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 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.29K- 1.83% |
$10.9K - $12K
|
69.1K
$619K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.45K- 9.18% |
$12.3K - $13.5K
|
14.4K
$129K
|
|
|
May 15, 2025
Q1 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
SELL
|
- |
-1.69K- 12.51% |
$14.3K - $15.8K
|
11.8K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.08K- 6.46% |
$26K - $28.6K
|
44.5K
$399K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.27K- 0.41% |
$27.6K - $30.4K
|
785K
$7.03M
|
|
|
May 07, 2025
Q1 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-4.06K- 12.69% |
$34.3K - $37.8K
|
27.9K
$250K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
SELL
|
- |
-4.09K- 5.66% |
$34.6K - $38K
|
68.2K
$611K
|
|
|
Apr 24, 2025
Q1 2025
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-5.39K- 25.12% |
$45.6K - $50.1K
|
16.1K
$144K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.71K- 17.38% |
$48.3K - $53.1K
|
27.2K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.75K- 3.38% |
$57.1K - $62.8K
|
193K
$1.73M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-10K- 38.31% |
$84.6K - $93K
|
16.1K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-15K- 3.39% |
$127K - $140K
|
427K
$3.83M
|
|
|
May 02, 2025
Q1 2025
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-44.4K- 17.22% |
$375K - $413K
|
213K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-69.4K- 5.3% |
$587K - $645K
|
1.24M
$11.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-84.9K- 24.59% |
$719K - $790K
|
260K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-401K- 85.01% |
$3.39M - $3.73M
|
70.7K
$633K
|