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, Q3 2024
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Sep 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
- 186
- +10 vs. Q2 2024
- Shares held
- 39.6M
- +4.50M (+12.8%) vs. Q2 2024
- Total value
- $506.0M
- +$16.2M (+3.3%) vs. Q2 2024
- New holders
- 20
- 61 more added
- Sold out
- 10
- 49 more reduced
1 institution that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 11,978,198 | $175.5M | 0.01% | +164,135+1.4% | Added |
| Invesco Ltd. | 1,737,213 | $25.5M | 0.00% | +154,975+9.8% | Added |
| Wells Fargo & Company | 1,728,410 | $25.3M | 0.01% | +118,155+7.3% | Added |
| Raymond James & Associates | 1,527,191 | $22.4M | 0.01% | +162,290+11.9% | Added |
| RFG Advisory, LLC | 1,190,876 | $17.4M | 0.53% | −19,974−1.6% | Reduced |
| Principal Securities, Inc. | 1,035,884 | $15.2M | 0.37% | +29,118+2.9% | Added |
| Guggenheim Capital LLC | 997,749 | $14.6M | 0.10% | −77,448−7.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 802,062 | $11.8M | 0.02% | +242,844+43.4% | Added |
| Bank of America Corp | 732,326 | $10.7M | 0.00% | +92,417+14.4% | Added |
| UBS Group AG | 709,772 | $10.4M | 0.00% | −46,306−6.1% | Reduced |
| Matrix Private Capital Group LLC | 661,301 | $9.69M | 5.58% | +23,845+3.7% | Added |
| LPL Financial LLC | 627,559 | $9.19M | 0.00% | −282,066−31.0% | Reduced |
| Royal Bank of Canada | 596,659 | $8.74M | 0.00% | −17,125−2.8% | Reduced |
| Baird Financial Group, Inc. | 505,569 | $7.41M | 0.01% | −23,814−4.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 479,664 | $7.03M | 0.02% | −4,316−0.9% | Reduced |
| Advisor Group Holdings, Inc. | 472,924 | $6.93M | 0.02% | +30,447+6.9% | Added |
| Cornerstone Advisors, LLC | 416,762 | $6.11M | 0.24% | −794,480−65.6% | Reduced |
| Stifel Financial Corp | 391,110 | $5.73M | 0.01% | −39,487−9.2% | Reduced |
| Ameriprise Financial Inc | 385,741 | $5.65M | 0.00% | +19,641+5.4% | Added |
| Heron Bay Capital Management | 316,838 | $4.64M | 0.98% | −49,447−13.5% | Reduced |
| Cohen & Steers, Inc. | 315,617 | $4.62M | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 310,463 | $4.55M | 0.21% | −2,665−0.9% | Reduced |
| IHT Wealth Management, LLC | 310,286 | $4.54M | 0.13% | +76,605+32.8% | Added |
| HighTower Advisors, LLC | 292,716 | $4.29M | 0.01% | −4,298−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 285,576 | $4.18M | 0.01% | −8,605−2.9% | Reduced |
| C2C Wealth Management, LLC | 247,394 | $3.59M | 3.35% | +500+0.2% | Added |
| Karpus Management, Inc. | 232,490 | $3.41M | 0.09% | −8,562−3.6% | Reduced |
| Commonwealth Equity Services, LLC | 225,006 | $3.30M | 0.00% | +2,237+1.0% | Added |
| Private Advisor Group, LLC | 222,371 | $3.26M | 0.02% | −7,065−3.1% | Reduced |
| Shaker Financial Services, LLC | 210,520 | $3.08M | 1.16% | +20,216+10.6% | Added |
| Parsons Capital Management Inc | 184,155 | $2.70M | 0.17% | −701−0.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 177,649 | $2.60M | 0.02% | +15,708+9.7% | Added |
| Aptus Capital Advisors, LLC | 172,214 | $2.52M | 0.04% | −2,049−1.2% | Reduced |
| Guardian Wealth Advisors, LLC | 170,714 | $2.50M | 0.27% | −2,049−1.2% | Reduced |
| Janney Montgomery Scott LLC | 165,571 | $2.43M | 0.01% | +165,571 | New |
| Cetera Investment Advisers | 161,132 | $2.36M | 0.01% | +8,170+5.3% | Added |
| Pointe Capital Management LLC | 139,701 | $2.05M | 1.19% | −10,442−7.0% | Reduced |
| Advisors Asset Management, Inc. | 134,095 | $1.96M | 0.04% | +64,575+92.9% | Added |
| Wedbush Securities Inc | 116,038 | $1.70M | 0.06% | −10,754−8.5% | Reduced |
| Raymond James Trust N.A. | 108,256 | $1.59M | 0.03% | +10,947+11.2% | Added |
| Comerica Bank | 100,953 | $1.48M | 0.01% | −42,286−29.5% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.47M | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 99,603 | $1.46M | 0.03% | −14,201−12.5% | Reduced |
| Sanctuary Advisors, LLC | 85,668 | $1.27M | 0.01% | +362+0.4% | Added |
| GWM Advisors LLC | 80,466 | $1.18M | 0.01% | −11,773−12.8% | Reduced |
| Gladstone Institutional Advisory LLC | 69,577 | $1.02M | 0.05% | +117+0.2% | Added |
| Stratos Wealth Partners, LTD. | 67,449 | $988.1K | 0.01% | +54,239+410.6% | Added |
