Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
203K+ 33.96% |
$1.57M - $1.71M
|
800K
$7.35M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
165K+ 26.1% |
$1.27M - $1.39M
|
795K
$7.31M
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
126K+ 60.29% |
$977K - $1.07M
|
336K
$3.09M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
97.7K+ 651.5% |
$755K - $824K
|
113K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
84K+ 89.7% |
$650K - $708K
|
178K
$1.63M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
75.9K+ 17.35% |
$587K - $640K
|
513K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
67.9KNew |
$525K - $572K
|
67.9K
$624K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
66.1KNew |
$511K - $558K
|
66.1K
$608K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
51.6KNew |
$399K - $435K
|
51.6K
$474K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
38.8K+ 10.87% |
$300K - $327K
|
396K
$3.63M
|
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
30K+ 8.28% |
$232K - $253K
|
392K
$3.61M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.7KNew |
$230K - $251K
|
29.7K
$273K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
28.3KNew |
$219K - $238K
|
28.3K
$260K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
28.3K+ 2.07% |
$218K - $238K
|
1.39M
$12.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26KNew |
$201K - $219K
|
26K
$239K
|
|
|
May 31, 2024
Q1 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
21.9K+ 7.57% |
$169K - $184K
|
310K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
17.2KNew |
$133K - $145K
|
17.2K
$158K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17KNew |
$131K - $143K
|
17K
$156K
|
|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$107K - $117K
|
13.9K
$127K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$101K - $110K
|
13K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
12.8K+ 22.69% |
$99.2K - $108K
|
69.4K
$637K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.7K+ 1.29% |
$83K - $90.5K
|
841K
$7.73M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.99K+ 16.84% |
$77.2K - $84.2K
|
69.3K
$637K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.66K+ 3.32% |
$59.2K - $64.6K
|
239K
$2.19M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.98K+ 9.17% |
$53.9K - $58.8K
|
83.1K
$764K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.23K+ 29.85% |
$40.4K - $44K
|
22.7K
$209K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.7K - $42.2K
|
5K
$46K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
4.85K+ 5.62% |
$37.5K - $40.9K
|
91.2K
$838K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$27.1K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$27.1K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.67K+ 4.97% |
$20.6K - $22.5K
|
56.4K
$518K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.49K+ 19.93% |
$19.2K - $20.9K
|
15K
$137K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.3K+ 4.34% |
$17.7K - $19.3K
|
55.1K
$507K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.5KNew |
$11.6K - $12.6K
|
1.5K
$13.8K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.47K+ 13.26% |
$11.4K - $12.4K
|
12.6K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.3K+ 10.23% |
$10.1K - $11K
|
14K
$129K
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
282+ 1.92% |
$2.18K - $2.38K
|
15K
$138K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
236+ 0.35% |
$1.82K - $1.99K
|
67.9K
$624K
|
|
|
May 07, 2024
Q1 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
221+ 1.0% |
$1.71K - $1.86K
|
22.4K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202New |
$1.56K - $1.7K
|
202
$1.86K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
151+ 1.01% |
$1.17K - $1.27K
|
15.1K
$139K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
80+ 2.02% |
$618 - $674
|
4.05K
$37.2K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
29+ 0.25% |
$224 - $244
|
11.8K
$109K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 1.48% |
$147 - $160
|
1.3K
$12K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.73 - $8.43
|
41.4K
$380K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-16- 0.06% |
$124 - $135
|
27.5K
$253K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-43- 3.21% |
$332 - $362
|
1.3K
$11.9K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-161- 1.03% |
$1.24K - $1.36K
|
15.5K
$143K
|