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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 18,884 | $282.3K | 0.01% | +59+0.3% | Added |
| Quantum Private Wealth, LLC | 20,000 | $299.0K | 0.10% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 20,002 | $299.0K | 0.00% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 19,517 | $299.6K | 0.02% | −444−2.2% | Reduced |
| Burford Brothers, Inc. | 21,400 | $319.9K | 0.16% | 00.0% | Unchanged |
| Cerity Partners LLC | 21,883 | $324.1K | 0.00% | −796−3.5% | Reduced |
| Beacon Pointe Advisors, LLC | 21,918 | $327.7K | 0.00% | −8,282−27.4% | Reduced |
| MML Investors Services, LLC | 22,136 | $331.0K | 0.00% | +731+3.4% | Added |
| Intelligence Driven Advisers, LLC | 22,899 | $342.3K | 0.06% | +22,899 | New |
| David Loasby | 24,313 | $360.8K | 0.03% | −3,313−12.0% | Reduced |
| Mendel Capital Management LLC | 24,150 | $361.0K | 0.22% | 00.0% | Unchanged |
| Independent Advisor Alliance | 24,586 | $367.6K | 0.00% | +24,586 | New |
| Arete Wealth Advisors, LLC | 26,519 | $398.0K | 0.03% | +345+1.3% | Added |
| National Asset Management, Inc. | 26,756 | $400.0K | 0.01% | −7,050−20.9% | Reduced |
| RSM US Wealth Management LLC | 27,391 | $409.5K | 0.01% | +35+0.1% | Added |
| Ameritas Investment Partners, Inc. | 29,867 | $446.5K | 0.01% | +1,354+4.7% | Added |
| Commerce Bank | 30,743 | $459.6K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 34,260 | $512.2K | 0.00% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 34,269 | $512.3K | 0.02% | −5,049−12.8% | Reduced |
| Creative Planning | 34,744 | $519.4K | 0.00% | −75−0.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 35,283 | $527.0K | 0.16% | +2,955+9.1% | Added |
| Atria Wealth Solutions, Inc. | 35,562 | $531.6K | 0.01% | −8,990−20.2% | Reduced |
| Strait & Sound Wealth Management LLC | 35,841 | $535.8K | 0.25% | −1,875−5.0% | Reduced |
| Formidable Asset Management, LLC | 37,087 | $554.5K | 0.09% | −400−1.1% | Reduced |
| David J Yvars Group | 38,762 | $580.2K | 0.35% | −20−0.1% | Reduced |
| Morey & Quinn Wealth Partners, LLC | 38,836 | $580.6K | 0.49% | +38,836 | New |
| Greenleaf Trust | 41,338 | $618.0K | 0.01% | −2,991−6.7% | Reduced |
| International Assets Investment Management, LLC | 42,177 | $630.5K | 0.05% | +42,177 | New |
| Flputnam Investment Management Co | 42,701 | $638.4K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 44,500 | $665.3K | 0.02% | +3,200+7.7% | Added |
| Mariner, LLC | 44,661 | $667.7K | 0.00% | +277+0.6% | Added |
| Summit Investment Advisory Services, LLC | 46,098 | $689.2K | 0.36% | +728+1.6% | Added |
| Ignite Planners, LLC | 46,299 | $700.0K | 0.15% | +412+0.9% | Added |
| ELCO Management Co., LLC | 47,300 | $707.1K | 0.37% | −1,410−2.9% | Reduced |
| Centaurus Financial, Inc. | 48,819 | $730.0K | 0.04% | +268+0.6% | Added |
| Truist Financial Corp | 50,567 | $756.0K | 0.00% | +2,641+5.5% | Added |
| Ameritas Advisory Services, LLC | 51,567 | $770.9K | 0.03% | +1,178+2.3% | Added |
| Smith, Moore & Co. | 53,224 | $795.7K | 0.07% | +8,496+19.0% | Added |
| Wealth Effects LLC | 54,590 | $816.1K | 0.29% | +1,336+2.5% | Added |
| Flaharty Asset Management, LLC | 55,251 | $826.0K | 0.12% | −4,472−7.5% | Reduced |
| GWM Advisors LLC | 59,645 | $891.7K | 0.01% | −20,821−25.9% | Reduced |
| Lido Advisors, LLC | 60,809 | $909.1K | 0.01% | +1,196+2.0% | Added |
| Gladstone Institutional Advisory LLC | 63,500 | $949.3K | 0.04% | −6,077−8.7% | Reduced |
| Kingsview Wealth Management, LLC | 63,941 | $955.9K | 0.02% | +4,542+7.6% | Added |
| Stratos Wealth Partners, LTD. | 67,449 | $1.01M | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 68,452 | $1.02M | 0.05% | +33,640+96.6% | Added |
| The PNC Financial Services Group, Inc. | 69,126 | $1.03M | 0.00% | +2,700+4.1% | Added |
| Kane Investment Management, Inc. | 74,389 | $1.11M | 0.62% | +74,389 | New |
| Change Path, LLC | 75,550 | $1.13M | 0.03% | +75,550 | New |
