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, Q1 2023
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2023. 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
- 174
- −3 vs. Q4 2022
- Shares held
- 30.2M
- −359.0K (−1.2%) vs. Q4 2022
- Total value
- $353.4M
- +$22.1M (+6.7%) vs. Q4 2022
- New holders
- 12
- 59 more added
- Sold out
- 15
- 47 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,206,979 | $142.5M | 0.02% | +12,050+0.1% | Added |
| Raymond James & Associates | 1,603,900 | $18.7M | 0.02% | +88,984+5.9% | Added |
| RFG Advisory, LLC | 1,432,727 | $16.7M | 0.82% | −33,936−2.3% | Reduced |
| Wells Fargo & Company | 1,386,844 | $16.2M | 0.00% | +73,442+5.6% | Added |
| Invesco Ltd. | 1,082,485 | $12.6M | 0.00% | −78,315−6.7% | Reduced |
| UBS Group AG | 774,656 | $9.04M | 0.00% | −36,119−4.5% | Reduced |
| Guggenheim Capital LLC | 621,947 | $7.26M | 0.06% | −78,741−11.2% | Reduced |
| Bank of America Corp | 598,505 | $6.98M | 0.00% | +16,781+2.9% | Added |
| Matrix Private Capital Group LLC | 567,302 | $6.62M | 4.59% | +1,636+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 542,840 | $6.33M | 0.03% | −22,396−4.0% | Reduced |
| LPL Financial LLC | 472,817 | $5.52M | 0.00% | −19,598−4.0% | Reduced |
| Royal Bank of Canada | 456,481 | $5.33M | 0.00% | +30,536+7.2% | Added |
| Baird Financial Group, Inc. | 450,107 | $5.25M | 0.01% | +377+0.1% | Added |
| Advisor Group Holdings, Inc. | 401,493 | $4.68M | 0.01% | −940.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 400,652 | $4.68M | 0.01% | +44,935+12.6% | Added |
| Commonwealth Equity Services, LLC | 368,162 | $4.30M | 0.01% | −981−0.3% | Reduced |
| Cetera Advisor Networks LLC | 354,410 | $4.14M | 0.03% | +9,979+2.9% | Added |
| Stifel Financial Corp | 332,107 | $3.88M | 0.01% | −47,378−12.5% | Reduced |
| HighTower Advisors, LLC | 310,137 | $3.62M | 0.01% | −3,698−1.2% | Reduced |
| Rockefeller Capital Management L.P. | 300,598 | $3.51M | 0.02% | −18,621−5.8% | Reduced |
| Ameriprise Financial Inc | 286,907 | $3.35M | 0.00% | +11,736+4.3% | Added |
| Private Advisor Group, LLC | 232,435 | $2.71M | 0.03% | +2,646+1.2% | Added |
| C2C Wealth Management, LLC | 217,894 | $2.51M | 0.40% | +4,500+2.1% | Added |
| Centaurus Financial, Inc. | 196,443 | $2.29M | 0.18% | −15,473−7.3% | Reduced |
| Aptus Capital Advisors, LLC | 192,632 | $2.25M | 0.06% | −1,355−0.7% | Reduced |
| Guardian Wealth Advisors, LLC | 192,632 | $2.25M | 0.39% | +145+0.1% | Added |
| Parsons Capital Management Inc | 185,409 | $2.16M | 0.17% | −736−0.4% | Reduced |
| Janney Montgomery Scott LLC | 170,180 | $1.99M | 0.01% | −16,071−8.6% | Reduced |
| Pointe Capital Management LLC | 151,595 | $1.77M | 1.29% | +290.0% | Added |
| IHT Wealth Management, LLC | 149,109 | $1.74M | 0.10% | +5,810+4.1% | Added |
| True Link Financial Advisors, LLC | 130,533 | $1.52M | 0.19% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 127,766 | $1.49M | 0.00% | −30,002−19.0% | Reduced |
| Atria Wealth Solutions, Inc. | 125,020 | $1.46M | 0.02% | +54,159+76.4% | Added |
| Merit Financial Group, LLC | 117,272 | $1.37M | 0.05% | −1,332−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,927 | $1.36M | 0.02% | +10,013+9.4% | Added |
| Advisors Asset Management, Inc. | 112,584 | $1.31M | 0.03% | −134,428−54.4% | Reduced |
| Goldman Sachs Group Inc | 102,200 | $1.19M | 0.00% | +2,200+2.2% | Added |
| Golden Green, Inc. | 100,937 | $1.18M | 1.38% | +100,937 | New |
| Raymond James Trust N.A. | 98,559 | $1.15M | 0.04% | −2,850−2.8% | Reduced |
| Kingsview Wealth Management, LLC | 92,705 | $1.08M | 0.05% | +608+0.7% | Added |
| Truist Financial Corp | 88,777 | $1.04M | 0.00% | +145+0.2% | Added |
| Flaharty Asset Management, LLC | 85,106 | $993.2K | 0.18% | −6,049−6.6% | Reduced |
| National Asset Management, Inc. | 78,470 | $915.7K | 0.02% | +15,340+24.3% | Added |
| Gladstone Institutional Advisory LLC | 74,736 | $872.2K | 0.06% | +78+0.1% | Added |
| Heron Bay Capital Management | 72,156 | $842.1K | 0.33% | +72,156 | New |
| Lido Advisors, LLC | 71,897 | $839.0K | 0.01% | +1,499+2.1% | Added |
