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 107 institutions that hold shares in the stock, with a total of 13 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
72,297
shares
|
$615,970
0.39% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
70,663
shares
|
$602,048
0.0% of portfolio
|
Q1 2025
Reduced 85.01%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
70,347
shares
|
$599,356
0.04% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
69,990
shares
|
$596,314
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
63,400
shares
|
$540,168
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
60,178
shares
|
$512,716
0.0% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
52,033
shares
|
$443,321
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
48,149
shares
|
$410,229
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,595
shares
|
$405,509
0.24% of portfolio
|
Q4 2024
Added 34.32%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
46,464
shares
|
$395,873
0.13% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
41,145
shares
|
$350,555
0.0% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
33,703
shares
|
$287,149
0.01% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
33,500
shares
|
$285,420
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
32,886
shares
|
$280,188
0.0% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jan 31, 2025 Q4 2024 |
31,995
shares
|
$272,597
0.2% of portfolio
|
Q4 2024
Reduced 23.05%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
31,200
shares
|
$265,824
0.02% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Feb 12, 2025 Q4 2024 |
31,055
shares
|
$264,588
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
30,442
shares
|
$259,365
0.05% of portfolio
|
Q1 2025
Added 57.32%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
30,372
shares
|
$258,769
0.01% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
29,929
shares
|
$254,995
0.02% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Feb 19, 2025 Q4 2024 |
28,912
shares
|
$246,330
0.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
27,960
shares
|
$238,219
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
David J Yvars Group
|
Apr 16, 2025 Q1 2025 |
27,864
shares
|
$237,401
0.19% of portfolio
|
Q1 2025
Added 75.63%
|
|
|
Successful Portfolios LLC
|
Apr 11, 2025 Q1 2025 |
26,476
shares
|
$225,575
0.15% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Feb 11, 2025 Q4 2024 |
25,904
shares
|
$220,702
0.09% of portfolio
|
Q2 2022
Added 26.74%
|