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, Q3 2023
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 177
- +10 vs. Q2 2023
- Shares held
- 32.5M
- +1.20M (+3.8%) vs. Q2 2023
- Total value
- $374.9M
- −$14.9M (−3.8%) vs. Q2 2023
- New holders
- 22
- 64 more added
- Sold out
- 12
- 39 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,278,409 | $141.7M | 0.01% | +40,875+0.3% | Added |
| Raymond James & Associates | 1,629,810 | $18.8M | 0.02% | −32,151−1.9% | Reduced |
| Invesco Ltd. | 1,473,431 | $17.0M | 0.00% | +268,515+22.3% | Added |
| Wells Fargo & Company | 1,370,665 | $15.8M | 0.00% | −49,397−3.5% | Reduced |
| RFG Advisory, LLC | 1,268,330 | $14.6M | 0.65% | −100,777−7.4% | Reduced |
| LPL Financial LLC | 896,885 | $10.4M | 0.01% | +74,354+9.0% | Added |
| UBS Group AG | 787,156 | $9.08M | 0.00% | −8,706−1.1% | Reduced |
| Guggenheim Capital LLC | 754,406 | $8.71M | 0.08% | +53,088+7.6% | Added |
| Bank of America Corp | 649,616 | $7.50M | 0.00% | +20,849+3.3% | Added |
| Matrix Private Capital Group LLC | 589,282 | $6.80M | 5.07% | +24,295+4.3% | Added |
| Royal Bank of Canada | 549,775 | $6.34M | 0.00% | +32,636+6.3% | Added |
| Advisor Group Holdings, Inc. | 542,093 | $6.26M | 0.01% | +85,442+18.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 509,340 | $5.88M | 0.03% | −31,110−5.8% | Reduced |
| Baird Financial Group, Inc. | 457,511 | $5.28M | 0.01% | +1,546+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 454,627 | $5.25M | 0.01% | −1,882−0.4% | Reduced |
| Stifel Financial Corp | 408,083 | $4.71M | 0.01% | +34,153+9.1% | Added |
| Ameriprise Financial Inc | 341,948 | $3.94M | 0.00% | +15,090+4.6% | Added |
| Commonwealth Equity Services, LLC | 325,035 | $3.75M | 0.01% | −40,315−11.0% | Reduced |
| HighTower Advisors, LLC | 308,034 | $3.56M | 0.01% | −2,623−0.8% | Reduced |
| Pathway Financial Advisers, LLC | 291,895 | $3.37M | 1.39% | +291,895 | New |
| CoreCap Advisors, LLC | 280,453 | $3.24M | 0.23% | −28,555−9.2% | Reduced |
| Rockefeller Capital Management L.P. | 267,237 | $3.08M | 0.01% | −2,352−0.9% | Reduced |
| C2C Wealth Management, LLC | 244,394 | $2.84M | 0.40% | +10,500+4.5% | Added |
| Cornerstone Advisors, LLC | 241,967 | $2.79M | 0.13% | +140,467+138.4% | Added |
| Private Advisor Group, LLC | 237,165 | $2.74M | 0.02% | +4,321+1.9% | Added |
| IHT Wealth Management, LLC | 208,366 | $2.40M | 0.12% | +35,638+20.6% | Added |
| Heron Bay Capital Management | 200,848 | $2.32M | 0.62% | −5,448−2.6% | Reduced |
| Aptus Capital Advisors, LLC | 190,483 | $2.20M | 0.06% | −60.0% | Reduced |
| Guardian Wealth Advisors, LLC | 190,483 | $2.20M | 0.37% | −60.0% | Reduced |
| Parsons Capital Management Inc | 185,928 | $2.15M | 0.17% | +255+0.1% | Added |
| Cohen & Steers, Inc. | 185,617 | $2.14M | 0.00% | +75,474+68.5% | Added |
| Janney Montgomery Scott LLC | 173,478 | $2.00M | 0.01% | +1,493+0.9% | Added |
| Pointe Capital Management LLC | 151,614 | $1.75M | 1.37% | +100.0% | Added |
| Steward Partners Investment Advisory, LLC | 143,237 | $1.65M | 0.03% | +24,276+20.4% | Added |
| Centaurus Financial, Inc. | 133,635 | $1.54M | 0.13% | −41,543−23.7% | Reduced |
| True Link Financial Advisors, LLC | 130,533 | $1.51M | 0.18% | 00.0% | Unchanged |
| Comerica Bank | 114,569 | $1.32M | 0.01% | +114,569 | New |
| Merit Financial Group, LLC | 112,405 | $1.30M | 0.04% | −4,874−4.2% | Reduced |
| Golden Green, Inc. | 103,233 | $1.19M | 1.25% | +3,194+3.2% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.15M | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 93,516 | $1.08M | 0.03% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 87,656 | $1.01M | 0.01% | +16,538+23.3% | Added |
| National Asset Management, Inc. | 82,484 | $951.9K | 0.03% | +3,153+4.0% | Added |
| International Assets Investment Management, LLC | 79,785 | $928.0K | 0.13% | +79,785 | New |
| Truist Financial Corp | 78,570 | $906.7K | 0.00% | −10,354−11.6% | Reduced |
| Shaker Financial Services, LLC | 76,836 | $886.7K | 0.41% | +60,836+380.2% | Added |
| Gladstone Institutional Advisory LLC | 74,241 | $856.7K | 0.06% | +78+0.1% | Added |
