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, Q2 2024
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Jun 30, 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
- 177
- −2 vs. Q1 2024
- Shares held
- 35.1M
- −758.9K (−2.1%) vs. Q1 2024
- Total value
- $490.0M
- +$10.6M (+2.2%) vs. Q1 2024
- New holders
- 11
- 58 more added
- Sold out
- 13
- 55 more reduced
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,814,063 | $166.0M | 0.01% | −21,182−0.2% | Reduced |
| Wells Fargo & Company | 1,610,255 | $22.6M | 0.01% | +113,385+7.6% | Added |
| Invesco Ltd. | 1,582,238 | $22.2M | 0.00% | +1,901+0.1% | Added |
| Raymond James & Associates | 1,364,901 | $19.2M | 0.01% | −422,022−23.6% | Reduced |
| Cornerstone Advisors, LLC | 1,211,242 | $17.0M | 0.69% | −588,977−32.7% | Reduced |
| RFG Advisory, LLC | 1,210,850 | $17.0M | 0.55% | −46,457−3.7% | Reduced |
| Guggenheim Capital LLC | 1,075,197 | $15.1M | 0.11% | +149,994+16.2% | Added |
| Principal Securities, Inc. | 1,006,766 | $14.1M | 0.39% | +26,717+2.7% | Added |
| LPL Financial LLC | 909,625 | $12.8M | 0.01% | +41,978+4.8% | Added |
| UBS Group AG | 756,078 | $10.6M | 0.00% | −23,088−3.0% | Reduced |
| Bank of America Corp | 639,909 | $8.99M | 0.00% | +5,588+0.9% | Added |
| Matrix Private Capital Group LLC | 637,456 | $8.96M | 5.63% | +18,966+3.1% | Added |
| Royal Bank of Canada | 613,784 | $8.62M | 0.00% | +46,593+8.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 559,218 | $7.86M | 0.01% | +56,382+11.2% | Added |
| Baird Financial Group, Inc. | 529,383 | $7.44M | 0.02% | +11,445+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 483,980 | $6.80M | 0.03% | −14,808−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 442,477 | $6.22M | 0.01% | −56,470−11.3% | Reduced |
| Stifel Financial Corp | 430,597 | $6.05M | 0.01% | +11,660+2.8% | Added |
| Heron Bay Capital Management | 366,285 | $5.15M | 1.10% | −5,316−1.4% | Reduced |
| Ameriprise Financial Inc | 366,100 | $5.14M | 0.00% | −2,452−0.7% | Reduced |
| Pathway Financial Advisers, LLC | 332,514 | $4.67M | 1.67% | +12,118+3.8% | Added |
| Cohen & Steers, Inc. | 315,617 | $4.43M | 0.01% | +30,000+10.5% | Added |
| CoreCap Advisors, LLC | 313,128 | $4.40M | 0.46% | +620+0.2% | Added |
| HighTower Advisors, LLC | 297,014 | $4.17M | 0.01% | −22,831−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 294,181 | $4.13M | 0.01% | +10,285+3.6% | Added |
| C2C Wealth Management, LLC | 246,894 | $3.47M | 3.39% | −500−0.2% | Reduced |
| Karpus Management, Inc. | 241,052 | $3.39M | 0.10% | −1,720−0.7% | Reduced |
| IHT Wealth Management, LLC | 233,681 | $3.28M | 0.12% | +8,304+3.7% | Added |
| Private Advisor Group, LLC | 229,436 | $3.22M | 0.02% | +1080.0% | Added |
| Commonwealth Equity Services, LLC | 222,769 | $3.13M | 0.00% | −12,692−5.4% | Reduced |
| Shaker Financial Services, LLC | 190,304 | $2.67M | 1.08% | +105,880+125.4% | Added |
| Parsons Capital Management Inc | 184,856 | $2.60M | 0.18% | −694−0.4% | Reduced |
| Aptus Capital Advisors, LLC | 174,263 | $2.45M | 0.05% | −1,938−1.1% | Reduced |
| Guardian Wealth Advisors, LLC | 172,763 | $2.43M | 0.28% | −1,938−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 161,941 | $2.28M | 0.02% | +5,729+3.7% | Added |
| Cetera Investment Advisers | 152,962 | $2.15M | 0.00% | +10,870+7.6% | Added |
| Pointe Capital Management LLC | 150,143 | $2.11M | 1.31% | −1,489−1.0% | Reduced |
| Comerica Bank | 143,239 | $2.01M | 0.01% | −2,188−1.5% | Reduced |
| Wedbush Securities Inc | 126,792 | $1.78M | 0.06% | −50,908−28.6% | Reduced |
| Flow State Investments, L.P. | 118,413 | $1.66M | 0.53% | −30,682−20.6% | Reduced |
| Merit Financial Group, LLC | 113,804 | $1.60M | 0.04% | −1,497−1.3% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.41M | 0.00% | −8,475−7.8% | Reduced |
| Raymond James Trust N.A. | 97,309 | $1.37M | 0.03% | 00.0% | Unchanged |
| GWM Advisors LLC | 92,239 | $1.30M | 0.01% | −12,722−12.1% | Reduced |
| Landscape Capital Management, L.L.C. | 88,629 | $1.25M | 0.11% | −156,973−63.9% | Reduced |
| Sanctuary Advisors, LLC | 85,306 | $1.11M | 0.01% | +85,306 | New |
| National Asset Management, Inc. | 79,111 | $1.11M | 0.03% | −3,373−4.1% | Reduced |
| The PNC Financial Services Group, Inc. | 71,545 | $1.01M | 0.00% | −6,533−8.4% | Reduced |
| Advisors Asset Management, Inc. | 69,520 | $976.8K | 0.02% | +37,589+117.7% | Added |
| Gladstone Institutional Advisory LLC | 69,460 | $975.9K | 0.05% | −4,939−6.6% | Reduced |
| Flaharty Asset Management, LLC | 63,591 | $893.5K | 0.13% | −2,356−3.6% | Reduced |
| Kingsview Wealth Management, LLC | 59,524 | $836.3K | 0.02% | −2,150−3.5% | Reduced |
| Lido Advisors, LLC | 58,380 | $820.2K | 0.01% | −18,636−24.2% | Reduced |
| Centaurus Financial, Inc. | 56,824 | $798.0K | 0.05% | −19,286−25.3% | Reduced |
| Wealth Effects LLC | 54,137 | $760.6K | 0.28% | −8,560−13.7% | Reduced |
| ELCO Management Co., LLC | 50,800 | $713.7K | 0.42% | −1,200−2.3% | Reduced |
| International Assets Investment Management, LLC | 48,177 | $676.9K | 0.06% | −50−0.1% | Reduced |
| Ignite Planners, LLC | 46,061 | $660.1K | 0.16% | −1,754−3.7% | Reduced |
| Truist Financial Corp | 46,953 | $659.7K | 0.00% | −26,312−35.9% | Reduced |
| NWF Advisory Services Inc. | 46,638 | $655.3K | 0.10% | −123−0.3% | Reduced |
| Atria Wealth Solutions, Inc. | 46,553 | $654.1K | 0.01% | −5,813−11.1% | Reduced |
| Mariner, LLC | 43,485 | $611.0K | 0.00% | +13,891+46.9% | Added |
| Ameritas Advisory Services, LLC | 42,974 | $603.8K | 0.02% | +605+1.4% | Added |
| Flputnam Investment Management Co | 42,701 | $599.9K | 0.01% | −1,100−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 40,700 | $571.8K | 0.02% | +24,670+153.9% | Added |
| Stratos Wealth Advisors, LLC | 39,233 | $551.2K | 0.03% | +85+0.2% | Added |
| David J Yvars Group | 38,075 | $536.2K | 0.34% | +191+0.5% | Added |
| Kestra Advisory Services, LLC | 37,505 | $526.9K | 0.00% | −2,340−5.9% | Reduced |
| Formidable Asset Management, LLC | 37,487 | $526.7K | 0.09% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 36,612 | $514.4K | 0.26% | +227+0.6% | Added |
| Atomi Financial Group, Inc. | 34,390 | $483.2K | 0.04% | +4,682+15.8% | Added |
| CI Private Wealth, LLC | 34,260 | $481.4K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,938 | $463.0K | 0.06% | +32,938 | New |
| Commerce Bank | 30,743 | $431.9K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 30,200 | $424.3K | 0.01% | +5,000+19.8% | Added |
| Smith, Moore & Co. | 29,960 | $420.9K | 0.04% | +3,332+12.5% | Added |
| Creative Planning | 29,864 | $419.6K | 0.00% | +1,175+4.1% | Added |
| David Loasby | 27,626 | $397.0K | 0.04% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 27,775 | $390.2K | 0.06% | +9,503+52.0% | Added |
| RSM US Wealth Management LLC | 27,355 | $384.3K | 0.01% | +27,355 | New |
| Arete Wealth Advisors, LLC | 25,952 | $366.0K | 0.03% | +429+1.7% | Added |
| Mendel Capital Management LLC | 24,150 | $339.3K | 0.22% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 22,600 | $317.5K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20,666 | $290.4K | 0.01% | +18,871+1,051.3% | Added |
| Quantum Private Wealth, LLC | 20,000 | $281.0K | 0.10% | 00.0% | Unchanged |
| Lane & Associates LLC | 19,721 | $277.1K | 0.16% | +430+2.2% | Added |
| Mercer Global Advisors Inc | 19,598 | $275.3K | 0.00% | +213+1.1% | Added |
| Harbour Investments, Inc. | 19,064 | $267.9K | 0.01% | +2,948+18.3% | Added |
| Northwestern Mutual Wealth Management Co | 18,383 | $258.3K | 0.00% | +446+2.5% | Added |
| MML Investors Services, LLC | 18,069 | $254.0K | 0.00% | −4,078−18.4% | Reduced |
| Onyx Bridge Wealth Group LLC | 17,938 | $252.0K | 0.04% | +388+2.2% | Added |
| Syverson Strege & Co | 17,665 | $248.2K | 0.08% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,857 | $236.8K | 0.00% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $231.8K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,492 | $231.7K | 0.00% | +4,788+40.9% | Added |
| Capital Wealth Alliance, LLC | 16,470 | $231.4K | 0.13% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 16,260 | $228.4K | 0.14% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,015 | $225.0K | 0.00% | +10.0% | Added |
| Blue Chip Partners, Inc. | 15,447 | $217.0K | 0.02% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,306 | $215.1K | 0.07% | −409−2.6% | Reduced |