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 |
|---|---|---|---|---|---|
| Arete Wealth Advisors, LLC | 24,794 | $289.0K | 0.02% | −2,105−7.8% | Reduced |
| Strategic Financial Concepts, LLC | 24,900 | $290.6K | 0.12% | +24,900 | New |
| Cetera Advisors LLC | 25,652 | $299.4K | 0.00% | −2,820−9.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 26,254 | $306.4K | 0.12% | +340+1.3% | Added |
| Beacon Pointe Advisors, LLC | 27,600 | $322.1K | 0.01% | +4,400+19.0% | Added |
| Summit Investment Advisory Services, LLC | 28,150 | $328.5K | 0.23% | +62+0.2% | Added |
| Money Concepts Capital Corp | 12,594 | $333.0K | 0.02% | −16,046−56.0% | Reduced |
| AE Wealth Management LLC | 28,626 | $334.1K | 0.00% | −148−0.5% | Reduced |
| Cetera Investment Advisers | 31,138 | $363.4K | 0.00% | +328+1.1% | Added |
| Atomi Financial Group, Inc. | 31,311 | $365.4K | 0.20% | +31,311 | New |
| CI Private Wealth, LLC | 32,522 | $379.5K | 0.00% | +32,522 | New |
| Strait & Sound Wealth Management LLC | 33,622 | $392.4K | 0.39% | +2,197+7.0% | Added |
| Commerce Bank | 33,706 | $393.3K | 0.00% | 00.0% | Unchanged |
| Bluefin Capital Management, LLC | – | $405.3K | 0.06% | – | – |
| David Loasby | 36,743 | $420.7K | 0.05% | 00.0% | Unchanged |
| New Legacy Group, LLC | 37,500 | $437.6K | 1.24% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 41,670 | $481.0K | 0.10% | 00.0% | Unchanged |
| David J Yvars Group | 41,389 | $481.4K | 0.44% | +523+1.3% | Added |
| Wedbush Securities Inc | 41,903 | $489.0K | 0.02% | +6,201+17.4% | Added |
| Ameritas Advisory Services, LLC | 46,854 | $546.8K | 0.03% | −15,479−24.8% | Reduced |
| NWF Advisory Services Inc. | 47,753 | $595.0K | 0.14% | +47,753 | New |
| The PNC Financial Services Group, Inc. | 55,510 | $647.8K | 0.00% | +834+1.5% | Added |
| Avantax Advisory Services, Inc. | 56,104 | $654.7K | 0.01% | −1,264−2.2% | Reduced |
| Cornerstone Advisory, LLC | 56,845 | $663.4K | 0.12% | +831+1.5% | Added |
| ELCO Management Co., LLC | 58,900 | $687.4K | 0.50% | −3,000−4.8% | Reduced |
| GWM Advisors LLC | 62,236 | $720.3K | 0.01% | +1,689+2.8% | Added |
| Wealth Effects LLC | 63,689 | $743.3K | 0.38% | −1,831−2.8% | Reduced |
| Mariner, LLC | 68,868 | $804.0K | 0.00% | −286−0.4% | Reduced |
| Lido Advisors, LLC | 71,897 | $839.0K | 0.01% | +1,499+2.1% | Added |
| Heron Bay Capital Management | 72,156 | $842.1K | 0.33% | +72,156 | New |
| Gladstone Institutional Advisory LLC | 74,736 | $872.2K | 0.06% | +78+0.1% | Added |
| National Asset Management, Inc. | 78,470 | $915.7K | 0.02% | +15,340+24.3% | Added |
| Flaharty Asset Management, LLC | 85,106 | $993.2K | 0.18% | −6,049−6.6% | Reduced |
| Truist Financial Corp | 88,777 | $1.04M | 0.00% | +145+0.2% | Added |
| Kingsview Wealth Management, LLC | 92,705 | $1.08M | 0.05% | +608+0.7% | Added |
| Raymond James Trust N.A. | 98,559 | $1.15M | 0.04% | −2,850−2.8% | Reduced |
| Golden Green, Inc. | 100,937 | $1.18M | 1.38% | +100,937 | New |
| Goldman Sachs Group Inc | 102,200 | $1.19M | 0.00% | +2,200+2.2% | Added |
| Advisors Asset Management, Inc. | 112,584 | $1.31M | 0.03% | −134,428−54.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,927 | $1.36M | 0.02% | +10,013+9.4% | Added |
| Merit Financial Group, LLC | 117,272 | $1.37M | 0.05% | −1,332−1.1% | Reduced |
