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 |
|---|---|---|---|---|---|
| Charter Trust Co | 13,900 | $151.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13,198 | $150.0K | 0.01% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 13,454 | $146.0K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 13,192 | $143.0K | 0.00% | +13,192 | New |
| US Bancorp | 13,090 | $142.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 12,947 | $140.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,583 | $137.0K | 0.00% | +182+1.5% | Added |
| Mercer Global Advisors Inc | 11,460 | $124.0K | 0.00% | +11,460 | New |
| 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 |
| Ibex Wealth Advisors | 11,012 | $120.0K | 0.03% | 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 |
| Krilogy Financial LLC | 10,364 | $113.0K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $112.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| CWM, LLC | 9,500 | $103.0K | 0.00% | −342−3.5% | Reduced |
| Proequities, Inc. | 8,978 | $98.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,962 | $97.0K | 0.01% | +6,392+248.7% | Added |
| Allworth Financial LP | 8,112 | $88.0K | 0.00% | −56−0.7% | Reduced |
| Harbor Investment Advisory, LLC | 7,412 | $80.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,504 | $71.0K | 0.00% | +23+0.4% | Added |
| Tradition Wealth Management, LLC | 5,319 | $58.0K | 0.01% | +119+2.3% | Added |
| Pflug Koory, LLC | 5,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Citigroup Inc | 4,385 | $48.0K | 0.00% | +3,319+311.4% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $41.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| 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 |
| FourThought Financial, LLC | 3,387 | $37.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,683 | $29.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,535 | $28.0K | 0.02% | +2,535 | New |
| Versant Capital Management, Inc | 2,400 | $26.0K | 0.01% | 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 |
| Huntington National Bank | – | $22.0K | 0.00% | – | – |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $19.0K | 0.01% | +1,750 | New |
| MCF Advisors LLC | 1,744 | $19.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $17.0K | 0.01% | 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 |
| 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 |
| Stephens Consulting, LLC | 1,270 | $13.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,159 | $13.0K | 0.00% | +26+2.3% | Added |
| 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 |
| 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 |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.00K | 0.00% | 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 |
| Stonebridge Capital Advisors LLC | 628 | $7.00K | 0.00% | +628 | New |
| M&R Capital Management Inc | 333 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 226 | $2.00K | 0.00% | +226 | New |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −62,802−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −60,075−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −23,421−100.0% | Sold out |
| Monograph Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,251−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,507−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −12,294−100.0% | Sold out |
| Capital Planning Advisors, LLC | 0 | $0 | 0.00% | −11,827−100.0% | Sold out |
| Brown Advisory Securities, LLC | 0 | $0 | 0.00% | −10,640−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −10,065−100.0% | Sold out |
| Retirement Group, LLC | 0 | $0 | 0.00% | −4,816−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| BlackRock Inc. | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −658−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Cordasco Financial Network | – | – | – | – | Not filed |