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 |
|---|---|---|---|---|---|
| St Germain D J Co Inc | 190 | $2.19K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $3.84K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $6.00K | 0.00% | +500 | New |
| City Holding Co | 608 | $7.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.08K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $10.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $11.4K | 0.00% | +992 | New |
| Osterweis Capital Management Inc | – | $11.5K | 0.00% | – | – |
| Spire Wealth Management | 1,000 | $11.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $11.5K | 0.00% | +1,000 | New |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,246 | $14.2K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,260 | $14.5K | 0.00% | +75+6.3% | Added |
| Stephens Consulting, LLC | 1,270 | $14.7K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $17.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $17.3K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $18.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $20.1K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $20.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,300 | $25.3K | 0.01% | +2,300 | New |
| Princeton Global Asset Management LLC | 2,213 | $25.5K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2,343 | $27.0K | 0.02% | +2,343 | New |
| Parkside Financial Bank & Trust | 2,683 | $31.0K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,741 | $31.6K | 0.02% | +35+1.3% | Added |
| JPMorgan Chase & Co | 2,816 | $32.5K | 0.00% | −3,466−55.2% | Reduced |
| Stonebridge Capital Advisors LLC | 2,826 | $32.6K | 0.00% | +2,826 | New |
| Fifth Third Bancorp | 3,000 | $34.6K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3,231 | $37.3K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $39.2K | 0.00% | +1,600+88.9% | Added |
| CoreFirst Bank & Trust | 3,625 | $41.8K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,629 | $41.9K | 0.00% | +9+0.2% | Added |
| Antonetti Capital Management LLC | 3,769 | $43.5K | 0.07% | +61+1.6% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $43.9K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,028 | $46.5K | 0.01% | +4,028 | New |
| Private Trust Co NA | 4,035 | $46.6K | 0.01% | +2,985+284.3% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $52.6K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $54.8K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $55.7K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,659 | $65.0K | 0.01% | +71+1.3% | Added |
| Parallel Advisors, LLC | 6,599 | $76.2K | 0.00% | +31+0.5% | Added |
| Allworth Financial LP | 7,979 | $92.1K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 8,106 | $93.5K | 0.01% | +10.0% | Added |
| Proequities, Inc. | 8,978 | $103.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9,450 | $109.1K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,832 | $113.0K | 0.00% | +20.0% | Added |
| King Luther Capital Management Corp | – | $115.4K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $115.4K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $115.7K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $115.8K | 0.02% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,840 | $125.1K | 0.04% | +196+1.8% | Added |
| US Bancorp | 11,049 | $127.5K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 11,104 | $128.1K | 0.05% | +11,104 | New |
| Smith, Moore & Co. | 11,219 | $129.5K | 0.02% | +11,219 | New |
| Dudley Capital Management, LLC | 11,390 | $131.4K | 0.09% | +78+0.7% | Added |
| Inscription Capital, LLC | 11,700 | $135.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,434 | $143.5K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 12,507 | $144.3K | 0.00% | +60.0% | Added |
| Harbour Investments, Inc. | 12,554 | $144.9K | 0.01% | +38+0.3% | Added |
| Wealth Alliance | 12,613 | $145.6K | 0.02% | +7+0.1% | Added |
| Sigma Planning Corp | 12,638 | $145.9K | 0.01% | +12,638 | New |
| Flow State Investments, L.P. | 12,646 | $145.9K | 0.05% | +12,646 | New |
| Brown Advisory Inc | 12,911 | $149.0K | 0.00% | +19+0.1% | Added |
| Capital Market Strategies LLC | 13,154 | $150.2K | 0.15% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,191 | $152.2K | 0.01% | −1,700−11.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $152.3K | 0.06% | 00.0% | Unchanged |
| Chicago Partners Investment Group LLC | 15,209 | $166.4K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,595 | $168.4K | 0.08% | +30+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $170.4K | 0.01% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 15,150 | $174.8K | 0.01% | +15,150 | New |
| Blue Chip Partners, Inc. | 15,447 | $178.3K | 0.02% | −315−2.0% | Reduced |
| Envestnet Asset Management Inc | 15,671 | $180.8K | 0.00% | −2,819−15.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,256 | $187.6K | 0.13% | +12+0.1% | Added |
| Mission Wealth Management, LP | 16,499 | $190.4K | 0.01% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 16,760 | $193.4K | 0.05% | +163+1.0% | Added |
| Neuberger Berman Group LLC | 16,857 | $194.5K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,129 | $197.7K | 0.04% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $203.9K | 0.09% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 18,245 | $210.5K | 0.16% | −5,646−23.6% | Reduced |
| Monograph Wealth Advisors, LLC | 18,266 | $210.8K | 0.04% | +30.0% | Added |
| Mercer Global Advisors Inc | 18,378 | $212.0K | 0.00% | −2,804−13.2% | Reduced |
| Focused Wealth Management, Inc | 18,451 | $212.9K | 0.04% | +98+0.5% | Added |
| Lane & Associates LLC | 18,550 | $214.1K | 0.17% | +18,550 | New |
| Northwestern Mutual Wealth Management Co | 18,797 | $216.9K | 0.00% | +860+4.8% | Added |
| Walleye Capital LLC | 19,030 | $219.6K | 0.00% | +19,030 | New |
| Equitable Holdings, Inc. | 19,511 | $225.2K | 0.00% | −370−1.9% | Reduced |
| Northern Trust Corp | 19,538 | $225.5K | 0.00% | −2,404−11.0% | Reduced |
| Strategic Financial Concepts, LLC | 19,650 | $226.8K | 0.08% | −4,350−18.1% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $230.8K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 20,286 | $234.1K | 0.00% | +20,286 | New |
| Creative Planning | 21,555 | $248.7K | 0.00% | +3,120+16.9% | Added |
| M Holdings Securities, Inc. | 23,492 | $271.0K | 0.04% | +13,492+134.9% | Added |
| Landscape Capital Management, L.L.C. | 24,956 | $288.0K | 0.04% | +24,956 | New |
| Kingswood Wealth Advisors, LLC | 25,000 | $290.5K | 0.05% | +3,217+14.8% | Added |
| Beacon Pointe Advisors, LLC | 25,200 | $290.8K | 0.00% | +2,000+8.6% | Added |
| MML Investors Services, LLC | 25,175 | $291.0K | 0.00% | +2,499+11.0% | Added |
| Kestra Advisory Services, LLC | 25,633 | $295.8K | 0.00% | +11,929+87.0% | Added |
| Arete Wealth Advisors, LLC | 26,741 | $308.6K | 0.05% | −690−2.5% | Reduced |
| Cetera Advisors LLC | 28,519 | $329.1K | 0.01% | +2,079+7.9% | Added |