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 109 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $135 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
2,144,278
shares
|
$19.2 Million
0.01% of portfolio
|
Q1 2025
Added 136.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,601,686
shares
|
$14.3 Million
0.01% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,238,995
shares
|
$11.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,103,032
shares
|
$9.86 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.39%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
886,344
shares
|
$7.92 Million
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
848,068
shares
|
$7.58 Million
0.01% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
785,033
shares
|
$7.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
619,709
shares
|
$5.54 Million
0.23% of portfolio
|
Q1 2025
Added 76.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
535,865
shares
|
$4.79 Million
0.0% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
519,255
shares
|
$4.64 Million
1.78% of portfolio
|
Q1 2025
Added 83.5%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
427,446
shares
|
$3.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
381,466
shares
|
$3.41 Million
0.0% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
316,003
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
260,482
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
Reduced 24.59%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
215,199
shares
|
$1.92 Million
0.82% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
213,255
shares
|
$1.91 Million
1.29% of portfolio
|
Q1 2025
Reduced 17.22%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
213,232
shares
|
$1.91 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
198,106
shares
|
$1.77 Million
0.01% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
192,789
shares
|
$1.72 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
182,345
shares
|
$1.63 Million
0.0% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
108,837
shares
|
$973,002
0.1% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
108,070
shares
|
$966,145
0.01% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
93,561
shares
|
$836,435
0.0% of portfolio
|
Q1 2025
Added 14.35%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
93,327
shares
|
$834,343
0.06% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
90,000
shares
|
$804,600
0.69% of portfolio
|
Q4 2024
New holding
|