Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
156K+ 1034.35% |
$1.31M - $1.44M
|
171K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
137K+ 15.81% |
$1.15M - $1.26M
|
1M
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
80.2K+ 40.29% |
$674K - $737K
|
279K
$2.59M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$496K - $542K
|
59K
$546K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 6.09% |
$409K - $448K
|
848K
$7.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
46.9K+ 6.22% |
$394K - $431K
|
801K
$7.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33K+ 3.87% |
$277K - $303K
|
885K
$8.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
31.1KNew |
$261K - $285K
|
31.1K
$288K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.8K+ 3.41% |
$216K - $237K
|
781K
$7.23M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.2K+ 400.44% |
$145K - $158K
|
21.5K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.5K+ 28.92% |
$130K - $142K
|
69.1K
$640K
|
|
|
Oct 22, 2024
Q3 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.4KNew |
$121K - $132K
|
14.4K
$133K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 2.67% |
$117K - $128K
|
536K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
13.6KNew |
$114K - $125K
|
13.6K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$104K - $114K
|
12.4K
$115K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
11.8K+ 841.43% |
$99K - $108K
|
13.2K
$122K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.82K+ 0.99% |
$82.5K - $90.2K
|
1M
$9.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.62K+ 13.62% |
$80.8K - $88.4K
|
80.2K
$743K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.48K+ 6.17% |
$46K - $50.3K
|
94.2K
$872K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.8K+ 1.34% |
$40.3K - $44.1K
|
364K
$3.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 5.42% |
$30.3K - $33.2K
|
70.3K
$651K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48KNew |
$20.8K - $22.7K
|
2.48K
$22.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.26K+ 1.03% |
$19K - $20.8K
|
221K
$2.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.29K+ 4.46% |
$10.8K - $11.8K
|
30.1K
$279K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1KNew |
$8.4K - $9.19K
|
1K
$9.26K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
925+ 5.34% |
$7.77K - $8.5K
|
18.2K
$169K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
346+ 0.51% |
$2.91K - $3.18K
|
68.6K
$635K
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
303+ 1.98% |
$2.55K - $2.78K
|
15.6K
$144K
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
225+ 2.16% |
$1.89K - $2.07K
|
10.7K
$98.6K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 0.31% |
$1.26K - $1.38K
|
47.9K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
86+ 2.08% |
$722 - $790
|
4.22K
$39.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.42% |
$370 - $404
|
10.6K
$98K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.2% |
$218 - $239
|
13.3K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19New |
$160 - $175
|
19
$176
|
|
|
Nov 01, 2024
Q3 2024
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.02% |
$33.6 - $36.8
|
21.5K
$199K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-16- 0.06% |
$134 - $147
|
27.5K
$255K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-159- 1.27% |
$1.34K - $1.46K
|
12.4K
$115K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-162- 0.99% |
$1.36K - $1.49K
|
16.3K
$151K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-850- 4.59% |
$7.14K - $7.81K
|
17.7K
$163K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-971- 2.88% |
$8.16K - $8.92K
|
32.8K
$303K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.09K- 1.27% |
$9.13K - $9.99K
|
84.8K
$785K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.39K- 3.79% |
$11.7K - $12.8K
|
35.4K
$328K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.51K- 10.03% |
$12.7K - $13.9K
|
13.6K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 5.94% |
$15.2K - $16.7K
|
28.7K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.87K- 3.82% |
$15.7K - $17.1K
|
46.9K
$435K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.29K- 1.98% |
$27.6K - $30.2K
|
163K
$1.51M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.55K- 0.8% |
$29.8K - $32.6K
|
439K
$4.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-4.14K- 1.05% |
$34.8K - $38.1K
|
389K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.43K- 11.36% |
$45.6K - $49.9K
|
42.3K
$392K
|