Purchases and Sales Made in Q1 2025 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 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.24M+ 136.6% |
$10.5M - $11.5M
|
2.14M
$19.2M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
269K+ 76.72% |
$2.28M - $2.5M
|
620K
$5.55M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
236K+ 83.5% |
$2M - $2.2M
|
519K
$4.65M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
213KNew |
$1.8M - $1.98M
|
213K
$1.91M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
125K+ 8.45% |
$1.06M - $1.16M
|
1.6M
$14.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
104K+ 10.36% |
$876K - $963K
|
1.1M
$9.88M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
68.7K+ 389.43% |
$581K - $639K
|
86.3K
$773K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51.7K+ 6.19% |
$437K - $481K
|
886K
$7.94M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
36.6KNew |
$310K - $341K
|
36.6K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
29.5KNew |
$249K - $274K
|
29.5K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.8K+ 118970.0% |
$201K - $221K
|
23.8K
$213K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
23.2K+ 6.47% |
$196K - $216K
|
381K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
21.4K+ 35.59% |
$181K - $199K
|
81.6K
$731K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.4KNew |
$156K - $171K
|
18.4K
$165K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.2K+ 9.73% |
$137K - $150K
|
182K
$1.63M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1KNew |
$111K - $122K
|
13.1K
$118K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
12.7K+ 4.2% |
$108K - $118K
|
316K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
12K+ 75.63% |
$102K - $112K
|
27.9K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
11.7K+ 14.35% |
$99.3K - $109K
|
93.6K
$838K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.1KNew |
$93.9K - $103K
|
11.1K
$99.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 57.32% |
$93.8K - $103K
|
30.4K
$273K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
9.8KNew |
$82.9K - $91.1K
|
9.8K
$87.8K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.4K+ 12.0% |
$71.1K - $78.1K
|
78.4K
$702K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.97K+ 5.8% |
$50.5K - $55.5K
|
109K
$975K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.27K+ 10.13% |
$44.6K - $49K
|
57.3K
$513K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.05K+ 12.02% |
$34.3K - $37.7K
|
37.8K
$338K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.83K+ 3.67% |
$32.4K - $35.6K
|
108K
$968K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.34K+ 10.99% |
$28.2K - $31K
|
33.7K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.57K+ 10.12% |
$21.8K - $23.9K
|
28K
$251K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 1.03% |
$17.1K - $18.8K
|
198K
$1.78M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 2.34% |
$9.54K - $10.5K
|
49.3K
$442K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.02KNew |
$8.65K - $9.51K
|
1.02K
$9.17K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
988+ 5.86% |
$8.36K - $9.19K
|
17.9K
$160K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
705+ 0.76% |
$5.96K - $6.56K
|
93.3K
$836K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
582+ 0.7% |
$4.92K - $5.41K
|
84K
$753K
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
316+ 2.93% |
$2.67K - $2.94K
|
11.1K
$99.6K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
188+ 0.65% |
$1.59K - $1.75K
|
29.1K
$261K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 0.92% |
$1.13K - $1.25K
|
14.6K
$131K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
121+ 2.81% |
$1.02K - $1.13K
|
4.43K
$39.6K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
68+ 1.68% |
$575 - $632
|
4.13K
$37K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-150- 1.28% |
$1.27K - $1.4K
|
11.6K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-356- 0.77% |
$3.01K - $3.31K
|
46.1K
$413K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-490- 3.95% |
$4.15K - $4.56K
|
11.9K
$107K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-606- 1.47% |
$5.13K - $5.64K
|
40.5K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-680- 2.22% |
$5.75K - $6.32K
|
29.9K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-693Closed |
$5.86K - $6.44K
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-1.02K- 99.9% |
$8.63K - $9.49K
|
1
$8.96
|