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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 2 | $30 | 0.00% | −4−66.7% | Reduced |
| Frazier Financial Advisors, LLC | 95 | $1.43K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 234 | $3.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 340 | $5.08K | 0.00% | +340 | New |
| Byrne Asset Management LLC | 400 | $5.98K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 466 | $6.97K | 0.00% | +466 | New |
| City Holding Co | 506 | $7.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 768 | $11.5K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 850 | $12.7K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 946 | $14.1K | 0.01% | +946 | New |
| Salomon & Ludwin, LLC | 992 | $14.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $14.9K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1,270 | $19.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,591 | $23.8K | 0.00% | +1,591 | New |
| Key Financial Inc | 1,599 | $23.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,600 | $23.9K | 0.00% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,639 | $24.0K | 0.02% | −150−8.4% | Reduced |
| MCF Advisors LLC | 1,744 | $26.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,854 | $27.7K | 0.01% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1,900 | $28.4K | 0.02% | +1,900 | New |
| Tucker Asset Management LLC | 2,218 | $33.2K | 0.00% | +44+2.0% | Added |
| Sound Income Strategies, LLC | 2,667 | $39.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 3,056 | $45.7K | 0.03% | +60+2.0% | Added |
| Bogart Wealth, LLC | 3,231 | $48.3K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 3,250 | $48.6K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3,446 | $51.5K | 0.01% | +68+2.0% | Added |
| CoreFirst Bank & Trust | 3,625 | $54.2K | 0.03% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,678 | $55.0K | 0.00% | +10+0.3% | Added |
| Chilton Capital Management LLC | 3,700 | $55.3K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 3,800 | $56.8K | 0.07% | 00.0% | Unchanged |
| Private Trust Co NA | 4,035 | $60.3K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 4,154 | $62.1K | 0.00% | +1,700+69.3% | Added |
| Farther Finance Advisors, LLC | 4,481 | $67.0K | 0.00% | +89+2.0% | Added |
| Harbor Investment Advisory, LLC | 4,556 | $68.1K | 0.01% | 00.0% | Unchanged |
| CNB Bank | 4,590 | $68.6K | 0.03% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4,750 | $71.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 4,825 | $72.1K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 4,983 | $74.5K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 5,644 | $84.4K | 0.02% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,322 | $94.5K | 0.06% | +6,322 | New |
| Geneos Wealth Management Inc. | 6,470 | $96.7K | 0.00% | −750−10.4% | Reduced |
| MAI Capital Management | 6,819 | $101.9K | 0.00% | +6,819 | New |
| South Plains Financial, Inc. | 7,159 | $107.0K | 0.08% | +7,159 | New |
| US Bancorp | 8,693 | $130.0K | 0.00% | +70+0.8% | Added |
| Allworth Financial LP | 8,617 | $132.3K | 0.00% | +1,000+13.1% | Added |
| Proequities, Inc. | 8,978 | $138.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 9,700 | $145.0K | 0.00% | −49−0.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 10,000 | $149.5K | 0.01% | 00.0% | Unchanged |
| LVZ Advisors, Inc. | 10,023 | $149.8K | 0.02% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 10,038 | $150.1K | 0.02% | 00.0% | Unchanged |
| Golden State Equity Partners | 10,043 | $150.1K | 0.03% | +10,043 | New |
| Colony Group, LLC | 10,117 | $151.3K | 0.00% | −364−3.5% | Reduced |
