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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 26,628 | $355.7K | 0.04% | +15,175+132.5% | Added |
| David Loasby | 27,626 | $369.1K | 0.04% | 00.0% | Unchanged |
| HRT Financial LP | 28,724 | $383.0K | 0.00% | +28,724 | New |
| Creative Planning | 28,689 | $383.3K | 0.00% | −2,599−8.3% | Reduced |
| Mariner, LLC | 29,594 | $395.4K | 0.00% | −15,430−34.3% | Reduced |
| Atomi Financial Group, Inc. | 29,708 | $396.9K | 0.04% | +286+1.0% | Added |
| Commerce Bank | 30,743 | $410.7K | 0.00% | −833−2.6% | Reduced |
| Cerity Partners LLC | 31,514 | $421.0K | 0.00% | +19,009+152.0% | Added |
| Advisors Asset Management, Inc. | 31,931 | $426.6K | 0.01% | +31,931 | New |
| CI Private Wealth, LLC | 34,260 | $457.7K | 0.00% | +1,150+3.5% | Added |
| Strait & Sound Wealth Management LLC | 36,385 | $487.2K | 0.27% | +88+0.2% | Added |
| Formidable Asset Management, LLC | 37,487 | $500.8K | 0.08% | −2,300−5.8% | Reduced |
| David J Yvars Group | 37,884 | $507.0K | 0.34% | +158+0.4% | Added |
| Stratos Wealth Advisors, LLC | 39,148 | $523.0K | 0.03% | +72+0.2% | Added |
| Kestra Advisory Services, LLC | 39,845 | $532.3K | 0.00% | +12,887+47.8% | Added |
| Ameritas Advisory Services, LLC | 42,369 | $564.8K | 0.02% | +42,369 | New |
| Flputnam Investment Management Co | 43,801 | $585.2K | 0.01% | 00.0% | Unchanged |
| Summit Investment Advisory Services, LLC | 43,853 | $585.9K | 0.35% | +638+1.5% | Added |
| NWF Advisory Services Inc. | 46,761 | $624.7K | 0.10% | −1,090−2.3% | Reduced |
| Ignite Planners, LLC | 47,815 | $633.1K | 0.18% | −6,465−11.9% | Reduced |
| International Assets Investment Management, LLC | 48,227 | $638.5K | 0.07% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 52,000 | $694.7K | 0.42% | −4,400−7.8% | Reduced |
| Atria Wealth Solutions, Inc. | 52,366 | $699.6K | 0.01% | −8,661−14.2% | Reduced |
| Kingsview Wealth Management, LLC | 61,674 | $824.0K | 0.02% | 00.0% | Unchanged |
| Wealth Effects LLC | 62,697 | $837.6K | 0.31% | +157+0.3% | Added |
| Flaharty Asset Management, LLC | 65,947 | $881.1K | 0.13% | −4,496−6.4% | Reduced |
| Jane Street Group, LLC | 70,865 | $946.8K | 0.00% | +70,865 | New |
| National Asset Management, Inc. | 82,484 | $951.9K | 0.03% | +6,186+8.1% | Added |
| Truist Financial Corp | 73,265 | $978.8K | 0.00% | −1,162−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 74,399 | $994.0K | 0.05% | −1,046−1.4% | Reduced |
| Centaurus Financial, Inc. | 76,110 | $1.02M | 0.07% | −3,715−4.7% | Reduced |
| Lido Advisors, LLC | 77,016 | $1.03M | 0.01% | +1,911+2.5% | Added |
| The PNC Financial Services Group, Inc. | 78,078 | $1.04M | 0.00% | −834−1.1% | Reduced |
| Shaker Financial Services, LLC | 84,424 | $1.13M | 0.44% | −62,354−42.5% | Reduced |
| Raymond James Trust N.A. | 97,309 | $1.30M | 0.03% | +4,689+5.1% | Added |
| GWM Advisors LLC | 104,961 | $1.40M | 0.01% | +30,676+41.3% | Added |
| Goldman Sachs Group Inc | 108,475 | $1.45M | 0.00% | +8,475+8.5% | Added |
| Merit Financial Group, LLC | 115,301 | $1.55M | 0.04% | +1,889+1.7% | Added |
| Cetera Investment Advisers | 142,092 | $1.90M | 0.00% | +117,741+483.5% | Added |
| Comerica Bank | 145,427 | $1.94M | 0.01% | −4,967−3.3% | Reduced |
| Flow State Investments, L.P. | 149,095 | $1.99M | 0.58% | +41,648+38.8% | Added |
| Pointe Capital Management LLC | 151,632 | $2.03M | 1.26% | +120.0% | Added |
| Steward Partners Investment Advisory, LLC | 156,212 | $2.09M | 0.02% | +13,023+9.1% | Added |
