Ota Financial Group L.P. Eaton Vance Risk Managed Diversified Equity Income Fund Transaction History

Ota Financial Group L.P.

$143 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 19, 2022	SELL	$9.19 - $10.73 $192,953 - $225,287	-20,996 Closed	0 $0
Q4 2021 Jan 28, 2022	SELL	$10.56 - $11.58 $569,352 - $624,347	-53,916 Reduced 71.97%	20,996 $224,000
Q4 2018 Jan 24, 2019	BUY	$7.83 - $10.0 $586,560 - $749,120	74,912 New	74,912 $608,000

Others Institutions Holding ETJ

# of Institutions

94

Shares Held

12.3M

Call Options Held

0

Put Options Held

0

Cornerstone Advisors, LLC Asheville, NC

1.29M
Shares

$11.9 Million
0.46% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

991K
Shares

$9.13 Million
0.02% of portfolio
Guggenheim Capital LLC Chicago, IL

864K
Shares

$7.96 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

852K
Shares

$7.85 Million
0.0% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

799K
Shares

$7.36 Million
0.01% of portfolio

About Eaton Vance Risk-Managed Diversified Equity Income Fund

Ticker ETJ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Risk-Managed Diversified Equity Income Fund is a closed ended equity mutual fund launched and managed by Eaton Vance Management. The fund invests in the public equity markets of the United States. It primarily invests in common stocks and purchases out-of-the-money, short-dated S&P 500 index put options and sells out-of-the-money...

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