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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 22,679 | $332.2K | 0.00% | +10,174+81.4% | Added |
| Pathway Financial Advisers, LLC | 5,105,368 | $348.5K | 0.16% | +4,772,854+1,435.4% | Added |
| Mendel Capital Management LLC | 24,150 | $353.8K | 0.22% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 24,920 | $365.1K | 0.01% | +4,254+20.6% | Added |
| Arete Wealth Advisors, LLC | 26,174 | $381.0K | 0.03% | +222+0.9% | Added |
| David Loasby | 27,626 | $397.3K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 27,356 | $398.0K | 0.01% | +10.0% | Added |
| Ameritas Investment Partners, Inc. | 28,513 | $417.7K | 0.01% | +28,513 | New |
| Kestra Advisory Services, LLC | 29,960 | $438.9K | 0.00% | −7,545−20.1% | Reduced |
| Beacon Pointe Advisors, LLC | 30,200 | $442.4K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 30,743 | $450.4K | 0.00% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 32,328 | $473.0K | 0.19% | +32,328 | New |
| National Asset Management, Inc. | 33,806 | $492.7K | 0.01% | −45,305−57.3% | Reduced |
| CI Private Wealth, LLC | 34,260 | $501.9K | 0.00% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 34,812 | $510.0K | 0.03% | +422+1.2% | Added |
| Creative Planning | 34,819 | $510.1K | 0.00% | +4,955+16.6% | Added |
| Formidable Asset Management, LLC | 37,487 | $549.2K | 0.09% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 37,716 | $552.5K | 0.27% | +1,104+3.0% | Added |
| David J Yvars Group | 38,782 | $565.2K | 0.35% | +707+1.9% | Added |
| Stratos Wealth Advisors, LLC | 39,318 | $576.0K | 0.03% | +85+0.2% | Added |
| Northern Trust Corp | 39,450 | $577.9K | 0.00% | +24,707+167.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 41,300 | $605.0K | 0.02% | +600+1.5% | Added |
| Flputnam Investment Management Co | 42,701 | $625.6K | 0.01% | 00.0% | Unchanged |
| Greenleaf Trust | 44,329 | $649.4K | 0.01% | +44,329 | New |
| Mariner, LLC | 44,384 | $650.2K | 0.00% | +899+2.1% | Added |
| Atria Wealth Solutions, Inc. | 44,552 | $652.7K | 0.01% | −2,001−4.3% | Reduced |
| Smith, Moore & Co. | 44,728 | $655.3K | 0.06% | +14,768+49.3% | Added |
| Summit Investment Advisory Services, LLC | 45,370 | $664.7K | 0.35% | +45,370 | New |
| Ignite Planners, LLC | 45,887 | $672.2K | 0.15% | −174−0.4% | Reduced |
| NWF Advisory Services Inc. | 46,776 | $685.3K | 0.10% | +138+0.3% | Added |
| Truist Financial Corp | 47,926 | $702.1K | 0.00% | +973+2.1% | Added |
| Centaurus Financial, Inc. | 48,551 | $711.0K | 0.05% | −8,273−14.6% | Reduced |
| ELCO Management Co., LLC | 48,710 | $713.6K | 0.38% | −2,090−4.1% | Reduced |
| Ameritas Advisory Services, LLC | 50,389 | $738.2K | 0.03% | +7,415+17.3% | Added |
| Wealth Effects LLC | 53,254 | $780.2K | 0.27% | −883−1.6% | Reduced |
| Kingsview Wealth Management, LLC | 59,399 | $870.2K | 0.02% | −125−0.2% | Reduced |
| Lido Advisors, LLC | 59,613 | $873.3K | 0.01% | +1,233+2.1% | Added |
| Flaharty Asset Management, LLC | 59,723 | $874.9K | 0.12% | −3,868−6.1% | Reduced |
| The PNC Financial Services Group, Inc. | 66,426 | $973.1K | 0.00% | −5,119−7.2% | Reduced |
| Stratos Wealth Partners, LTD. | 67,449 | $988.1K | 0.01% | +54,239+410.6% | Added |
| Gladstone Institutional Advisory LLC | 69,577 | $1.02M | 0.05% | +117+0.2% | Added |
| GWM Advisors LLC | 80,466 | $1.18M | 0.01% | −11,773−12.8% | Reduced |
| Sanctuary Advisors, LLC | 85,668 | $1.27M | 0.01% | +362+0.4% | Added |
| Merit Financial Group, LLC | 99,603 | $1.46M | 0.03% | −14,201−12.5% | Reduced |
| Goldman Sachs Group Inc | 100,000 | $1.47M | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 100,953 | $1.48M | 0.01% | −42,286−29.5% | Reduced |
