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 119 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,193,740
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,708,700
shares
|
$15.4 Million
0.01% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,102,606
shares
|
$9.97 Million
0.08% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,030,218
shares
|
$9.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
980,660
shares
|
$8.87 Million
0.0% of portfolio
|
Q2 2025
Added 24.92%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
912,531
shares
|
$8.25 Million
0.0% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
873,368
shares
|
$7.9 Million
0.28% of portfolio
|
Q2 2025
Added 40.93%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,068
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
535,865
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
487,446
shares
|
$4.41 Million
0.01% of portfolio
|
Q2 2025
Added 14.04%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
401,249
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
325,269
shares
|
$2.94 Million
0.06% of portfolio
|
Q2 2025
Added 24.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
306,986
shares
|
$2.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
303,924
shares
|
$2.75 Million
1.02% of portfolio
|
Q2 2025
Reduced 41.47%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
215,199
shares
|
$1.95 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
202,824
shares
|
$1.83 Million
1.19% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
200,275
shares
|
$1.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
186,704
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
181,450
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
152,490
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
106,421
shares
|
$962,045
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
97,382
shares
|
$880,333
0.0% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
95,925
shares
|
$867,161
0.09% of portfolio
|
Q2 2025
Reduced 11.86%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
87,200
shares
|
$788,287
0.06% of portfolio
|
Q2 2025
Reduced 6.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
86,478
shares
|
$781,761
0.0% of portfolio
|
Q2 2025
Added 5.98%
|