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 |
---|---|---|---|---|---|---|---|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
180+ 0.63% |
$1.64K - $1.71K
|
28.9K
$266K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
11.7KNew |
$107K - $111K
|
11.7K
$108K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.6K- 17.86% |
$388K - $406K
|
196K
$1.8M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79.8K- 28.56% |
$726K - $759K
|
200K
$1.83M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5K+ 34.84% |
$45.5K - $47.6K
|
19.4K
$178K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.03K+ 1.86% |
$27.6K - $28.8K
|
166K
$1.53M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.06KNew |
$36.9K - $38.6K
|
4.06K
$37.3K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
274+ 0.46% |
$2.49K - $2.61K
|
60.2K
$553K
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$171K - $179K
|
18.8K
$173K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.68K+ 9.21% |
$78.9K - $82.5K
|
103K
$945K
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
697New |
$6.34K - $6.63K
|
697
$6.41K
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.6KNew |
$160K - $168K
|
17.6K
$162K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.09K+ 0.91% |
$64.5K - $67.4K
|
788K
$7.24M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.93K- 1.63% |
$54K - $56.4K
|
358K
$3.29M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.61K+ 2.0% |
$14.6K - $15.3K
|
81.8K
$752K
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
211K+ 295.18% |
$1.92M - $2.01M
|
283K
$2.6M
|
|
Feb 13, 2025
Q4 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.01% |
$27.3 - $28.5
|
21.5K
$197K
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-747- 0.35% |
$6.8K - $7.1K
|
215K
$1.98M
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
12.2K+ 34.32% |
$111K - $116K
|
47.6K
$437K
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
33.8K+ 4.22% |
$308K - $322K
|
835K
$7.67M
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.9K- 22.97% |
$226K - $237K
|
83.5K
$767K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
98+ 0.29% |
$892 - $932
|
33.7K
$310K
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.86K- 1.1% |
$26K - $27.2K
|
258K
$2.37M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 2.83% |
$10.9K - $11.4K
|
41.1K
$378K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
899+ 1.3% |
$8.18K - $8.55K
|
70K
$643K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
307K+ 30.72% |
$2.8M - $2.92M
|
1.31M
$12M
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-482- 1.03% |
$4.39K - $4.58K
|
46.5K
$427K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
131+ 0.4% |
$1.19K - $1.25K
|
32.9K
$302K
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
82.5K+ 37.34% |
$750K - $784K
|
303K
$2.79M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.83K+ 9.23% |
$71.2K - $74.4K
|
92.6K
$851K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.1K+ 2.39% |
$192K - $201K
|
906K
$8.33M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.92K+ 18.21% |
$35.6K - $37.2K
|
25.4K
$234K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 5.05% |
$25.2K - $26.3K
|
52K
$478K
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-19Closed |
$173 - $181
|
0
$0
|
|
Feb 10, 2025
Q4 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-31- 0.23% |
$282 - $295
|
13.5K
$124K
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$16.4K - $17.1K
|
1.8K
$16.5K
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
28KNew |
$254K - $266K
|
28K
$257K
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43.6K- 11.2% |
$397K - $414K
|
345K
$3.17M
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
84+ 1.99% |
$764 - $799
|
4.3K
$39.6K
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1.02KNew |
$9.29K - $9.71K
|
1.02K
$9.38K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
63.4KNew |
$577K - $603K
|
63.4K
$583K
|
|
Feb 07, 2025
Q4 2024
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
11.3KNew |
$103K - $108K
|
11.3K
$104K
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-551K- 61.12% |
$5.02M - $5.24M
|
351K
$3.22M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
227+ 0.47% |
$2.07K - $2.16K
|
48.1K
$442K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 0.17% |
$15.2K - $15.8K
|
1M
$9.19M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.48MNew |
$13.4M - $14M
|
1.48M
$13.6M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.53K+ 26.5% |
$32.2K - $33.6K
|
16.9K
$155K
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.5KNew |
$22.8K - $23.8K
|
2.5K
$23K
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
3.72K+ 5.42% |
$33.8K - $35.4K
|
72.3K
$664K
|