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 91 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $109 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
70,268
shares
|
$649,979
0.04% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
69,091
shares
|
$639,091
0.0% of portfolio
|
Q3 2024
Added 28.92%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
68,579
shares
|
$634,355
0.37% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
59,904
shares
|
$554,112
0.0% of portfolio
|
Q3 2024
Reduced 37.47%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
59,000
shares
|
$545,750
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
54,799
shares
|
$506,890
0.0% of portfolio
|
Q3 2024
Reduced 27.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
47,922
shares
|
$443,278
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
46,946
shares
|
$434,250
0.12% of portfolio
|
Q3 2024
Reduced 3.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
42,345
shares
|
$391,691
0.0% of portfolio
|
Q3 2024
Reduced 11.36%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
41,580
shares
|
$384,615
0.27% of portfolio
|
Q3 2024
Reduced 21.03%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
35,433
shares
|
$327,755
0.18% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
33,605
shares
|
$310,846
0.02% of portfolio
|
Q2 2024
Added 11.82%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
32,755
shares
|
$302,983
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
31,200
shares
|
$288,600
0.01% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
31,055
shares
|
$287,258
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
30,609
shares
|
$283,133
0.02% of portfolio
|
Q2 2021
Reduced 14.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
30,090
shares
|
$278,332
0.01% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
28,732
shares
|
$265,771
0.04% of portfolio
|
Q3 2024
Reduced 5.94%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
28,100
shares
|
$259,925
0.08% of portfolio
|
Q3 2024
Reduced 88.71%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
27,511
shares
|
$254,476
0.17% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Nov 12, 2024 Q3 2024 |
25,904
shares
|
$239,612
0.09% of portfolio
|
Q2 2022
Added 26.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
21,499
shares
|
$198,865
0.0% of portfolio
|
Q3 2024
Added 400.44%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
21,450
shares
|
$198,412
0.14% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
20,812
shares
|
$192,511
0.02% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
19,417
shares
|
$179,607
0.02% of portfolio
|
Q2 2024
Added 82.75%
|