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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-620- 3.64% |
$4.79K - $5.23K
|
16.4K
$151K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-706- 2.35% |
$5.46K - $5.95K
|
29.4K
$270K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-829- 0.12% |
$6.41K - $6.99K
|
712K
$6.54M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-829- 0.12% |
$6.41K - $6.99K
|
712K
$6.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 3.11% |
$7.73K - $8.43K
|
31.2K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 1.1% |
$9.01K - $9.82K
|
105K
$966K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.22K- 1.96% |
$9.46K - $10.3K
|
61.2K
$563K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.32K- 1.86% |
$10.2K - $11.1K
|
69.3K
$637K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.59K- 3.17% |
$12.3K - $13.4K
|
48.6K
$447K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.84K- 12.87% |
$14.3K - $15.5K
|
12.5K
$115K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.27K- 6.96% |
$17.5K - $19.1K
|
30.4K
$279K
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-2.28K- 6.35% |
$17.6K - $19.2K
|
33.6K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3K- 6.28% |
$23.2K - $25.3K
|
44.8K
$411K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3.64K- 47.49% |
$28.1K - $30.6K
|
4.02K
$36.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 2.14% |
$32.3K - $35.3K
|
191K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.5K- 51.17% |
$34.8K - $38K
|
4.3K
$39.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.93K- 15.58% |
$38.1K - $41.6K
|
26.7K
$245K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.96K- 6.08% |
$38.3K - $41.8K
|
76.7K
$704K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-5.56K- 27.15% |
$43K - $46.9K
|
14.9K
$137K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-11.9K- 6.72% |
$92K - $100K
|
165K
$1.52M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-12K- 10.19% |
$92.9K - $101K
|
106K
$974K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.2K- 2.39% |
$148K - $162K
|
783K
$7.19M
|
|
|
May 10, 2024
Q1 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-26.8K- 8.36% |
$207K - $226K
|
294K
$2.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-27K- 7.1% |
$209K - $228K
|
354K
$3.25M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-29.4K- 6.56% |
$227K - $248K
|
418K
$3.84M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.4K- 5.74% |
$335K - $366K
|
712K
$6.54M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63.7K- 23.1% |
$492K - $537K
|
212K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-106K- 10.67% |
$816K - $890K
|
884K
$8.13M
|