| Lido Advisors, LLC | 73,548 | $848.7K | 0.01% | +443+0.6% | Added |
| Flaharty Asset Management, LLC | 73,129 | $843.9K | 0.14% | −3,021−4.0% | Reduced |
| Atria Wealth Solutions, Inc. | 71,194 | $821.6K | 0.01% | −55,291−43.7% | Reduced |
| The PNC Financial Services Group, Inc. | 66,232 | $764.3K | 0.00% | +80.0% | Added |
| Wealth Effects LLC | 63,929 | $737.7K | 0.36% | +45+0.1% | Added |
| Kingsview Wealth Management, LLC | 60,796 | $701.6K | 0.03% | −31,666−34.2% | Reduced |
| Mariner, LLC | 57,774 | $666.7K | 0.00% | −12,689−18.0% | Reduced |
| GWM Advisors LLC | 57,528 | $663.9K | 0.01% | −5,231−8.3% | Reduced |
| ELCO Management Co., LLC | 56,900 | $656.6K | 0.47% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 56,845 | $656.0K | 0.11% | 00.0% | Unchanged |
| Ignite Planners, LLC | 55,391 | $636.4K | 0.19% | +18,660+50.8% | Added |
| Wedbush Securities Inc | 52,371 | $604.0K | 0.03% | −2,255−4.1% | Reduced |
| NWF Advisory Services Inc. | 47,727 | $550.8K | 0.13% | −26−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 48,129 | $548.2K | 0.03% | +1,275+2.7% | Added |
| Flputnam Investment Management Co | 44,051 | $508.3K | 0.01% | +44,051 | New |
| Formidable Asset Management, LLC | 41,062 | $473.9K | 0.10% | −1,000−2.4% | Reduced |
| Stratos Wealth Advisors, LLC | 38,997 | $450.0K | 0.03% | +17,478+81.2% | Added |
| David J Yvars Group | 37,552 | $433.0K | 0.36% | −3,501−8.5% | Reduced |
| New Legacy Group, LLC | 37,500 | $432.8K | 1.18% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 37,235 | $429.7K | 0.00% | +22,741+156.9% | Added |
| David Loasby | 36,743 | $419.2K | 0.05% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 35,750 | $412.6K | 0.35% | −70−0.2% | Reduced |
| CI Private Wealth, LLC | 34,260 | $395.4K | 0.00% | +1,310+4.0% | Added |
| One Capital Management, LLC | 33,925 | $391.5K | 0.02% | +33,925 | New |
| Summit Investment Advisory Services, LLC | 33,452 | $386.0K | 0.29% | +4,902+17.2% | Added |
| Elequin Capital LP | 32,778 | $378.3K | 0.07% | +32,778 | New |
| Cetera Investment Advisers | 31,036 | $358.1K | 0.00% | −450−1.4% | Reduced |
| Commerce Bank | 30,743 | $354.8K | 0.00% | −2,243−6.8% | Reduced |
| Atomi Financial Group, Inc. | 30,054 | $346.8K | 0.12% | −822−2.7% | Reduced |
| AE Wealth Management LLC | 29,687 | $342.6K | 0.00% | +1,012+3.5% | Added |
| Cetera Advisors LLC | 28,519 | $329.1K | 0.01% | +2,079+7.9% | Added |
| Arete Wealth Advisors, LLC | 26,741 | $308.6K | 0.05% | −690−2.5% | Reduced |
| Kestra Advisory Services, LLC | 25,633 | $295.8K | 0.00% | +11,929+87.0% | Added |
| MML Investors Services, LLC | 25,175 | $291.0K | 0.00% | +2,499+11.0% | Added |
| Beacon Pointe Advisors, LLC | 25,200 | $290.8K | 0.00% | +2,000+8.6% | Added |
| Kingswood Wealth Advisors, LLC | 25,000 | $290.5K | 0.05% | +3,217+14.8% | Added |
| Landscape Capital Management, L.L.C. | 24,956 | $288.0K | 0.04% | +24,956 | New |
| M Holdings Securities, Inc. | 23,492 | $271.0K | 0.04% | +13,492+134.9% | Added |
| Creative Planning | 21,555 | $248.7K | 0.00% | +3,120+16.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 20,286 | $234.1K | 0.00% | +20,286 | New |
| Quantum Private Wealth, LLC | 20,000 | $230.8K | 0.11% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 19,650 | $226.8K | 0.08% | −4,350−18.1% | Reduced |
| Northern Trust Corp | 19,538 | $225.5K | 0.00% | −2,404−11.0% | Reduced |
| Equitable Holdings, Inc. | 19,511 | $225.2K | 0.00% | −370−1.9% | Reduced |
| Walleye Capital LLC | 19,030 | $219.6K | 0.00% | +19,030 | New |
| Northwestern Mutual Wealth Management Co | 18,797 | $216.9K | 0.00% | +860+4.8% | Added |
| Lane & Associates LLC | 18,550 | $214.1K | 0.17% | +18,550 | New |
| Focused Wealth Management, Inc | 18,451 | $212.9K | 0.04% | +98+0.5% | Added |
| Mercer Global Advisors Inc | 18,378 | $212.0K | 0.00% | −2,804−13.2% | Reduced |
| Monograph Wealth Advisors, LLC | 18,266 | $210.8K | 0.04% | +30.0% | Added |
| Capital Wealth Alliance, LLC | 18,245 | $210.5K | 0.16% | −5,646−23.6% | Reduced |
| Syverson Strege & Co | 17,665 | $203.9K | 0.09% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,129 | $197.7K | 0.04% | 00.0% | Unchanged |