| Janney Montgomery Scott LLC | 158,002 | $2.11M | 0.01% | +15,604+11.0% | Added |
| Guardian Wealth Advisors, LLC | 174,701 | $2.33M | 0.29% | −2,429−1.4% | Reduced |
| Aptus Capital Advisors, LLC | 176,201 | $2.35M | 0.05% | −929−0.5% | Reduced |
| Wedbush Securities Inc | 177,700 | $2.37M | 0.09% | +126,009+243.8% | Added |
| Parsons Capital Management Inc | 185,550 | $2.48M | 0.17% | −4,658−2.4% | Reduced |
| IHT Wealth Management, LLC | 225,377 | $3.01M | 0.12% | +13,837+6.5% | Added |
| Private Advisor Group, LLC | 229,328 | $3.06M | 0.02% | −3,553−1.5% | Reduced |
| Commonwealth Equity Services, LLC | 235,461 | $3.15M | 0.01% | +3,925+1.7% | Added |
| Karpus Management, Inc. | 242,772 | $3.24M | 0.09% | +270+0.1% | Added |
| Landscape Capital Management, L.L.C. | 245,602 | $3.28M | 0.29% | +18,498+8.1% | Added |
| C2C Wealth Management, LLC | 247,394 | $3.31M | 3.28% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 283,896 | $3.79M | 0.01% | +4,684+1.7% | Added |
| Cohen & Steers, Inc. | 285,617 | $3.82M | 0.01% | +80,000+38.9% | Added |
| CoreCap Advisors, LLC | 312,508 | $4.18M | 0.22% | +6,060+2.0% | Added |
| HighTower Advisors, LLC | 319,845 | $4.27M | 0.01% | +11,794+3.8% | Added |
| Pathway Financial Advisers, LLC | 320,396 | $4.28M | 1.54% | +10,703+3.5% | Added |
| Ameriprise Financial Inc | 368,552 | $4.92M | 0.00% | +24,657+7.2% | Added |
| Heron Bay Capital Management | 371,601 | $4.96M | 1.05% | +1,595+0.4% | Added |
| Stifel Financial Corp | 418,937 | $5.60M | 0.01% | −16,273−3.7% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 498,788 | $6.66M | 0.03% | +1,479+0.3% | Added |
| Advisor Group Holdings, Inc. | 498,947 | $6.67M | 0.01% | +2,738+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 502,836 | $6.72M | 0.01% | +39,907+8.6% | Added |
| Baird Financial Group, Inc. | 517,938 | $6.92M | 0.01% | +1,593+0.3% | Added |
| Royal Bank of Canada | 567,191 | $7.58M | 0.00% | +25,591+4.7% | Added |
| Matrix Private Capital Group LLC | 618,490 | $8.26M | 5.60% | +15,363+2.5% | Added |
| Bank of America Corp | 634,321 | $8.47M | 0.00% | +8,801+1.4% | Added |
| UBS Group AG | 779,166 | $10.4M | 0.00% | +60,538+8.4% | Added |
| LPL Financial LLC | 867,647 | $11.6M | 0.01% | −3,964−0.5% | Reduced |
| Guggenheim Capital LLC | 925,203 | $12.4M | 0.09% | +74,688+8.8% | Added |
| Principal Securities, Inc. | 980,049 | $13.1M | 0.41% | +63,400+6.9% | Added |
| RFG Advisory, LLC | 1,257,307 | $16.8M | 0.57% | +3,621+0.3% | Added |
| Wells Fargo & Company | 1,496,870 | $20.0M | 0.01% | +3,969+0.3% | Added |
| Invesco Ltd. | 1,580,337 | $21.1M | 0.00% | −166,131−9.5% | Reduced |
| Raymond James & Associates | 1,786,923 | $23.9M | 0.02% | +95,114+5.6% | Added |
| Cornerstone Advisors, LLC | 1,800,219 | $24.1M | 1.00% | +759,669+73.0% | Added |
| Morgan Stanley | 11,835,245 | $158.1M | 0.01% | +142,278+1.2% | Added |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −101,885−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −56,845−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,173−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −31,488−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −23,536−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,983−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,489−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | – | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |