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, Q4 2022
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 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
- 178
- +12 vs. Q3 2022
- Shares held
- 30.9M
- +154.1K (+0.5%) vs. Q3 2022
- Total value
- $334.6M
- −$466.4K (−0.1%) vs. Q3 2022
- New holders
- 24
- 62 more added
- Sold out
- 12
- 35 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 17 | $185 | 0.00% | +17 | New |
| Tower Research Capital LLC (TRC) | 96 | $1.00K | 0.00% | +96 | New |
| Horan Securities, Inc. | 226 | $2.45K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 229,789 | $2.50K | 0.00% | −1,656−0.7% | Reduced |
| M&R Capital Management Inc | 333 | $3.62K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $6.60K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $7.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.34K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $8.69K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $9.98K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $10.9K | 0.00% | – | – |
| Private Trust Co NA | 1,050 | $11.0K | 0.00% | −350−25.0% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 0.00% | +26+2.2% | Added |
| Global Retirement Partners, LLC | 1,246 | $13.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $13.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $16.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $16.0K | 0.06% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $17.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $18.9K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $19.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $21.7K | 0.00% | – | – |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2,156 | $23.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,167 | $24.0K | 0.01% | +49+2.3% | Added |
| Versant Capital Management, Inc | 2,400 | $26.1K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,595 | $28.2K | 0.02% | +60+2.4% | Added |
| Advisory Services Network, LLC | 2,650 | $28.8K | 0.00% | +2,650 | New |
| Parkside Financial Bank & Trust | 2,683 | $29.1K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $35.1K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 3,500 | $38.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 3,500 | $38.0K | 0.02% | +2,000+133.3% | Added |
| Antonetti Capital Management LLC | 3,586 | $38.9K | 0.05% | +63+1.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,601 | $39.1K | 0.00% | +9+0.3% | Added |
| CoreFirst Bank & Trust | 3,625 | $39.4K | 0.03% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,696 | $40.1K | 0.00% | +3,696 | New |
| Cypress Capital Management LLC (WY) | 3,800 | $41.3K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 4,012 | $43.6K | 0.00% | −373−8.5% | Reduced |
| Geneos Wealth Management Inc. | 4,750 | $51.6K | 0.00% | −4,212−47.0% | Reduced |
| Hexagon Capital Partners LLC | 4,750 | $51.6K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $52.0K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $54.0K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,441 | $59.0K | 0.01% | +122+2.3% | Added |
| Parallel Advisors, LLC | 6,504 | $70.6K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6,875 | $74.0K | 0.01% | +6,875 | New |
| Allworth Financial LP | 6,837 | $74.3K | 0.00% | −1,275−15.7% | Reduced |
| Harbor Investment Advisory, LLC | 7,412 | $80.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,714 | $94.0K | 0.00% | +8,714 | New |
| Proequities, Inc. | 8,978 | $97.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 9,595 | $107.5K | 0.04% | +9,595 | New |
| King Luther Capital Management Corp | – | $108.6K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $108.6K | 0.01% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 10,000 | $108.6K | 0.07% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,092 | $109.6K | 0.00% | +10,092 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,253 | $111.4K | 0.04% | +201+2.0% | Added |
| Institute for Wealth Management, LLC. | 10,300 | $111.9K | 0.02% | 00.0% | Unchanged |
| Krilogy Financial LLC | 10,364 | $112.6K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 10,859 | $117.9K | 0.00% | +10,859 | New |
| Gradient Investments LLC | 11,000 | $119.5K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $119.5K | 0.04% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 11,012 | $120.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 11,072 | $120.2K | 0.00% | +83+0.8% | Added |
| Dudley Capital Management, LLC | 11,157 | $121.2K | 0.09% | +11,157 | New |
| Wealth Alliance | 11,267 | $122.4K | 0.02% | +14+0.1% | Added |
| LVZ Advisors, Inc. | 11,314 | $122.9K | 0.02% | +11,314 | New |
| Kestra Advisory Services, LLC | 12,134 | $131.8K | 0.00% | +880+7.8% | Added |
| Harbour Investments, Inc. | 12,366 | $134.3K | 0.01% | −832−6.3% | Reduced |
| Pinnacle Financial Partners Inc | 12,583 | $136.7K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,859 | $139.6K | 0.00% | +12,859 | New |
| Level Four Advisory Services, LLC | 12,971 | $140.9K | 0.01% | +12,971 | New |
| Garden State Investment Advisory Services LLC | 13,004 | $141.2K | 0.08% | +13,004 | New |
| MONECO Advisors, LLC | 13,032 | $141.5K | 0.05% | −6,100−31.9% | Reduced |
| US Bancorp | 13,090 | $142.2K | 0.00% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 13,154 | $142.9K | 0.15% | −300−2.2% | Reduced |
| Doliver Advisors, LP | 13,809 | $150.0K | 0.05% | +13,809 | New |
| Charter Trust Co | 13,900 | $151.0K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,946 | $151.5K | 0.04% | −999−6.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $160.4K | 0.01% | −8,700−37.1% | Reduced |
| Kestra Private Wealth Services, LLC | 15,091 | $163.9K | 0.01% | +62+0.4% | Added |
| Blue Chip Partners, Inc. | 15,447 | $167.8K | 0.02% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $179.2K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,087 | $180.1K | 0.01% | +15,087 | New |
| Moors & Cabot, Inc. | 17,655 | $191.7K | 0.01% | −285−1.6% | Reduced |
| Syverson Strege & Co | 17,665 | $191.8K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 18,816 | $204.3K | 0.00% | +1,956+11.6% | Added |
| Mercer Global Advisors Inc | 19,290 | $209.0K | 0.00% | +7,830+68.3% | Added |
| Northern Trust Corp | 19,442 | $211.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 19,870 | $215.8K | 0.00% | −8,994−31.2% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $217.2K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 20,361 | $221.1K | 0.04% | +289+1.4% | Added |
| Capital Wealth Alliance, LLC | 20,975 | $227.8K | 0.19% | −187−0.9% | Reduced |
| MML Investors Services, LLC | 21,004 | $228.0K | 0.00% | +179+0.9% | Added |
| Sigma Planning Corp | 21,255 | $230.8K | 0.01% | −1,179−5.3% | Reduced |
| Cerity Partners LLC | 21,434 | $233.0K | 0.00% | +8,242+62.5% | Added |
| Stratos Wealth Advisors, LLC | 21,519 | $233.7K | 0.02% | +21,519 | New |
| Northwestern Mutual Wealth Management Co | 21,604 | $234.6K | 0.00% | 00.0% | Unchanged |