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 |
|---|---|---|---|---|---|
| AE Wealth Management LLC | 29,687 | $342.6K | 0.00% | +1,012+3.5% | Added |
| Atomi Financial Group, Inc. | 30,054 | $346.8K | 0.12% | −822−2.7% | Reduced |
| Commerce Bank | 30,743 | $354.8K | 0.00% | −2,243−6.8% | Reduced |
| Cetera Investment Advisers | 31,036 | $358.1K | 0.00% | −450−1.4% | Reduced |
| Elequin Capital LP | 32,778 | $378.3K | 0.07% | +32,778 | New |
| Summit Investment Advisory Services, LLC | 33,452 | $386.0K | 0.29% | +4,902+17.2% | Added |
| One Capital Management, LLC | 33,925 | $391.5K | 0.02% | +33,925 | New |
| CI Private Wealth, LLC | 34,260 | $395.4K | 0.00% | +1,310+4.0% | Added |
| Strait & Sound Wealth Management LLC | 35,750 | $412.6K | 0.35% | −70−0.2% | Reduced |
| David Loasby | 36,743 | $419.2K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 37,235 | $429.7K | 0.00% | +22,741+156.9% | Added |
| New Legacy Group, LLC | 37,500 | $432.8K | 1.18% | 00.0% | Unchanged |
| David J Yvars Group | 37,552 | $433.0K | 0.36% | −3,501−8.5% | Reduced |
| Stratos Wealth Advisors, LLC | 38,997 | $450.0K | 0.03% | +17,478+81.2% | Added |
| Formidable Asset Management, LLC | 41,062 | $473.9K | 0.10% | −1,000−2.4% | Reduced |
| Flputnam Investment Management Co | 44,051 | $508.3K | 0.01% | +44,051 | New |
| Ameritas Advisory Services, LLC | 48,129 | $548.2K | 0.03% | +1,275+2.7% | Added |
| NWF Advisory Services Inc. | 47,727 | $550.8K | 0.13% | −26−0.1% | Reduced |
| Wedbush Securities Inc | 52,371 | $604.0K | 0.03% | −2,255−4.1% | Reduced |
| Ignite Planners, LLC | 55,391 | $636.4K | 0.19% | +18,660+50.8% | Added |
| Cornerstone Advisory, LLC | 56,845 | $656.0K | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 56,900 | $656.6K | 0.47% | 00.0% | Unchanged |
| GWM Advisors LLC | 57,528 | $663.9K | 0.01% | −5,231−8.3% | Reduced |
| Mariner, LLC | 57,774 | $666.7K | 0.00% | −12,689−18.0% | Reduced |
| Kingsview Wealth Management, LLC | 60,796 | $701.6K | 0.03% | −31,666−34.2% | Reduced |
| Wealth Effects LLC | 63,929 | $737.7K | 0.36% | +45+0.1% | Added |
| The PNC Financial Services Group, Inc. | 66,232 | $764.3K | 0.00% | +80.0% | Added |
| Atria Wealth Solutions, Inc. | 71,194 | $821.6K | 0.01% | −55,291−43.7% | Reduced |
| Flaharty Asset Management, LLC | 73,129 | $843.9K | 0.14% | −3,021−4.0% | Reduced |
| Lido Advisors, LLC | 73,548 | $848.7K | 0.01% | +443+0.6% | Added |
| Gladstone Institutional Advisory LLC | 74,241 | $856.7K | 0.06% | +78+0.1% | Added |
| Shaker Financial Services, LLC | 76,836 | $886.7K | 0.41% | +60,836+380.2% | Added |
| Truist Financial Corp | 78,570 | $906.7K | 0.00% | −10,354−11.6% | Reduced |
| International Assets Investment Management, LLC | 79,785 | $928.0K | 0.13% | +79,785 | New |
| National Asset Management, Inc. | 82,484 | $951.9K | 0.03% | +3,153+4.0% | Added |
| Cetera Advisor Networks LLC | 87,656 | $1.01M | 0.01% | +16,538+23.3% | Added |
| Raymond James Trust N.A. | 93,516 | $1.08M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 100,000 | $1.15M | 0.00% | 00.0% | Unchanged |
| Golden Green, Inc. | 103,233 | $1.19M | 1.25% | +3,194+3.2% | Added |
| Merit Financial Group, LLC | 112,405 | $1.30M | 0.04% | −4,874−4.2% | Reduced |
| Comerica Bank | 114,569 | $1.32M | 0.01% | +114,569 | New |
