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, Q4 2023
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 31, 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
- 174
- +1 vs. Q3 2023
- Shares held
- 34.3M
- +1.98M (+6.1%) vs. Q3 2023
- Total value
- $418.2M
- +$45.0M (+12.1%) vs. Q3 2023
- New holders
- 15
- 64 more added
- Sold out
- 14
- 48 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,692,967 | $142.5M | 0.01% | −585,442−4.8% | Reduced |
| Invesco Ltd. | 1,746,468 | $21.3M | 0.01% | +273,037+18.5% | Added |
| Raymond James & Associates | 1,691,809 | $20.6M | 0.02% | +61,999+3.8% | Added |
| Wells Fargo & Company | 1,492,901 | $18.2M | 0.01% | +122,236+8.9% | Added |
| RFG Advisory, LLC | 1,253,686 | $15.3M | 0.60% | −14,644−1.2% | Reduced |
| Cornerstone Advisors, LLC | 1,040,550 | $12.7M | 0.56% | +798,583+330.0% | Added |
| Principal Securities, Inc. | 916,649 | $11.2M | 0.42% | +916,649 | New |
| LPL Financial LLC | 871,611 | $10.6M | 0.01% | −25,274−2.8% | Reduced |
| Guggenheim Capital LLC | 850,515 | $10.4M | 0.08% | +96,109+12.7% | Added |
| UBS Group AG | 718,628 | $8.76M | 0.00% | −68,528−8.7% | Reduced |
| Bank of America Corp | 625,520 | $7.63M | 0.00% | −24,096−3.7% | Reduced |
| Matrix Private Capital Group LLC | 603,127 | $7.35M | 5.55% | +13,845+2.3% | Added |
| Royal Bank of Canada | 541,600 | $6.60M | 0.00% | −8,175−1.5% | Reduced |
| Baird Financial Group, Inc. | 516,345 | $6.29M | 0.01% | +58,834+12.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 497,309 | $6.06M | 0.03% | −12,031−2.4% | Reduced |
| Advisor Group Holdings, Inc. | 496,209 | $6.05M | 0.01% | −45,884−8.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 462,929 | $5.64M | 0.01% | +8,302+1.8% | Added |
| Stifel Financial Corp | 435,210 | $5.31M | 0.01% | +27,127+6.6% | Added |
| Heron Bay Capital Management | 370,006 | $4.51M | 1.04% | +169,158+84.2% | Added |
| Ameriprise Financial Inc | 343,895 | $4.19M | 0.00% | +1,947+0.6% | Added |
| Pathway Financial Advisers, LLC | 309,693 | $3.78M | 1.44% | +17,798+6.1% | Added |
| HighTower Advisors, LLC | 308,051 | $3.75M | 0.01% | +170.0% | Added |
| CoreCap Advisors, LLC | 306,448 | $3.74M | 0.24% | +25,995+9.3% | Added |
| Rockefeller Capital Management L.P. | 279,212 | $3.40M | 0.01% | +11,975+4.5% | Added |
| C2C Wealth Management, LLC | 247,394 | $3.00M | 2.55% | +3,000+1.2% | Added |
| Karpus Management, Inc. | 242,502 | $2.96M | 0.09% | +242,502 | New |
| Private Advisor Group, LLC | 232,881 | $2.84M | 0.02% | −4,284−1.8% | Reduced |
| Commonwealth Equity Services, LLC | 231,536 | $2.82M | 0.01% | −93,499−28.8% | Reduced |
| Landscape Capital Management, L.L.C. | 227,104 | $2.77M | 0.25% | +202,148+810.0% | Added |
| IHT Wealth Management, LLC | 211,540 | $2.58M | 0.11% | +3,174+1.5% | Added |
| Cohen & Steers, Inc. | 205,617 | $2.51M | 0.01% | +20,000+10.8% | Added |
| Parsons Capital Management Inc | 190,208 | $2.32M | 0.17% | +4,280+2.3% | Added |
| Guardian Wealth Advisors, LLC | 177,130 | $2.16M | 0.33% | −13,353−7.0% | Reduced |
| Aptus Capital Advisors, LLC | 177,130 | $2.16M | 0.06% | −13,353−7.0% | Reduced |
| Pointe Capital Management LLC | 151,620 | $1.85M | 1.28% | +60.0% | Added |
| Comerica Bank | 150,394 | $1.83M | 0.01% | +35,825+31.3% | Added |
| Shaker Financial Services, LLC | 146,778 | $1.79M | 0.73% | +69,942+91.0% | Added |
| Steward Partners Investment Advisory, LLC | 143,189 | $1.75M | 0.02% | −480.0% | Reduced |
| Janney Montgomery Scott LLC | 142,398 | $1.74M | 0.01% | −31,080−17.9% | Reduced |
| Merit Financial Group, LLC | 113,412 | $1.38M | 0.04% | +1,007+0.9% | Added |
| Flow State Investments, L.P. | 107,447 | $1.31M | 0.44% | +94,801+749.7% | Added |
| Cetera Advisor Networks LLC | 101,885 | $1.24M | 0.01% | +14,229+16.2% | Added |
| Goldman Sachs Group Inc | 100,000 | $1.22M | 0.00% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 92,620 | $1.13M | 0.03% | −896−1.0% | Reduced |
| Centaurus Financial, Inc. | 79,825 | $973.0K | 0.07% | −53,810−40.3% | Reduced |
| The PNC Financial Services Group, Inc. | 78,912 | $961.9K | 0.00% | +12,680+19.1% | Added |
| National Asset Management, Inc. | 76,298 | $930.1K | 0.03% | −6,186−7.5% | Reduced |
