Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
494K+ 61.74% |
$4.01M - $4.34M
|
1.29M
$12M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
223K+ 857.56% |
$1.81M - $1.96M
|
249K
$2.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 12.74% |
$406K - $439K
|
442K
$4.1M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.4K+ 6.09% |
$352K - $381K
|
755K
$7M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
43.4K+ 6.09% |
$352K - $381K
|
755K
$7M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
26.4K+ 38.13% |
$215K - $232K
|
95.8K
$887K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
24.5K+ 5.85% |
$199K - $215K
|
443K
$4.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
18.8KNew |
$153K - $165K
|
18.8K
$175K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 1.29% |
$88.3K - $95.5K
|
852K
$7.89M
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10.3K+ 18.29% |
$83.7K - $90.5K
|
66.7K
$617K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.83K+ 19.72% |
$71.7K - $77.5K
|
53.6K
$496K
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.79K+ 82.75% |
$71.4K - $77.2K
|
19.4K
$180K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
8.58K+ 1.67% |
$69.6K - $75.3K
|
522K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.64K+ 3.99% |
$62.1K - $67.1K
|
199K
$1.84M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.87K+ 2.88% |
$55.8K - $60.3K
|
246K
$2.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$54.9K - $59.4K
|
6.76K
$62.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.69K+ 3.16% |
$54.4K - $58.8K
|
219K
$2.02M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.1K+ 5.8% |
$49.5K - $53.5K
|
111K
$1.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.85K+ 1.66% |
$47.5K - $51.4K
|
359K
$3.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.18K+ 0.53% |
$33.9K - $36.7K
|
799K
$7.4M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.98K+ 13.39% |
$32.3K - $35K
|
33.7K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.55K+ 11.82% |
$28.8K - $31.2K
|
33.6K
$311K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.76K+ 3.32% |
$22.4K - $24.3K
|
85.9K
$795K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.36K+ 2.22% |
$19.1K - $20.7K
|
108K
$1M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$12.2K - $13.2K
|
1.5K
$13.9K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.4KNew |
$11.4K - $12.3K
|
1.4K
$13K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 1.9% |
$10.7K - $11.6K
|
70.6K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.3K+ 0.79% |
$10.5K - $11.4K
|
166K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.28K+ 7.42% |
$10.4K - $11.2K
|
18.5K
$171K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
672New |
$5.46K - $5.9K
|
672
$6.22K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.87K - $5.27K
|
600
$5.56K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
519+ 1.83% |
$4.21K - $4.56K
|
28.8K
$267K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
416+ 2.21% |
$3.38K - $3.65K
|
19.3K
$178K
|
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
361+ 0.53% |
$2.93K - $3.17K
|
68.2K
$632K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
300+ 2.0% |
$2.44K - $2.63K
|
15.3K
$141K
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
236+ 2.32% |
$1.92K - $2.07K
|
10.4K
$96.5K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
221+ 0.45% |
$1.79K - $1.94K
|
48.8K
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
182+ 0.6% |
$1.48K - $1.6K
|
30.5K
$283K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
123+ 0.04% |
$999 - $1.08K
|
311K
$2.88M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 2.12% |
$698 - $755
|
4.13K
$38.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Diversified, LLC
|
BUY
|
- |
3+ 0.02% |
$24.4 - $26.3
|
15.1K
$140K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-6- 0.02% |
$48.7 - $52.7
|
27.5K
$255K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-15- 1.16% |
$122 - $132
|
1.28K
$11.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-713- 5.09% |
$5.79K - $6.26K
|
13.3K
$123K
|
|
|
Aug 01, 2024
Q2 2024
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-949- 4.24% |
$7.71K - $8.33K
|
21.4K
$199K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.07K- 1.4% |
$8.72K - $9.43K
|
75.6K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.27K- 3.34% |
$10.3K - $11.2K
|
36.8K
$341K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 5.8% |
$10.7K - $11.6K
|
21.4K
$198K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.5K- 7.97% |
$12.2K - $13.2K
|
17.3K
$160K
|