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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
90KNew |
$819K - $856K
|
90K
$824K
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
33.5KNew |
$305K - $319K
|
33.5K
$307K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 7.35% |
$294K - $307K
|
472K
$4.32M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$187K - $196K
|
20.6K
$189K
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.1KNew |
$101K - $106K
|
11.1K
$102K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$10K - $10.5K
|
1.1K
$10.1K
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
700+ 3.61% |
$6.37K - $6.66K
|
20.1K
$184K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
296+ 1.9% |
$2.69K - $2.81K
|
15.9K
$145K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
282+ 0.94% |
$2.57K - $2.68K
|
30.4K
$278K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$1.82K - $1.9K
|
200
$1.83K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
150+ 1.41% |
$1.37K - $1.43K
|
10.8K
$98.9K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
137K+ 15.81% |
$1.15M - $1.26M
|
1M
$9.17M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 40.29% |
$674K - $737K
|
279K
$2.56M
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$496K - $542K
|
59K
$540K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 6.09% |
$409K - $448K
|
848K
$7.77M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.9K+ 6.22% |
$394K - $431K
|
801K
$7.34M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33K+ 3.87% |
$277K - $303K
|
885K
$8.11M
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
31.1KNew |
$261K - $285K
|
31.1K
$284K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 3.41% |
$216K - $237K
|
781K
$7.16M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.2K+ 400.44% |
$145K - $158K
|
21.5K
$197K
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 28.92% |
$130K - $142K
|
69.1K
$633K
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$121K - $132K
|
14.4K
$131K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 2.67% |
$117K - $128K
|
536K
$4.91M
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.6KNew |
$114K - $125K
|
13.6K
$124K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$104K - $114K
|
12.4K
$113K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 0.99% |
$82.5K - $90.2K
|
1M
$9.17M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.62K+ 13.62% |
$80.8K - $88.4K
|
80.2K
$735K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48K+ 6.17% |
$46K - $50.3K
|
94.2K
$863K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.8K+ 1.34% |
$40.3K - $44.1K
|
364K
$3.34M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 5.42% |
$30.3K - $33.2K
|
70.3K
$644K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48KNew |
$20.8K - $22.7K
|
2.48K
$22.7K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.26K+ 1.03% |
$19K - $20.8K
|
221K
$2.02M
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1KNew |
$8.4K - $9.19K
|
1K
$9.16K
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
925+ 5.34% |
$7.77K - $8.5K
|
18.2K
$167K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
346+ 0.51% |
$2.91K - $3.18K
|
68.6K
$628K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 0.31% |
$1.26K - $1.38K
|
47.9K
$439K
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 2.08% |
$722 - $790
|
4.22K
$38.7K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.42% |
$370 - $404
|
10.6K
$96.9K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.2% |
$218 - $239
|
13.3K
$122K
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19New |
$160 - $175
|
19
$174
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$33.6 - $36.8
|
21.5K
$196K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 12.74% |
$406K - $439K
|
442K
$4.05M
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$153K - $165K
|
18.8K
$173K
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$54.9K - $59.4K
|
6.76K
$61.9K
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 11.82% |
$28.8K - $31.2K
|
33.6K
$308K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 2.22% |
$19.1K - $20.7K
|
108K
$992K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$12.2K - $13.2K
|
1.5K
$13.7K
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
672New |
$5.46K - $5.9K
|
672
$6.16K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.87K - $5.27K
|
600
$5.5K
|