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 |
|---|---|---|---|---|---|
| Northern Trust Corp | 14,743 | $207.1K | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 14,262 | $200.0K | 0.01% | −571−3.8% | Reduced |
| Wealth Alliance | 14,197 | $199.5K | 0.03% | +767+5.7% | Added |
| D.A. Davidson & Co. | 13,954 | $196.1K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,919 | $195.6K | 0.00% | +60.0% | Added |
| Focused Wealth Management, Inc | 13,707 | $192.6K | 0.03% | −2,872−17.3% | Reduced |
| Chicago Partners Investment Group LLC | 14,076 | $192.4K | 0.01% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 13,210 | $185.6K | 0.00% | +13,210 | New |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $185.5K | 0.05% | 00.0% | Unchanged |
| Brown Advisory Inc | 12,974 | $182.3K | 0.00% | +23+0.2% | Added |
| Confluence Wealth Services, Inc. | 12,761 | $179.3K | 0.01% | +355+2.9% | Added |
| Cerity Partners LLC | 12,505 | $175.7K | 0.00% | −19,009−60.3% | Reduced |
| Parallel Advisors, LLC | 12,291 | $172.7K | 0.00% | +518+4.4% | Added |
| Pinnacle Financial Partners Inc | 12,434 | $166.1K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 11,636 | $163.5K | 0.09% | +89+0.8% | Added |
| Moors & Cabot, Inc. | 11,571 | $162.6K | 0.01% | −1,150−9.0% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,461 | $161.0K | 0.04% | +226+2.0% | Added |
| Capital Market Strategies LLC | 11,274 | $158.4K | 0.10% | 00.0% | Unchanged |
| Inscription Capital, LLC | 11,270 | $158.3K | 0.03% | −430−3.7% | Reduced |
| Gratus Capital LLC | 11,250 | $158.1K | 0.01% | +11,250 | New |
| L.M. Kohn & Company | 11,104 | $156.0K | 0.04% | 00.0% | Unchanged |
| Wintrust Investments LLC | 10,892 | $153.0K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 10,600 | $148.9K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 10,523 | $147.8K | 0.00% | +6+0.1% | Added |
| Uncommon Cents Investing LLC | 10,384 | $145.9K | 0.05% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,331 | $141.4K | 0.00% | +203+2.0% | Added |
| LVZ Advisors, Inc. | 10,023 | $140.8K | 0.02% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 10,000 | $140.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,789 | $138.0K | 0.00% | −611−5.9% | Reduced |
| Insigneo Advisory Services, LLC | 10,038 | $132.9K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 8,978 | $126.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 7,934 | $111.5K | 0.00% | −2,318−22.6% | Reduced |
| Geneos Wealth Management Inc. | 7,620 | $107.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7,617 | $105.0K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 6,488 | $91.2K | 0.14% | −2,450−27.4% | Reduced |
| Activest Wealth Management | 5,644 | $79.3K | 0.03% | +5,644 | New |
| Webster Bank, N. A. | 4,825 | $67.8K | 0.01% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 4,795 | $67.0K | 0.01% | −2,286−32.3% | Reduced |
| Hexagon Capital Partners LLC | 4,750 | $66.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $64.5K | 0.03% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4,556 | $64.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,301 | $60.4K | 0.00% | +110+2.6% | Added |
| Private Trust Co NA | 4,035 | $56.7K | 0.01% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $53.4K | 0.06% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,658 | $51.4K | 0.00% | +11+0.3% | Added |
| Barrett & Company, Inc. | 3,250 | $45.7K | 0.02% | +1,500+85.7% | Added |
| Bogart Wealth, LLC | 3,231 | $45.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,033 | $42.6K | 0.02% | +3,033 | New |
| Twin Lakes Capital Management, LLC | 2,934 | $41.2K | 0.03% | +63+2.2% | Added |
| Sound Income Strategies, LLC | 2,667 | $37.5K | 0.00% | +1,967+281.0% | Added |
| JPMorgan Chase & Co | 2,454 | $34.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2,300 | $32.3K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2,265 | $31.8K | 0.02% | +2,265 | New |
| Princeton Global Asset Management LLC | 2,213 | $31.1K | 0.01% | −200−8.3% | Reduced |
| Tucker Asset Management LLC | 2,129 | $29.9K | 0.01% | +46+2.2% | Added |
| MCF Advisors LLC | 1,744 | $24.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $22.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1,599 | $22.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,330 | $18.7K | 0.00% | +19+1.4% | Added |
| Stephens Consulting, LLC | 1,270 | $17.8K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.1K | 0.00% | −258−20.5% | Reduced |
| Financial Management Professionals, Inc. | 1,000 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $13.9K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 919 | $12.9K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $11.9K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $10.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 527 | $7.40K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $7.11K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 483 | $6.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $5.65K | 0.00% | −100−20.0% | Reduced |
| Redwood Wealth Management Group, LLC | 400 | $5.62K | 0.00% | +400 | New |
| M&R Capital Management Inc | 333 | $4.68K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 252 | $3.54K | 0.00% | +252 | New |
| Smartleaf Asset Management LLC | 234 | $3.31K | 0.00% | −3,007−92.8% | Reduced |
| Frazier Financial Advisors, LLC | 95 | $1.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 63 | $872 | 0.00% | +63 | New |
| 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 |