Latest Institutional Purchases of Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This list provides information on the latest institutional transactions involving Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
203K+ 33.96% |
$1.57M - $1.71M
|
800K
$7.14M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 26.1% |
$1.27M - $1.39M
|
795K
$7.09M
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
126K+ 60.29% |
$977K - $1.07M
|
336K
$3M
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
97.7K+ 651.5% |
$755K - $824K
|
113K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
84K+ 89.7% |
$650K - $708K
|
178K
$1.59M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.9K+ 17.35% |
$587K - $640K
|
513K
$4.58M
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
67.9KNew |
$525K - $572K
|
67.9K
$605K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
66.1KNew |
$511K - $558K
|
66.1K
$590K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.6KNew |
$399K - $435K
|
51.6K
$460K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
38.8K+ 10.87% |
$300K - $327K
|
396K
$3.53M
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 8.28% |
$232K - $253K
|
392K
$3.5M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.7KNew |
$230K - $251K
|
29.7K
$265K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.3KNew |
$219K - $238K
|
28.3K
$252K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.3K+ 2.07% |
$218K - $238K
|
1.39M
$12.4M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26KNew |
$201K - $219K
|
26K
$232K
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
21.9K+ 7.57% |
$169K - $184K
|
310K
$2.77M
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.2KNew |
$133K - $145K
|
17.2K
$154K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17KNew |
$131K - $143K
|
17K
$152K
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$107K - $117K
|
13.9K
$124K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$117K
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$101K - $110K
|
13K
$116K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 22.69% |
$99.2K - $108K
|
69.4K
$619K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 1.29% |
$83K - $90.5K
|
841K
$7.5M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.99K+ 16.84% |
$77.2K - $84.2K
|
69.3K
$618K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.66K+ 3.32% |
$59.2K - $64.6K
|
239K
$2.13M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.98K+ 9.17% |
$53.9K - $58.8K
|
83.1K
$741K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.23K+ 29.85% |
$40.4K - $44K
|
22.7K
$203K
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.7K - $42.2K
|
5K
$44.6K
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.85K+ 5.62% |
$37.5K - $40.9K
|
91.2K
$813K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$26.3K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67K+ 4.97% |
$20.6K - $22.5K
|
56.4K
$503K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.49K+ 19.93% |
$19.2K - $20.9K
|
15K
$133K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 4.34% |
$17.7K - $19.3K
|
55.1K
$492K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.5KNew |
$11.6K - $12.6K
|
1.5K
$13.4K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 13.26% |
$11.4K - $12.4K
|
12.6K
$112K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 10.23% |
$10.1K - $11K
|
14K
$125K
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
282+ 1.92% |
$2.18K - $2.38K
|
15K
$133K
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
236+ 0.35% |
$1.82K - $1.99K
|
67.9K
$605K
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
221+ 1.0% |
$1.71K - $1.86K
|
22.4K
$200K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202New |
$1.56K - $1.7K
|
202
$1.8K
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
151+ 1.01% |
$1.17K - $1.27K
|
15.1K
$134K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29+ 0.25% |
$224 - $244
|
11.8K
$106K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.73 - $8.43
|
41.4K
$369K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.9KNew |
$136K - $151K
|
18.9K
$168K
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.2KNew |
$110K - $122K
|
15.2K
$136K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.21K - $7.99K
|
1K
$8.92K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$3.63K - $4.02K
|
503
$4.49K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$76.2K - $85.4K
|
10.1K
$90.1K
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.85KNew |
$36.6K - $41K
|
4.85K
$43.3K
|