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, Q1 2024
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Mar 31, 2024. 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
- 179
- +6 vs. Q4 2023
- Shares held
- 35.9M
- +1.59M (+4.6%) vs. Q4 2023
- Total value
- $479.4M
- +$61.3M (+14.6%) vs. Q4 2023
- New holders
- 19
- 73 more added
- Sold out
- 13
- 40 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,835,245 | $158.1M | 0.01% | +142,278+1.2% | Added |
| Cornerstone Advisors, LLC | 1,800,219 | $24.1M | 1.00% | +759,669+73.0% | Added |
| Raymond James & Associates | 1,786,923 | $23.9M | 0.02% | +95,114+5.6% | Added |
| Invesco Ltd. | 1,580,337 | $21.1M | 0.00% | −166,131−9.5% | Reduced |
| Wells Fargo & Company | 1,496,870 | $20.0M | 0.01% | +3,969+0.3% | Added |
| RFG Advisory, LLC | 1,257,307 | $16.8M | 0.57% | +3,621+0.3% | Added |
| Principal Securities, Inc. | 980,049 | $13.1M | 0.41% | +63,400+6.9% | Added |
| Guggenheim Capital LLC | 925,203 | $12.4M | 0.09% | +74,688+8.8% | Added |
| LPL Financial LLC | 867,647 | $11.6M | 0.01% | −3,964−0.5% | Reduced |
| UBS Group AG | 779,166 | $10.4M | 0.00% | +60,538+8.4% | Added |
| Bank of America Corp | 634,321 | $8.47M | 0.00% | +8,801+1.4% | Added |
| Matrix Private Capital Group LLC | 618,490 | $8.26M | 5.60% | +15,363+2.5% | Added |
| Royal Bank of Canada | 567,191 | $7.58M | 0.00% | +25,591+4.7% | Added |
| Baird Financial Group, Inc. | 517,938 | $6.92M | 0.01% | +1,593+0.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 502,836 | $6.72M | 0.01% | +39,907+8.6% | Added |
| Advisor Group Holdings, Inc. | 498,947 | $6.67M | 0.01% | +2,738+0.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 498,788 | $6.66M | 0.03% | +1,479+0.3% | Added |
| Stifel Financial Corp | 418,937 | $5.60M | 0.01% | −16,273−3.7% | Reduced |
| Heron Bay Capital Management | 371,601 | $4.96M | 1.05% | +1,595+0.4% | Added |
| Ameriprise Financial Inc | 368,552 | $4.92M | 0.00% | +24,657+7.2% | Added |
| Pathway Financial Advisers, LLC | 320,396 | $4.28M | 1.54% | +10,703+3.5% | Added |
| HighTower Advisors, LLC | 319,845 | $4.27M | 0.01% | +11,794+3.8% | Added |
| CoreCap Advisors, LLC | 312,508 | $4.18M | 0.22% | +6,060+2.0% | Added |
| Cohen & Steers, Inc. | 285,617 | $3.82M | 0.01% | +80,000+38.9% | Added |
| Rockefeller Capital Management L.P. | 283,896 | $3.79M | 0.01% | +4,684+1.7% | Added |
| C2C Wealth Management, LLC | 247,394 | $3.31M | 3.28% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 245,602 | $3.28M | 0.29% | +18,498+8.1% | Added |
| Karpus Management, Inc. | 242,772 | $3.24M | 0.09% | +270+0.1% | Added |
| Commonwealth Equity Services, LLC | 235,461 | $3.15M | 0.01% | +3,925+1.7% | Added |
| Private Advisor Group, LLC | 229,328 | $3.06M | 0.02% | −3,553−1.5% | Reduced |
| IHT Wealth Management, LLC | 225,377 | $3.01M | 0.12% | +13,837+6.5% | Added |
| Parsons Capital Management Inc | 185,550 | $2.48M | 0.17% | −4,658−2.4% | Reduced |
| Wedbush Securities Inc | 177,700 | $2.37M | 0.09% | +126,009+243.8% | Added |
| Aptus Capital Advisors, LLC | 176,201 | $2.35M | 0.05% | −929−0.5% | Reduced |
| Guardian Wealth Advisors, LLC | 174,701 | $2.33M | 0.29% | −2,429−1.4% | Reduced |
| Janney Montgomery Scott LLC | 158,002 | $2.11M | 0.01% | +15,604+11.0% | Added |
| Steward Partners Investment Advisory, LLC | 156,212 | $2.09M | 0.02% | +13,023+9.1% | Added |
| Pointe Capital Management LLC | 151,632 | $2.03M | 1.26% | +120.0% | Added |
| Flow State Investments, L.P. | 149,095 | $1.99M | 0.58% | +41,648+38.8% | Added |
| Comerica Bank | 145,427 | $1.94M | 0.01% | −4,967−3.3% | Reduced |
| Cetera Investment Advisers | 142,092 | $1.90M | 0.00% | +117,741+483.5% | Added |
| Merit Financial Group, LLC | 115,301 | $1.55M | 0.04% | +1,889+1.7% | Added |
| Goldman Sachs Group Inc | 108,475 | $1.45M | 0.00% | +8,475+8.5% | Added |
| GWM Advisors LLC | 104,961 | $1.40M | 0.01% | +30,676+41.3% | Added |
| Raymond James Trust N.A. | 97,309 | $1.30M | 0.03% | +4,689+5.1% | Added |
| Shaker Financial Services, LLC | 84,424 | $1.13M | 0.44% | −62,354−42.5% | Reduced |
| The PNC Financial Services Group, Inc. | 78,078 | $1.04M | 0.00% | −834−1.1% | Reduced |
