Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
366K+ 36.61% |
$2.76M - $3.09M
|
1.36M
$12.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
216K+ 152.22% |
$1.62M - $1.82M
|
357K
$3.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
187KNew |
$1.41M - $1.58M
|
187K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
90.4K+ 13.82% |
$682K - $764K
|
745K
$6.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
61.2K+ 20.32% |
$462K - $517K
|
362K
$3.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
51.6K+ 5.83% |
$389K - $436K
|
937K
$8.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
51.5KNew |
$388K - $435K
|
51.5K
$473K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
37.9K+ 22.37% |
$285K - $320K
|
207K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
35.6K+ 14.73% |
$268K - $301K
|
277K
$2.55M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.8KNew |
$210K - $235K
|
27.8K
$256K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.3K+ 7.59% |
$206K - $231K
|
387K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.4K+ 41.4% |
$176K - $198K
|
79.9K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
21.2KNew |
$160K - $180K
|
21.2K
$195K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 4.49% |
$145K - $163K
|
448K
$4.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 2.53% |
$120K - $135K
|
646K
$5.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.3K+ 73.24% |
$100K - $113K
|
31.5K
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$93.6K - $105K
|
12.4K
$114K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.8KNew |
$88.8K - $99.5K
|
11.8K
$108K
|
|
|
Nov 08, 2023
Q3 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
10.4K+ 37.64% |
$78.3K - $87.7K
|
38K
$349K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$76.2K - $85.4K
|
10.1K
$92.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.84K+ 393.56% |
$74.2K - $83.1K
|
12.3K
$113K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.44K+ 1.1% |
$63.6K - $71.3K
|
775K
$7.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.66K+ 42.4% |
$50.2K - $56.2K
|
22.4K
$205K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.21K+ 23.78% |
$39.3K - $44.1K
|
27.1K
$249K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.85KNew |
$36.6K - $41K
|
4.85K
$44.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.69KNew |
$35.4K - $39.7K
|
4.69K
$43.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.09K+ 2.06% |
$15.7K - $17.6K
|
103K
$950K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.05KNew |
$15.4K - $17.3K
|
2.05K
$18.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.4K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 2.04% |
$9.1K - $10.2K
|
60.3K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 3.87% |
$9.05K - $10.1K
|
32.2K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.12K+ 0.45% |
$8.41K - $9.42K
|
246K
$2.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.07K+ 4.18% |
$8.08K - $9.05K
|
26.7K
$245K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
377+ 2.71% |
$2.84K - $3.19K
|
14.3K
$131K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
320+ 0.48% |
$2.41K - $2.7K
|
67.4K
$619K
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
267+ 1.89% |
$2.01K - $2.26K
|
14.4K
$132K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
176+ 1.04% |
$1.33K - $1.49K
|
17.1K
$158K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 2.0% |
$573 - $642
|
3.89K
$35.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
76+ 2.0% |
$573 - $642
|
3.89K
$35.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
39+ 0.24% |
$294 - $330
|
16K
$147K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-19- 0.07% |
$143 - $161
|
27.6K
$253K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-50- 0.08% |
$377 - $422
|
63.3K
$582K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-168- 0.33% |
$1.27K - $1.42K
|
50.2K
$461K
|
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
SELL
|
- |
-220- 1.13% |
$1.66K - $1.86K
|
19.2K
$176K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-638- 1.84% |
$4.81K - $5.39K
|
34.1K
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-657- 1.29% |
$4.95K - $5.55K
|
50.4K
$463K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-720- 0.82% |
$5.43K - $6.08K
|
87.2K
$801K
|