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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 29,422 | $358.7K | 0.05% | −632−2.1% | Reduced |
| Creative Planning | 31,288 | $381.4K | 0.00% | +9,733+45.2% | Added |
| Commerce Bank | 31,576 | $384.9K | 0.00% | +833+2.7% | Added |
| AE Wealth Management LLC | 31,488 | $390.1K | 0.00% | +1,801+6.1% | Added |
| Cetera Advisors LLC | 32,173 | $392.2K | 0.01% | +3,654+12.8% | Added |
| CI Private Wealth, LLC | 33,110 | $403.6K | 0.00% | −1,150−3.4% | Reduced |
| Strait & Sound Wealth Management LLC | 36,297 | $440.6K | 0.28% | +547+1.5% | Added |
| David J Yvars Group | 37,726 | $459.0K | 0.37% | +174+0.5% | Added |
| Stratos Wealth Advisors, LLC | 39,076 | $476.3K | 0.03% | +79+0.2% | Added |
| Formidable Asset Management, LLC | 39,787 | $485.0K | 0.11% | −1,275−3.1% | Reduced |
| Summit Investment Advisory Services, LLC | 43,215 | $526.8K | 0.33% | +9,763+29.2% | Added |
| Flputnam Investment Management Co | 43,801 | $533.9K | 0.01% | −250−0.6% | Reduced |
| Mariner, LLC | 45,024 | $548.8K | 0.00% | −12,750−22.1% | Reduced |
| NWF Advisory Services Inc. | 47,851 | $583.3K | 0.12% | +124+0.3% | Added |
| International Assets Investment Management, LLC | 48,227 | $587.9K | 0.07% | −31,558−39.6% | Reduced |
| Wedbush Securities Inc | 51,691 | $630.0K | 0.03% | −680−1.3% | Reduced |
| Ignite Planners, LLC | 54,280 | $651.9K | 0.19% | −1,111−2.0% | Reduced |
| ELCO Management Co., LLC | 56,400 | $687.5K | 0.45% | −500−0.9% | Reduced |
| Cornerstone Advisory, LLC | 56,845 | $692.9K | 0.11% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 61,027 | $744.0K | 0.01% | −10,167−14.3% | Reduced |
| Kingsview Wealth Management, LLC | 61,674 | $751.8K | 0.02% | +878+1.4% | Added |
| Wealth Effects LLC | 62,540 | $762.4K | 0.29% | −1,389−2.2% | Reduced |
| Flaharty Asset Management, LLC | 70,443 | $858.7K | 0.14% | −2,686−3.7% | Reduced |
| Truist Financial Corp | 74,427 | $907.3K | 0.00% | −4,143−5.3% | Reduced |
| GWM Advisors LLC | 74,285 | $907.4K | 0.01% | +16,757+29.1% | Added |
| Lido Advisors, LLC | 75,105 | $915.5K | 0.01% | +1,557+2.1% | Added |
| Gladstone Institutional Advisory LLC | 75,445 | $919.7K | 0.05% | +1,204+1.6% | Added |
| National Asset Management, Inc. | 76,298 | $930.1K | 0.03% | −6,186−7.5% | Reduced |
| The PNC Financial Services Group, Inc. | 78,912 | $961.9K | 0.00% | +12,680+19.1% | Added |
| Centaurus Financial, Inc. | 79,825 | $973.0K | 0.07% | −53,810−40.3% | Reduced |
| Raymond James Trust N.A. | 92,620 | $1.13M | 0.03% | −896−1.0% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.22M | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 101,885 | $1.24M | 0.01% | +14,229+16.2% | Added |
| Flow State Investments, L.P. | 107,447 | $1.31M | 0.44% | +94,801+749.7% | Added |
| Merit Financial Group, LLC | 113,412 | $1.38M | 0.04% | +1,007+0.9% | Added |
| Janney Montgomery Scott LLC | 142,398 | $1.74M | 0.01% | −31,080−17.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 143,189 | $1.75M | 0.02% | −480.0% | Reduced |
| Shaker Financial Services, LLC | 146,778 | $1.79M | 0.73% | +69,942+91.0% | Added |
| Comerica Bank | 150,394 | $1.83M | 0.01% | +35,825+31.3% | Added |
| Pointe Capital Management LLC | 151,620 | $1.85M | 1.28% | +60.0% | Added |
| Aptus Capital Advisors, LLC | 177,130 | $2.16M | 0.06% | −13,353−7.0% | Reduced |
| Guardian Wealth Advisors, LLC | 177,130 | $2.16M | 0.33% | −13,353−7.0% | Reduced |
