Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of Eaton Vance Risk-Managed Diversified Equity Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
177KNew |
$1.31M - $1.44M
|
177K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
140KNew |
$1.04M - $1.14M
|
140K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
126K+ 21.51% |
$938K - $1.03M
|
713K
$6.6M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.5K+ 18.36% |
$316K - $346K
|
274K
$2.54M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
40KNew |
$297K - $326K
|
40K
$370K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33.1K+ 60.86% |
$246K - $270K
|
87.6K
$811K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
29.1K+ 6.99% |
$216K - $237K
|
446K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.1K+ 14.09% |
$171K - $188K
|
187K
$1.73M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
23KNew |
$171K - $187K
|
23K
$213K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7KNew |
$131K - $144K
|
17.7K
$164K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
17.3K+ 16.91% |
$128K - $140K
|
119K
$1.1M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16.9KNew |
$126K - $138K
|
16.9K
$157K
|
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
13.9KNew |
$103K - $113K
|
13.9K
$128K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.2KNew |
$97.8K - $107K
|
13.2K
$122K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7KNew |
$94.7K - $104K
|
12.7K
$118K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.8K+ 1.76% |
$87.6K - $96K
|
682K
$6.32M
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$85.1K - $93.2K
|
11.5K
$106K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$76.6K - $83.9K
|
10.3K
$95.5K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.71K+ 10713.89% |
$57.3K - $62.8K
|
7.79K
$72.1K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.11K+ 6.82% |
$45.4K - $49.7K
|
95.7K
$886K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.57K+ 54.0% |
$41.4K - $45.3K
|
15.9K
$147K
|
|
|
May 10, 2023
Q1 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
5.27K+ 7.79% |
$39.2K - $42.9K
|
72.9K
$676K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5K+ 11.32% |
$37.2K - $40.7K
|
49.2K
$455K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.01K+ 3.3% |
$14.9K - $16.4K
|
63K
$583K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.04K+ 2.12% |
$7.7K - $8.43K
|
49.9K
$462K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.43K - $8.14K
|
1K
$9.26K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
925+ 16.52% |
$6.87K - $7.53K
|
6.53K
$60.4K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
700+ 1.35% |
$5.2K - $5.7K
|
52.4K
$485K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
413New |
$3.07K - $3.36K
|
413
$3.82K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
179+ 0.48% |
$1.33K - $1.46K
|
37.9K
$351K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
127+ 2.26% |
$944 - $1.03K
|
5.75K
$53.3K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
124+ 0.27% |
$921 - $1.01K
|
45.3K
$420K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
118+ 0.43% |
$877 - $961
|
27.4K
$254K
|
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
67+ 0.3% |
$498 - $545
|
22.5K
$208K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60+ 0.22% |
$446 - $488
|
27K
$250K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
50+ 1.36% |
$372 - $407
|
3.73K
$34.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.12% |
$96.6 - $106
|
10.9K
$101K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-14- 0.05% |
$104 - $114
|
27.6K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.29% |
$743 - $814
|
34.6K
$321K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-317- 7.83% |
$2.36K - $2.58K
|
3.73K
$34.5K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-572- 2.23% |
$4.25K - $4.66K
|
25K
$232K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-695- 5.36% |
$5.16K - $5.66K
|
12.3K
$114K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-837- 2.1% |
$6.22K - $6.81K
|
39.1K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-900- 20.89% |
$6.69K - $7.33K
|
3.41K
$31.6K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.19K- 0.74% |
$8.82K - $9.66K
|
160K
$1.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.43K- 2.21% |
$10.6K - $11.6K
|
63.2K
$585K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-1.58K- 2.31% |
$11.7K - $12.8K
|
66.8K
$618K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.84K- 6.77% |
$13.6K - $15K
|
25.3K
$234K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.84K- 42.36% |
$13.6K - $15K
|
2.5K
$23.2K
|