| True Link Financial Advisors, LLC | 130,533 | $1.51M | 0.18% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 133,635 | $1.54M | 0.13% | −41,543−23.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 143,237 | $1.65M | 0.03% | +24,276+20.4% | Added |
| Pointe Capital Management LLC | 151,614 | $1.75M | 1.37% | +100.0% | Added |
| Janney Montgomery Scott LLC | 173,478 | $2.00M | 0.01% | +1,493+0.9% | Added |
| Cohen & Steers, Inc. | 185,617 | $2.14M | 0.00% | +75,474+68.5% | Added |
| Parsons Capital Management Inc | 185,928 | $2.15M | 0.17% | +255+0.1% | Added |
| 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 |
| Heron Bay Capital Management | 200,848 | $2.32M | 0.62% | −5,448−2.6% | Reduced |
| IHT Wealth Management, LLC | 208,366 | $2.40M | 0.12% | +35,638+20.6% | Added |
| Private Advisor Group, LLC | 237,165 | $2.74M | 0.02% | +4,321+1.9% | Added |
| Cornerstone Advisors, LLC | 241,967 | $2.79M | 0.13% | +140,467+138.4% | Added |
| C2C Wealth Management, LLC | 244,394 | $2.84M | 0.40% | +10,500+4.5% | Added |
| Rockefeller Capital Management L.P. | 267,237 | $3.08M | 0.01% | −2,352−0.9% | Reduced |
| CoreCap Advisors, LLC | 280,453 | $3.24M | 0.23% | −28,555−9.2% | Reduced |
| Pathway Financial Advisers, LLC | 291,895 | $3.37M | 1.39% | +291,895 | New |
| HighTower Advisors, LLC | 308,034 | $3.56M | 0.01% | −2,623−0.8% | Reduced |
| Commonwealth Equity Services, LLC | 325,035 | $3.75M | 0.01% | −40,315−11.0% | Reduced |
| Ameriprise Financial Inc | 341,948 | $3.94M | 0.00% | +15,090+4.6% | Added |
| Stifel Financial Corp | 408,083 | $4.71M | 0.01% | +34,153+9.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 454,627 | $5.25M | 0.01% | −1,882−0.4% | Reduced |
| Baird Financial Group, Inc. | 457,511 | $5.28M | 0.01% | +1,546+0.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 509,340 | $5.88M | 0.03% | −31,110−5.8% | Reduced |
| Advisor Group Holdings, Inc. | 542,093 | $6.26M | 0.01% | +85,442+18.7% | Added |
| Royal Bank of Canada | 549,775 | $6.34M | 0.00% | +32,636+6.3% | Added |
| Matrix Private Capital Group LLC | 589,282 | $6.80M | 5.07% | +24,295+4.3% | Added |
| Bank of America Corp | 649,616 | $7.50M | 0.00% | +20,849+3.3% | Added |
| Guggenheim Capital LLC | 754,406 | $8.71M | 0.08% | +53,088+7.6% | Added |
| UBS Group AG | 787,156 | $9.08M | 0.00% | −8,706−1.1% | Reduced |
| LPL Financial LLC | 896,885 | $10.4M | 0.01% | +74,354+9.0% | Added |
| RFG Advisory, LLC | 1,268,330 | $14.6M | 0.65% | −100,777−7.4% | Reduced |
| Wells Fargo & Company | 1,370,665 | $15.8M | 0.00% | −49,397−3.5% | Reduced |
| Invesco Ltd. | 1,473,431 | $17.0M | 0.00% | +268,515+22.3% | Added |
| Raymond James & Associates | 1,629,810 | $18.8M | 0.02% | −32,151−1.9% | Reduced |
| Morgan Stanley | 12,278,409 | $141.7M | 0.01% | +40,875+0.3% | Added |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −107,366−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −19,834−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −13,049−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −13,032−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| Charter Trust Co | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −10,050−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −608−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −11−100.0% | Sold out |