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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 29,960 | $420.9K | 0.04% | +3,332+12.5% | Added |
| Beacon Pointe Advisors, LLC | 30,200 | $424.3K | 0.01% | +5,000+19.8% | Added |
| Commerce Bank | 30,743 | $431.9K | 0.00% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 32,938 | $463.0K | 0.06% | +32,938 | New |
| CI Private Wealth, LLC | 34,260 | $481.4K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 34,390 | $483.2K | 0.04% | +4,682+15.8% | Added |
| Strait & Sound Wealth Management LLC | 36,612 | $514.4K | 0.26% | +227+0.6% | Added |
| Formidable Asset Management, LLC | 37,487 | $526.7K | 0.09% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 37,505 | $526.9K | 0.00% | −2,340−5.9% | Reduced |
| David J Yvars Group | 38,075 | $536.2K | 0.34% | +191+0.5% | Added |
| Stratos Wealth Advisors, LLC | 39,233 | $551.2K | 0.03% | +85+0.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 40,700 | $571.8K | 0.02% | +24,670+153.9% | Added |
| Flputnam Investment Management Co | 42,701 | $599.9K | 0.01% | −1,100−2.5% | Reduced |
| Ameritas Advisory Services, LLC | 42,974 | $603.8K | 0.02% | +605+1.4% | Added |
| Mariner, LLC | 43,485 | $611.0K | 0.00% | +13,891+46.9% | Added |
| Atria Wealth Solutions, Inc. | 46,553 | $654.1K | 0.01% | −5,813−11.1% | Reduced |
| NWF Advisory Services Inc. | 46,638 | $655.3K | 0.10% | −123−0.3% | Reduced |
| Truist Financial Corp | 46,953 | $659.7K | 0.00% | −26,312−35.9% | Reduced |
| Ignite Planners, LLC | 46,061 | $660.1K | 0.16% | −1,754−3.7% | Reduced |
| International Assets Investment Management, LLC | 48,177 | $676.9K | 0.06% | −50−0.1% | Reduced |
| ELCO Management Co., LLC | 50,800 | $713.7K | 0.42% | −1,200−2.3% | Reduced |
| Wealth Effects LLC | 54,137 | $760.6K | 0.28% | −8,560−13.7% | Reduced |
| Centaurus Financial, Inc. | 56,824 | $798.0K | 0.05% | −19,286−25.3% | Reduced |
| Lido Advisors, LLC | 58,380 | $820.2K | 0.01% | −18,636−24.2% | Reduced |
| Kingsview Wealth Management, LLC | 59,524 | $836.3K | 0.02% | −2,150−3.5% | Reduced |
| Flaharty Asset Management, LLC | 63,591 | $893.5K | 0.13% | −2,356−3.6% | Reduced |
| Gladstone Institutional Advisory LLC | 69,460 | $975.9K | 0.05% | −4,939−6.6% | Reduced |
| Advisors Asset Management, Inc. | 69,520 | $976.8K | 0.02% | +37,589+117.7% | Added |
| The PNC Financial Services Group, Inc. | 71,545 | $1.01M | 0.00% | −6,533−8.4% | Reduced |
| National Asset Management, Inc. | 79,111 | $1.11M | 0.03% | −3,373−4.1% | Reduced |
| Sanctuary Advisors, LLC | 85,306 | $1.11M | 0.01% | +85,306 | New |
| Landscape Capital Management, L.L.C. | 88,629 | $1.25M | 0.11% | −156,973−63.9% | Reduced |
| GWM Advisors LLC | 92,239 | $1.30M | 0.01% | −12,722−12.1% | Reduced |
| Raymond James Trust N.A. | 97,309 | $1.37M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 100,000 | $1.41M | 0.00% | −8,475−7.8% | Reduced |
| Merit Financial Group, LLC | 113,804 | $1.60M | 0.04% | −1,497−1.3% | Reduced |
| Flow State Investments, L.P. | 118,413 | $1.66M | 0.53% | −30,682−20.6% | Reduced |
| Wedbush Securities Inc | 126,792 | $1.78M | 0.06% | −50,908−28.6% | Reduced |
| Comerica Bank | 143,239 | $2.01M | 0.01% | −2,188−1.5% | Reduced |
| Pointe Capital Management LLC | 150,143 | $2.11M | 1.31% | −1,489−1.0% | Reduced |
| Cetera Investment Advisers | 152,962 | $2.15M | 0.00% | +10,870+7.6% | Added |
| Steward Partners Investment Advisory, LLC | 161,941 | $2.28M | 0.02% | +5,729+3.7% | Added |