| The PNC Financial Services Group, Inc. | 66,426 | $973.1K | 0.00% | −5,119−7.2% | Reduced |
| Flaharty Asset Management, LLC | 59,723 | $874.9K | 0.12% | −3,868−6.1% | Reduced |
| Lido Advisors, LLC | 59,613 | $873.3K | 0.01% | +1,233+2.1% | Added |
| Kingsview Wealth Management, LLC | 59,399 | $870.2K | 0.02% | −125−0.2% | Reduced |
| Wealth Effects LLC | 53,254 | $780.2K | 0.27% | −883−1.6% | Reduced |
| Ameritas Advisory Services, LLC | 50,389 | $738.2K | 0.03% | +7,415+17.3% | Added |
| ELCO Management Co., LLC | 48,710 | $713.6K | 0.38% | −2,090−4.1% | Reduced |
| Centaurus Financial, Inc. | 48,551 | $711.0K | 0.05% | −8,273−14.6% | Reduced |
| Truist Financial Corp | 47,926 | $702.1K | 0.00% | +973+2.1% | Added |
| NWF Advisory Services Inc. | 46,776 | $685.3K | 0.10% | +138+0.3% | Added |
| Ignite Planners, LLC | 45,887 | $672.2K | 0.15% | −174−0.4% | Reduced |
| Summit Investment Advisory Services, LLC | 45,370 | $664.7K | 0.35% | +45,370 | New |
| Smith, Moore & Co. | 44,728 | $655.3K | 0.06% | +14,768+49.3% | Added |
| Atria Wealth Solutions, Inc. | 44,552 | $652.7K | 0.01% | −2,001−4.3% | Reduced |
| Mariner, LLC | 44,384 | $650.2K | 0.00% | +899+2.1% | Added |
| Greenleaf Trust | 44,329 | $649.4K | 0.01% | +44,329 | New |
| Flputnam Investment Management Co | 42,701 | $625.6K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 41,300 | $605.0K | 0.02% | +600+1.5% | Added |
| Northern Trust Corp | 39,450 | $577.9K | 0.00% | +24,707+167.6% | Added |
| Stratos Wealth Advisors, LLC | 39,318 | $576.0K | 0.03% | +85+0.2% | Added |
| David J Yvars Group | 38,782 | $565.2K | 0.35% | +707+1.9% | Added |
| Strait & Sound Wealth Management LLC | 37,716 | $552.5K | 0.27% | +1,104+3.0% | Added |
| Formidable Asset Management, LLC | 37,487 | $549.2K | 0.09% | 00.0% | Unchanged |
| Creative Planning | 34,819 | $510.1K | 0.00% | +4,955+16.6% | Added |
| Atomi Financial Group, Inc. | 34,812 | $510.0K | 0.03% | +422+1.2% | Added |
| CI Private Wealth, LLC | 34,260 | $501.9K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 33,806 | $492.7K | 0.01% | −45,305−57.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 32,328 | $473.0K | 0.19% | +32,328 | New |
| Commerce Bank | 30,743 | $450.4K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 30,200 | $442.4K | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 29,960 | $438.9K | 0.00% | −7,545−20.1% | Reduced |
| Ameritas Investment Partners, Inc. | 28,513 | $417.7K | 0.01% | +28,513 | New |
| RSM US Wealth Management LLC | 27,356 | $398.0K | 0.01% | +10.0% | Added |
| David Loasby | 27,626 | $397.3K | 0.04% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 26,174 | $381.0K | 0.03% | +222+0.9% | Added |
| Global Retirement Partners, LLC | 24,920 | $365.1K | 0.01% | +4,254+20.6% | Added |
| Mendel Capital Management LLC | 24,150 | $353.8K | 0.22% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 5,105,368 | $348.5K | 0.16% | +4,772,854+1,435.4% | Added |
| Cerity Partners LLC | 22,679 | $332.2K | 0.00% | +10,174+81.4% | Added |
| MML Investors Services, LLC | 21,405 | $314.0K | 0.00% | +3,336+18.5% | Added |
| Burford Brothers, Inc. | 21,400 | $313.5K | 0.16% | −1,200−5.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 21,145 | $309.8K | 0.00% | +2,762+15.0% | Added |
| Mercer Global Advisors Inc | 21,055 | $306.4K | 0.00% | +1,457+7.4% | Added |
| Bank of New York Mellon Corp | 20,002 | $293.0K | 0.00% | +20,002 | New |
| Quantum Private Wealth, LLC | 20,000 | $293.0K | 0.10% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 19,961 | $292.4K | 0.02% | +7,200+56.4% | Added |
| Strategic Financial Concepts, LLC | 18,850 | $276.2K | 0.09% | −238,830−92.7% | Reduced |
| Harbour Investments, Inc. | 18,825 | $275.8K | 0.01% | −239−1.3% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,317 | $268.3K | 0.04% | +379+2.1% | Added |
| Monograph Wealth Advisors, LLC | 18,279 | $267.8K | 0.03% | −9,496−34.2% | Reduced |
| Syverson Strege & Co | 17,665 | $258.8K | 0.09% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 17,448 | $255.6K | 0.00% | +1,433+8.9% | Added |
| Wealth Alliance | 17,209 | $252.1K | 0.03% | +3,012+21.2% | Added |