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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 15,200 | $185.3K | 0.01% | +430+2.9% | Added |
| Northern Trust Corp | 14,654 | $178.6K | 0.00% | −4,884−25.0% | Reduced |
| Chicago Partners Investment Group LLC | 14,379 | $176.7K | 0.01% | −830−5.5% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,983 | $170.5K | 0.02% | −11,017−44.1% | Reduced |
| Capital Market Strategies LLC | 13,528 | $164.9K | 0.14% | +374+2.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $160.9K | 0.06% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 13,076 | $159.4K | 0.01% | −115−0.9% | Reduced |
| Brown Advisory Inc | 12,932 | $157.6K | 0.00% | +21+0.2% | Added |
| Wealth Alliance | 12,620 | $153.8K | 0.02% | +7+0.1% | Added |
| Cerity Partners LLC | 12,505 | $152.4K | 0.00% | +12,505 | New |
| Pinnacle Financial Partners Inc | 12,434 | $151.6K | 0.00% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,700 | $142.6K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11,695 | $142.6K | 0.00% | +5,096+77.2% | Added |
| Dudley Capital Management, LLC | 11,472 | $139.8K | 0.09% | +82+0.7% | Added |
| Smith, Moore & Co. | 11,453 | $139.6K | 0.02% | +234+2.1% | Added |
| L.M. Kohn & Company | 11,104 | $135.4K | 0.04% | 00.0% | Unchanged |
| US Bancorp | 11,049 | $134.7K | 0.00% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,047 | $134.7K | 0.03% | +207+1.9% | Added |
| Dakota Wealth Management | 10,600 | $129.2K | 0.01% | +10,600 | New |
| Kestra Private Wealth Services, LLC | 10,512 | $128.1K | 0.00% | −1,995−16.0% | Reduced |
| Lincoln National Corp | 10,495 | $127.9K | 0.00% | +10,495 | New |
| D.A. Davidson & Co. | 10,454 | $127.4K | 0.00% | +10,454 | New |
| Avantax Advisory Services, Inc. | 10,291 | $125.4K | 0.00% | +10,291 | New |
| Insigneo Advisory Services, LLC | 10,038 | $122.4K | 0.02% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $122.2K | 0.02% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 10,000 | $121.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,832 | $120.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $109.4K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8,620 | $105.1K | 0.01% | −830−8.8% | Reduced |
| Liberty One Investment Management, LLC | 8,062 | $98.3K | 0.01% | −44−0.5% | Reduced |
| Allworth Financial LP | 7,617 | $92.9K | 0.00% | −362−4.5% | Reduced |
| Wolverine Asset Management LLC | 6,382 | $77.8K | 0.00% | +6,382 | New |
| Webster Bank, N. A. | 4,825 | $58.8K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $57.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $55.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,113 | $50.1K | 0.00% | +85+2.1% | Added |
| Private Trust Co NA | 4,035 | $49.2K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $46.3K | 0.05% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 3,737 | $46.0K | 0.00% | −1,922−34.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,638 | $44.4K | 0.00% | +9+0.2% | Added |
| CoreFirst Bank & Trust | 3,625 | $44.2K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,400 | $41.4K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 3,396 | $41.4K | 0.00% | +580+20.6% | Added |
| Bogart Wealth, LLC | 3,231 | $39.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,234 | $39.3K | 0.01% | +3,234 | New |
| Fifth Third Bancorp | 3,000 | $36.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 2,836 | $34.4K | 0.00% | +1,590+127.6% | Added |
| Twin Lakes Capital Management, LLC | 2,799 | $34.1K | 0.02% | +58+2.1% | Added |
| Parkside Financial Bank & Trust | 2,683 | $32.7K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,489 | $30.3K | 0.00% | +2,489 | New |
| Carolinas Wealth Consulting LLC | 2,300 | $28.0K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,213 | $27.0K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $21.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $21.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $19.5K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 1,520 | $18.5K | 0.00% | +1,520 | New |
| FinTrust Capital Advisors, LLC | 1,287 | $15.7K | 0.00% | +27+2.1% | Added |
| Stephens Consulting, LLC | 1,270 | $15.5K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $12.3K | 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% | – | – |
| Financial Management Professionals, Inc. | 1,000 | $12.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $9.36K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 819 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 700 | $8.53K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $6.17K | 0.00% | −102−16.8% | Reduced |
| Byrne Asset Management LLC | 500 | $6.04K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 367 | $4.47K | 0.00% | +367 | New |
| M&R Capital Management Inc | 333 | $4.06K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 190 | $2.32K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 95 | $1.16K | 0.00% | +95 | New |
| Tower Research Capital LLC (TRC) | 1 | $12 | 0.00% | +1 | New |
| 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 |