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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-809- 1.52% |
$6.1K - $6.84K
|
52.3K
$481K
|
|
|
Oct 31, 2023
Q3 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-1.93K- 8.04% |
$14.6K - $16.3K
|
22.1K
$203K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-2K- 9.09% |
$15.1K - $16.9K
|
20K
$184K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.03K- 0.8% |
$15.3K - $17.1K
|
250K
$2.29M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.13K- 13.58% |
$16K - $18K
|
13.5K
$124K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-3.4K- 0.95% |
$25.6K - $28.7K
|
356K
$3.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.69K- 7.8% |
$27.8K - $31.2K
|
43.6K
$401K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
SELL
|
- |
-3.71K- 32.64% |
$28K - $31.3K
|
7.66K
$70.3K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4K- 19.89% |
$30.2K - $33.8K
|
16.1K
$148K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.8K- 9.45% |
$36.2K - $40.6K
|
46K
$422K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.06K- 26.26% |
$45.7K - $51.2K
|
17K
$156K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.21K- 92.55% |
$46.8K - $52.5K
|
500
$4.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-6.35K- 4.47% |
$47.9K - $53.6K
|
136K
$1.25M
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.17K- 30.72% |
$54.1K - $60.6K
|
16.2K
$149K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 15.76% |
$107K - $120K
|
75.8K
$696K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-18.4K- 4.09% |
$139K - $155K
|
430K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-104K- 68.5% |
$783K - $878K
|
47.8K
$439K
|