| Atria Wealth Solutions, Inc. | 125,020 | $1.46M | 0.02% | +54,159+76.4% | Added |
| Cohen & Steers, Inc. | 127,766 | $1.49M | 0.00% | −30,002−19.0% | Reduced |
| True Link Financial Advisors, LLC | 130,533 | $1.52M | 0.19% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 149,109 | $1.74M | 0.10% | +5,810+4.1% | Added |
| Pointe Capital Management LLC | 151,595 | $1.77M | 1.29% | +290.0% | Added |
| Janney Montgomery Scott LLC | 170,180 | $1.99M | 0.01% | −16,071−8.6% | Reduced |
| Parsons Capital Management Inc | 185,409 | $2.16M | 0.17% | −736−0.4% | 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 |
| Centaurus Financial, Inc. | 196,443 | $2.29M | 0.18% | −15,473−7.3% | Reduced |
| C2C Wealth Management, LLC | 217,894 | $2.51M | 0.40% | +4,500+2.1% | Added |
| Private Advisor Group, LLC | 232,435 | $2.71M | 0.03% | +2,646+1.2% | Added |
| Ameriprise Financial Inc | 286,907 | $3.35M | 0.00% | +11,736+4.3% | Added |
| Rockefeller Capital Management L.P. | 300,598 | $3.51M | 0.02% | −18,621−5.8% | Reduced |
| HighTower Advisors, LLC | 310,137 | $3.62M | 0.01% | −3,698−1.2% | Reduced |
| Stifel Financial Corp | 332,107 | $3.88M | 0.01% | −47,378−12.5% | Reduced |
| Cetera Advisor Networks LLC | 354,410 | $4.14M | 0.03% | +9,979+2.9% | Added |
| Commonwealth Equity Services, LLC | 368,162 | $4.30M | 0.01% | −981−0.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 400,652 | $4.68M | 0.01% | +44,935+12.6% | Added |
| Advisor Group Holdings, Inc. | 401,493 | $4.68M | 0.01% | −940.0% | Reduced |
| Baird Financial Group, Inc. | 450,107 | $5.25M | 0.01% | +377+0.1% | Added |
| Royal Bank of Canada | 456,481 | $5.33M | 0.00% | +30,536+7.2% | Added |
| LPL Financial LLC | 472,817 | $5.52M | 0.00% | −19,598−4.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 542,840 | $6.33M | 0.03% | −22,396−4.0% | Reduced |
| Matrix Private Capital Group LLC | 567,302 | $6.62M | 4.59% | +1,636+0.3% | Added |
| Bank of America Corp | 598,505 | $6.98M | 0.00% | +16,781+2.9% | Added |
| Guggenheim Capital LLC | 621,947 | $7.26M | 0.06% | −78,741−11.2% | Reduced |
| UBS Group AG | 774,656 | $9.04M | 0.00% | −36,119−4.5% | Reduced |
| Invesco Ltd. | 1,082,485 | $12.6M | 0.00% | −78,315−6.7% | Reduced |
| Wells Fargo & Company | 1,386,844 | $16.2M | 0.00% | +73,442+5.6% | Added |
| RFG Advisory, LLC | 1,432,727 | $16.7M | 0.82% | −33,936−2.3% | Reduced |
| Raymond James & Associates | 1,603,900 | $18.7M | 0.02% | +88,984+5.9% | Added |
| Morgan Stanley | 12,206,979 | $142.5M | 0.02% | +12,050+0.1% | Added |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −118,283−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −63,319−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −54,577−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −37,602−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −13,154−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −12,971−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −11,012−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| Running Point Capital Advisors, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −9,595−100.0% | Sold out |
| PrairieView Partners, LLC | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −4,012−100.0% | Sold out |
| Atwood & Palmer Inc | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −2,156−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |