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 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 63 | $872 | 0.00% | +63 | New |
| Frazier Financial Advisors, LLC | 95 | $1.33K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.31K | 0.00% | −3,007−92.8% | Reduced |
| Abich Financial Wealth Management LLC | 252 | $3.54K | 0.00% | +252 | New |
| M&R Capital Management Inc | 333 | $4.68K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 400 | $5.62K | 0.00% | +400 | New |
| Byrne Asset Management LLC | 400 | $5.65K | 0.00% | −100−20.0% | Reduced |
| Valley National Advisers Inc | 483 | $6.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $7.11K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 527 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $10.8K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $11.9K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $12.9K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.1K | 0.00% | −258−20.5% | Reduced |
| Stephens Consulting, LLC | 1,270 | $17.8K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,330 | $18.7K | 0.00% | +19+1.4% | Added |
| Key Financial Inc | 1,599 | $22.5K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $22.5K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $24.5K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2,129 | $29.9K | 0.01% | +46+2.2% | Added |
| Princeton Global Asset Management LLC | 2,213 | $31.1K | 0.01% | −200−8.3% | Reduced |
| Maryland Capital Advisors Inc. | 2,265 | $31.8K | 0.02% | +2,265 | New |
| Carolinas Wealth Consulting LLC | 2,300 | $32.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,454 | $34.5K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $37.5K | 0.00% | +1,967+281.0% | Added |
| Twin Lakes Capital Management, LLC | 2,934 | $41.2K | 0.03% | +63+2.2% | Added |
| Raleigh Capital Management Inc. | 3,033 | $42.6K | 0.02% | +3,033 | New |
| Bogart Wealth, LLC | 3,231 | $45.4K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $45.7K | 0.02% | +1,500+85.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,658 | $51.4K | 0.00% | +11+0.3% | Added |
| Cypress Capital Management LLC (WY) | 3,800 | $53.4K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $56.7K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,301 | $60.4K | 0.00% | +110+2.6% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $64.0K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $64.5K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $66.7K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 4,795 | $67.0K | 0.01% | −2,286−32.3% | Reduced |
| Webster Bank, N. A. | 4,825 | $67.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 5,644 | $79.3K | 0.03% | +5,644 | New |
| Redmont Wealth Advisors LLC | 6,488 | $91.2K | 0.14% | −2,450−27.4% | Reduced |
| Allworth Financial LP | 7,617 | $105.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,620 | $107.1K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,934 | $111.5K | 0.00% | −2,318−22.6% | Reduced |
| Proequities, Inc. | 8,978 | $126.1K | 0.01% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $132.9K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,789 | $138.0K | 0.00% | −611−5.9% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $140.5K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $140.8K | 0.02% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,331 | $141.4K | 0.00% | +203+2.0% | Added |
| Uncommon Cents Investing LLC | 10,384 | $145.9K | 0.05% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,523 | $147.8K | 0.00% | +6+0.1% | Added |
| Dakota Wealth Management | 10,600 | $148.9K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,892 | $153.0K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 11,104 | $156.0K | 0.04% | 00.0% | Unchanged |
| Gratus Capital LLC | 11,250 | $158.1K | 0.01% | +11,250 | New |
| Inscription Capital, LLC | 11,270 | $158.3K | 0.03% | −430−3.7% | Reduced |
| Capital Market Strategies LLC | 11,274 | $158.4K | 0.10% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,461 | $161.0K | 0.04% | +226+2.0% | Added |
| Moors & Cabot, Inc. | 11,571 | $162.6K | 0.01% | −1,150−9.0% | Reduced |
| Dudley Capital Management, LLC | 11,636 | $163.5K | 0.09% | +89+0.8% | Added |
| Pinnacle Financial Partners Inc | 12,434 | $166.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 12,291 | $172.7K | 0.00% | +518+4.4% | Added |
| Cerity Partners LLC | 12,505 | $175.7K | 0.00% | −19,009−60.3% | Reduced |
| Confluence Wealth Services, Inc. | 12,761 | $179.3K | 0.01% | +355+2.9% | Added |
| Brown Advisory Inc | 12,974 | $182.3K | 0.00% | +23+0.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $185.5K | 0.05% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,210 | $185.6K | 0.00% | +13,210 | New |
| Chicago Partners Investment Group LLC | 14,076 | $192.4K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,707 | $192.6K | 0.03% | −2,872−17.3% | Reduced |
| Equitable Holdings, Inc. | 13,919 | $195.6K | 0.00% | +60.0% | Added |
| D.A. Davidson & Co. | 13,954 | $196.1K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 14,197 | $199.5K | 0.03% | +767+5.7% | Added |
| Virtu Financial LLC | 14,262 | $200.0K | 0.01% | −571−3.8% | Reduced |
| Northern Trust Corp | 14,743 | $207.1K | 0.00% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 15,306 | $215.1K | 0.07% | −409−2.6% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $217.0K | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 16,015 | $225.0K | 0.00% | +10.0% | Added |
| Fortitude Advisory Group L.L.C. | 16,260 | $228.4K | 0.14% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $231.4K | 0.13% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,492 | $231.7K | 0.00% | +4,788+40.9% | Added |
| Mission Wealth Management, LP | 16,499 | $231.8K | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 16,857 | $236.8K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 17,665 | $248.2K | 0.08% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 17,938 | $252.0K | 0.04% | +388+2.2% | Added |
| MML Investors Services, LLC | 18,069 | $254.0K | 0.00% | −4,078−18.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 18,383 | $258.3K | 0.00% | +446+2.5% | Added |
| Harbour Investments, Inc. | 19,064 | $267.9K | 0.01% | +2,948+18.3% | Added |
| Mercer Global Advisors Inc | 19,598 | $275.3K | 0.00% | +213+1.1% | Added |
| Lane & Associates LLC | 19,721 | $277.1K | 0.16% | +430+2.2% | Added |
| Quantum Private Wealth, LLC | 20,000 | $281.0K | 0.10% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20,666 | $290.4K | 0.01% | +18,871+1,051.3% | Added |
| Burford Brothers, Inc. | 22,600 | $317.5K | 0.18% | 00.0% | Unchanged |
| Mendel Capital Management LLC | 24,150 | $339.3K | 0.22% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 25,952 | $366.0K | 0.03% | +429+1.7% | Added |
| RSM US Wealth Management LLC | 27,355 | $384.3K | 0.01% | +27,355 | New |
| Monograph Wealth Advisors, LLC | 27,775 | $390.2K | 0.06% | +9,503+52.0% | Added |
| David Loasby | 27,626 | $397.0K | 0.04% | 00.0% | Unchanged |
| Creative Planning | 29,864 | $419.6K | 0.00% | +1,175+4.1% | Added |