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 $111 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
19,269
shares
|
$178,816
0.0% of portfolio
|
Q2 2024
Added 2.21%
|
|
|
Wealth Effects LLC
|
Oct 21, 2024 Q3 2024 |
18,247
shares
|
$169,332
0.07% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
17,656
shares
|
$163,847
0.01% of portfolio
|
Q3 2024
Reduced 4.59%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
16,255
shares
|
$150,846
0.01% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Liberty Capital Management, Inc.
|
Oct 22, 2024 Q3 2024 |
16,170
shares
|
$150,057
0.03% of portfolio
|
Q3 2023
Reduced 30.72%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,942
shares
|
$147,941
0.03% of portfolio
|
Q4 2022
Reduced 2.29%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
15,569
shares
|
$144,480
0.09% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
15,536
shares
|
$144,174
0.01% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Congress Park Capital LLC
|
Oct 09, 2024 Q3 2024 |
15,000
shares
|
$139,200
0.05% of portfolio
|
Q1 2020
Reduced 57.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
14,350
shares
|
$133,168
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
13,569
shares
|
$125,920
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,569
shares
|
$125,920
0.01% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
13,331
shares
|
$123,711
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
13,180
shares
|
$122,310
0.0% of portfolio
|
Q3 2024
Added 841.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,077
shares
|
$121,354
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
12,402
shares
|
$115,090
0.03% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
12,400
shares
|
$115,071
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,367
shares
|
$114,765
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
11,509
shares
|
$106,803
0.01% of portfolio
|
Q4 2023
Reduced 52.56%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
10,650
shares
|
$98,832
0.03% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,578
shares
|
$98,163
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
9,700
shares
|
$90,016
0.02% of portfolio
|
Q2 2023
Added 48.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
6,760
shares
|
$62,732
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
5,752
shares
|
$53,378
0.01% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
4,694
shares
|
$43,560
0.02% of portfolio
|
Q3 2023
New holding
|