| Parsons Capital Management Inc | 190,208 | $2.32M | 0.17% | +4,280+2.3% | Added |
| Cohen & Steers, Inc. | 205,617 | $2.51M | 0.01% | +20,000+10.8% | Added |
| IHT Wealth Management, LLC | 211,540 | $2.58M | 0.11% | +3,174+1.5% | Added |
| Landscape Capital Management, L.L.C. | 227,104 | $2.77M | 0.25% | +202,148+810.0% | Added |
| Commonwealth Equity Services, LLC | 231,536 | $2.82M | 0.01% | −93,499−28.8% | Reduced |
| Private Advisor Group, LLC | 232,881 | $2.84M | 0.02% | −4,284−1.8% | Reduced |
| Karpus Management, Inc. | 242,502 | $2.96M | 0.09% | +242,502 | New |
| C2C Wealth Management, LLC | 247,394 | $3.00M | 2.55% | +3,000+1.2% | Added |
| Rockefeller Capital Management L.P. | 279,212 | $3.40M | 0.01% | +11,975+4.5% | Added |
| CoreCap Advisors, LLC | 306,448 | $3.74M | 0.24% | +25,995+9.3% | Added |
| HighTower Advisors, LLC | 308,051 | $3.75M | 0.01% | +170.0% | Added |
| Pathway Financial Advisers, LLC | 309,693 | $3.78M | 1.44% | +17,798+6.1% | Added |
| Ameriprise Financial Inc | 343,895 | $4.19M | 0.00% | +1,947+0.6% | Added |
| Heron Bay Capital Management | 370,006 | $4.51M | 1.04% | +169,158+84.2% | Added |
| Stifel Financial Corp | 435,210 | $5.31M | 0.01% | +27,127+6.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 462,929 | $5.64M | 0.01% | +8,302+1.8% | Added |
| Advisor Group Holdings, Inc. | 496,209 | $6.05M | 0.01% | −45,884−8.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 497,309 | $6.06M | 0.03% | −12,031−2.4% | Reduced |
| Baird Financial Group, Inc. | 516,345 | $6.29M | 0.01% | +58,834+12.9% | Added |
| Royal Bank of Canada | 541,600 | $6.60M | 0.00% | −8,175−1.5% | Reduced |
| Matrix Private Capital Group LLC | 603,127 | $7.35M | 5.55% | +13,845+2.3% | Added |
| Bank of America Corp | 625,520 | $7.63M | 0.00% | −24,096−3.7% | Reduced |
| UBS Group AG | 718,628 | $8.76M | 0.00% | −68,528−8.7% | Reduced |
| Guggenheim Capital LLC | 850,515 | $10.4M | 0.08% | +96,109+12.7% | Added |
| LPL Financial LLC | 871,611 | $10.6M | 0.01% | −25,274−2.8% | Reduced |
| Principal Securities, Inc. | 916,649 | $11.2M | 0.42% | +916,649 | New |
| Cornerstone Advisors, LLC | 1,040,550 | $12.7M | 0.56% | +798,583+330.0% | Added |
| RFG Advisory, LLC | 1,253,686 | $15.3M | 0.60% | −14,644−1.2% | Reduced |
| Wells Fargo & Company | 1,492,901 | $18.2M | 0.01% | +122,236+8.9% | Added |
| Raymond James & Associates | 1,691,809 | $20.6M | 0.02% | +61,999+3.8% | Added |
| Invesco Ltd. | 1,746,468 | $21.3M | 0.01% | +273,037+18.5% | Added |
| Morgan Stanley | 11,692,967 | $142.5M | 0.01% | −585,442−4.8% | Reduced |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −130,533−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −48,129−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −37,235−100.0% | Sold out |
| One Capital Management, LLC | 0 | $0 | 0.00% | −33,925−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −32,778−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −20,286−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −19,650−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −19,030−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −15,150−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,638−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | – | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Golden Green, Inc. | – | – | – | – | Not filed |
| New Legacy Group, LLC | – | – | – | – | Not filed |
| Antonetti Capital Management LLC | – | – | – | – | Not filed |
| Johnson Midwest Financial, LLC | – | – | – | – | Not filed |