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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
23.8K+ 118970.0% |
$201K - $221K
|
23.8K
$203K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.1KNew |
$111K - $122K
|
13.1K
$112K
|
|
|
Apr 16, 2025
Q1 2025
|
David J Yvars Group
|
BUY
|
- |
12K+ 75.63% |
$102K - $112K
|
27.9K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
11.1KNew |
$93.9K - $103K
|
11.1K
$94.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.1K+ 57.32% |
$93.8K - $103K
|
30.4K
$259K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.02K+ 1.03% |
$17.1K - $18.8K
|
198K
$1.69M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
316+ 2.93% |
$2.67K - $2.94K
|
11.1K
$94.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
134+ 0.92% |
$1.13K - $1.25K
|
14.6K
$125K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
121+ 2.81% |
$1.02K - $1.13K
|
4.43K
$37.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-680- 2.22% |
$5.75K - $6.32K
|
29.9K
$255K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.45K- 9.18% |
$12.3K - $13.5K
|
14.4K
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 25.12% |
$45.6K - $50.1K
|
16.1K
$137K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10K- 38.31% |
$84.6K - $93K
|
16.1K
$137K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-401K- 85.01% |
$3.39M - $3.73M
|
70.7K
$602K
|