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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 1 | $12 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 95 | $1.16K | 0.00% | +95 | New |
| St Germain D J Co Inc | 190 | $2.32K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.06K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 367 | $4.47K | 0.00% | +367 | New |
| Byrne Asset Management LLC | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $6.17K | 0.00% | −102−16.8% | Reduced |
| Sound Income Strategies, LLC | 700 | $8.53K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $9.36K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1,000 | $12.2K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | – | $12.2K | 0.00% | – | – |
| Spire Wealth Management | 1,000 | $12.3K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $15.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,287 | $15.7K | 0.00% | +27+2.1% | Added |
| Baystate Wealth Management LLC | 1,520 | $18.5K | 0.00% | +1,520 | New |
| Key Financial Inc | 1,599 | $19.5K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $21.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $21.3K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,213 | $27.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,489 | $30.3K | 0.00% | +2,489 | New |
| Parkside Financial Bank & Trust | 2,683 | $32.7K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,799 | $34.1K | 0.02% | +58+2.1% | Added |
| Global Retirement Partners, LLC | 2,836 | $34.4K | 0.00% | +1,590+127.6% | Added |
| Fifth Third Bancorp | 3,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,234 | $39.3K | 0.01% | +3,234 | New |
| Bogart Wealth, LLC | 3,231 | $39.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,396 | $41.4K | 0.00% | +580+20.6% | Added |
| IFP Advisors, Inc | 3,400 | $41.4K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,625 | $44.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,638 | $44.4K | 0.00% | +9+0.2% | Added |
| Tradition Wealth Management, LLC | 3,737 | $46.0K | 0.00% | −1,922−34.0% | Reduced |
| Cypress Capital Management LLC (WY) | 3,800 | $46.3K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $49.2K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,113 | $50.1K | 0.00% | +85+2.1% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $55.5K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $57.9K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $58.8K | 0.01% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 6,382 | $77.8K | 0.00% | +6,382 | New |
| Allworth Financial LP | 7,617 | $92.9K | 0.00% | −362−4.5% | Reduced |
| Liberty One Investment Management, LLC | 8,062 | $98.3K | 0.01% | −44−0.5% | Reduced |
| Geneos Wealth Management Inc. | 8,620 | $105.1K | 0.01% | −830−8.8% | Reduced |
| Proequities, Inc. | 8,978 | $109.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,832 | $120.0K | 0.00% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 10,000 | $121.9K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $122.2K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $122.4K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 10,291 | $125.4K | 0.00% | +10,291 | New |
| D.A. Davidson & Co. | 10,454 | $127.4K | 0.00% | +10,454 | New |
| Lincoln National Corp | 10,495 | $127.9K | 0.00% | +10,495 | New |
| Kestra Private Wealth Services, LLC | 10,512 | $128.1K | 0.00% | −1,995−16.0% | Reduced |
| Dakota Wealth Management | 10,600 | $129.2K | 0.01% | +10,600 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,047 | $134.7K | 0.03% | +207+1.9% | Added |
| US Bancorp | 11,049 | $134.7K | 0.00% | 00.0% | Unchanged |
| L.M. Kohn & Company | 11,104 | $135.4K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 11,453 | $139.6K | 0.02% | +234+2.1% | Added |
| Dudley Capital Management, LLC | 11,472 | $139.8K | 0.09% | +82+0.7% | Added |
| Parallel Advisors, LLC | 11,695 | $142.6K | 0.00% | +5,096+77.2% | Added |
| Inscription Capital, LLC | 11,700 | $142.6K | 0.04% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 12,434 | $151.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,505 | $152.4K | 0.00% | +12,505 | New |
| Wealth Alliance | 12,620 | $153.8K | 0.02% | +7+0.1% | Added |
| Brown Advisory Inc | 12,932 | $157.6K | 0.00% | +21+0.2% | Added |
| Moors & Cabot, Inc. | 13,076 | $159.4K | 0.01% | −115−0.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $160.9K | 0.06% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 13,528 | $164.9K | 0.14% | +374+2.8% | Added |
| Kingswood Wealth Advisors, LLC | 13,983 | $170.5K | 0.02% | −11,017−44.1% | Reduced |
| Chicago Partners Investment Group LLC | 14,379 | $176.7K | 0.01% | −830−5.5% | Reduced |
| Northern Trust Corp | 14,654 | $178.6K | 0.00% | −4,884−25.0% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 15,200 | $185.3K | 0.01% | +430+2.9% | Added |
| Envestnet Asset Management Inc | 15,343 | $187.0K | 0.00% | −328−2.1% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $188.3K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,260 | $198.2K | 0.12% | +40.0% | Added |
| Capital Wealth Alliance, LLC | 16,470 | $200.8K | 0.14% | −1,775−9.7% | Reduced |
| Mission Wealth Management, LP | 16,499 | $201.1K | 0.01% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 16,658 | $203.1K | 0.08% | +2,063+14.1% | Added |
| Focused Wealth Management, Inc | 16,697 | $203.5K | 0.03% | −1,754−9.5% | Reduced |
| Harbour Investments, Inc. | 16,854 | $205.4K | 0.01% | +4,300+34.3% | Added |
| Neuberger Berman Group LLC | 16,857 | $205.5K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,114 | $208.6K | 0.04% | +354+2.1% | Added |
| Confluence Wealth Services, Inc. | 17,129 | $208.8K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $215.3K | 0.08% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 18,233 | $222.0K | 0.00% | −145−0.8% | Reduced |
| Monograph Wealth Advisors, LLC | 18,269 | $222.7K | 0.04% | +30.0% | Added |
| Lane & Associates LLC | 18,812 | $229.3K | 0.17% | +262+1.4% | Added |
| Equitable Holdings, Inc. | 18,893 | $230.3K | 0.00% | −618−3.2% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $243.8K | 0.10% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 20,437 | $249.1K | 0.00% | +1,640+8.7% | Added |
| Burford Brothers, Inc. | 22,600 | $275.5K | 0.19% | +22,600 | New |
| M Holdings Securities, Inc. | 23,536 | $287.0K | 0.03% | +44+0.2% | Added |
| Cetera Investment Advisers | 24,351 | $296.8K | 0.00% | −6,685−21.5% | Reduced |
| Beacon Pointe Advisors, LLC | 25,200 | $307.2K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,925 | $316.0K | 0.02% | −816−3.1% | Reduced |
| MML Investors Services, LLC | 26,006 | $317.0K | 0.00% | +831+3.3% | Added |
| David Loasby | 27,626 | $327.4K | 0.04% | −9,117−24.8% | Reduced |
| Kestra Advisory Services, LLC | 26,958 | $328.6K | 0.00% | +1,325+5.2% | Added |