| Guardian Wealth Advisors, LLC | 172,763 | $2.43M | 0.28% | −1,938−1.1% | Reduced |
| Aptus Capital Advisors, LLC | 174,263 | $2.45M | 0.05% | −1,938−1.1% | Reduced |
| Parsons Capital Management Inc | 184,856 | $2.60M | 0.18% | −694−0.4% | Reduced |
| Shaker Financial Services, LLC | 190,304 | $2.67M | 1.08% | +105,880+125.4% | Added |
| Commonwealth Equity Services, LLC | 222,769 | $3.13M | 0.00% | −12,692−5.4% | Reduced |
| Private Advisor Group, LLC | 229,436 | $3.22M | 0.02% | +1080.0% | Added |
| IHT Wealth Management, LLC | 233,681 | $3.28M | 0.12% | +8,304+3.7% | Added |
| Karpus Management, Inc. | 241,052 | $3.39M | 0.10% | −1,720−0.7% | Reduced |
| C2C Wealth Management, LLC | 246,894 | $3.47M | 3.39% | −500−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 294,181 | $4.13M | 0.01% | +10,285+3.6% | Added |
| HighTower Advisors, LLC | 297,014 | $4.17M | 0.01% | −22,831−7.1% | Reduced |
| CoreCap Advisors, LLC | 313,128 | $4.40M | 0.46% | +620+0.2% | Added |
| Cohen & Steers, Inc. | 315,617 | $4.43M | 0.01% | +30,000+10.5% | Added |
| Pathway Financial Advisers, LLC | 332,514 | $4.67M | 1.67% | +12,118+3.8% | Added |
| Ameriprise Financial Inc | 366,100 | $5.14M | 0.00% | −2,452−0.7% | Reduced |
| Heron Bay Capital Management | 366,285 | $5.15M | 1.10% | −5,316−1.4% | Reduced |
| Stifel Financial Corp | 430,597 | $6.05M | 0.01% | +11,660+2.8% | Added |
| Advisor Group Holdings, Inc. | 442,477 | $6.22M | 0.01% | −56,470−11.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 483,980 | $6.80M | 0.03% | −14,808−3.0% | Reduced |
| Baird Financial Group, Inc. | 529,383 | $7.44M | 0.02% | +11,445+2.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 559,218 | $7.86M | 0.01% | +56,382+11.2% | Added |
| Royal Bank of Canada | 613,784 | $8.62M | 0.00% | +46,593+8.2% | Added |
| Matrix Private Capital Group LLC | 637,456 | $8.96M | 5.63% | +18,966+3.1% | Added |
| Bank of America Corp | 639,909 | $8.99M | 0.00% | +5,588+0.9% | Added |
| UBS Group AG | 756,078 | $10.6M | 0.00% | −23,088−3.0% | Reduced |
| LPL Financial LLC | 909,625 | $12.8M | 0.01% | +41,978+4.8% | Added |
| Principal Securities, Inc. | 1,006,766 | $14.1M | 0.39% | +26,717+2.7% | Added |
| Guggenheim Capital LLC | 1,075,197 | $15.1M | 0.11% | +149,994+16.2% | Added |
| RFG Advisory, LLC | 1,210,850 | $17.0M | 0.55% | −46,457−3.7% | Reduced |
| Cornerstone Advisors, LLC | 1,211,242 | $17.0M | 0.69% | −588,977−32.7% | Reduced |
| Raymond James & Associates | 1,364,901 | $19.2M | 0.01% | −422,022−23.6% | Reduced |
| Invesco Ltd. | 1,582,238 | $22.2M | 0.00% | +1,901+0.1% | Added |
| Wells Fargo & Company | 1,610,255 | $22.6M | 0.01% | +113,385+7.6% | Added |
| Morgan Stanley | 11,814,063 | $166.0M | 0.01% | −21,182−0.2% | Reduced |
| Strategic Financial Concepts, LLC | 257,680 | – | – | +238,180+1,221.4% | Added |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −158,002−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −70,865−100.0% | Sold out |
| Summit Investment Advisory Services, LLC | 0 | $0 | 0.00% | −43,853−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −28,724−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −10,613−100.0% | Sold out |
| Cassaday & Co Wealth Management LLC | 0 | $0 | 0.00% | −10,365−100.0% | Sold out |
| Relative Value Partners Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −5,230−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −3,625−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −190−100.0% | Sold out |