Skip to main content

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.

Institutional holdersQ2 2023: 167 institutions
Q1 2021: 156 institutionsQ2 2021: 153 institutionsQ3 2021: 151 institutionsQ4 2021: 159 institutionsQ1 2022: 175 institutionsQ2 2022: 176 institutionsQ3 2022: 169 institutionsQ4 2022: 178 institutionsQ1 2023: 174 institutionsQ2 2023: 167 institutionsQ3 2023: 177 institutionsQ4 2023: 174 institutionsQ1 2024: 179 institutionsQ2 2024: 177 institutionsQ3 2024: 186 institutionsQ4 2024: 193 institutionsQ1 2025: 187 institutionsQ2 2025: 190 institutionsQ3 2025: 195 institutionsQ4 2025: 206 institutionsQ1 2026: 207 institutionsQ2 2026: 211 institutions
Value heldQ2 2023: $389.8M
Q1 2021: $372.8MQ2 2021: $405.1MQ3 2021: $400.1MQ4 2021: $454.9MQ1 2022: $427.0MQ2 2022: $356.8MQ3 2022: $335.6MQ4 2022: $334.6MQ1 2023: $353.4MQ2 2023: $389.8MQ3 2023: $374.9MQ4 2023: $418.2MQ1 2024: $479.4MQ2 2024: $490.0MQ3 2024: $506.0MQ4 2024: $527.7MQ1 2025: $515.9MQ2 2025: $560.2MQ3 2025: $590.1MQ4 2025: $569.5MQ1 2026: $524.1MQ2 2026: $568.5M
Institutions holding ETY and their total value by quarter
QuarterHoldersValue
Q2 2026211$568.5M
Q1 2026207$524.1M
Q4 2025206$569.5M
Q3 2025195$590.1M
Q2 2025190$560.2M
Q1 2025187$515.9M
Q4 2024193$527.7M
Q3 2024186$506.0M
Q2 2024177$490.0M
Q1 2024179$479.4M
Q4 2023174$418.2M
Q3 2023177$374.9M
Q2 2023167$389.8M
Q1 2023174$353.4M
Q4 2022178$334.6M
Q3 2022169$335.6M
Q2 2022176$356.8M
Q1 2022175$427.0M
Q4 2021159$454.9M
Q3 2021151$400.1M
Q2 2021153$405.1M
Q1 2021156$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.