| Retirement Planning Group | 10,139 | $151.6K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 10,171 | $152.1K | 0.01% | −1,000−9.0% | Reduced |
| Fortitude Advisory Group L.L.C. | 10,250 | $153.2K | 0.09% | −6,010−37.0% | Reduced |
| Sonora Investment Management Group, LLC | 10,312 | $154.2K | 0.01% | +10,312 | New |
| Uncommon Cents Investing LLC | 10,384 | $155.2K | 0.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 10,600 | $158.5K | 0.00% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 10,722 | $161.3K | 0.00% | +193+1.8% | Added |
| Kovitz Investment Group Partners, LLC | 10,822 | $161.8K | 0.00% | +822+8.2% | Added |
| Capital Investment Advisory Services, LLC | 11,058 | $165.3K | 0.02% | +11,058 | New |
| Kapstone Financial Advisors LLC | 10,966 | $166.7K | 0.09% | +10,966 | New |
| Vista Investment Partners II, LLC | 11,158 | $166.8K | 0.10% | +11,158 | New |
| Stephens Inc | 11,505 | $172.0K | 0.00% | +11,505 | New |
| Dudley Capital Management, LLC | 11,809 | $176.5K | 0.09% | +85+0.7% | Added |
| HRT Financial LP | 11,906 | $177.0K | 0.00% | +11,906 | New |
| Pinnacle Financial Partners Inc | 12,434 | $182.2K | 0.00% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,535 | $187.4K | 0.00% | −1,126−8.2% | Reduced |
| Parallel Advisors, LLC | 12,583 | $188.1K | 0.00% | +150+1.2% | Added |
| Clearstead Advisors, LLC | 12,591 | $188.2K | 0.00% | +12,591 | New |
| Jefferies Financial Group Inc. | 12,928 | $193.3K | 0.00% | +1,293+11.1% | Added |
| Focused Wealth Management, Inc | 13,053 | $195.1K | 0.03% | +11+0.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 13,200 | $197.3K | 0.05% | 00.0% | Unchanged |
| CVFG LLC | 13,246 | $198.0K | 0.18% | +13,246 | New |
| Chicago Partners Investment Group LLC | 13,486 | $202.8K | 0.01% | −590−4.2% | Reduced |
| M Holdings Securities, Inc. | 13,826 | $207.0K | 0.03% | +68+0.5% | Added |
| Brown Advisory Inc | 13,918 | $208.1K | 0.00% | +22+0.2% | Added |
| L.M. Kohn & Company | 14,244 | $212.9K | 0.06% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 14,288 | $213.7K | 0.07% | −1,693−10.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 14,515 | $219.5K | 0.00% | +2,559+21.4% | Added |
| Northern Trust Corp | 14,950 | $223.5K | 0.00% | −24,500−62.1% | Reduced |
| Oppenheimer & Co Inc | 15,082 | $225.5K | 0.00% | +15,082 | New |
| Envestnet Asset Management Inc | 15,189 | $227.1K | 0.00% | −2,259−12.9% | Reduced |
| Blue Chip Partners, Inc. | 15,447 | $230.9K | 0.02% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 15,475 | $231.4K | 0.04% | −3,375−17.9% | Reduced |
| Synovus Financial Corp | 16,052 | $240.0K | 0.00% | +125+0.8% | Added |
| Neuberger Berman Group LLC | 16,312 | $243.9K | 0.00% | −545−3.2% | Reduced |
| Capital Wealth Alliance, LLC | 16,470 | $246.2K | 0.14% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 16,499 | $246.7K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,875 | $252.3K | 0.00% | +272+1.6% | Added |
| Mercer Global Advisors Inc | 17,355 | $259.5K | 0.00% | −3,700−17.6% | Reduced |
| Compass Planning Associates Inc | 17,450 | $260.9K | 0.26% | +17,450 | New |
| D.A. Davidson & Co. | 17,511 | $261.8K | 0.00% | +2,501+16.7% | Added |
| Wealth Alliance | 17,543 | $262.3K | 0.03% | +334+1.9% | Added |
| Syverson Strege & Co | 17,665 | $264.1K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 17,671 | $264.2K | 0.00% | −3,474−16.4% | Reduced |
| Monograph Wealth Advisors, LLC | 18,282 | $273.3K | 0.04% | +30.0% | Added |
| Onyx Bridge Wealth Group LLC | 18,684 | $279.3K | 0.04% | +367+2.0% | Added |
| Global Retirement Partners, LLC | 18,703 | $279.6K | 0.01% | −6,217−24.9% | Reduced |