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 |
---|---|---|---|---|---|---|---|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158K- 92.06% |
$1.44M - $1.5M
|
13.6K
$125K
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-159- 1.27% |
$1.34K - $1.46K
|
12.4K
$114K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 40.29% |
$674K - $737K
|
279K
$2.57M
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.8K+ 1.34% |
$40.3K - $44.1K
|
364K
$3.35M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.43K- 11.36% |
$45.6K - $49.9K
|
42.3K
$389K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 0.31% |
$1.26K - $1.38K
|
47.9K
$440K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.2% |
$218 - $239
|
13.3K
$123K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48KNew |
$20.8K - $22.7K
|
2.48K
$22.7K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-35.9K- 37.47% |
$302K - $330K
|
59.9K
$551K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 28.92% |
$130K - $142K
|
69.1K
$635K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.87K- 3.82% |
$15.7K - $17.1K
|
46.9K
$431K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.62K+ 13.62% |
$80.8K - $88.4K
|
80.2K
$737K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.39K- 3.79% |
$11.7K - $12.8K
|
35.4K
$326K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 3.41% |
$216K - $237K
|
781K
$7.18M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.29K- 1.98% |
$27.6K - $30.2K
|
163K
$1.5M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.6KNew |
$114K - $125K
|
13.6K
$125K
|
|
Nov 14, 2024
Q3 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-12.4K- 4.55% |
$104K - $114K
|
260K
$2.39M
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.51K- 10.03% |
$12.7K - $13.9K
|
13.6K
$125K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 2.08% |
$722 - $790
|
4.22K
$38.8K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.26K+ 1.03% |
$19K - $20.8K
|
221K
$2.03M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 0.99% |
$82.5K - $90.2K
|
1M
$9.2M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
137K+ 15.81% |
$1.15M - $1.26M
|
1M
$9.2M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-971- 2.88% |
$8.16K - $8.92K
|
32.8K
$301K
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 5.94% |
$15.2K - $16.7K
|
28.7K
$264K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$104K - $114K
|
12.4K
$114K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19New |
$160 - $175
|
19
$175
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.2K+ 400.44% |
$145K - $158K
|
21.5K
$198K
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
31.1KNew |
$261K - $285K
|
31.1K
$285K
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.9K+ 6.22% |
$394K - $431K
|
801K
$7.36M
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-221K- 88.71% |
$1.86M - $2.03M
|
28.1K
$258K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 5.42% |
$30.3K - $33.2K
|
70.3K
$646K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33K+ 3.87% |
$277K - $303K
|
885K
$8.13M
|
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-392K- 30.29% |
$3.29M - $3.6M
|
902K
$8.29M
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.14K- 1.05% |
$34.8K - $38.1K
|
389K
$3.58M
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-11.1K- 21.03% |
$93K - $102K
|
41.6K
$382K
|
|
Nov 06, 2024
Q3 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-94.6K- 30.46% |
$795K - $869K
|
216K
$1.98M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48K+ 6.17% |
$46K - $50.3K
|
94.2K
$866K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.46% |
$10.8K - $11.8K
|
30.1K
$277K
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$33.6 - $36.8
|
21.5K
$197K
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-138K- 65.89% |
$1.16M - $1.27M
|
71.6K
$658K
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
303+ 1.98% |
$2.55K - $2.78K
|
15.6K
$143K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 4.59% |
$7.14K - $7.81K
|
17.7K
$162K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1KNew |
$8.4K - $9.19K
|
1K
$9.19K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.55K- 0.8% |
$29.8K - $32.6K
|
439K
$4.04M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.94K- 2.82% |
$58.3K - $63.8K
|
239K
$2.19M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
346+ 0.51% |
$2.91K - $3.18K
|
68.6K
$630K
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.8K+ 841.43% |
$99K - $108K
|
13.2K
$121K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$121K - $132K
|
14.4K
$132K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.01K- 5.41% |
$50.5K - $55.3K
|
105K
$966K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-162- 0.99% |
$1.36K - $1.49K
|
16.3K
$149K
|