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 |
|---|---|---|---|---|---|
| Frazier Financial Advisors, LLC | 95 | $1.27K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 190 | $2.54K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.45K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 483 | $6.00K | 0.00% | −336−41.0% | Reduced |
| Byrne Asset Management LLC | 500 | $6.68K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $6.76K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 527 | $7.04K | 0.00% | +527 | New |
| Sound Income Strategies, LLC | 700 | $9.35K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $10.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $11.4K | 0.01% | +850 | New |
| Tradewinds Capital Management, LLC | 919 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $13.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,054 | $14.1K | 0.00% | +1,053+105,300.0% | Added |
| Spire Wealth Management | 1,258 | $16.8K | 0.00% | +258+25.8% | Added |
| Stephens Consulting, LLC | 1,270 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,311 | $17.5K | 0.00% | +24+1.9% | Added |
| Key Financial Inc | 1,599 | $21.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $21.4K | 0.00% | −1,800−52.9% | Reduced |
| MCF Advisors LLC | 1,744 | $23.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 1,750 | $23.4K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,795 | $24.0K | 0.00% | −1,041−36.7% | Reduced |
| Tucker Asset Management LLC | 2,083 | $27.8K | 0.01% | +2,083 | New |
| Carolinas Wealth Consulting LLC | 2,300 | $30.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2,413 | $32.2K | 0.01% | +200+9.0% | Added |
| JPMorgan Chase & Co | 2,454 | $32.8K | 0.00% | −942−27.7% | Reduced |
| Parkside Financial Bank & Trust | 2,683 | $35.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,871 | $38.4K | 0.03% | +72+2.6% | Added |
| Bogart Wealth, LLC | 3,231 | $43.2K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 3,241 | $43.5K | 0.01% | +7+0.2% | Added |
| CoreFirst Bank & Trust | 3,625 | $48.4K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,647 | $48.7K | 0.00% | +9+0.2% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $50.8K | 0.05% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $53.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,191 | $55.5K | 0.00% | +78+1.9% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $60.9K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $61.3K | 0.03% | +4,590 | New |
| Hexagon Capital Partners LLC | 4,750 | $63.5K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $64.5K | 0.01% | 00.0% | Unchanged |
| Deutsche Bank AG | 5,231 | $69.9K | 0.00% | +5,231 | New |
| Clear Street Markets LLC | 5,230 | $70.0K | 0.03% | +5,230 | New |
| Liberty One Investment Management, LLC | 7,081 | $94.6K | 0.01% | −981−12.2% | Reduced |
| Allworth Financial LP | 7,617 | $101.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,620 | $101.8K | 0.00% | −1,000−11.6% | Reduced |
| Redmont Wealth Advisors LLC | 8,938 | $119.4K | 0.17% | +8,938 | New |
| Proequities, Inc. | 8,978 | $119.9K | 0.01% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 10,000 | $123.8K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10,000 | $133.6K | 0.01% | +10,000 | New |
| LVZ Advisors, Inc. | 10,023 | $133.9K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $134.1K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,128 | $135.3K | 0.00% | +10,128 | New |
| US Bancorp | 10,252 | $137.0K | 0.00% | −797−7.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 10,365 | $138.5K | 0.00% | +10,365 | New |
| Uncommon Cents Investing LLC | 10,384 | $138.7K | 0.04% | +10,384 | New |
| CWM, LLC | 10,400 | $139.0K | 0.00% | +568+5.8% | Added |
| Kestra Private Wealth Services, LLC | 10,517 | $140.5K | 0.00% | +50.0% | Added |
| Dakota Wealth Management | 10,600 | $141.6K | 0.00% | 00.0% | Unchanged |
| Lincoln National Corp | 10,613 | $141.8K | 0.00% | +118+1.1% | Added |
| Wintrust Investments LLC | 10,892 | $146.0K | 0.01% | +10,892 | New |
| L.M. Kohn & Company | 11,104 | $148.3K | 0.04% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,235 | $150.1K | 0.04% | +188+1.7% | Added |
| Capital Market Strategies LLC | 11,274 | $150.6K | 0.11% | −2,254−16.7% | Reduced |
| Dudley Capital Management, LLC | 11,547 | $152.9K | 0.09% | +75+0.7% | Added |
| Inscription Capital, LLC | 11,700 | $156.3K | 0.03% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 11,704 | $156.4K | 0.00% | +1,413+13.7% | Added |
| Parallel Advisors, LLC | 11,773 | $157.3K | 0.00% | +78+0.7% | Added |
| Confluence Wealth Services, Inc. | 12,406 | $165.7K | 0.01% | −4,723−27.6% | Reduced |
| Pinnacle Financial Partners Inc | 12,434 | $166.1K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 12,721 | $170.0K | 0.01% | −355−2.7% | Reduced |
| Brown Advisory Inc | 12,951 | $173.0K | 0.00% | +19+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $176.4K | 0.05% | 00.0% | Unchanged |
| Wealth Alliance | 13,430 | $179.4K | 0.02% | +810+6.4% | Added |
| Chicago Partners Investment Group LLC | 14,076 | $183.0K | 0.01% | −303−2.1% | Reduced |
| Equitable Holdings, Inc. | 13,913 | $185.9K | 0.00% | −4,980−26.4% | Reduced |
| D.A. Davidson & Co. | 13,954 | $186.4K | 0.00% | +3,500+33.5% | Added |
| Northern Trust Corp | 14,743 | $197.0K | 0.00% | +89+0.6% | Added |
| Virtu Financial LLC | 14,833 | $198.0K | 0.02% | +14,833 | New |
| Blue Chip Partners, Inc. | 15,447 | $206.4K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,715 | $208.1K | 0.08% | −943−5.7% | Reduced |
| Envestnet Asset Management Inc | 16,014 | $213.9K | 0.00% | +671+4.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,030 | $214.2K | 0.01% | +830+5.5% | Added |
| Harbour Investments, Inc. | 16,116 | $215.3K | 0.01% | −738−4.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 16,260 | $217.2K | 0.12% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $220.0K | 0.13% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $220.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16,579 | $221.5K | 0.03% | −118−0.7% | Reduced |
| Neuberger Berman Group LLC | 16,857 | $225.2K | 0.00% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,550 | $228.8K | 0.04% | +436+2.5% | Added |
| Syverson Strege & Co | 17,665 | $236.0K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,937 | $239.6K | 0.00% | −2,500−12.2% | Reduced |
| Monograph Wealth Advisors, LLC | 18,272 | $244.1K | 0.04% | +30.0% | Added |
| Lane & Associates LLC | 19,291 | $257.7K | 0.16% | +479+2.5% | Added |
| Mercer Global Advisors Inc | 19,385 | $259.0K | 0.00% | +1,152+6.3% | Added |
| Strategic Financial Concepts, LLC | 19,500 | $260.5K | 0.06% | +19,500 | New |
| Quantum Private Wealth, LLC | 20,000 | $267.2K | 0.10% | 00.0% | Unchanged |
| MML Investors Services, LLC | 22,147 | $296.0K | 0.00% | −3,859−14.8% | Reduced |
| Burford Brothers, Inc. | 22,600 | $301.9K | 0.20% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 24,150 | $322.6K | 0.21% | +24,150 | New |
| Beacon Pointe Advisors, LLC | 25,200 | $336.7K | 0.00% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,523 | $341.0K | 0.03% | −402−1.6% | Reduced |