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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 16,857 | $194.5K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 16,760 | $193.4K | 0.05% | +163+1.0% | Added |
| Mission Wealth Management, LP | 16,499 | $190.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,256 | $187.6K | 0.13% | +12+0.1% | Added |
| Envestnet Asset Management Inc | 15,671 | $180.8K | 0.00% | −2,819−15.2% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $178.3K | 0.02% | −315−2.0% | Reduced |
| RiverFront Investment Group, LLC | 15,150 | $174.8K | 0.01% | +15,150 | New |
| U.S. Capital Wealth Advisors, LLC | 14,770 | $170.4K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,595 | $168.4K | 0.08% | +30+0.2% | Added |
| Chicago Partners Investment Group LLC | 15,209 | $166.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $152.3K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,191 | $152.2K | 0.01% | −1,700−11.4% | Reduced |
| Capital Market Strategies LLC | 13,154 | $150.2K | 0.15% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,911 | $149.0K | 0.00% | +19+0.1% | Added |
| Flow State Investments, L.P. | 12,646 | $145.9K | 0.05% | +12,646 | New |
| Sigma Planning Corp | 12,638 | $145.9K | 0.01% | +12,638 | New |
| Wealth Alliance | 12,613 | $145.6K | 0.02% | +7+0.1% | Added |
| Harbour Investments, Inc. | 12,554 | $144.9K | 0.01% | +38+0.3% | Added |
| Kestra Private Wealth Services, LLC | 12,507 | $144.3K | 0.00% | +60.0% | Added |
| Pinnacle Financial Partners Inc | 12,434 | $143.5K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,700 | $135.0K | 0.04% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 11,390 | $131.4K | 0.09% | +78+0.7% | Added |
| Smith, Moore & Co. | 11,219 | $129.5K | 0.02% | +11,219 | New |
| L.M. Kohn & Company | 11,104 | $128.1K | 0.05% | +11,104 | New |
| US Bancorp | 11,049 | $127.5K | 0.00% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,840 | $125.1K | 0.04% | +196+1.8% | Added |
| Insigneo Advisory Services, LLC | 10,038 | $115.8K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $115.7K | 0.02% | 00.0% | Unchanged |
| King Luther Capital Management Corp | – | $115.4K | 0.00% | – | – |
| Relative Value Partners Group, LLC | 10,000 | $115.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,832 | $113.0K | 0.00% | +20.0% | Added |
| Geneos Wealth Management Inc. | 9,450 | $109.1K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $103.6K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 8,106 | $93.5K | 0.01% | +10.0% | Added |
| Allworth Financial LP | 7,979 | $92.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6,599 | $76.2K | 0.00% | +31+0.5% | Added |
| Tradition Wealth Management, LLC | 5,659 | $65.0K | 0.01% | +71+1.3% | Added |
| Webster Bank, N. A. | 4,825 | $55.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $54.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $52.6K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $46.6K | 0.01% | +2,985+284.3% | Added |
| Farther Finance Advisors, LLC | 4,028 | $46.5K | 0.01% | +4,028 | New |
| Cypress Capital Management LLC (WY) | 3,800 | $43.9K | 0.05% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 3,769 | $43.5K | 0.07% | +61+1.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,629 | $41.9K | 0.00% | +9+0.2% | Added |
| CoreFirst Bank & Trust | 3,625 | $41.8K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $39.2K | 0.00% | +1,600+88.9% | Added |
| Bogart Wealth, LLC | 3,231 | $37.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,000 | $34.6K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2,826 | $32.6K | 0.00% | +2,826 | New |
| JPMorgan Chase & Co | 2,816 | $32.5K | 0.00% | −3,466−55.2% | Reduced |
| Twin Lakes Capital Management, LLC | 2,741 | $31.6K | 0.02% | +35+1.3% | Added |
| Parkside Financial Bank & Trust | 2,683 | $31.0K | 0.01% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2,343 | $27.0K | 0.02% | +2,343 | New |
| Princeton Global Asset Management LLC | 2,213 | $25.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,300 | $25.3K | 0.01% | +2,300 | New |
| Barrett & Company, Inc. | 1,750 | $20.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $20.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $18.5K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,500 | $17.3K | 0.04% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 1,430 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $14.7K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,260 | $14.5K | 0.00% | +75+6.3% | Added |
| Global Retirement Partners, LLC | 1,246 | $14.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Salomon & Ludwin, LLC | 992 | $11.4K | 0.00% | +992 | New |
| Tradewinds Capital Management, LLC | 919 | $10.6K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $8.86K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.08K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 608 | $7.02K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 500 | $6.00K | 0.00% | +500 | New |
| M&R Capital Management Inc | 333 | $3.84K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 190 | $2.19K | 0.00% | 00.0% | Unchanged |
| 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 |