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 |
|---|---|---|---|---|---|
| Capital Market Strategies LLC | 13,154 | $142.9K | 0.15% | −300−2.2% | Reduced |
| US Bancorp | 13,090 | $142.2K | 0.00% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 13,032 | $141.5K | 0.05% | −6,100−31.9% | Reduced |
| Garden State Investment Advisory Services LLC | 13,004 | $141.2K | 0.08% | +13,004 | New |
| Level Four Advisory Services, LLC | 12,971 | $140.9K | 0.01% | +12,971 | New |
| Brown Advisory Inc | 12,859 | $139.6K | 0.00% | +12,859 | New |
| Pinnacle Financial Partners Inc | 12,583 | $136.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12,366 | $134.3K | 0.01% | −832−6.3% | Reduced |
| Kestra Advisory Services, LLC | 12,134 | $131.8K | 0.00% | +880+7.8% | Added |
| LVZ Advisors, Inc. | 11,314 | $122.9K | 0.02% | +11,314 | New |
| Wealth Alliance | 11,267 | $122.4K | 0.02% | +14+0.1% | Added |
| Dudley Capital Management, LLC | 11,157 | $121.2K | 0.09% | +11,157 | New |
| Resources Investment Advisors, LLC. | 11,072 | $120.2K | 0.00% | +83+0.8% | Added |
| Ibex Wealth Advisors | 11,012 | $120.0K | 0.03% | 00.0% | Unchanged |
| Gradient Investments LLC | 11,000 | $119.5K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,000 | $119.5K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 10,859 | $117.9K | 0.00% | +10,859 | New |
| Krilogy Financial LLC | 10,364 | $112.6K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,300 | $111.9K | 0.02% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,253 | $111.4K | 0.04% | +201+2.0% | Added |
| Mutual Advisors, LLC | 10,092 | $109.6K | 0.00% | +10,092 | 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 |
| Accurate Wealth Management, LLC | 9,595 | $107.5K | 0.04% | +9,595 | New |
| CWM, LLC | 9,500 | $103.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $97.5K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 8,714 | $94.0K | 0.00% | +8,714 | New |
| Harbor Investment Advisory, LLC | 7,412 | $80.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 6,837 | $74.3K | 0.00% | −1,275−15.7% | Reduced |
| PrairieView Partners, LLC | 6,875 | $74.0K | 0.01% | +6,875 | New |
| Parallel Advisors, LLC | 6,504 | $70.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,441 | $59.0K | 0.01% | +122+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 |
| 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 |
| Citigroup Inc | 4,012 | $43.6K | 0.00% | −373−8.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3,800 | $41.3K | 0.05% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 3,696 | $40.1K | 0.00% | +3,696 | New |
| CoreFirst Bank & Trust | 3,625 | $39.4K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,601 | $39.1K | 0.00% | +9+0.3% | Added |
| Antonetti Capital Management LLC | 3,586 | $38.9K | 0.05% | +63+1.8% | Added |
| 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 |
| Bogart Wealth, LLC | 3,231 | $35.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $32.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,683 | $29.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,650 | $28.8K | 0.00% | +2,650 | New |
| Twin Lakes Capital Management, LLC | 2,595 | $28.2K | 0.02% | +60+2.4% | Added |
| Versant Capital Management, Inc | 2,400 | $26.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,167 | $24.0K | 0.01% | +49+2.3% | Added |
| Cullen/Frost Bankers, Inc. | 2,156 | $23.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $22.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21.7K | 0.00% | – | – |
| Barrett & Company, Inc. | 1,750 | $19.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $18.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $17.4K | 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 |
| Stephens Consulting, LLC | 1,270 | $13.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $13.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 0.00% | +26+2.2% | Added |
| 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 |
| Osterweis Capital Management Inc | – | $10.9K | 0.00% | – | – |
| Tradewinds Capital Management, LLC | 919 | $9.98K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $8.69K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.34K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $7.60K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $6.60K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $3.62K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 229,789 | $2.50K | 0.00% | −1,656−0.7% | Reduced |
| Horan Securities, Inc. | 226 | $2.45K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 96 | $1.00K | 0.00% | +96 | New |
| FMR LLC | 17 | $185 | 0.00% | +17 | New |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −39,017−100.0% | Sold out |
| OTA Financial Group L.P. | 0 | $0 | 0.00% | −35,865−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −21,671−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −21,003−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −17,063−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,927−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −16,601−100.0% | Sold out |
| Advisor Partners II, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Pathstone Family Office, LLC | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −907−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |