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, Q2 2023
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 167
- −6 vs. Q1 2023
- Shares held
- 31.3M
- +1.07M (+3.5%) vs. Q1 2023
- Total value
- $389.8M
- +$36.5M (+10.3%) vs. Q1 2023
- New holders
- 10
- 69 more added
- Sold out
- 16
- 36 more reduced
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,237,534 | $152.5M | 0.02% | +30,555+0.3% | Added |
| Raymond James & Associates | 1,661,961 | $20.7M | 0.02% | +58,061+3.6% | Added |
| Wells Fargo & Company | 1,420,062 | $17.7M | 0.01% | +33,218+2.4% | Added |
| RFG Advisory, LLC | 1,369,107 | $17.1M | 0.76% | −63,620−4.4% | Reduced |
| Invesco Ltd. | 1,204,916 | $15.0M | 0.00% | +122,431+11.3% | Added |
| LPL Financial LLC | 822,531 | $10.2M | 0.01% | +349,714+74.0% | Added |
| UBS Group AG | 795,862 | $9.92M | 0.00% | +21,206+2.7% | Added |
| Guggenheim Capital LLC | 701,318 | $8.74M | 0.07% | +79,371+12.8% | Added |
| Bank of America Corp | 628,767 | $7.83M | 0.00% | +30,262+5.1% | Added |
| Matrix Private Capital Group LLC | 564,987 | $7.04M | 5.15% | −2,315−0.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 540,450 | $6.73M | 0.03% | −2,390−0.4% | Reduced |
| Royal Bank of Canada | 517,139 | $6.44M | 0.00% | +60,658+13.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 456,509 | $5.69M | 0.01% | +55,857+13.9% | Added |
| Advisor Group Holdings, Inc. | 456,651 | $5.68M | 0.01% | +55,158+13.7% | Added |
| Baird Financial Group, Inc. | 455,965 | $5.68M | 0.01% | +5,858+1.3% | Added |
| Stifel Financial Corp | 373,930 | $4.66M | 0.01% | +41,823+12.6% | Added |
| Commonwealth Equity Services, LLC | 365,350 | $4.55M | 0.01% | −2,812−0.8% | Reduced |
| Ameriprise Financial Inc | 326,858 | $4.08M | 0.00% | +39,951+13.9% | Added |
| HighTower Advisors, LLC | 310,657 | $3.87M | 0.01% | +520+0.2% | Added |
| CoreCap Advisors, LLC | 309,008 | $3.85M | 0.27% | +309,008 | New |
| Rockefeller Capital Management L.P. | 269,589 | $3.36M | 0.01% | −31,009−10.3% | Reduced |
| C2C Wealth Management, LLC | 233,894 | $2.93M | 0.39% | +16,000+7.3% | Added |
| Private Advisor Group, LLC | 232,844 | $2.90M | 0.03% | +409+0.2% | Added |
| Heron Bay Capital Management | 206,296 | $2.57M | 0.71% | +134,140+185.9% | Added |
| Aptus Capital Advisors, LLC | 190,489 | $2.37M | 0.07% | −2,143−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 190,489 | $2.37M | 0.41% | −2,143−1.1% | Reduced |
| Parsons Capital Management Inc | 185,673 | $2.31M | 0.18% | +264+0.1% | Added |
| Centaurus Financial, Inc. | 175,178 | $2.18M | 0.19% | −21,265−10.8% | Reduced |
| IHT Wealth Management, LLC | 172,728 | $2.15M | 0.11% | +23,619+15.8% | Added |
| Janney Montgomery Scott LLC | 171,985 | $2.14M | 0.01% | +1,805+1.1% | Added |
| Pointe Capital Management LLC | 151,604 | $1.89M | 1.43% | +90.0% | Added |
| True Link Financial Advisors, LLC | 130,533 | $1.63M | 0.20% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 126,485 | $1.58M | 0.02% | +1,465+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 118,961 | $1.48M | 0.02% | +2,034+1.7% | Added |
| Merit Financial Group, LLC | 117,279 | $1.46M | 0.05% | +70.0% | Added |
| Cohen & Steers, Inc. | 110,143 | $1.37M | 0.00% | −17,623−13.8% | Reduced |
| Advisors Asset Management, Inc. | 107,366 | $1.34M | 0.03% | −5,218−4.6% | Reduced |
| Cornerstone Advisors, LLC | 101,500 | $1.26M | 0.06% | +101,500 | New |
| Golden Green, Inc. | 100,039 | $1.25M | 1.35% | −898−0.9% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.25M | 0.00% | −2,200−2.2% | Reduced |
| Raymond James Trust N.A. | 93,516 | $1.17M | 0.03% | −5,043−5.1% | Reduced |
| Kingsview Wealth Management, LLC | 92,462 | $1.15M | 0.05% | −243−0.3% | Reduced |
| Truist Financial Corp | 88,924 | $1.11M | 0.00% | +147+0.2% | Added |
| National Asset Management, Inc. | 79,331 | $988.5K | 0.02% | +861+1.1% | Added |
| Flaharty Asset Management, LLC | 76,150 | $948.8K | 0.16% | −8,956−10.5% | Reduced |
| Gladstone Institutional Advisory LLC | 74,163 | $924.1K | 0.06% | −573−0.8% | Reduced |
| Lido Advisors, LLC | 73,105 | $910.9K | 0.01% | +1,208+1.7% | Added |