| Lido Advisors, LLC | 77,016 | $1.03M | 0.01% | +1,911+2.5% | Added |
| Centaurus Financial, Inc. | 76,110 | $1.02M | 0.07% | −3,715−4.7% | Reduced |
| Gladstone Institutional Advisory LLC | 74,399 | $994.0K | 0.05% | −1,046−1.4% | Reduced |
| Truist Financial Corp | 73,265 | $978.8K | 0.00% | −1,162−1.6% | Reduced |
| National Asset Management, Inc. | 82,484 | $951.9K | 0.03% | +6,186+8.1% | Added |
| Jane Street Group, LLC | 70,865 | $946.8K | 0.00% | +70,865 | New |
| Flaharty Asset Management, LLC | 65,947 | $881.1K | 0.13% | −4,496−6.4% | Reduced |
| Wealth Effects LLC | 62,697 | $837.6K | 0.31% | +157+0.3% | Added |
| Kingsview Wealth Management, LLC | 61,674 | $824.0K | 0.02% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 52,366 | $699.6K | 0.01% | −8,661−14.2% | Reduced |
| ELCO Management Co., LLC | 52,000 | $694.7K | 0.42% | −4,400−7.8% | Reduced |
| International Assets Investment Management, LLC | 48,227 | $638.5K | 0.07% | 00.0% | Unchanged |
| Ignite Planners, LLC | 47,815 | $633.1K | 0.18% | −6,465−11.9% | Reduced |
| NWF Advisory Services Inc. | 46,761 | $624.7K | 0.10% | −1,090−2.3% | Reduced |
| Summit Investment Advisory Services, LLC | 43,853 | $585.9K | 0.35% | +638+1.5% | Added |
| Flputnam Investment Management Co | 43,801 | $585.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 42,369 | $564.8K | 0.02% | +42,369 | New |
| Kestra Advisory Services, LLC | 39,845 | $532.3K | 0.00% | +12,887+47.8% | Added |
| Stratos Wealth Advisors, LLC | 39,148 | $523.0K | 0.03% | +72+0.2% | Added |
| David J Yvars Group | 37,884 | $507.0K | 0.34% | +158+0.4% | Added |
| Formidable Asset Management, LLC | 37,487 | $500.8K | 0.08% | −2,300−5.8% | Reduced |
| Strait & Sound Wealth Management LLC | 36,385 | $487.2K | 0.27% | +88+0.2% | Added |
| CI Private Wealth, LLC | 34,260 | $457.7K | 0.00% | +1,150+3.5% | Added |
| Advisors Asset Management, Inc. | 31,931 | $426.6K | 0.01% | +31,931 | New |
| Cerity Partners LLC | 31,514 | $421.0K | 0.00% | +19,009+152.0% | Added |
| Commerce Bank | 30,743 | $410.7K | 0.00% | −833−2.6% | Reduced |
| Atomi Financial Group, Inc. | 29,708 | $396.9K | 0.04% | +286+1.0% | Added |
| Mariner, LLC | 29,594 | $395.4K | 0.00% | −15,430−34.3% | Reduced |
| Creative Planning | 28,689 | $383.3K | 0.00% | −2,599−8.3% | Reduced |
| HRT Financial LP | 28,724 | $383.0K | 0.00% | +28,724 | New |
| David Loasby | 27,626 | $369.1K | 0.04% | 00.0% | Unchanged |
| Smith, Moore & Co. | 26,628 | $355.7K | 0.04% | +15,175+132.5% | Added |
| Arete Wealth Advisors, LLC | 25,523 | $341.0K | 0.03% | −402−1.6% | Reduced |
| Beacon Pointe Advisors, LLC | 25,200 | $336.7K | 0.00% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 24,150 | $322.6K | 0.21% | +24,150 | New |
| Burford Brothers, Inc. | 22,600 | $301.9K | 0.20% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,147 | $296.0K | 0.00% | −3,859−14.8% | Reduced |
| Quantum Private Wealth, LLC | 20,000 | $267.2K | 0.10% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 19,500 | $260.5K | 0.06% | +19,500 | New |
| Mercer Global Advisors Inc | 19,385 | $259.0K | 0.00% | +1,152+6.3% | Added |
| Lane & Associates LLC | 19,291 | $257.7K | 0.16% | +479+2.5% | Added |
| Monograph Wealth Advisors, LLC | 18,272 | $244.1K | 0.04% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,937 | $239.6K | 0.00% | −2,500−12.2% | Reduced |
| Syverson Strege & Co | 17,665 | $236.0K | 0.09% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,550 | $228.8K | 0.04% | +436+2.5% | Added |
| Neuberger Berman Group LLC | 16,857 | $225.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16,579 | $221.5K | 0.03% | −118−0.7% | Reduced |
| Mission Wealth Management, LP | 16,499 | $220.4K | 0.01% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $220.0K | 0.13% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,260 | $217.2K | 0.12% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,116 | $215.3K | 0.01% | −738−4.4% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 16,030 | $214.2K | 0.01% | +830+5.5% | Added |
| Envestnet Asset Management Inc | 16,014 | $213.9K | 0.00% | +671+4.4% | Added |