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, Q4 2024
Institutional positions in Eaton Vance Tax-Managed Diversified Equity Income Fund as of Dec 31, 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
- 193
- +14 vs. Q3 2024
- Shares held
- 35.3M
- −1.87M (−5.0%) vs. Q3 2024
- Total value
- $527.7M
- +$57.8M (+12.3%) vs. Q3 2024
- New holders
- 27
- 68 more added
- Sold out
- 13
- 48 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Diversified Equity Income Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,161,035 | $181.8M | 0.01% | +182,837+1.5% | Added |
| Raymond James Financial Inc | 2,468,314 | $36.9M | 0.01% | +2,468,314 | New |
| Wells Fargo & Company | 1,871,663 | $28.0M | 0.01% | +143,253+8.3% | Added |
| Invesco Ltd. | 1,751,518 | $26.2M | 0.00% | +14,305+0.8% | Added |
| Principal Securities, Inc. | 1,055,303 | $15.8M | 0.36% | +19,419+1.9% | Added |
| RFG Advisory, LLC | 1,040,804 | $15.6M | 0.44% | −150,072−12.6% | Reduced |
| Guggenheim Capital LLC | 980,569 | $14.7M | 0.12% | −17,180−1.7% | Reduced |
| Bank of America Corp | 787,854 | $11.8M | 0.00% | +55,528+7.6% | Added |
| UBS Group AG | 739,106 | $11.0M | 0.00% | +29,334+4.1% | Added |
| Matrix Private Capital Group LLC | 661,482 | $9.89M | 5.63% | +1810.0% | Added |
| LPL Financial LLC | 649,788 | $9.71M | 0.00% | +22,229+3.5% | Added |
| Royal Bank of Canada | 635,017 | $9.49M | 0.00% | +38,358+6.4% | Added |
| Baird Financial Group, Inc. | 517,761 | $7.74M | 0.01% | +12,192+2.4% | Added |
| Advisor Group Holdings, Inc. | 516,268 | $7.72M | 0.02% | +43,344+9.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 469,395 | $7.02M | 0.02% | −10,269−2.1% | Reduced |
| Ameriprise Financial Inc | 393,210 | $5.89M | 0.00% | +7,469+1.9% | Added |
| Stifel Financial Corp | 391,297 | $5.85M | 0.01% | +1870.0% | Added |
| Pathway Financial Advisers, LLC | 357,618 | $5.35M | 1.80% | −4,747,750−93.0% | Reduced |
| CoreCap Advisors, LLC | 319,503 | $4.78M | 0.22% | +9,040+2.9% | Added |
| Heron Bay Capital Management | 316,354 | $4.73M | 0.99% | −484−0.2% | Reduced |
| Cohen & Steers, Inc. | 315,617 | $4.72M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 293,952 | $4.39M | 0.01% | +1,236+0.4% | Added |
| Rockefeller Capital Management L.P. | 283,449 | $4.24M | 0.01% | −2,127−0.7% | Reduced |
| IHT Wealth Management, LLC | 250,601 | $3.75M | 0.12% | −59,685−19.2% | Reduced |
| C2C Wealth Management, LLC | 245,394 | $3.67M | 3.40% | −2,000−0.8% | Reduced |
| Essential Planning, LLC. | 227,500 | $3.38M | 0.02% | +227,500 | New |
| Private Advisor Group, LLC | 222,771 | $3.33M | 0.02% | +400+0.2% | Added |
| Karpus Management, Inc. | 219,659 | $3.28M | 0.10% | −12,831−5.5% | Reduced |
| Commonwealth Equity Services, LLC | 217,665 | $3.25M | 0.00% | −7,341−3.3% | Reduced |
| Advisors Asset Management, Inc. | 181,023 | $2.71M | 0.05% | +46,928+35.0% | Added |
| Steward Partners Investment Advisory, LLC | 180,713 | $2.70M | 0.02% | +3,064+1.7% | Added |
| Cetera Investment Advisers | 174,784 | $2.61M | 0.01% | +13,652+8.5% | Added |
| Janney Montgomery Scott LLC | 171,580 | $2.56M | 0.01% | +6,009+3.6% | Added |
| Aptus Capital Advisors, LLC | 166,110 | $2.48M | 0.03% | −6,104−3.5% | Reduced |
| Guardian Wealth Advisors, LLC | 164,610 | $2.46M | 0.20% | −6,104−3.6% | Reduced |
| Parsons Capital Management Inc | 159,069 | $2.38M | 0.13% | −25,086−13.6% | Reduced |
| Pointe Capital Management LLC | 141,870 | $2.12M | 1.22% | +2,169+1.6% | Added |
| Wedbush Securities Inc | 139,709 | $2.09M | 0.07% | +23,671+20.4% | Added |
| Merit Financial Group, LLC | 110,780 | $1.66M | 0.03% | +11,177+11.2% | Added |
| Goldman Sachs Group Inc | 101,100 | $1.51M | 0.00% | +1,100+1.1% | Added |
| Shaker Financial Services, LLC | 100,633 | $1.50M | 0.58% | −109,887−52.2% | Reduced |
| Comerica Bank | 96,812 | $1.45M | 0.01% | −4,141−4.1% | Reduced |
| Kestra Advisory Services, LLC | 94,476 | $1.41M | 0.01% | +64,516+215.3% | Added |
| Sanctuary Advisors, LLC | 85,753 | $1.32M | 0.01% | +85+0.1% | Added |
| Change Path, LLC | 75,550 | $1.13M | 0.03% | +75,550 | New |
| Kane Investment Management, Inc. | 74,389 | $1.11M | 0.62% | +74,389 | New |
