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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $12 | 0.00% | −16−94.1% | Reduced |
| Horan Securities, Inc. | 226 | $2.64K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 300 | $3.50K | 0.00% | −93,491−99.7% | Reduced |
| M&R Capital Management Inc | 333 | $3.89K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.17K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.96K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.34K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $10.7K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $11.7K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $11.7K | 0.00% | – | – |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,050 | $12.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $14.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $14.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $17.5K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $18.7K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $20.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $20.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $22.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 2,200 | $25.7K | 0.00% | −1,496−40.5% | Reduced |
| Princeton Global Asset Management LLC | 2,213 | $25.8K | 0.01% | +46+2.1% | Added |
| Versant Capital Management, Inc | 2,400 | $27.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,650 | $30.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,651 | $30.9K | 0.02% | +56+2.2% | Added |
| Parkside Financial Bank & Trust | 2,683 | $31.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,816 | $32.9K | 0.00% | −5,898−67.7% | Reduced |
| Tower Research Capital LLC (TRC) | 3,006 | $35.0K | 0.00% | +2,910+3,031.3% | Added |
| Fifth Third Bancorp | 3,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,000 | $35.0K | 0.00% | +3,000 | New |
| Bogart Wealth, LLC | 3,231 | $37.7K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,610 | $42.1K | 0.00% | +9+0.2% | Added |
| CoreFirst Bank & Trust | 3,625 | $42.3K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,646 | $42.6K | 0.06% | +60+1.7% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $44.3K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | – | $47.8K | 0.00% | – | – |
| Hexagon Capital Partners LLC | 4,750 | $55.4K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $56.3K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 5,000 | $58.4K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,515 | $64.0K | 0.01% | +74+1.4% | Added |
| Parallel Advisors, LLC | 6,536 | $76.3K | 0.00% | +32+0.5% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $86.5K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 7,979 | $93.1K | 0.00% | +1,142+16.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 8,725 | $101.8K | 0.05% | +5,225+149.3% | Added |
| Proequities, Inc. | 8,978 | $104.8K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,450 | $110.3K | 0.01% | +4,700+98.9% | Added |
| Liberty One Investment Management, LLC | 9,538 | $111.3K | 0.02% | −15,644−62.1% | Reduced |
| CWM, LLC | 9,830 | $115.0K | 0.00% | +330+3.5% | Added |
| King Luther Capital Management Corp | – | $116.7K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $116.7K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $117.0K | 0.02% | −1,291−11.4% | Reduced |
| Institute for Wealth Management, LLC. | 10,050 | $117.3K | 0.02% | −250−2.4% | Reduced |
| Krilogy Financial LLC | 10,364 | $120.9K | 0.01% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,448 | $121.9K | 0.04% | +195+1.9% | Added |
| Resources Investment Advisors, LLC. | 11,151 | $130.1K | 0.00% | +79+0.7% | Added |
| Mutual Advisors, LLC | 11,213 | $130.9K | 0.01% | +1,121+11.1% | Added |
| Dudley Capital Management, LLC | 11,234 | $131.1K | 0.09% | +77+0.7% | Added |
| Wealth Alliance | 11,383 | $132.8K | 0.02% | +116+1.0% | Added |
| Inscription Capital, LLC | 11,700 | $136.5K | 0.04% | +700+6.4% | Added |
| Kestra Advisory Services, LLC | 12,243 | $142.9K | 0.00% | +109+0.9% | Added |
| Harbour Investments, Inc. | 12,433 | $145.1K | 0.01% | +67+0.5% | Added |
| Kestra Private Wealth Services, LLC | 12,496 | $145.8K | 0.01% | −2,595−17.2% | Reduced |
| HRT Financial LP | 12,550 | $146.0K | 0.00% | +12,550 | New |
| Pinnacle Financial Partners Inc | 12,583 | $146.8K | 0.00% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,872 | $150.2K | 0.00% | +13+0.1% | Added |
| MONECO Advisors, LLC | 13,032 | $152.1K | 0.04% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 13,035 | $152.1K | 0.08% | +31+0.2% | Added |
| US Bancorp | 13,208 | $154.1K | 0.00% | +118+0.9% | Added |
| Doliver Advisors, LP | 13,809 | $161.2K | 0.05% | 00.0% | Unchanged |
| Charter Trust Co | 13,900 | $162.2K | 0.01% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 13,946 | $162.8K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 14,330 | $167.2K | 0.00% | +14,330 | New |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $172.4K | 0.01% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,087 | $173.3K | 0.01% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 15,447 | $180.3K | 0.02% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 15,881 | $185.3K | 0.01% | −1,774−10.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,238 | $189.5K | 0.15% | −5,690−25.9% | Reduced |
| Mission Wealth Management, LP | 16,499 | $192.5K | 0.01% | 00.0% | Unchanged |
| Asset Management Corp | 17,330 | $202.2K | 0.16% | −22,165−56.1% | Reduced |
| Syverson Strege & Co | 17,665 | $206.2K | 0.09% | 00.0% | Unchanged |
| Sigma Planning Corp | 17,833 | $208.1K | 0.01% | −3,422−16.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 17,937 | $209.3K | 0.00% | −3,667−17.0% | Reduced |
| Focused Wealth Management, Inc | 18,180 | $212.2K | 0.04% | −2,181−10.7% | Reduced |
| Monograph Wealth Advisors, LLC | 18,260 | $213.1K | 0.05% | +18,260 | New |
| Cerity Partners LLC | 18,684 | $215.8K | 0.00% | −2,750−12.8% | Reduced |
| Northern Trust Corp | 19,442 | $226.9K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 19,876 | $232.0K | 0.00% | +60.0% | Added |
| Quantum Private Wealth, LLC | 20,000 | $233.4K | 0.13% | 00.0% | Unchanged |
| Bank of Montreal | 20,179 | $235.9K | 0.00% | +20,179 | New |
| Virtu Financial LLC | 20,386 | $238.0K | 0.03% | +20,386 | New |
| Creative Planning | 20,435 | $238.5K | 0.00% | −2,064−9.2% | Reduced |
| Capital Wealth Alliance, LLC | 20,927 | $244.2K | 0.20% | −48−0.2% | Reduced |
| MML Investors Services, LLC | 21,264 | $248.0K | 0.00% | +260+1.2% | Added |
| Stratos Wealth Advisors, LLC | 21,519 | $251.1K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 22,595 | $263.7K | 0.00% | +3,779+20.1% | Added |
| M Holdings Securities, Inc. | 23,369 | $273.0K | 0.03% | −83−0.4% | Reduced |
| Mercer Global Advisors Inc | 24,527 | $286.0K | 0.00% | +5,237+27.1% | Added |