Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2023
Q4 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
403KNew |
$2.99M - $3.49M
|
403K
$3.73M
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
372KNew |
$2.76M - $3.23M
|
372K
$3.45M
|
|
|
Feb 09, 2023
Q4 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
136KNew |
$1M - $1.17M
|
136K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
82K+ 8.32% |
$608K - $711K
|
1.07M
$9.89M
|
|
|
Feb 09, 2023
Q4 2022
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
67.7KNew |
$501K - $587K
|
67.7K
$627K
|
|
|
Feb 08, 2023
Q4 2022
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
64.6KNew |
$479K - $560K
|
64.6K
$598K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55.1K+ 172.09% |
$409K - $478K
|
87.2K
$807K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$362K - $424K
|
48.9K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
45.2KNew |
$335K - $392K
|
45.2K
$419K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.9K+ 7.3% |
$296K - $346K
|
587K
$5.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
35KNew |
$259K - $303K
|
35K
$324K
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
34.7KNew |
$257K - $301K
|
34.7K
$322K
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
33.8K+ 163.6% |
$250K - $293K
|
54.4K
$504K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
32.8KNew |
$243K - $284K
|
32.8K
$304K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
31KNew |
$230K - $269K
|
31K
$287K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.1KNew |
$163K - $191K
|
22.1K
$204K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$128K - $150K
|
17.3K
$160K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$118K - $138K
|
15.9K
$147K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$118K - $138K
|
15.9K
$147K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
15.7KNew |
$116K - $136K
|
15.7K
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.7KNew |
$116K - $136K
|
15.7K
$145K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
14.8K+ 90.81% |
$110K - $129K
|
31.2K
$289K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.4K+ 13.89% |
$92.2K - $108K
|
102K
$945K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
12.3KNew |
$91.3K - $107K
|
12.3K
$114K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
11.8K+ 18.82% |
$87.2K - $102K
|
74.3K
$688K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$81.9K - $95.8K
|
11.1K
$102K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.54K+ 25.46% |
$41K - $48K
|
27.3K
$253K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
4.29K+ 60.52% |
$31.8K - $37.2K
|
11.4K
$105K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
4K+ 250.0% |
$29.6K - $34.7K
|
5.6K
$51.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.66K+ 15.97% |
$19.7K - $23.1K
|
19.3K
$179K
|
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
2K+ 9.8% |
$14.8K - $17.3K
|
22.4K
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.59K+ 0.63% |
$11.8K - $13.8K
|
254K
$2.35M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.55KNew |
$11.5K - $13.4K
|
1.55K
$14.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.18K+ 0.59% |
$8.73K - $10.2K
|
200K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.41K - $8.67K
|
1K
$9.26K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
584+ 4.72% |
$4.33K - $5.06K
|
13K
$120K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
572+ 2.29% |
$4.24K - $4.96K
|
25.6K
$237K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
510+ 1.06% |
$3.78K - $4.42K
|
48.8K
$452K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
400+ 0.91% |
$2.96K - $3.47K
|
44.2K
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
400New |
$2.96K - $3.47K
|
400
$3.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealth Effects LLC
|
BUY
|
- |
352+ 1.85% |
$2.61K - $3.05K
|
19.4K
$180K
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
343+ 0.5% |
$2.54K - $2.97K
|
68.4K
$633K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
231New |
$1.71K - $2K
|
231
$2.14K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
208+ 0.78% |
$1.54K - $1.8K
|
26.7K
$247K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
144+ 0.38% |
$1.07K - $1.25K
|
37.7K
$349K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
139+ 2.53% |
$1.03K - $1.21K
|
5.63K
$52.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
116+ 0.29% |
$860 - $1.01K
|
39.9K
$370K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
93+ 2.6% |
$689 - $806
|
3.67K
$33.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
72New |
$534 - $624
|
72
$667
|
|
|
Jan 27, 2023
Q4 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
63+ 0.23% |
$467 - $546
|
27K
$250K
|