Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-400K- 28.75% |
$3.25M - $3.51M
|
991K
$9.13M
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-126K- 37.51% |
$1.02M - $1.11M
|
210K
$1.93M
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.7K- 18.4% |
$265K - $287K
|
145K
$1.34M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-28.6K- 3.65% |
$232K - $251K
|
754K
$6.94M
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-21.6K- 64.27% |
$176K - $190K
|
12K
$111K
|
|
Aug 07, 2024
Q2 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-21.3K- 7.23% |
$173K - $187K
|
273K
$2.51M
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-20.1K- 2.27% |
$163K - $176K
|
864K
$7.96M
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-8.58K- 14.01% |
$69.7K - $75.3K
|
52.7K
$485K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.35K- 13.33% |
$59.6K - $64.5K
|
47.8K
$440K
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.9K- 8.92% |
$47.9K - $51.8K
|
60.2K
$555K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.87K- 25.85% |
$31.4K - $33.9K
|
11.1K
$102K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.85K- 7.46% |
$31.3K - $33.8K
|
47.8K
$440K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.51K- 16.82% |
$20.4K - $22K
|
12.4K
$114K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.46K- 8.36% |
$19.9K - $21.6K
|
26.9K
$248K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.44K- 2.68% |
$19.8K - $21.4K
|
88.7K
$817K
|
|
Aug 14, 2024
Q2 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.37K- 0.6% |
$19.2K - $20.8K
|
393K
$3.62M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.95K- 15.65% |
$15.9K - $17.2K
|
10.5K
$97K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.5K- 7.97% |
$12.2K - $13.2K
|
17.3K
$160K
|
|
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
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.27K- 3.34% |
$10.3K - $11.2K
|
36.8K
$339K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 1.4% |
$8.72K - $9.43K
|
75.6K
$696K
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-949- 4.24% |
$7.71K - $8.33K
|
21.4K
$198K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-713- 5.09% |
$5.79K - $6.26K
|
13.3K
$123K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15- 1.16% |
$122 - $132
|
1.28K
$11.8K
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.02% |
$48.7 - $52.7
|
27.5K
$254K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.93K- 15.58% |
$38.1K - $41.6K
|
26.7K
$246K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.5K- 51.17% |
$34.8K - $38K
|
4.3K
$39.6K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3.64K- 47.49% |
$28.1K - $30.6K
|
4.02K
$37K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 3.11% |
$7.73K - $8.43K
|
31.2K
$287K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-829- 0.12% |
$6.41K - $6.99K
|
712K
$6.56M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-620- 3.64% |
$4.79K - $5.23K
|
16.4K
$151K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.03% |
$1.24K - $1.36K
|
15.5K
$143K
|
|
Q4 2023 | |||||||
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-103K- 87.24% |
$745K - $826K
|
15.1K
$139K
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44.9K- 87.2% |
$324K - $359K
|
6.59K
$60.6K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.8K- 52.56% |
$91.9K - $102K
|
11.5K
$106K
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 7.5% |
$7.21K - $7.99K
|
12.3K
$114K
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-130- 0.96% |
$937 - $1.04K
|
13.4K
$123K
|
|
Q3 2023 | |||||||
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.17K- 30.72% |
$54.1K - $60.6K
|
16.2K
$149K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.21K- 92.55% |
$46.8K - $52.5K
|
500
$4.61K
|
|
Q2 2023 | |||||||
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18K- 47.67% |
$139K - $152K
|
19.8K
$182K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 0.95% |
$568 - $625
|
7.71K
$71K
|
|
Q4 2022 | |||||||
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-24.8K- 54.97% |
$184K - $215K
|
20.3K
$187K
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-6K- 60.0% |
$44.5K - $52K
|
4K
$36.8K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 6.08% |
$27.8K - $32.5K
|
57.9K
$534K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.5K- 55.56% |
$18.5K - $21.7K
|
2K
$18.4K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-373- 2.29% |
$2.76K - $3.23K
|
15.9K
$147K
|
|
Q3 2022 | |||||||
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.49K- 29.42% |
$37.1K - $44.5K
|
10.8K
$99.2K
|
|
Q2 2022 | |||||||
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-16.9KClosed |
$141K - $167K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-12.6KClosed |
$105K - $125K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-1.15K- 8.91% |
$9.64K - $11.4K
|
11.8K
$108K
|