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 94 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
85,884
shares
|
$790,991
0.09% of portfolio
|
Q2 2024
Added 3.32%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
75,585
shares
|
$696,137
0.0% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
70,599
shares
|
$650,216
0.0% of portfolio
|
Q2 2024
Added 1.9%
|
|
Pointe Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
68,233
shares
|
$628,425
0.37% of portfolio
|
Q2 2024
Added 0.53%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
66,658
shares
|
$613,920
0.04% of portfolio
|
Q2 2024
Added 18.29%
|
|
Flow State Investments, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
60,236
shares
|
$554,773
0.17% of portfolio
|
Q2 2024
Reduced 8.92%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
53,594
shares
|
$493,600
0.0% of portfolio
|
Q2 2024
Added 19.72%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
52,653
shares
|
$484,934
0.36% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
48,811
shares
|
$449,549
0.15% of portfolio
|
Q2 2024
Added 0.45%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
47,772
shares
|
$439,980
0.0% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
47,772
shares
|
$439,980
0.0% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
Elco Management Co., LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
36,827
shares
|
$339,176
0.19% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
33,726
shares
|
$310,616
0.0% of portfolio
|
Q2 2024
Added 13.39%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
33,605
shares
|
$309,502
0.01% of portfolio
|
Q2 2024
Added 11.82%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
31,200
shares
|
$287,352
0.01% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
30,609
shares
|
$281,908
0.02% of portfolio
|
Q2 2021
Reduced 14.04%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
30,547
shares
|
$281,337
0.04% of portfolio
|
Q2 2024
Added 0.6%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
28,805
shares
|
$265,294
0.01% of portfolio
|
Q2 2024
Added 1.83%
|
|
Successful Portfolios LLC
|
Jul 12, 2024 Q2 2024 |
27,527
shares
|
$253,523
0.17% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
26,896
shares
|
$247,712
0.02% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 07, 2024 Q2 2024 |
25,904
shares
|
$238,575
0.08% of portfolio
|
Q2 2022
Added 26.74%
|
|
Primoris Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
21,446
shares
|
$197,517
0.15% of portfolio
|
Q2 2024
Reduced 4.24%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
21,414
shares
|
$197,222
0.0% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
19,417
shares
|
$178,830
0.02% of portfolio
|
Q2 2024
Added 82.75%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
19,269
shares
|
$177,467
0.0% of portfolio
|
Q2 2024
Added 2.21%
|