Skip to main content

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.

Institutional holdersQ2 2024: 177 institutions
Q1 2021: 156 institutionsQ2 2021: 153 institutionsQ3 2021: 151 institutionsQ4 2021: 159 institutionsQ1 2022: 175 institutionsQ2 2022: 176 institutionsQ3 2022: 169 institutionsQ4 2022: 178 institutionsQ1 2023: 174 institutionsQ2 2023: 167 institutionsQ3 2023: 177 institutionsQ4 2023: 174 institutionsQ1 2024: 179 institutionsQ2 2024: 177 institutionsQ3 2024: 186 institutionsQ4 2024: 193 institutionsQ1 2025: 187 institutionsQ2 2025: 190 institutionsQ3 2025: 195 institutionsQ4 2025: 206 institutionsQ1 2026: 207 institutionsQ2 2026: 211 institutions
Value heldQ2 2024: $490.0M
Q1 2021: $372.8MQ2 2021: $405.1MQ3 2021: $400.1MQ4 2021: $454.9MQ1 2022: $427.0MQ2 2022: $356.8MQ3 2022: $335.6MQ4 2022: $334.6MQ1 2023: $353.4MQ2 2023: $389.8MQ3 2023: $374.9MQ4 2023: $418.2MQ1 2024: $479.4MQ2 2024: $490.0MQ3 2024: $506.0MQ4 2024: $527.7MQ1 2025: $515.9MQ2 2025: $560.2MQ3 2025: $590.1MQ4 2025: $569.5MQ1 2026: $524.1MQ2 2026: $568.5M
Institutions holding ETY and their total value by quarter
QuarterHoldersValue
Q2 2026211$568.5M
Q1 2026207$524.1M
Q4 2025206$569.5M
Q3 2025195$590.1M
Q2 2025190$560.2M
Q1 2025187$515.9M
Q4 2024193$527.7M
Q3 2024186$506.0M
Q2 2024177$490.0M
Q1 2024179$479.4M
Q4 2023174$418.2M
Q3 2023177$374.9M
Q2 2023167$389.8M
Q1 2023174$353.4M
Q4 2022178$334.6M
Q3 2022169$335.6M
Q2 2022176$356.8M
Q1 2022175$427.0M
Q4 2021159$454.9M
Q3 2021151$400.1M
Q2 2021153$405.1M
Q1 2021156$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.

