Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
291K+ 31.13% |
$2.4M - $2.88M
|
1.22M
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100K+ 136.93% |
$827K - $990K
|
173K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
58.5K+ 6.31% |
$484K - $579K
|
986K
$9.06M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 6.74% |
$267K - $320K
|
512K
$4.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
31KNew |
$256K - $307K
|
31K
$285K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
30.3K+ 18.03% |
$251K - $300K
|
199K
$1.83M
|
|
|
Nov 09, 2022
Q3 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23.3KNew |
$193K - $231K
|
23.3K
$214K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
21.9KNew |
$181K - $217K
|
21.9K
$202K
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
21.3K+ 4.05% |
$176K - $211K
|
547K
$5.02M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
20.7KNew |
$171K - $204K
|
20.7K
$190K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
19.7K+ 2.79% |
$163K - $195K
|
723K
$6.64M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.5K+ 32.98% |
$136K - $163K
|
66.5K
$611K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.3K+ 7.64% |
$102K - $122K
|
174K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.2KNew |
$84.4K - $101K
|
10.2K
$93.8K
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.52K+ 77.8% |
$78.7K - $94.2K
|
21.8K
$200K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.5K+ 4.31% |
$78.5K - $94K
|
230K
$2.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.87K+ 3.83% |
$73.3K - $87.8K
|
240K
$2.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.47K+ 24.84% |
$61.8K - $73.9K
|
37.5K
$345K
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
6.14K+ 3.82% |
$50.8K - $60.8K
|
167K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.15K+ 9.11% |
$42.6K - $51K
|
61.7K
$567K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.61KNew |
$29.8K - $35.7K
|
3.61K
$33.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.03K+ 84.08% |
$25K - $30K
|
6.63K
$60.9K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.63K+ 10.84% |
$21.8K - $26K
|
26.9K
$247K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
2.6K+ 15.85% |
$21.5K - $25.7K
|
19K
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.23K+ 15.45% |
$18.4K - $22.1K
|
16.7K
$153K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.98K+ 4.26% |
$16.3K - $19.6K
|
48.3K
$444K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.76K+ 7.13% |
$14.6K - $17.5K
|
26.5K
$244K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 27.92% |
$13.3K - $15.9K
|
7.36K
$67.6K
|
|
|
Nov 15, 2022
Q3 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.6KNew |
$13.2K - $15.8K
|
1.6K
$14.7K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.6K+ 3.79% |
$13.2K - $15.8K
|
43.8K
$402K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.56K+ 6.62% |
$12.9K - $15.4K
|
25K
$230K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.27K+ 1.33% |
$10.5K - $12.6K
|
97K
$892K
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.2KNew |
$9.92K - $11.9K
|
1.2K
$11K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
946+ 1.5% |
$7.82K - $9.37K
|
64K
$588K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
837+ 23.91% |
$6.92K - $8.29K
|
4.34K
$39.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
750+ 4.81% |
$6.2K - $7.43K
|
16.3K
$150K
|
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
614+ 1.95% |
$5.08K - $6.08K
|
32K
$294K
|
|
|
Oct 20, 2022
Q3 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
500+ 2.51% |
$4.14K - $4.95K
|
20.4K
$187K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
386+ 1.43% |
$3.19K - $3.82K
|
27.3K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
253+ 0.64% |
$2.09K - $2.5K
|
39.8K
$366K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
215+ 0.32% |
$1.78K - $2.13K
|
68K
$625K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
147+ 0.91% |
$1.22K - $1.46K
|
16.3K
$150K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
92+ 2.64% |
$761 - $911
|
3.57K
$32.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
45+ 0.83% |
$372 - $446
|
5.49K
$50.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.81% |
$91 - $109
|
403
$3.7K
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 2.57% |
$66.2 - $79.2
|
319
$2.93K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 31, 2022
Q3 2022
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-30- 0.04% |
$248 - $297
|
70.3K
$646K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-110- 0.34% |
$910 - $1.09K
|
31.8K
$292K
|