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