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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 30,876 | $384.7K | 0.18% | −435−1.4% | Reduced |
| Cetera Investment Advisers | 31,486 | $392.3K | 0.00% | +348+1.1% | Added |
| CI Private Wealth, LLC | 32,950 | $410.6K | 0.00% | +428+1.3% | Added |
| Commerce Bank | 32,986 | $411.0K | 0.00% | −720−2.1% | Reduced |
| Ignite Planners, LLC | 36,731 | $445.9K | 0.17% | +36,731 | New |
| Strait & Sound Wealth Management LLC | 35,820 | $446.3K | 0.44% | +2,198+6.5% | Added |
| David Loasby | 36,743 | $447.2K | 0.05% | 00.0% | Unchanged |
| New Legacy Group, LLC | 37,500 | $467.3K | 1.18% | 00.0% | Unchanged |
| David J Yvars Group | 41,053 | $507.9K | 0.42% | −336−0.8% | Reduced |
| Formidable Asset Management, LLC | 42,062 | $524.0K | 0.11% | +392+0.9% | Added |
| Ameritas Advisory Services, LLC | 46,854 | $568.8K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 47,753 | $595.0K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 54,626 | $681.0K | 0.03% | +12,723+30.4% | Added |
| Cornerstone Advisory, LLC | 56,845 | $708.3K | 0.12% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 56,900 | $709.0K | 0.51% | −2,000−3.4% | Reduced |
| GWM Advisors LLC | 62,759 | $782.0K | 0.01% | +523+0.8% | Added |
| Wealth Effects LLC | 63,884 | $796.0K | 0.35% | +195+0.3% | Added |
| The PNC Financial Services Group, Inc. | 66,224 | $825.2K | 0.00% | +10,714+19.3% | Added |
| Mariner, LLC | 70,463 | $878.0K | 0.00% | +1,595+2.3% | Added |
| Cetera Advisor Networks LLC | 71,118 | $886.1K | 0.01% | −283,292−79.9% | Reduced |
| Lido Advisors, LLC | 73,105 | $910.9K | 0.01% | +1,208+1.7% | Added |
| Gladstone Institutional Advisory LLC | 74,163 | $924.1K | 0.06% | −573−0.8% | Reduced |
| Flaharty Asset Management, LLC | 76,150 | $948.8K | 0.16% | −8,956−10.5% | Reduced |
| National Asset Management, Inc. | 79,331 | $988.5K | 0.02% | +861+1.1% | Added |
| Truist Financial Corp | 88,924 | $1.11M | 0.00% | +147+0.2% | Added |
| Kingsview Wealth Management, LLC | 92,462 | $1.15M | 0.05% | −243−0.3% | Reduced |
| Raymond James Trust N.A. | 93,516 | $1.17M | 0.03% | −5,043−5.1% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.25M | 0.00% | −2,200−2.2% | Reduced |
| Golden Green, Inc. | 100,039 | $1.25M | 1.35% | −898−0.9% | Reduced |
| Cornerstone Advisors, LLC | 101,500 | $1.26M | 0.06% | +101,500 | New |
| Advisors Asset Management, Inc. | 107,366 | $1.34M | 0.03% | −5,218−4.6% | Reduced |
| Cohen & Steers, Inc. | 110,143 | $1.37M | 0.00% | −17,623−13.8% | Reduced |
| Merit Financial Group, LLC | 117,279 | $1.46M | 0.05% | +70.0% | Added |
| Steward Partners Investment Advisory, LLC | 118,961 | $1.48M | 0.02% | +2,034+1.7% | Added |
| Atria Wealth Solutions, Inc. | 126,485 | $1.58M | 0.02% | +1,465+1.2% | Added |
| True Link Financial Advisors, LLC | 130,533 | $1.63M | 0.20% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 151,604 | $1.89M | 1.43% | +90.0% | Added |
| Janney Montgomery Scott LLC | 171,985 | $2.14M | 0.01% | +1,805+1.1% | Added |
| IHT Wealth Management, LLC | 172,728 | $2.15M | 0.11% | +23,619+15.8% | Added |
| Centaurus Financial, Inc. | 175,178 | $2.18M | 0.19% | −21,265−10.8% | Reduced |
| Parsons Capital Management Inc | 185,673 | $2.31M | 0.18% | +264+0.1% | Added |
| Guardian Wealth Advisors, LLC | 190,489 | $2.37M | 0.41% | −2,143−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 190,489 | $2.37M | 0.07% | −2,143−1.1% | Reduced |
| Heron Bay Capital Management | 206,296 | $2.57M | 0.71% | +134,140+185.9% | Added |
| Private Advisor Group, LLC | 232,844 | $2.90M | 0.03% | +409+0.2% | Added |
| C2C Wealth Management, LLC | 233,894 | $2.93M | 0.39% | +16,000+7.3% | Added |
| Rockefeller Capital Management L.P. | 269,589 | $3.36M | 0.01% | −31,009−10.3% | Reduced |
| CoreCap Advisors, LLC | 309,008 | $3.85M | 0.27% | +309,008 | New |
| HighTower Advisors, LLC | 310,657 | $3.87M | 0.01% | +520+0.2% | Added |
| Ameriprise Financial Inc | 326,858 | $4.08M | 0.00% | +39,951+13.9% | Added |
| Commonwealth Equity Services, LLC | 365,350 | $4.55M | 0.01% | −2,812−0.8% | Reduced |
| Stifel Financial Corp | 373,930 | $4.66M | 0.01% | +41,823+12.6% | Added |
| Baird Financial Group, Inc. | 455,965 | $5.68M | 0.01% | +5,858+1.3% | Added |
| Advisor Group Holdings, Inc. | 456,651 | $5.68M | 0.01% | +55,158+13.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 456,509 | $5.69M | 0.01% | +55,857+13.9% | Added |
| Royal Bank of Canada | 517,139 | $6.44M | 0.00% | +60,658+13.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 540,450 | $6.73M | 0.03% | −2,390−0.4% | Reduced |
| Matrix Private Capital Group LLC | 564,987 | $7.04M | 5.15% | −2,315−0.4% | Reduced |
| Bank of America Corp | 628,767 | $7.83M | 0.00% | +30,262+5.1% | Added |
| Guggenheim Capital LLC | 701,318 | $8.74M | 0.07% | +79,371+12.8% | Added |
| UBS Group AG | 795,862 | $9.92M | 0.00% | +21,206+2.7% | Added |
| LPL Financial LLC | 822,531 | $10.2M | 0.01% | +349,714+74.0% | Added |
| Invesco Ltd. | 1,204,916 | $15.0M | 0.00% | +122,431+11.3% | Added |
| RFG Advisory, LLC | 1,369,107 | $17.1M | 0.76% | −63,620−4.4% | Reduced |
| Wells Fargo & Company | 1,420,062 | $17.7M | 0.01% | +33,218+2.4% | Added |
| Raymond James & Associates | 1,661,961 | $20.7M | 0.02% | +58,061+3.6% | Added |
| Morgan Stanley | 12,237,534 | $152.5M | 0.02% | +30,555+0.3% | Added |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −56,104−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −20,179−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −17,833−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −14,330−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −13,809−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −12,550−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −11,151−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −10,364−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Asset Management Corp | – | – | – | – | Not filed |