Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
241K+ 201.97% |
$1.85M - $2.03M
|
360K
$3.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
203K+ 29.71% |
$1.56M - $1.71M
|
885K
$8.19M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
170K+ 36.9% |
$1.3M - $1.43M
|
630K
$5.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
142KNew |
$1.09M - $1.19M
|
142K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
125K+ 70.48% |
$956K - $1.05M
|
301K
$2.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
113K+ 81.93% |
$871K - $957K
|
252K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
65.8K+ 47.01% |
$505K - $555K
|
206K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.2KNew |
$140K - $153K
|
18.2K
$168K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.7K+ 2.81% |
$89.9K - $98.8K
|
428K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.07K+ 5.01% |
$61.9K - $68.1K
|
169K
$1.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.67K+ 13.37% |
$51.2K - $56.3K
|
56.5K
$524K
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
5.03K+ 11.1% |
$38.6K - $42.4K
|
50.3K
$466K
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.4K - $42.2K
|
5K
$46.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4K+ 11.55% |
$30.7K - $33.8K
|
38.6K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.85K+ 2.79% |
$29.6K - $32.5K
|
142K
$1.31M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.2K+ 18.92% |
$24.6K - $27K
|
20.1K
$186K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.18K+ 48.66% |
$24.4K - $26.8K
|
9.7K
$89.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.07K+ 0.69% |
$23.5K - $25.9K
|
449K
$4.16M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.04K+ 27.96% |
$23.3K - $25.7K
|
13.9K
$129K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.6K+ 0.66% |
$12.3K - $13.5K
|
245K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 3.25% |
$12.3K - $13.5K
|
50.8K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.57K+ 6.98% |
$12K - $13.2K
|
24K
$223K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
867New |
$6.66K - $7.32K
|
867
$8.03K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
359+ 0.36% |
$2.76K - $3.03K
|
101K
$938K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
343+ 1.36% |
$2.63K - $2.89K
|
25.6K
$237K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
330+ 0.38% |
$2.53K - $2.79K
|
87.9K
$814K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
312+ 0.47% |
$2.4K - $2.63K
|
67.1K
$621K
|
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
272+ 1.96% |
$2.09K - $2.3K
|
14.1K
$131K
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
199+ 0.32% |
$1.53K - $1.68K
|
63.4K
$587K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.21% |
$1.14K - $1.25K
|
12.4K
$115K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 2.09% |
$599 - $658
|
3.81K
$35.3K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
78+ 2.09% |
$599 - $658
|
3.81K
$35.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$30.7 - $33.8
|
4
$37
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-24- 0.09% |
$184 - $203
|
27.6K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-39- 0.07% |
$300 - $329
|
59.1K
$547K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 0.95% |
$568 - $625
|
7.71K
$71.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-231Closed |
$1.77K - $1.95K
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-383- 11.23% |
$2.94K - $3.23K
|
3.03K
$28K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-666- 4.76% |
$5.11K - $5.62K
|
13.3K
$123K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-726- 5.51% |
$5.58K - $6.13K
|
12.4K
$115K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-1.12K- 6.57% |
$8.61K - $9.46K
|
15.9K
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.35K- 2.58% |
$10.4K - $11.4K
|
51K
$473K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.7K- 1.45% |
$20.8K - $22.8K
|
184K
$1.7M
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-2.75K- 10.19% |
$21.2K - $23.2K
|
24.3K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.1K- 12.39% |
$23.8K - $26.2K
|
21.9K
$203K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.33K- 11.09% |
$33.3K - $36.6K
|
34.8K
$322K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.34K- 15.82% |
$33.3K - $36.6K
|
23.1K
$214K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.01K- 9.58% |
$38.5K - $42.3K
|
47.3K
$438K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-5.06K- 22.96% |
$38.8K - $42.7K
|
17K
$157K
|