Institutional Ownership Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This table provides information about the institutional ownership of Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $119 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,476,860
shares
|
$12.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,308,364
shares
|
$11.2 Million
0.1% of portfolio
|
Q4 2024
Added 30.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
999,519
shares
|
$8.53 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
906,273
shares
|
$7.73 Million
0.0% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,068
shares
|
$7.23 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
834,656
shares
|
$7.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
788,301
shares
|
$6.72 Million
0.0% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
535,865
shares
|
$4.57 Million
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
471,557
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
442,446
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2024
Added 12.74%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
358,283
shares
|
$3.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
350,675
shares
|
$2.99 Million
0.13% of portfolio
|
Q4 2024
Reduced 61.12%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
345,428
shares
|
$2.95 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
303,268
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Added 37.34%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
282,970
shares
|
$2.41 Million
1.05% of portfolio
|
Q4 2024
Added 295.18%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
257,631
shares
|
$2.2 Million
1.69% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
242,991
shares
|
$2.07 Million
0.04% of portfolio
|
Q4 2024
Reduced 89.26%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
215,199
shares
|
$1.84 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
199,537
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.56%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
196,088
shares
|
$1.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
166,175
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
104,241
shares
|
$889,175
0.01% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
102,872
shares
|
$877,498
0.1% of portfolio
|
Q4 2024
Added 9.21%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
92,622
shares
|
$790,065
0.08% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
90,000
shares
|
$767,700
0.65% of portfolio
|
Q4 2024
New holding
|