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