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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 13,946 | $162.8K | 0.04% | 00.0% | Unchanged |
| Charter Trust Co | 13,900 | $162.2K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 13,809 | $161.2K | 0.05% | 00.0% | Unchanged |
| US Bancorp | 13,208 | $154.1K | 0.00% | +118+0.9% | Added |
| Garden State Investment Advisory Services LLC | 13,035 | $152.1K | 0.08% | +31+0.2% | Added |
| MONECO Advisors, LLC | 13,032 | $152.1K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,872 | $150.2K | 0.00% | +13+0.1% | Added |
| Pinnacle Financial Partners Inc | 12,583 | $146.8K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 12,550 | $146.0K | 0.00% | +12,550 | New |
| Kestra Private Wealth Services, LLC | 12,496 | $145.8K | 0.01% | −2,595−17.2% | Reduced |
| Harbour Investments, Inc. | 12,433 | $145.1K | 0.01% | +67+0.5% | Added |
| Kestra Advisory Services, LLC | 12,243 | $142.9K | 0.00% | +109+0.9% | Added |
| Inscription Capital, LLC | 11,700 | $136.5K | 0.04% | +700+6.4% | Added |
| Wealth Alliance | 11,383 | $132.8K | 0.02% | +116+1.0% | Added |
| Dudley Capital Management, LLC | 11,234 | $131.1K | 0.09% | +77+0.7% | Added |
| Mutual Advisors, LLC | 11,213 | $130.9K | 0.01% | +1,121+11.1% | Added |
| Resources Investment Advisors, LLC. | 11,151 | $130.1K | 0.00% | +79+0.7% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,448 | $121.9K | 0.04% | +195+1.9% | Added |
| Krilogy Financial LLC | 10,364 | $120.9K | 0.01% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10,050 | $117.3K | 0.02% | −250−2.4% | Reduced |
| LVZ Advisors, Inc. | 10,023 | $117.0K | 0.02% | −1,291−11.4% | Reduced |
| King Luther Capital Management Corp | – | $116.7K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $116.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,830 | $115.0K | 0.00% | +330+3.5% | Added |
| Liberty One Investment Management, LLC | 9,538 | $111.3K | 0.02% | −15,644−62.1% | Reduced |
| Geneos Wealth Management Inc. | 9,450 | $110.3K | 0.01% | +4,700+98.9% | Added |
| Proequities, Inc. | 8,978 | $104.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8,725 | $101.8K | 0.05% | +5,225+149.3% | Added |
| Allworth Financial LP | 7,979 | $93.1K | 0.00% | +1,142+16.7% | Added |
| Harbor Investment Advisory, LLC | 7,412 | $86.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,536 | $76.3K | 0.00% | +32+0.5% | Added |
| Tradition Wealth Management, LLC | 5,515 | $64.0K | 0.01% | +74+1.4% | Added |
| Pflug Koory, LLC | 5,000 | $58.4K | 0.03% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $56.3K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $55.4K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | – | $47.8K | 0.00% | – | – |
| Cypress Capital Management LLC (WY) | 3,800 | $44.3K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,646 | $42.6K | 0.06% | +60+1.7% | Added |
| CoreFirst Bank & Trust | 3,625 | $42.3K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,610 | $42.1K | 0.00% | +9+0.2% | Added |
| Bogart Wealth, LLC | 3,231 | $37.7K | 0.00% | 00.0% | Unchanged |
| 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 |
| Tower Research Capital LLC (TRC) | 3,006 | $35.0K | 0.00% | +2,910+3,031.3% | Added |
| JPMorgan Chase & Co | 2,816 | $32.9K | 0.00% | −5,898−67.7% | Reduced |
| Parkside Financial Bank & Trust | 2,683 | $31.3K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,651 | $30.9K | 0.02% | +56+2.2% | Added |
| Advisory Services Network, LLC | 2,650 | $30.9K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,400 | $27.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,213 | $25.8K | 0.01% | +46+2.1% | Added |
| Belpointe Asset Management LLC | 2,200 | $25.7K | 0.00% | −1,496−40.5% | Reduced |
| IFP Advisors, Inc | 1,800 | $22.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $20.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $20.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $18.7K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $17.5K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $14.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $14.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,050 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 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% | – | – |
| Tradewinds Capital Management, LLC | 919 | $10.7K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.34K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.96K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.17K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.09K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $3.89K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 300 | $3.50K | 0.00% | −93,491−99.7% | Reduced |
| Horan Securities, Inc. | 226 | $2.64K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $12 | 0.00% | −16−94.1% | Reduced |
| 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 |