financial LLC | 16,927 | $184.0K | 0.02% | +16,927 | New |
| Williams Jones Wealth Management, LLC. | 17,063 | $185.0K | 0.00% | +214+1.3% | Added |
| Syverson Strege & Co | 17,665 | $192.0K | 0.10% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 17,940 | $195.0K | 0.01% | −7,877−30.5% | Reduced |
| MONECO Advisors, LLC | 19,132 | $208.0K | 0.08% | 00.0% | Unchanged |
| Northern Trust Corp | 19,442 | $211.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $217.0K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20,072 | $218.0K | 0.05% | +213+1.1% | Added |
| MML Investors Services, LLC | 20,825 | $226.0K | 0.00% | +575+2.8% | Added |
| CIBC Private Wealth Group, LLC | 21,003 | $228.0K | 0.00% | +30.0% | Added |
| Capital Wealth Alliance, LLC | 21,162 | $229.0K | 0.19% | −482−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,604 | $235.0K | 0.00% | +13,286+159.7% | Added |
| Bank of Montreal | 21,671 | $237.0K | 0.00% | +21,671 | New |
| Fortitude Advisory Group L.L.C. | 21,919 | $238.0K | 0.23% | +5,710+35.2% | Added |
| Sigma Planning Corp | 22,434 | $244.0K | 0.01% | −1,330−5.6% | Reduced |
| Beacon Pointe Advisors, LLC | 23,200 | $252.0K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 23,386 | $254.0K | 0.03% | +207+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 23,470 | $255.0K | 0.01% | −10,155−30.2% | Reduced |
| Venture Visionary Partners LLC | 23,500 | $255.0K | 0.02% | 00.0% | Unchanged |
| Cetera Advisors LLC | 24,631 | $267.0K | 0.01% | +389+1.6% | Added |
| Onyx Bridge Wealth Group LLC | 25,680 | $286.0K | 0.13% | +367+1.4% | Added |
| Cetera Investment Advisers | 26,713 | $290.0K | 0.01% | −6,138−18.7% | Reduced |