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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 11 | $137 | 0.00% | −2,995−99.6% | Reduced |
| St Germain D J Co Inc | 190 | $2.37K | 0.00% | +190 | New |
| Horan Securities, Inc. | 226 | $2.82K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.15K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.57K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 608 | $7.58K | 0.00% | +607+60,700.0% | Added |
| Sound Income Strategies, LLC | 700 | $8.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $9.57K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $12.5K | 0.00% | – | – |
| Spire Wealth Management | 1,000 | $12.5K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,050 | $13.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $15.5K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $15.8K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $18.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $18.7K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $19.9K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $21.7K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $21.8K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $22.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,213 | $27.6K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,400 | $29.9K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,683 | $33.4K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,706 | $33.7K | 0.02% | +55+2.1% | Added |
| Fifth Third Bancorp | 3,000 | $37.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $40.3K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,620 | $45.1K | 0.00% | +10+0.3% | Added |
| CoreFirst Bank & Trust | 3,625 | $45.2K | 0.03% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,708 | $46.2K | 0.07% | +62+1.7% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $47.3K | 0.05% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $56.8K | 0.01% | −2,856−38.5% | Reduced |
| Hexagon Capital Partners LLC | 4,750 | $59.2K | 0.02% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $60.1K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,588 | $70.0K | 0.01% | +73+1.3% | Added |
| JPMorgan Chase & Co | 6,282 | $78.3K | 0.00% | +3,466+123.1% | Added |
| Parallel Advisors, LLC | 6,568 | $81.8K | 0.00% | +32+0.5% | Added |
| Allworth Financial LP | 7,979 | $99.4K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 8,105 | $101.0K | 0.01% | −1,433−15.0% | Reduced |
| Proequities, Inc. | 8,978 | $111.9K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,450 | $117.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,830 | $122.0K | 0.00% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $124.6K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $124.6K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $124.9K | 0.02% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,000 | $125.0K | 0.03% | −13,369−57.2% | Reduced |
| Insigneo Advisory Services, LLC | 10,038 | $125.1K | 0.02% | +10,038 | New |
| Institute for Wealth Management, LLC. | 10,050 | $125.2K | 0.02% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,644 | $132.6K | 0.04% | +196+1.9% | Added |
| Charter Trust Co | 10,900 | $135.8K | 0.01% | −3,000−21.6% | Reduced |
| US Bancorp | 11,049 | $137.7K | 0.00% | −2,159−16.3% | Reduced |
| Dudley Capital Management, LLC | 11,312 | $140.9K | 0.09% | +78+0.7% | Added |
| Mutual Advisors, LLC | 11,325 | $141.1K | 0.01% | +112+1.0% | Added |
| Inscription Capital, LLC | 11,700 | $145.8K | 0.05% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,434 | $154.9K | 0.00% | −149−1.2% | Reduced |
| Kestra Private Wealth Services, LLC | 12,501 | $155.8K | 0.01% | +50.0% | Added |
| Harbour Investments, Inc. | 12,516 | $156.0K | 0.01% | +83+0.7% | Added |
| Wealth Alliance | 12,606 | $157.1K | 0.02% | +1,223+10.7% | Added |
| Brown Advisory Inc | 12,892 | $160.6K | 0.00% | +20+0.2% | Added |
| MONECO Advisors, LLC | 13,032 | $162.4K | 0.04% | 00.0% | Unchanged |
| Virtu Financial LLC | 13,049 | $163.0K | 0.01% | −7,337−36.0% | Reduced |
| Capital Market Strategies LLC | 13,154 | $163.9K | 0.15% | +13,154 | New |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $164.5K | 0.06% | +4,475+51.3% | Added |
| Kestra Advisory Services, LLC | 13,704 | $170.8K | 0.00% | +1,461+11.9% | Added |
| Susquehanna International Group, LLP | 14,494 | $180.6K | 0.00% | +14,494 | New |
| Garden State Investment Advisory Services LLC | 14,565 | $181.5K | 0.08% | +1,530+11.7% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $184.0K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 14,891 | $185.5K | 0.01% | −990−6.2% | Reduced |
| Chicago Partners Investment Group LLC | 15,209 | $187.5K | 0.01% | +122+0.8% | Added |
| Blue Chip Partners, Inc. | 15,762 | $196.4K | 0.02% | +315+2.0% | Added |
| Shaker Financial Services, LLC | 16,000 | $199.4K | 0.09% | +16,000 | New |
| Fortitude Advisory Group L.L.C. | 16,244 | $202.4K | 0.15% | +60.0% | Added |
| Mission Wealth Management, LP | 16,499 | $205.6K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 16,597 | $206.8K | 0.05% | −9,657−36.8% | Reduced |
| Neuberger Berman Group LLC | 16,857 | $210.0K | 0.00% | +16,857 | New |
| Confluence Wealth Services, Inc. | 17,129 | $213.4K | 0.05% | +3,183+22.8% | Added |
| Syverson Strege & Co | 17,665 | $220.1K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,937 | $223.5K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,263 | $227.6K | 0.05% | +30.0% | Added |
| Focused Wealth Management, Inc | 18,353 | $228.7K | 0.04% | +173+1.0% | Added |
| Creative Planning | 18,435 | $229.7K | 0.00% | −2,000−9.8% | Reduced |
| Envestnet Asset Management Inc | 18,490 | $230.4K | 0.00% | −4,105−18.2% | Reduced |
| Cerity Partners LLC | 19,834 | $247.6K | 0.00% | +1,150+6.2% | Added |
| Equitable Holdings, Inc. | 19,881 | $247.7K | 0.00% | +50.0% | Added |
| Quantum Private Wealth, LLC | 20,000 | $249.2K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 21,182 | $264.0K | 0.00% | −3,345−13.6% | Reduced |
| Stratos Wealth Advisors, LLC | 21,519 | $268.1K | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 21,783 | $271.4K | 0.09% | +21,783 | New |
| Northern Trust Corp | 21,942 | $273.4K | 0.00% | +2,500+12.9% | Added |
| MML Investors Services, LLC | 22,676 | $283.0K | 0.00% | +1,412+6.6% | Added |
| Beacon Pointe Advisors, LLC | 23,200 | $289.1K | 0.00% | −4,400−15.9% | Reduced |
| Capital Wealth Alliance, LLC | 23,891 | $297.7K | 0.22% | +2,964+14.2% | Added |
| Strategic Financial Concepts, LLC | 24,000 | $299.0K | 0.11% | −900−3.6% | Reduced |
| Cetera Advisors LLC | 26,440 | $329.4K | 0.01% | +788+3.1% | Added |
| Arete Wealth Advisors, LLC | 27,431 | $342.0K | 0.03% | +2,637+10.6% | Added |
| Summit Investment Advisory Services, LLC | 28,550 | $355.7K | 0.24% | +400+1.4% | Added |
| AE Wealth Management LLC | 28,675 | $357.3K | 0.00% | +49+0.2% | Added |