| Raymond James Trust N.A. | 108,256 | $1.59M | 0.03% | +10,947+11.2% | Added |
| Wedbush Securities Inc | 116,038 | $1.70M | 0.06% | −10,754−8.5% | Reduced |
| Advisors Asset Management, Inc. | 134,095 | $1.96M | 0.04% | +64,575+92.9% | Added |
| Pointe Capital Management LLC | 139,701 | $2.05M | 1.19% | −10,442−7.0% | Reduced |
| Cetera Investment Advisers | 161,132 | $2.36M | 0.01% | +8,170+5.3% | Added |
| Janney Montgomery Scott LLC | 165,571 | $2.43M | 0.01% | +165,571 | New |
| Guardian Wealth Advisors, LLC | 170,714 | $2.50M | 0.27% | −2,049−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 172,214 | $2.52M | 0.04% | −2,049−1.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 177,649 | $2.60M | 0.02% | +15,708+9.7% | Added |
| Parsons Capital Management Inc | 184,155 | $2.70M | 0.17% | −701−0.4% | Reduced |
| Shaker Financial Services, LLC | 210,520 | $3.08M | 1.16% | +20,216+10.6% | Added |
| Private Advisor Group, LLC | 222,371 | $3.26M | 0.02% | −7,065−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 225,006 | $3.30M | 0.00% | +2,237+1.0% | Added |
| Karpus Management, Inc. | 232,490 | $3.41M | 0.09% | −8,562−3.6% | Reduced |
| C2C Wealth Management, LLC | 247,394 | $3.59M | 3.35% | +500+0.2% | Added |
| Rockefeller Capital Management L.P. | 285,576 | $4.18M | 0.01% | −8,605−2.9% | Reduced |
| HighTower Advisors, LLC | 292,716 | $4.29M | 0.01% | −4,298−1.4% | Reduced |
| IHT Wealth Management, LLC | 310,286 | $4.54M | 0.13% | +76,605+32.8% | Added |
| CoreCap Advisors, LLC | 310,463 | $4.55M | 0.21% | −2,665−0.9% | Reduced |
| Cohen & Steers, Inc. | 315,617 | $4.62M | 0.01% | 00.0% | Unchanged |
| Heron Bay Capital Management | 316,838 | $4.64M | 0.98% | −49,447−13.5% | Reduced |
| Ameriprise Financial Inc | 385,741 | $5.65M | 0.00% | +19,641+5.4% | Added |
| Stifel Financial Corp | 391,110 | $5.73M | 0.01% | −39,487−9.2% | Reduced |
| Cornerstone Advisors, LLC | 416,762 | $6.11M | 0.24% | −794,480−65.6% | Reduced |
| Advisor Group Holdings, Inc. | 472,924 | $6.93M | 0.02% | +30,447+6.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 479,664 | $7.03M | 0.02% | −4,316−0.9% | Reduced |
| Baird Financial Group, Inc. | 505,569 | $7.41M | 0.01% | −23,814−4.5% | Reduced |
| Royal Bank of Canada | 596,659 | $8.74M | 0.00% | −17,125−2.8% | Reduced |
| LPL Financial LLC | 627,559 | $9.19M | 0.00% | −282,066−31.0% | Reduced |
| Matrix Private Capital Group LLC | 661,301 | $9.69M | 5.58% | +23,845+3.7% | Added |
| UBS Group AG | 709,772 | $10.4M | 0.00% | −46,306−6.1% | Reduced |
| Bank of America Corp | 732,326 | $10.7M | 0.00% | +92,417+14.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 802,062 | $11.8M | 0.02% | +242,844+43.4% | Added |
| Guggenheim Capital LLC | 997,749 | $14.6M | 0.10% | −77,448−7.2% | Reduced |
| Principal Securities, Inc. | 1,035,884 | $15.2M | 0.37% | +29,118+2.9% | Added |
| RFG Advisory, LLC | 1,190,876 | $17.4M | 0.53% | −19,974−1.6% | Reduced |
| Raymond James & Associates | 1,527,191 | $22.4M | 0.01% | +162,290+11.9% | Added |
| Wells Fargo & Company | 1,728,410 | $25.3M | 0.01% | +118,155+7.3% | Added |
| Invesco Ltd. | 1,737,213 | $25.5M | 0.00% | +154,975+9.8% | Added |
| Morgan Stanley | 11,978,198 | $175.5M | 0.01% | +164,135+1.4% | Added |
| Flow State Investments, L.P. | 0 | $0 | 0.00% | −118,413−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −48,177−100.0% | Sold out |
| Lane & Associates LLC | 0 | $0 | 0.00% | −19,721−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,262−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,523−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −919−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −252−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Gratus Capital LLC | – | – | – | – | Not filed |