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
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
67.9KNew |
$525K - $572K
|
67.9K
$622K
|
|
|
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
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$101K - $110K
|
13K
$119K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.7K - $42.2K
|
5K
$45.8K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$27K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.5KNew |
$11.6K - $12.6K
|
1.5K
$13.7K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202New |
$1.56K - $1.7K
|
202
$1.85K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 1.48% |
$147 - $160
|
1.3K
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.73 - $8.43
|
41.4K
$379K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.2KNew |
$110K - $122K
|
15.2K
$140K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.21K - $7.99K
|
1K
$9.16K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$3.63K - $4.02K
|
503
$4.61K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$76.2K - $85.4K
|
10.1K
$92.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.85KNew |
$36.6K - $41K
|
4.85K
$44.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.69KNew |
$35.4K - $39.7K
|
4.69K
$43K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.05KNew |
$15.4K - $17.3K
|
2.05K
$18.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.3K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.3K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.18K+ 48.66% |
$24.4K - $26.8K
|
9.7K
$88.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
867New |
$6.66K - $7.32K
|
867
$7.94K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.21% |
$1.14K - $1.25K
|
12.4K
$114K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7KNew |
$131K - $144K
|
17.7K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7KNew |
$94.7K - $104K
|
12.7K
$117K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$85.1K - $93.2K
|
11.5K
$105K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.43K - $8.14K
|
1K
$9.16K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
413New |
$3.07K - $3.36K
|
413
$3.78K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
127+ 2.26% |
$944 - $1.03K
|
5.75K
$52.7K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55.1K+ 172.09% |
$409K - $478K
|
87.2K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$362K - $424K
|
48.9K
$448K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$128K - $150K
|
17.3K
$159K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$81.9K - $95.8K
|
11.1K
$101K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.55KNew |
$11.5K - $13.4K
|
1.55K
$14.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
93+ 2.6% |
$689 - $806
|
3.67K
$33.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 2.51% |
$59.3 - $69.4
|
327
$3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
21.9KNew |
$181K - $217K
|
21.9K
$201K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.81% |
$91 - $109
|
403
$3.69K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$154K - $182K
|
18.4K
$168K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.65KNew |
$55.7K - $65.9K
|
6.65K
$60.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.47K+ 26.74% |
$45.8K - $54.2K
|
25.9K
$237K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.23KNew |
$10.3K - $12.2K
|
1.23K
$11.3K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625New |
$5.24K - $6.2K
|
625
$5.73K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.38% |
$327 - $387
|
10.3K
$94.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$91.9K - $107K
|
10K
$91.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
447New |
$4.11K - $4.8K
|
447
$4.09K
|
|
| Q3 2021 | |||||||
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.5KNew |
$155K - $169K
|
14.5K
$133K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.62KNew |
$28K - $30.6K
|
2.62K
$24K
|
|