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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
925+ 5.34% |
$7.77K - $8.5K
|
18.2K
$168K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 2.67% |
$117K - $128K
|
536K
$4.92M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.8K- 27.5% |
$175K - $191K
|
54.8K
$504K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 6.09% |
$409K - $448K
|
848K
$7.79M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.42% |
$370 - $404
|
10.6K
$97.2K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$496K - $542K
|
59K
$542K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6.08K- 22.62% |
$51.1K - $55.9K
|
20.8K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
225+ 2.16% |
$1.89K - $2.07K
|
10.7K
$97.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-16- 0.06% |
$134 - $147
|
27.5K
$253K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 1.27% |
$9.13K - $9.99K
|
84.8K
$779K
|
|
| Q2 2024 | |||||||
|
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 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.9K- 8.92% |
$47.9K - $51.8K
|
60.2K
$554K
|
|
|
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
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 11.82% |
$28.8K - $31.2K
|
33.6K
$309K
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$153K - $165K
|
18.8K
$173K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 2.22% |
$19.1K - $20.7K
|
108K
$996K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 12.74% |
$406K - $439K
|
442K
$4.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.7K- 18.4% |
$265K - $287K
|
145K
$1.33M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.87K - $5.27K
|
600
$5.51K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$12.2K - $13.2K
|
1.5K
$13.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$54.9K - $59.4K
|
6.76K
$62.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-21.6K- 64.27% |
$176K - $190K
|
12K
$110K
|
|
|
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
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
672New |
$5.46K - $5.9K
|
672
$6.18K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.79K+ 82.75% |
$71.4K - $77.2K
|
19.4K
$178K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.51K- 16.82% |
$20.4K - $22K
|
12.4K
$114K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$27.1K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 1.48% |
$147 - $160
|
1.3K
$12K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17KNew |
$131K - $143K
|
17K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$107K - $117K
|
13.9K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$101K - $110K
|
13K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202New |
$1.56K - $1.7K
|
202
$1.86K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.93K- 15.58% |
$38.1K - $41.6K
|
26.7K
$245K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.03% |
$1.24K - $1.36K
|
15.5K
$143K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.73 - $8.43
|
41.4K
$380K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.5KNew |
$11.6K - $12.6K
|
1.5K
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29+ 0.25% |
$224 - $244
|
11.8K
$109K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
67.9KNew |
$525K - $572K
|
67.9K
$624K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.7K - $42.2K
|
5K
$46K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3.64K- 47.49% |
$28.1K - $30.6K
|
4.02K
$36.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$120K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 3.11% |
$7.73K - $8.43K
|
31.2K
$287K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.21K - $7.99K
|
1K
$9.19K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 7.5% |
$7.21K - $7.99K
|
12.3K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44.9K- 87.2% |
$324K - $359K
|
6.59K
$60.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.2KNew |
$110K - $122K
|
15.2K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-130- 0.96% |
$937 - $1.04K
|
13.4K
$123K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$3.63K - $4.02K
|
503
$4.62K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.8K- 52.56% |
$91.9K - $102K
|
11.5K
$106K
|
|