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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 6 | $88 | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 24 | $356 | 0.00% | +24 | New |
| Frazier Financial Advisors, LLC | 95 | $1.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.39K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 333 | $4.88K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $5.86K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 506 | $7.41K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 527 | $7.72K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $12.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 992 | $14.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $18.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,330 | $19.5K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1,400 | $20.5K | 0.01% | −865−38.2% | Reduced |
| Key Financial Inc | 1,599 | $23.4K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $23.4K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,744 | $25.6K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,789 | $26.0K | 0.02% | −9,103−83.6% | Reduced |
| Raleigh Capital Management Inc. | 1,854 | $27.2K | 0.01% | −1,179−38.9% | Reduced |
| Tucker Asset Management LLC | 2,174 | $31.9K | 0.01% | +45+2.1% | Added |
| Carolinas Wealth Consulting LLC | 2,300 | $33.7K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,454 | $36.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2,667 | $39.1K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 2,996 | $43.9K | 0.03% | +62+2.1% | Added |
| Bogart Wealth, LLC | 3,231 | $47.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $47.6K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,378 | $49.5K | 0.01% | +3,378 | New |
| CoreFirst Bank & Trust | 3,625 | $53.1K | 0.03% | +3,625 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,668 | $53.7K | 0.00% | +10+0.3% | Added |
| Chilton Capital Management LLC | 3,700 | $54.2K | 0.00% | +3,700 | New |
| Liberty One Investment Management, LLC | 3,789 | $55.5K | 0.01% | −1,006−21.0% | Reduced |
| Cypress Capital Management LLC (WY) | 3,800 | $55.7K | 0.06% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $59.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 4,392 | $64.3K | 0.00% | +91+2.1% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $66.7K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $67.2K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $69.6K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $70.7K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $73.0K | 0.01% | +2,770+125.2% | Added |
| Activest Wealth Management | 5,644 | $82.7K | 0.03% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 6,000 | $87.9K | 0.02% | +6,000 | New |
| Redmont Wealth Advisors LLC | 6,488 | $95.0K | 0.15% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 7,220 | $105.8K | 0.00% | −400−5.2% | Reduced |
| Allworth Financial LP | 7,617 | $111.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 8,623 | $126.3K | 0.00% | +689+8.7% | Added |
| Proequities, Inc. | 8,978 | $131.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,749 | $143.0K | 0.00% | −40−0.4% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $146.5K | 0.01% | 00.0% | Unchanged |
| Kovitz Investment Group Partners, LLC | 10,000 | $146.5K | 0.00% | +10,000 | New |
| LVZ Advisors, Inc. | 10,023 | $146.8K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $147.1K | 0.01% | 00.0% | Unchanged |
| Retirement Planning Group | 10,139 | $148.5K | 0.01% | +10,139 | New |
| Uncommon Cents Investing LLC | 10,384 | $152.1K | 0.04% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,529 | $153.3K | 0.00% | +198+1.9% | Added |
| Colony Group, LLC | 10,481 | $153.6K | 0.00% | +10,481 | New |
| Inscription Capital, LLC | 10,562 | $154.7K | 0.02% | −708−6.3% | Reduced |
| Dakota Wealth Management | 10,600 | $155.3K | 0.00% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,171 | $163.7K | 0.01% | −400−3.5% | Reduced |
| Capital Market Strategies LLC | 11,274 | $165.2K | 0.10% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 11,635 | $170.5K | 0.00% | +11,635 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 11,683 | $171.2K | 0.04% | +222+1.9% | Added |
| Dudley Capital Management, LLC | 11,724 | $171.8K | 0.09% | +88+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 11,956 | $175.2K | 0.00% | +11,956 | New |
| Parallel Advisors, LLC | 12,433 | $182.2K | 0.00% | +142+1.2% | Added |
| Pinnacle Financial Partners Inc | 12,434 | $182.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13,042 | $191.1K | 0.03% | −665−4.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $193.4K | 0.05% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 13,661 | $200.1K | 0.00% | −258−1.9% | Reduced |
| M Holdings Securities, Inc. | 13,758 | $202.0K | 0.05% | −19,180−58.2% | Reduced |
| Brown Advisory Inc | 13,896 | $203.6K | 0.00% | +922+7.1% | Added |
| Chicago Partners Investment Group LLC | 14,076 | $205.9K | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 14,244 | $208.7K | 0.05% | +3,140+28.3% | Added |
| D.A. Davidson & Co. | 15,010 | $219.9K | 0.00% | +1,056+7.6% | Added |
| Blue Chip Partners, Inc. | 15,447 | $226.3K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 15,592 | $228.4K | 0.00% | +15,592 | New |
| Synovus Financial Corp | 15,927 | $233.3K | 0.00% | +15,927 | New |
| Almanack Investment Partners, LLC. | 15,980 | $234.1K | 0.04% | +15,980 | New |
| Garden State Investment Advisory Services LLC | 15,981 | $234.2K | 0.08% | +675+4.4% | Added |
| Fortitude Advisory Group L.L.C. | 16,260 | $238.2K | 0.15% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 16,470 | $241.3K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $241.7K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 16,531 | $242.2K | 0.02% | −72,098−81.3% | Reduced |
| Avantax Advisory Services, Inc. | 16,603 | $243.2K | 0.00% | +111+0.7% | Added |
| Neuberger Berman Group LLC | 16,857 | $247.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 17,209 | $252.1K | 0.03% | +3,012+21.2% | Added |
| Envestnet Asset Management Inc | 17,448 | $255.6K | 0.00% | +1,433+8.9% | Added |
| Syverson Strege & Co | 17,665 | $258.8K | 0.09% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 18,279 | $267.8K | 0.03% | −9,496−34.2% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,317 | $268.3K | 0.04% | +379+2.1% | Added |
| Harbour Investments, Inc. | 18,825 | $275.8K | 0.01% | −239−1.3% | Reduced |
| Strategic Financial Concepts, LLC | 18,850 | $276.2K | 0.09% | −238,830−92.7% | Reduced |
| Confluence Wealth Services, Inc. | 19,961 | $292.4K | 0.02% | +7,200+56.4% | Added |
| Quantum Private Wealth, LLC | 20,000 | $293.0K | 0.10% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,002 | $293.0K | 0.00% | +20,002 | New |
| Mercer Global Advisors Inc | 21,055 | $306.4K | 0.00% | +1,457+7.4% | Added |
| Northwestern Mutual Wealth Management Co | 21,145 | $309.8K | 0.00% | +2,762+15.0% | Added |
| Burford Brothers, Inc. | 21,400 | $313.5K | 0.16% | −1,200−5.3% | Reduced |
| MML Investors Services, LLC | 21,405 | $314.0K | 0.00% | +3,336+18.5% | Added |