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 100 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 $110 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Insight Advisors, LLC
Newtown, PA |
May 06, 2024 Q1 2024 |
10,189
shares
|
$90,885
0.03% of portfolio
|
Q1 2021
Reduced 7.29%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
9,700
shares
|
$86,524
0.02% of portfolio
|
Q2 2023
Added 48.66%
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
7,712
shares
|
$68,791
0.0% of portfolio
|
Q2 2023
Reduced 0.95%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
6,017
shares
|
$53,671
0.0% of portfolio
|
Q1 2022
Reduced 69.17%
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
5,752
shares
|
$51,307
0.01% of portfolio
|
Q1 2023
Added 2.26%
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
5,000
shares
|
$44,600
0.09% of portfolio
|
Q1 2024
New holding
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 23, 2024 Q1 2024 |
4,694
shares
|
$41,870
0.02% of portfolio
|
Q3 2023
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
4,296
shares
|
$38,320
0.0% of portfolio
|
Q1 2024
Reduced 51.17%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
4,048
shares
|
$36,108
0.0% of portfolio
|
Q3 2023
Added 2.0%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,020
shares
|
$35,858
0.01% of portfolio
|
Q1 2024
Reduced 47.49%
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
4,000
shares
|
$35,680
0.01% of portfolio
|
Q4 2022
Reduced 60.0%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,605
shares
|
$32,156
0.0% of portfolio
|
Q1 2020
Reduced 51.46%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
2,947
shares
|
$26,287
0.0% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
2,048
shares
|
$18,268
0.0% of portfolio
|
Q3 2023
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
2,000
shares
|
$17,840
0.0% of portfolio
|
Q3 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
2,000
shares
|
$17,840
0.0% of portfolio
|
Q3 2023
New holding
|
|
Hollencrest Capital Management
|
May 01, 2024 Q1 2024 |
1,550
shares
|
$13,826
0.0% of portfolio
|
Q4 2022
New holding
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
1,500
shares
|
$13,380
0.0% of portfolio
|
Q1 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
1,298
shares
|
$11,578
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
1,000
shares
|
$8,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
1,000
shares
|
$8,920
0.0% of portfolio
|
Q4 2023
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
503
shares
|
$4,486
0.0% of portfolio
|
Q4 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
202
shares
|
$1,801
0.0% of portfolio
|
Q1 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
12
shares
|
$107
0.0% of portfolio
|
Q4 2020
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|