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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
11,509
shares
|
$98,056
0.01% of portfolio
|
Q4 2023
Reduced 52.56%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Apr 24, 2025 Q1 2025 |
11,347
shares
|
$96,676
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,240
shares
|
$95,764
0.0% of portfolio
|
Q4 2024
Reduced 27.65%
|
|
|
Flc Capital Advisors
|
Jan 16, 2025 Q4 2024 |
11,135
shares
|
$94,870
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
11,116
shares
|
$94,708
0.03% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
11,100
shares
|
$94,572
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
9,700
shares
|
$82,644
0.02% of portfolio
|
Q2 2023
Added 48.66%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
6,760
shares
|
$57,595
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
5,752
shares
|
$49,007
0.01% of portfolio
|
Q1 2023
Added 2.26%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
4,694
shares
|
$39,992
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
4,425
shares
|
$37,701
0.0% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
4,059
shares
|
$34,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,020
shares
|
$34,250
0.01% of portfolio
|
Q1 2024
Reduced 47.49%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$34,080
0.01% of portfolio
|
Q4 2022
Reduced 60.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,605
shares
|
$30,714
0.0% of portfolio
|
Q1 2020
Reduced 51.46%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
2,500
shares
|
$21,300
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,475
shares
|
$21,087
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,048
shares
|
$17,448
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,000
shares
|
$17,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,000
shares
|
$17,040
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,800
shares
|
$15,336
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
1,550
shares
|
$13,206
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,462
shares
|
$12,456
0.0% of portfolio
|
Q4 2024
Reduced 88.91%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,283
shares
|
$10,931
0.0% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
1,021
shares
|
$8,698
0.01% of portfolio
|
Q4 2024
New holding
|