Latest Institutional Transactions on Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This table provides information on the latest institutional transactions involving Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.3K+ 18.29% |
$83.7K - $90.5K
|
66.7K
$614K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.98K+ 13.39% |
$32.3K - $35K
|
33.7K
$311K
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.4KNew |
$11.4K - $12.3K
|
1.4K
$12.9K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 5.8% |
$10.7K - $11.6K
|
21.4K
$197K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.35K- 13.33% |
$59.6K - $64.5K
|
47.8K
$440K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3K+ 0.79% |
$10.5K - $11.4K
|
166K
$1.53M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.85K+ 1.66% |
$47.5K - $51.4K
|
359K
$3.31M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$153K - $165K
|
18.8K
$174K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.64K+ 3.99% |
$62.1K - $67.1K
|
199K
$1.83M
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.9K- 8.92% |
$47.9K - $51.8K
|
60.2K
$555K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.87K- 25.85% |
$31.4K - $33.9K
|
11.1K
$102K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.37K- 0.6% |
$19.2K - $20.8K
|
393K
$3.62M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 11.82% |
$28.8K - $31.2K
|
33.6K
$310K
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.1K- 2.27% |
$163K - $176K
|
864K
$7.96M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 1.9% |
$10.7K - $11.6K
|
70.6K
$650K
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.27K- 3.34% |
$10.3K - $11.2K
|
36.8K
$339K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400K- 28.75% |
$3.25M - $3.51M
|
991K
$9.13M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
221+ 0.45% |
$1.79K - $1.94K
|
48.8K
$450K
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 12.74% |
$406K - $439K
|
442K
$4.07M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15- 1.16% |
$122 - $132
|
1.28K
$11.8K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 2.22% |
$19.1K - $20.7K
|
108K
$998K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.83K+ 19.72% |
$71.7K - $77.5K
|
53.6K
$494K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.69K+ 3.16% |
$54.4K - $58.8K
|
219K
$2.01M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 7.46% |
$31.3K - $33.8K
|
47.8K
$440K
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-28.6K- 3.65% |
$232K - $251K
|
754K
$6.94M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 38.13% |
$215K - $232K
|
95.8K
$882K
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
123+ 0.04% |
$999 - $1.08K
|
311K
$2.86M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.7K- 18.4% |
$265K - $287K
|
145K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$12.2K - $13.2K
|
1.5K
$13.8K
|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
494K+ 61.74% |
$4.01M - $4.34M
|
1.29M
$11.9M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.87K - $5.27K
|
600
$5.53K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-713- 5.09% |
$5.79K - $6.26K
|
13.3K
$123K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$54.9K - $59.4K
|
6.76K
$62.3K
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
182+ 0.6% |
$1.48K - $1.6K
|
30.5K
$281K
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 2.12% |
$698 - $755
|
4.13K
$38.1K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-21.3K- 7.23% |
$173K - $187K
|
273K
$2.51M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 1.29% |
$88.3K - $95.5K
|
852K
$7.85M
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
223K+ 857.56% |
$1.81M - $1.96M
|
249K
$2.29M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-21.6K- 64.27% |
$176K - $190K
|
12K
$111K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.76K+ 3.32% |
$22.4K - $24.3K
|
85.9K
$791K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
519+ 1.83% |
$4.21K - $4.56K
|
28.8K
$265K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1K+ 5.8% |
$49.5K - $53.5K
|
111K
$1.02M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.5K- 7.97% |
$12.2K - $13.2K
|
17.3K
$160K
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-126K- 37.51% |
$1.02M - $1.11M
|
210K
$1.93M
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-949- 4.24% |
$7.71K - $8.33K
|
21.4K
$198K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 1.4% |
$8.72K - $9.43K
|
75.6K
$696K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
672New |
$5.46K - $5.9K
|
672
$6.19K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
416+ 2.21% |
$3.38K - $3.65K
|
19.3K
$177K
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.58K- 14.01% |
$69.7K - $75.3K
|
52.7K
$485K
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.79K+ 82.75% |
$71.4K - $77.2K
|
19.4K
$179K
|