Institutions holding ETY in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Kestra Advisory Services, LLC13,704$170.8K0.00%+1,461+11.9%Added
Oliver Lagore Vanvalin Investment Group13,200$164.5K0.06%+4,475+51.3%Added
Capital Market Strategies LLC13,154$163.9K0.15%+13,154New
Virtu Financial LLC13,049$163.0K0.01%−7,337−36.0%Reduced
MONECO Advisors, LLC13,032$162.4K0.04%00.0%Unchanged
Brown Advisory Inc12,892$160.6K0.00%+20+0.2%Added
Wealth Alliance12,606$157.1K0.02%+1,223+10.7%Added
Harbour Investments, Inc.12,516$156.0K0.01%+83+0.7%Added
Kestra Private Wealth Services, LLC12,501$155.8K0.01%+50.0%Added
Pinnacle Financial Partners Inc12,434$154.9K0.00%−149−1.2%Reduced
Inscription Capital, LLC11,700$145.8K0.05%00.0%Unchanged
Mutual Advisors, LLC11,325$141.1K0.01%+112+1.0%Added
Dudley Capital Management, LLC11,312$140.9K0.09%+78+0.7%Added
US Bancorp11,049$137.7K0.00%−2,159−16.3%Reduced
Charter Trust Co10,900$135.8K0.01%−3,000−21.6%Reduced
Edmonds Duncan Registered Investment Advisors, LLC10,644$132.6K0.04%+196+1.9%Added
Institute for Wealth Management, LLC.10,050$125.2K0.02%00.0%Unchanged
Insigneo Advisory Services, LLC10,038$125.1K0.02%+10,038New
M Holdings Securities, Inc.10,000$125.0K0.03%−13,369−57.2%Reduced
LVZ Advisors, Inc.10,023$124.9K0.02%00.0%Unchanged
King Luther Capital Management Corp–$124.6K0.00%––
Relative Value Partners Group, LLC10,000$124.6K0.01%00.0%Unchanged
CWM, LLC9,830$122.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.9,450$117.7K0.01%00.0%Unchanged
Proequities, Inc.8,978$111.9K0.01%00.0%Unchanged
Liberty One Investment Management, LLC8,105$101.0K0.01%−1,433−15.0%Reduced
Allworth Financial LP7,979$99.4K0.00%00.0%Unchanged
Parallel Advisors, LLC6,568$81.8K0.00%+32+0.5%Added
JPMorgan Chase & Co6,282$78.3K0.00%+3,466+123.1%Added
Tradition Wealth Management, LLC5,588$70.0K0.01%+73+1.3%Added
Webster Bank, N. A.4,825$60.1K0.01%00.0%Unchanged
Hexagon Capital Partners LLC4,750$59.2K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC4,556$56.8K0.01%−2,856−38.5%Reduced
Cypress Capital Management LLC (WY)3,800$47.3K0.05%00.0%Unchanged
Antonetti Capital Management LLC3,708$46.2K0.07%+62+1.7%Added
CoreFirst Bank & Trust3,625$45.2K0.03%00.0%Unchanged
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,620$45.1K0.00%+10+0.3%Added
Bogart Wealth, LLC3,231$40.3K0.00%00.0%Unchanged
Fifth Third Bancorp3,000$37.4K0.00%00.0%Unchanged
Twin Lakes Capital Management, LLC2,706$33.7K0.02%+55+2.1%Added
Parkside Financial Bank & Trust2,683$33.4K0.01%00.0%Unchanged
Versant Capital Management, Inc2,400$29.9K0.01%00.0%Unchanged
Princeton Global Asset Management LLC2,213$27.6K0.01%00.0%Unchanged
IFP Advisors, Inc1,800$22.2K0.00%00.0%Unchanged
Barrett & Company, Inc.1,750$21.8K0.01%00.0%Unchanged
MCF Advisors LLC1,744$21.7K0.00%00.0%Unchanged
Key Financial Inc1,599$19.9K0.01%00.0%Unchanged
Johnson Midwest Financial, LLC1,500$18.7K0.02%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.1,430$18.0K0.00%00.0%Unchanged
Stephens Consulting, LLC1,270$15.8K0.01%00.0%Unchanged
Global Retirement Partners, LLC1,246$15.5K0.00%00.0%Unchanged
Private Trust Co NA1,050$13.1K0.00%00.0%Unchanged
FinTrust Capital Advisors, LLC1,185$12.9K0.00%00.0%Unchanged
Osterweis Capital Management Inc–$12.5K0.00%––
Spire Wealth Management1,000$12.5K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,000$12.0K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC919$11.5K0.00%00.0%Unchanged
Valley National Advisers Inc819$11.0K0.00%00.0%Unchanged
Raleigh Capital Management Inc.800$9.97K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC768$9.57K0.00%00.0%Unchanged
Sound Income Strategies, LLC700$8.72K0.00%00.0%Unchanged
FMR LLC608$7.58K0.00%+607+60,700.0%Added
City Holding Co608$7.57K0.00%00.0%Unchanged
M&R Capital Management Inc333$4.15K0.00%00.0%Unchanged
Horan Securities, Inc.226$2.82K0.00%00.0%Unchanged
St Germain D J Co Inc190$2.37K0.00%+190New
Tower Research Capital LLC (TRC)11$1370.00%−2,995−99.6%Reduced
Avantax Advisory Services, Inc.0$00.00%−56,104−100.0%Sold out
Bluefin Capital Management, LLC0$00.00%–Sold out
Money Concepts Capital Corp0$00.00%−12,594−100.0%Sold out
Bank of Montreal0$00.00%−20,179−100.0%Sold out
Sigma Planning Corp0$00.00%−17,833−100.0%Sold out
Jane Street Group, LLC0$00.00%−14,330−100.0%Sold out
Doliver Advisors, LP0$00.00%−13,809−100.0%Sold out
HRT Financial LP0$00.00%−12,550−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−11,151−100.0%Sold out
Krilogy Financial LLC0$00.00%−10,364−100.0%Sold out
Pflug Koory, LLC0$00.00%−5,000−100.0%Sold out
Huntington National Bank0$00.00%–Sold out
TCI Wealth Advisors, Inc.0$00.00%−3,000−100.0%Sold out
Advisory Services Network, LLC0$00.00%−2,650−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,200−100.0%Sold out
Elequin Capital LP0$00.00%−300−100.0%Sold out
Asset Management Corp––––Not filed