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 |
|---|---|---|---|---|---|
| Kestra Advisory Services, LLC | 13,704 | $170.8K | 0.00% | +1,461+11.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $164.5K | 0.06% | +4,475+51.3% | Added |
| Capital Market Strategies LLC | 13,154 | $163.9K | 0.15% | +13,154 | New |
| Virtu Financial LLC | 13,049 | $163.0K | 0.01% | −7,337−36.0% | Reduced |
| MONECO Advisors, LLC | 13,032 | $162.4K | 0.04% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,892 | $160.6K | 0.00% | +20+0.2% | Added |
| Wealth Alliance | 12,606 | $157.1K | 0.02% | +1,223+10.7% | Added |
| Harbour Investments, Inc. | 12,516 | $156.0K | 0.01% | +83+0.7% | Added |
| Kestra Private Wealth Services, LLC | 12,501 | $155.8K | 0.01% | +50.0% | Added |
| Pinnacle Financial Partners Inc | 12,434 | $154.9K | 0.00% | −149−1.2% | Reduced |
| Inscription Capital, LLC | 11,700 | $145.8K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 11,325 | $141.1K | 0.01% | +112+1.0% | Added |
| Dudley Capital Management, LLC | 11,312 | $140.9K | 0.09% | +78+0.7% | Added |
| US Bancorp | 11,049 | $137.7K | 0.00% | −2,159−16.3% | Reduced |
| Charter Trust Co | 10,900 | $135.8K | 0.01% | −3,000−21.6% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,644 | $132.6K | 0.04% | +196+1.9% | Added |
| Institute for Wealth Management, LLC. | 10,050 | $125.2K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $125.1K | 0.02% | +10,038 | New |
| M Holdings Securities, Inc. | 10,000 | $125.0K | 0.03% | −13,369−57.2% | Reduced |
| LVZ Advisors, Inc. | 10,023 | $124.9K | 0.02% | 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 |
| CWM, LLC | 9,830 | $122.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,450 | $117.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $111.9K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 8,105 | $101.0K | 0.01% | −1,433−15.0% | Reduced |
| Allworth Financial LP | 7,979 | $99.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,568 | $81.8K | 0.00% | +32+0.5% | Added |
| JPMorgan Chase & Co | 6,282 | $78.3K | 0.00% | +3,466+123.1% | Added |
| Tradition Wealth Management, LLC | 5,588 | $70.0K | 0.01% | +73+1.3% | Added |
| Webster Bank, N. A. | 4,825 | $60.1K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $59.2K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $56.8K | 0.01% | −2,856−38.5% | Reduced |
| Cypress Capital Management LLC (WY) | 3,800 | $47.3K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,708 | $46.2K | 0.07% | +62+1.7% | Added |
| CoreFirst Bank & Trust | 3,625 | $45.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,620 | $45.1K | 0.00% | +10+0.3% | Added |
| Bogart Wealth, LLC | 3,231 | $40.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $37.4K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,706 | $33.7K | 0.02% | +55+2.1% | Added |
| Parkside Financial Bank & Trust | 2,683 | $33.4K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,400 | $29.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,213 | $27.6K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,800 | $22.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $21.8K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $21.7K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $19.9K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $18.7K | 0.02% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $15.8K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $15.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,050 | $13.1K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,185 | $12.9K | 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 |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $11.5K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 800 | $9.97K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $9.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.72K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 608 | $7.58K | 0.00% | +607+60,700.0% | Added |
| City Holding Co | 608 | $7.57K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.15K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 226 | $2.82K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 190 | $2.37K | 0.00% | +190 | New |
| Tower Research Capital LLC (TRC) | 11 | $137 | 0.00% | −2,995−99.6% | Reduced |
| 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 |