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