| Cetera Advisor Networks LLC | 71,118 | $886.1K | 0.01% | −283,292−79.9% | Reduced |
| Mariner, LLC | 70,463 | $878.0K | 0.00% | +1,595+2.3% | Added |
| The PNC Financial Services Group, Inc. | 66,224 | $825.2K | 0.00% | +10,714+19.3% | Added |
| Wealth Effects LLC | 63,884 | $796.0K | 0.35% | +195+0.3% | Added |
| GWM Advisors LLC | 62,759 | $782.0K | 0.01% | +523+0.8% | Added |
| ELCO Management Co., LLC | 56,900 | $709.0K | 0.51% | −2,000−3.4% | Reduced |
| Cornerstone Advisory, LLC | 56,845 | $708.3K | 0.12% | 00.0% | Unchanged |
| Wedbush Securities Inc | 54,626 | $681.0K | 0.03% | +12,723+30.4% | Added |
| NWF Advisory Services Inc. | 47,753 | $595.0K | 0.14% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 46,854 | $568.8K | 0.07% | 00.0% | Unchanged |
| Formidable Asset Management, LLC | 42,062 | $524.0K | 0.11% | +392+0.9% | Added |
| David J Yvars Group | 41,053 | $507.9K | 0.42% | −336−0.8% | Reduced |
| New Legacy Group, LLC | 37,500 | $467.3K | 1.18% | 00.0% | Unchanged |
| David Loasby | 36,743 | $447.2K | 0.05% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 35,820 | $446.3K | 0.44% | +2,198+6.5% | Added |
| Ignite Planners, LLC | 36,731 | $445.9K | 0.17% | +36,731 | New |
| Commerce Bank | 32,986 | $411.0K | 0.00% | −720−2.1% | Reduced |
| CI Private Wealth, LLC | 32,950 | $410.6K | 0.00% | +428+1.3% | Added |
| Cetera Investment Advisers | 31,486 | $392.3K | 0.00% | +348+1.1% | Added |
| Atomi Financial Group, Inc. | 30,876 | $384.7K | 0.18% | −435−1.4% | Reduced |
| AE Wealth Management LLC | 28,675 | $357.3K | 0.00% | +49+0.2% | Added |
| Summit Investment Advisory Services, LLC | 28,550 | $355.7K | 0.24% | +400+1.4% | Added |
| Arete Wealth Advisors, LLC | 27,431 | $342.0K | 0.03% | +2,637+10.6% | Added |
| Cetera Advisors LLC | 26,440 | $329.4K | 0.01% | +788+3.1% | Added |
| Strategic Financial Concepts, LLC | 24,000 | $299.0K | 0.11% | −900−3.6% | Reduced |
| Capital Wealth Alliance, LLC | 23,891 | $297.7K | 0.22% | +2,964+14.2% | Added |
| Beacon Pointe Advisors, LLC | 23,200 | $289.1K | 0.00% | −4,400−15.9% | Reduced |
| MML Investors Services, LLC | 22,676 | $283.0K | 0.00% | +1,412+6.6% | Added |
| Northern Trust Corp | 21,942 | $273.4K | 0.00% | +2,500+12.9% | Added |
| Kingswood Wealth Advisors, LLC | 21,783 | $271.4K | 0.09% | +21,783 | New |
| Stratos Wealth Advisors, LLC | 21,519 | $268.1K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,182 | $264.0K | 0.00% | −3,345−13.6% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $249.2K | 0.12% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 19,881 | $247.7K | 0.00% | +50.0% | Added |
| Cerity Partners LLC | 19,834 | $247.6K | 0.00% | +1,150+6.2% | Added |
| Envestnet Asset Management Inc | 18,490 | $230.4K | 0.00% | −4,105−18.2% | Reduced |
| Creative Planning | 18,435 | $229.7K | 0.00% | −2,000−9.8% | Reduced |
| Focused Wealth Management, Inc | 18,353 | $228.7K | 0.04% | +173+1.0% | Added |
| Monograph Wealth Advisors, LLC | 18,263 | $227.6K | 0.05% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,937 | $223.5K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $220.1K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,129 | $213.4K | 0.05% | +3,183+22.8% | Added |
| Neuberger Berman Group LLC | 16,857 | $210.0K | 0.00% | +16,857 | New |
| Onyx Bridge Wealth Group LLC | 16,597 | $206.8K | 0.05% | −9,657−36.8% | Reduced |
| Mission Wealth Management, LP | 16,499 | $205.6K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,244 | $202.4K | 0.15% | +60.0% | Added |
| Shaker Financial Services, LLC | 16,000 | $199.4K | 0.09% | +16,000 | New |
| Blue Chip Partners, Inc. | 15,762 | $196.4K | 0.02% | +315+2.0% | Added |
| Chicago Partners Investment Group LLC | 15,209 | $187.5K | 0.01% | +122+0.8% | Added |
| Moors & Cabot, Inc. | 14,891 | $185.5K | 0.01% | −990−6.2% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $184.0K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,565 | $181.5K | 0.08% | +1,530+11.7% | Added |
| Susquehanna International Group, LLP | 14,494 | $180.6K | 0.00% | +14,494 | New |