| Sanctuary Advisors, LLC | 85,753 | $1.32M | 0.01% | +85+0.1% | Added |
| Kestra Advisory Services, LLC | 94,476 | $1.41M | 0.01% | +64,516+215.3% | Added |
| Comerica Bank | 96,812 | $1.45M | 0.01% | −4,141−4.1% | Reduced |
| Shaker Financial Services, LLC | 100,633 | $1.50M | 0.58% | −109,887−52.2% | Reduced |
| Goldman Sachs Group Inc | 101,100 | $1.51M | 0.00% | +1,100+1.1% | Added |
| Merit Financial Group, LLC | 110,780 | $1.66M | 0.03% | +11,177+11.2% | Added |
| Wedbush Securities Inc | 139,709 | $2.09M | 0.07% | +23,671+20.4% | Added |
| Pointe Capital Management LLC | 141,870 | $2.12M | 1.22% | +2,169+1.6% | Added |
| Parsons Capital Management Inc | 159,069 | $2.38M | 0.13% | −25,086−13.6% | Reduced |
| Guardian Wealth Advisors, LLC | 164,610 | $2.46M | 0.20% | −6,104−3.6% | Reduced |
| Aptus Capital Advisors, LLC | 166,110 | $2.48M | 0.03% | −6,104−3.5% | Reduced |
| Janney Montgomery Scott LLC | 171,580 | $2.56M | 0.01% | +6,009+3.6% | Added |
| Cetera Investment Advisers | 174,784 | $2.61M | 0.01% | +13,652+8.5% | Added |
| Steward Partners Investment Advisory, LLC | 180,713 | $2.70M | 0.02% | +3,064+1.7% | Added |
| Advisors Asset Management, Inc. | 181,023 | $2.71M | 0.05% | +46,928+35.0% | Added |
| Commonwealth Equity Services, LLC | 217,665 | $3.25M | 0.00% | −7,341−3.3% | Reduced |
| Karpus Management, Inc. | 219,659 | $3.28M | 0.10% | −12,831−5.5% | Reduced |
| Private Advisor Group, LLC | 222,771 | $3.33M | 0.02% | +400+0.2% | Added |
| Essential Planning, LLC. | 227,500 | $3.38M | 0.02% | +227,500 | New |
| C2C Wealth Management, LLC | 245,394 | $3.67M | 3.40% | −2,000−0.8% | Reduced |
| IHT Wealth Management, LLC | 250,601 | $3.75M | 0.12% | −59,685−19.2% | Reduced |
| Rockefeller Capital Management L.P. | 283,449 | $4.24M | 0.01% | −2,127−0.7% | Reduced |
| HighTower Advisors, LLC | 293,952 | $4.39M | 0.01% | +1,236+0.4% | Added |
| Cohen & Steers, Inc. | 315,617 | $4.72M | 0.01% | 00.0% | Unchanged |
| Heron Bay Capital Management | 316,354 | $4.73M | 0.99% | −484−0.2% | Reduced |
| CoreCap Advisors, LLC | 319,503 | $4.78M | 0.22% | +9,040+2.9% | Added |
| Pathway Financial Advisers, LLC | 357,618 | $5.35M | 1.80% | −4,747,750−93.0% | Reduced |
| Stifel Financial Corp | 391,297 | $5.85M | 0.01% | +1870.0% | Added |
| Ameriprise Financial Inc | 393,210 | $5.89M | 0.00% | +7,469+1.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 469,395 | $7.02M | 0.02% | −10,269−2.1% | Reduced |
| Advisor Group Holdings, Inc. | 516,268 | $7.72M | 0.02% | +43,344+9.2% | Added |
| Baird Financial Group, Inc. | 517,761 | $7.74M | 0.01% | +12,192+2.4% | Added |
| Royal Bank of Canada | 635,017 | $9.49M | 0.00% | +38,358+6.4% | Added |
| LPL Financial LLC | 649,788 | $9.71M | 0.00% | +22,229+3.5% | Added |
| Matrix Private Capital Group LLC | 661,482 | $9.89M | 5.63% | +1810.0% | Added |
| UBS Group AG | 739,106 | $11.0M | 0.00% | +29,334+4.1% | Added |
| Bank of America Corp | 787,854 | $11.8M | 0.00% | +55,528+7.6% | Added |
| Guggenheim Capital LLC | 980,569 | $14.7M | 0.12% | −17,180−1.7% | Reduced |
| RFG Advisory, LLC | 1,040,804 | $15.6M | 0.44% | −150,072−12.6% | Reduced |
| Principal Securities, Inc. | 1,055,303 | $15.8M | 0.36% | +19,419+1.9% | Added |
| Invesco Ltd. | 1,751,518 | $26.2M | 0.00% | +14,305+0.8% | Added |
| Wells Fargo & Company | 1,871,663 | $28.0M | 0.01% | +143,253+8.3% | Added |
| Raymond James Financial Inc | 2,468,314 | $36.9M | 0.01% | +2,468,314 | New |
| Morgan Stanley | 12,161,035 | $181.8M | 0.01% | +182,837+1.5% | Added |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −416,762−100.0% | Sold out |
| NWF Advisory Services Inc. | 0 | $0 | 0.00% | −46,776−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −16,531−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −15,980−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,592−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |
| Redmont Wealth Advisors LLC | 0 | $0 | 0.00% | −6,488−100.0% | Sold out |