Institutions holding ETY in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Laurel Wealth Advisors LLC63$8720.00%+63New
Frazier Financial Advisors, LLC95$1.33K0.00%00.0%Unchanged
Smartleaf Asset Management LLC234$3.31K0.00%−3,007−92.8%Reduced
Abich Financial Wealth Management LLC252$3.54K0.00%+252New
M&R Capital Management Inc333$4.68K0.00%00.0%Unchanged
Redwood Wealth Management Group, LLC400$5.62K0.00%+400New
Byrne Asset Management LLC400$5.65K0.00%−100−20.0%Reduced
Valley National Advisers Inc483$6.00K0.00%00.0%Unchanged
City Holding Co506$7.11K0.00%00.0%Unchanged
Citizens National Bank Trust Department527$7.40K0.00%00.0%Unchanged
Cedar Mountain Advisors, LLC768$10.8K0.00%00.0%Unchanged
Gen-Wealth Partners Inc850$11.9K0.01%00.0%Unchanged
Tradewinds Capital Management, LLC919$12.9K0.00%00.0%Unchanged
Salomon & Ludwin, LLC992$13.9K0.00%00.0%Unchanged
Financial Management Professionals, Inc.1,000$14.0K0.00%00.0%Unchanged
Spire Wealth Management1,000$14.1K0.00%−258−20.5%Reduced
Stephens Consulting, LLC1,270$17.8K0.01%00.0%Unchanged
FinTrust Capital Advisors, LLC1,330$18.7K0.00%+19+1.4%Added
Key Financial Inc1,599$22.5K0.01%00.0%Unchanged
IFP Advisors, Inc1,600$22.5K0.00%00.0%Unchanged
MCF Advisors LLC1,744$24.5K0.00%00.0%Unchanged
Tucker Asset Management LLC2,129$29.9K0.01%+46+2.2%Added
Princeton Global Asset Management LLC2,213$31.1K0.01%−200−8.3%Reduced
Maryland Capital Advisors Inc.2,265$31.8K0.02%+2,265New
Carolinas Wealth Consulting LLC2,300$32.3K0.01%00.0%Unchanged
JPMorgan Chase & Co2,454$34.5K0.00%00.0%Unchanged
Sound Income Strategies, LLC2,667$37.5K0.00%+1,967+281.0%Added
Twin Lakes Capital Management, LLC2,934$41.2K0.03%+63+2.2%Added
Raleigh Capital Management Inc.3,033$42.6K0.02%+3,033New
Bogart Wealth, LLC3,231$45.4K0.00%00.0%Unchanged
Barrett & Company, Inc.3,250$45.7K0.02%+1,500+85.7%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC3,658$51.4K0.00%+11+0.3%Added
Cypress Capital Management LLC (WY)3,800$53.4K0.06%00.0%Unchanged
Private Trust Co NA4,035$56.7K0.01%00.0%Unchanged
Farther Finance Advisors, LLC4,301$60.4K0.00%+110+2.6%Added
Harbor Investment Advisory, LLC4,556$64.0K0.01%00.0%Unchanged
CNB Bank4,590$64.5K0.03%00.0%Unchanged
Hexagon Capital Partners LLC4,750$66.7K0.01%00.0%Unchanged
Liberty One Investment Management, LLC4,795$67.0K0.01%−2,286−32.3%Reduced
Webster Bank, N. A.4,825$67.8K0.01%00.0%Unchanged
Activest Wealth Management5,644$79.3K0.03%+5,644New
Redmont Wealth Advisors LLC6,488$91.2K0.14%−2,450−27.4%Reduced
Allworth Financial LP7,617$105.0K0.00%00.0%Unchanged
Geneos Wealth Management Inc.7,620$107.1K0.00%00.0%Unchanged
US Bancorp7,934$111.5K0.00%−2,318−22.6%Reduced
Proequities, Inc.8,978$126.1K0.01%00.0%Unchanged
Insigneo Advisory Services, LLC10,038$132.9K0.01%00.0%Unchanged
CWM, LLC9,789$138.0K0.00%−611−5.9%Reduced
Beacon Investment Advisory Services, Inc.10,000$140.5K0.01%00.0%Unchanged
LVZ Advisors, Inc.10,023$140.8K0.02%00.0%Unchanged
Mutual Advisors, LLC10,331$141.4K0.00%+203+2.0%Added
Uncommon Cents Investing LLC10,384$145.9K0.05%00.0%Unchanged
Kestra Private Wealth Services, LLC10,523$147.8K0.00%+6+0.1%Added
Dakota Wealth Management10,600$148.9K0.00%00.0%Unchanged
Wintrust Investments LLC10,892$153.0K0.01%00.0%Unchanged
L.M. Kohn & Company11,104$156.0K0.04%00.0%Unchanged
Gratus Capital LLC11,250$158.1K0.01%+11,250New
Inscription Capital, LLC11,270$158.3K0.03%−430−3.7%Reduced
Capital Market Strategies LLC11,274$158.4K0.10%00.0%Unchanged
Edmonds Duncan Registered Investment Advisors, LLC11,461$161.0K0.04%+226+2.0%Added
Moors & Cabot, Inc.11,571$162.6K0.01%−1,150−9.0%Reduced
Dudley Capital Management, LLC11,636$163.5K0.09%+89+0.8%Added
Pinnacle Financial Partners Inc12,434$166.1K0.00%00.0%Unchanged
Parallel Advisors, LLC12,291$172.7K0.00%+518+4.4%Added
Cerity Partners LLC12,505$175.7K0.00%−19,009−60.3%Reduced
Confluence Wealth Services, Inc.12,761$179.3K0.01%+355+2.9%Added
Brown Advisory Inc12,974$182.3K0.00%+23+0.2%Added
Oliver Lagore Vanvalin Investment Group13,200$185.5K0.05%00.0%Unchanged
Stratos Wealth Partners, LTD.13,210$185.6K0.00%+13,210New
Chicago Partners Investment Group LLC14,076$192.4K0.01%00.0%Unchanged
Focused Wealth Management, Inc13,707$192.6K0.03%−2,872−17.3%Reduced
Equitable Holdings, Inc.13,919$195.6K0.00%+60.0%Added
D.A. Davidson & Co.13,954$196.1K0.00%00.0%Unchanged
Wealth Alliance14,197$199.5K0.03%+767+5.7%Added
Virtu Financial LLC14,262$200.0K0.01%−571−3.8%Reduced
Northern Trust Corp14,743$207.1K0.00%00.0%Unchanged
Garden State Investment Advisory Services LLC15,306$215.1K0.07%−409−2.6%Reduced
Blue Chip Partners, Inc.15,447$217.0K0.02%00.0%Unchanged
Envestnet Asset Management Inc16,015$225.0K0.00%+10.0%Added
Fortitude Advisory Group L.L.C.16,260$228.4K0.14%00.0%Unchanged
Capital Wealth Alliance, LLC16,470$231.4K0.13%00.0%Unchanged
Avantax Advisory Services, Inc.16,492$231.7K0.00%+4,788+40.9%Added
Mission Wealth Management, LP16,499$231.8K0.01%00.0%Unchanged
Neuberger Berman Group LLC16,857$236.8K0.00%00.0%Unchanged
Syverson Strege & Co17,665$248.2K0.08%00.0%Unchanged
Onyx Bridge Wealth Group LLC17,938$252.0K0.04%+388+2.2%Added
MML Investors Services, LLC18,069$254.0K0.00%−4,078−18.4%Reduced
Northwestern Mutual Wealth Management Co18,383$258.3K0.00%+446+2.5%Added
Harbour Investments, Inc.19,064$267.9K0.01%+2,948+18.3%Added
Mercer Global Advisors Inc19,598$275.3K0.00%+213+1.1%Added
Lane & Associates LLC19,721$277.1K0.16%+430+2.2%Added
Quantum Private Wealth, LLC20,000$281.0K0.10%00.0%Unchanged
Global Retirement Partners, LLC20,666$290.4K0.01%+18,871+1,051.3%Added
Burford Brothers, Inc.22,600$317.5K0.18%00.0%Unchanged
Mendel Capital Management LLC24,150$339.3K0.22%00.0%Unchanged
Arete Wealth Advisors, LLC25,952$366.0K0.03%+429+1.7%Added
RSM US Wealth Management LLC27,355$384.3K0.01%+27,355New
Monograph Wealth Advisors, LLC27,775$390.2K0.06%+9,503+52.0%Added
David Loasby27,626$397.0K0.04%00.0%Unchanged
Creative Planning29,864$419.6K0.00%+1,175+4.1%Added