| Gladstone Institutional Advisory LLC | 75,445 | $919.7K | 0.05% | +1,204+1.6% | Added |
| Lido Advisors, LLC | 75,105 | $915.5K | 0.01% | +1,557+2.1% | Added |
| GWM Advisors LLC | 74,285 | $907.4K | 0.01% | +16,757+29.1% | Added |
| Truist Financial Corp | 74,427 | $907.3K | 0.00% | −4,143−5.3% | Reduced |
| Flaharty Asset Management, LLC | 70,443 | $858.7K | 0.14% | −2,686−3.7% | Reduced |
| Wealth Effects LLC | 62,540 | $762.4K | 0.29% | −1,389−2.2% | Reduced |
| Kingsview Wealth Management, LLC | 61,674 | $751.8K | 0.02% | +878+1.4% | Added |
| Atria Wealth Solutions, Inc. | 61,027 | $744.0K | 0.01% | −10,167−14.3% | Reduced |
| Cornerstone Advisory, LLC | 56,845 | $692.9K | 0.11% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 56,400 | $687.5K | 0.45% | −500−0.9% | Reduced |
| Ignite Planners, LLC | 54,280 | $651.9K | 0.19% | −1,111−2.0% | Reduced |
| Wedbush Securities Inc | 51,691 | $630.0K | 0.03% | −680−1.3% | Reduced |
| International Assets Investment Management, LLC | 48,227 | $587.9K | 0.07% | −31,558−39.6% | Reduced |
| NWF Advisory Services Inc. | 47,851 | $583.3K | 0.12% | +124+0.3% | Added |
| Mariner, LLC | 45,024 | $548.8K | 0.00% | −12,750−22.1% | Reduced |
| Flputnam Investment Management Co | 43,801 | $533.9K | 0.01% | −250−0.6% | Reduced |
| Summit Investment Advisory Services, LLC | 43,215 | $526.8K | 0.33% | +9,763+29.2% | Added |
| Formidable Asset Management, LLC | 39,787 | $485.0K | 0.11% | −1,275−3.1% | Reduced |
| Stratos Wealth Advisors, LLC | 39,076 | $476.3K | 0.03% | +79+0.2% | Added |
| David J Yvars Group | 37,726 | $459.0K | 0.37% | +174+0.5% | Added |
| Strait & Sound Wealth Management LLC | 36,297 | $440.6K | 0.28% | +547+1.5% | Added |
| CI Private Wealth, LLC | 33,110 | $403.6K | 0.00% | −1,150−3.4% | Reduced |
| Cetera Advisors LLC | 32,173 | $392.2K | 0.01% | +3,654+12.8% | Added |
| AE Wealth Management LLC | 31,488 | $390.1K | 0.00% | +1,801+6.1% | Added |
| Commerce Bank | 31,576 | $384.9K | 0.00% | +833+2.7% | Added |
| Creative Planning | 31,288 | $381.4K | 0.00% | +9,733+45.2% | Added |
| Atomi Financial Group, Inc. | 29,422 | $358.7K | 0.05% | −632−2.1% | Reduced |
| Kestra Advisory Services, LLC | 26,958 | $328.6K | 0.00% | +1,325+5.2% | Added |
| David Loasby | 27,626 | $327.4K | 0.04% | −9,117−24.8% | Reduced |
| MML Investors Services, LLC | 26,006 | $317.0K | 0.00% | +831+3.3% | Added |
| Arete Wealth Advisors, LLC | 25,925 | $316.0K | 0.02% | −816−3.1% | Reduced |
| Beacon Pointe Advisors, LLC | 25,200 | $307.2K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 24,351 | $296.8K | 0.00% | −6,685−21.5% | Reduced |
| M Holdings Securities, Inc. | 23,536 | $287.0K | 0.03% | +44+0.2% | Added |
| Burford Brothers, Inc. | 22,600 | $275.5K | 0.19% | +22,600 | New |
| Northwestern Mutual Wealth Management Co | 20,437 | $249.1K | 0.00% | +1,640+8.7% | Added |
| Quantum Private Wealth, LLC | 20,000 | $243.8K | 0.10% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 18,893 | $230.3K | 0.00% | −618−3.2% | Reduced |
| Lane & Associates LLC | 18,812 | $229.3K | 0.17% | +262+1.4% | Added |
| Monograph Wealth Advisors, LLC | 18,269 | $222.7K | 0.04% | +30.0% | Added |
| Mercer Global Advisors Inc | 18,233 | $222.0K | 0.00% | −145−0.8% | Reduced |
| Syverson Strege & Co | 17,665 | $215.3K | 0.08% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 17,129 | $208.8K | 0.02% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,114 | $208.6K | 0.04% | +354+2.1% | Added |
| Neuberger Berman Group LLC | 16,857 | $205.5K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,854 | $205.4K | 0.01% | +4,300+34.3% | Added |
| Focused Wealth Management, Inc | 16,697 | $203.5K | 0.03% | −1,754−9.5% | Reduced |
| Garden State Investment Advisory Services LLC | 16,658 | $203.1K | 0.08% | +2,063+14.1% | Added |
| Mission Wealth Management, LP | 16,499 | $201.1K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $200.8K | 0.14% | −1,775−9.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,260 | $198.2K | 0.12% | +40.0% | Added |
| Blue Chip Partners, Inc. | 15,447 | $188.3K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 15,343 | $187.0K | 0.00% | −328−2.1% | Reduced |