Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
115K+ 41.0% |
$1.22M - $1.34M
|
397K
$3.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
103K+ 16.03% |
$1.08M - $1.19M
|
744K
$6.89M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
73K+ 10.0% |
$771K - $845K
|
803K
$7.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
38.4KNew |
$406K - $445K
|
38.4K
$356K
|
|
|
May 20, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
36KNew |
$380K - $416K
|
36K
$333K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
34.2K+ 9.33% |
$362K - $396K
|
401K
$3.72M
|
|
|
Feb 08, 2022
Q4 2021
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
20.6KNew |
$217K - $238K
|
20.6K
$190K
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
20.5KNew |
$217K - $238K
|
20.5K
$190K
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
19.7K+ 12.7% |
$208K - $228K
|
175K
$1.62M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
19KNew |
$201K - $221K
|
19K
$176K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
18.8KNew |
$199K - $218K
|
18.8K
$174K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
13K+ 33.3% |
$138K - $151K
|
52.1K
$483K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
12.3KNew |
$130K - $142K
|
12.3K
$114K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.3KNew |
$120K - $131K
|
11.3K
$105K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.4KNew |
$110K - $121K
|
10.4K
$96.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.46KNew |
$89.3K - $97.9K
|
8.46K
$78.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
7.92KNew |
$83.6K - $91.7K
|
7.92K
$73.3K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.39K+ 4.59% |
$78.1K - $85.6K
|
168K
$1.56M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.31K+ 5.5% |
$77.2K - $84.7K
|
140K
$1.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.06K+ 24.56% |
$53.4K - $58.5K
|
25.6K
$237K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
4.5KNew |
$47.5K - $52.1K
|
4.5K
$41.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
3.88K+ 3.13% |
$41K - $44.9K
|
128K
$1.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.43K+ 7.38% |
$36.2K - $39.7K
|
49.9K
$462K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.7K+ 3.95% |
$28.5K - $31.3K
|
71.2K
$659K
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
2.39K+ 3.47% |
$25.2K - $27.7K
|
71.3K
$660K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.06KNew |
$21.7K - $23.8K
|
2.06K
$19K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.99K+ 1.17% |
$21K - $23K
|
173K
$1.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.95K+ 18.29% |
$20.5K - $22.5K
|
12.6K
$116K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75K+ 114.25% |
$18.5K - $20.2K
|
3.28K
$30.4K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
1.55KNew |
$16.4K - $18K
|
1.55K
$14.4K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.34KNew |
$14.1K - $15.5K
|
1.34K
$12.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.3K+ 3.5% |
$13.7K - $15K
|
38.3K
$355K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
700+ 3.97% |
$7.39K - $8.11K
|
18.3K
$170K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
569+ 2.3% |
$6.01K - $6.59K
|
25.3K
$234K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
500New |
$5.28K - $5.79K
|
500
$4.63K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
439New |
$4.64K - $5.08K
|
439
$4.07K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
383+ 16.54% |
$4.04K - $4.44K
|
2.7K
$25K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
338+ 1.06% |
$3.57K - $3.91K
|
32.1K
$297K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
335+ 2.2% |
$3.54K - $3.88K
|
15.6K
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
280New |
$2.96K - $3.24K
|
280
$2.59K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
195+ 0.27% |
$2.06K - $2.26K
|
73K
$676K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
157+ 1.14% |
$1.66K - $1.82K
|
14K
$129K
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
102+ 0.3% |
$1.08K - $1.18K
|
34.3K
$317K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
32+ 0.18% |
$338 - $371
|
17.7K
$164K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
31+ 0.27% |
$327 - $359
|
11.3K
$105K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
8+ 2.19% |
$84.5 - $92.6
|
374
$3.46K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6+ 2.07% |
$63.4 - $69.5
|
296
$2.74K
|
|
|
Jan 28, 2022
Q4 2021
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-150Closed |
$1.58K - $1.74K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-495- 1.88% |
$5.23K - $5.73K
|
25.9K
$240K
|