| The PNC Financial Services Group, Inc. | 69,126 | $1.03M | 0.00% | +2,700+4.1% | Added |
| Atomi Financial Group, Inc. | 68,452 | $1.02M | 0.05% | +33,640+96.6% | Added |
| Stratos Wealth Partners, LTD. | 67,449 | $1.01M | 0.01% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 63,941 | $955.9K | 0.02% | +4,542+7.6% | Added |
| Gladstone Institutional Advisory LLC | 63,500 | $949.3K | 0.04% | −6,077−8.7% | Reduced |
| Lido Advisors, LLC | 60,809 | $909.1K | 0.01% | +1,196+2.0% | Added |
| GWM Advisors LLC | 59,645 | $891.7K | 0.01% | −20,821−25.9% | Reduced |
| Flaharty Asset Management, LLC | 55,251 | $826.0K | 0.12% | −4,472−7.5% | Reduced |
| Wealth Effects LLC | 54,590 | $816.1K | 0.29% | +1,336+2.5% | Added |
| Smith, Moore & Co. | 53,224 | $795.7K | 0.07% | +8,496+19.0% | Added |
| Ameritas Advisory Services, LLC | 51,567 | $770.9K | 0.03% | +1,178+2.3% | Added |
| Truist Financial Corp | 50,567 | $756.0K | 0.00% | +2,641+5.5% | Added |
| Centaurus Financial, Inc. | 48,819 | $730.0K | 0.04% | +268+0.6% | Added |
| ELCO Management Co., LLC | 47,300 | $707.1K | 0.37% | −1,410−2.9% | Reduced |
| Ignite Planners, LLC | 46,299 | $700.0K | 0.15% | +412+0.9% | Added |
| Summit Investment Advisory Services, LLC | 46,098 | $689.2K | 0.36% | +728+1.6% | Added |
| Mariner, LLC | 44,661 | $667.7K | 0.00% | +277+0.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 44,500 | $665.3K | 0.02% | +3,200+7.7% | Added |
| Flputnam Investment Management Co | 42,701 | $638.4K | 0.01% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 42,177 | $630.5K | 0.05% | +42,177 | New |
| Greenleaf Trust | 41,338 | $618.0K | 0.01% | −2,991−6.7% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 38,836 | $580.6K | 0.49% | +38,836 | New |
| David J Yvars Group | 38,762 | $580.2K | 0.35% | −20−0.1% | Reduced |
| Formidable Asset Management, LLC | 37,087 | $554.5K | 0.09% | −400−1.1% | Reduced |
| Strait & Sound Wealth Management LLC | 35,841 | $535.8K | 0.25% | −1,875−5.0% | Reduced |
| Atria Wealth Solutions, Inc. | 35,562 | $531.6K | 0.01% | −8,990−20.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 35,283 | $527.0K | 0.16% | +2,955+9.1% | Added |
| Creative Planning | 34,744 | $519.4K | 0.00% | −75−0.2% | Reduced |
| Stratos Wealth Advisors, LLC | 34,269 | $512.3K | 0.02% | −5,049−12.8% | Reduced |
| CI Private Wealth, LLC | 34,260 | $512.2K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 30,743 | $459.6K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 29,867 | $446.5K | 0.01% | +1,354+4.7% | Added |
| RSM US Wealth Management LLC | 27,391 | $409.5K | 0.01% | +35+0.1% | Added |
| National Asset Management, Inc. | 26,756 | $400.0K | 0.01% | −7,050−20.9% | Reduced |
| Arete Wealth Advisors, LLC | 26,519 | $398.0K | 0.03% | +345+1.3% | Added |
| Independent Advisor Alliance | 24,586 | $367.6K | 0.00% | +24,586 | New |
| Mendel Capital Management LLC | 24,150 | $361.0K | 0.22% | 00.0% | Unchanged |
| David Loasby | 24,313 | $360.8K | 0.03% | −3,313−12.0% | Reduced |
| Intelligence Driven Advisers, LLC | 22,899 | $342.3K | 0.06% | +22,899 | New |
| MML Investors Services, LLC | 22,136 | $331.0K | 0.00% | +731+3.4% | Added |
| Beacon Pointe Advisors, LLC | 21,918 | $327.7K | 0.00% | −8,282−27.4% | Reduced |
| Cerity Partners LLC | 21,883 | $324.1K | 0.00% | −796−3.5% | Reduced |
| Burford Brothers, Inc. | 21,400 | $319.9K | 0.16% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 19,517 | $299.6K | 0.02% | −444−2.2% | Reduced |
| Bank of New York Mellon Corp | 20,002 | $299.0K | 0.00% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 20,000 | $299.0K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18,884 | $282.3K | 0.01% | +59+0.3% | Added |
| Global Retirement Partners, LLC | 18,703 | $279.6K | 0.01% | −6,217−24.9% | Reduced |
| Onyx Bridge Wealth Group LLC | 18,684 | $279.3K | 0.04% | +367+2.0% | Added |
| Monograph Wealth Advisors, LLC | 18,282 | $273.3K | 0.04% | +30.0% | Added |
| Northwestern Mutual Wealth Management Co | 17,671 | $264.2K | 0.00% | −3,474−16.4% | Reduced |
| Syverson Strege & Co | 17,665 | $264.1K | 0.09% | 00.0% | Unchanged |
| Wealth Alliance | 17,543 | $262.3K | 0.03% | +334+1.9% | Added |
| D.A. Davidson & Co. | 17,511 | $261.8K | 0.00% | +2,501+16.7% | Added |