| Mariner, LLC | 68,868 | $804.0K | 0.00% | −286−0.4% | Reduced |
| Wealth Effects LLC | 63,689 | $743.3K | 0.38% | −1,831−2.8% | Reduced |
| GWM Advisors LLC | 62,236 | $720.3K | 0.01% | +1,689+2.8% | Added |
| ELCO Management Co., LLC | 58,900 | $687.4K | 0.50% | −3,000−4.8% | Reduced |
| Cornerstone Advisory, LLC | 56,845 | $663.4K | 0.12% | +831+1.5% | Added |
| Avantax Advisory Services, Inc. | 56,104 | $654.7K | 0.01% | −1,264−2.2% | Reduced |
| The PNC Financial Services Group, Inc. | 55,510 | $647.8K | 0.00% | +834+1.5% | Added |
| NWF Advisory Services Inc. | 47,753 | $595.0K | 0.14% | +47,753 | New |
| Ameritas Advisory Services, LLC | 46,854 | $546.8K | 0.03% | −15,479−24.8% | Reduced |
| Wedbush Securities Inc | 41,903 | $489.0K | 0.02% | +6,201+17.4% | Added |
| David J Yvars Group | 41,389 | $481.4K | 0.44% | +523+1.3% | Added |
| Formidable Asset Management, LLC | 41,670 | $481.0K | 0.10% | 00.0% | Unchanged |
| New Legacy Group, LLC | 37,500 | $437.6K | 1.24% | 00.0% | Unchanged |
| David Loasby | 36,743 | $420.7K | 0.05% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $405.3K | 0.06% | – | – |
| Commerce Bank | 33,706 | $393.3K | 0.00% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 33,622 | $392.4K | 0.39% | +2,197+7.0% | Added |
| CI Private Wealth, LLC | 32,522 | $379.5K | 0.00% | +32,522 | New |
| Atomi Financial Group, Inc. | 31,311 | $365.4K | 0.20% | +31,311 | New |
| Cetera Investment Advisers | 31,138 | $363.4K | 0.00% | +328+1.1% | Added |
| AE Wealth Management LLC | 28,626 | $334.1K | 0.00% | −148−0.5% | Reduced |
| Money Concepts Capital Corp | 12,594 | $333.0K | 0.02% | −16,046−56.0% | Reduced |
| Summit Investment Advisory Services, LLC | 28,150 | $328.5K | 0.23% | +62+0.2% | Added |
| Beacon Pointe Advisors, LLC | 27,600 | $322.1K | 0.01% | +4,400+19.0% | Added |
| Onyx Bridge Wealth Group LLC | 26,254 | $306.4K | 0.12% | +340+1.3% | Added |
| Cetera Advisors LLC | 25,652 | $299.4K | 0.00% | −2,820−9.9% | Reduced |
| Strategic Financial Concepts, LLC | 24,900 | $290.6K | 0.12% | +24,900 | New |
| Arete Wealth Advisors, LLC | 24,794 | $289.0K | 0.02% | −2,105−7.8% | Reduced |
| Mercer Global Advisors Inc | 24,527 | $286.0K | 0.00% | +5,237+27.1% | Added |
| M Holdings Securities, Inc. | 23,369 | $273.0K | 0.03% | −83−0.4% | Reduced |
| Envestnet Asset Management Inc | 22,595 | $263.7K | 0.00% | +3,779+20.1% | Added |
| Stratos Wealth Advisors, LLC | 21,519 | $251.1K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 21,264 | $248.0K | 0.00% | +260+1.2% | Added |
| Capital Wealth Alliance, LLC | 20,927 | $244.2K | 0.20% | −48−0.2% | Reduced |
| Creative Planning | 20,435 | $238.5K | 0.00% | −2,064−9.2% | Reduced |
| Virtu Financial LLC | 20,386 | $238.0K | 0.03% | +20,386 | New |
| Bank of Montreal | 20,179 | $235.9K | 0.00% | +20,179 | New |
| Quantum Private Wealth, LLC | 20,000 | $233.4K | 0.13% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 19,876 | $232.0K | 0.00% | +60.0% | Added |
| Northern Trust Corp | 19,442 | $226.9K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,684 | $215.8K | 0.00% | −2,750−12.8% | Reduced |
| Monograph Wealth Advisors, LLC | 18,260 | $213.1K | 0.05% | +18,260 | New |
| Focused Wealth Management, Inc | 18,180 | $212.2K | 0.04% | −2,181−10.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,937 | $209.3K | 0.00% | −3,667−17.0% | Reduced |
| Sigma Planning Corp | 17,833 | $208.1K | 0.01% | −3,422−16.1% | Reduced |
| Syverson Strege & Co | 17,665 | $206.2K | 0.09% | 00.0% | Unchanged |
| Asset Management Corp | 17,330 | $202.2K | 0.16% | −22,165−56.1% | Reduced |
| Mission Wealth Management, LP | 16,499 | $192.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,238 | $189.5K | 0.15% | −5,690−25.9% | Reduced |
| Moors & Cabot, Inc. | 15,881 | $185.3K | 0.01% | −1,774−10.0% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $180.3K | 0.02% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,087 | $173.3K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $172.4K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,330 | $167.2K | 0.00% | +14,330 | New |