Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
584K+ 237.19% |
$4.21M - $4.67M
|
831K
$7.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
289KNew |
$2.08M - $2.31M
|
289K
$2.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
240K+ 67.23% |
$1.73M - $1.92M
|
597K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
151K+ 73.44% |
$1.09M - $1.21M
|
357K
$3.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
102K+ 635.33% |
$738K - $818K
|
118K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
57.2K+ 7.68% |
$412K - $457K
|
802K
$7.42M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
55.7K+ 146.78% |
$402K - $445K
|
93.7K
$867K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
53.4K+ 5.7% |
$385K - $427K
|
990K
$9.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
50K+ 12.91% |
$361K - $400K
|
437K
$4.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
35.9KNew |
$259K - $287K
|
35.9K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
23K+ 12.32% |
$166K - $184K
|
210K
$1.94M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18.9KNew |
$136K - $151K
|
18.9K
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.5KNew |
$126K - $140K
|
17.5K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.2KNew |
$110K - $122K
|
15.2K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.9K+ 29.7% |
$93.3K - $103K
|
56.5K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.85K+ 14.9% |
$49.4K - $54.7K
|
52.8K
$489K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.87K+ 7.75% |
$42.3K - $46.9K
|
81.6K
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.77K+ 190.75% |
$41.6K - $46.1K
|
8.8K
$81.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.5K+ 16.58% |
$32.4K - $36K
|
31.6K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.82K+ 2.73% |
$20.3K - $22.5K
|
106K
$984K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.24K+ 8.05% |
$16.1K - $17.9K
|
30.1K
$278K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.37K+ 2.61% |
$9.86K - $10.9K
|
53.7K
$497K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.34KNew |
$9.67K - $10.7K
|
1.34K
$12.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.21K - $7.99K
|
1K
$9.26K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$3.63K - $4.02K
|
503
$4.66K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
378+ 3.06% |
$2.73K - $3.02K
|
12.7K
$118K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
287+ 1.99% |
$2.07K - $2.29K
|
14.7K
$136K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
226+ 0.34% |
$1.63K - $1.81K
|
67.6K
$626K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
133+ 0.03% |
$959 - $1.06K
|
448K
$4.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
83+ 2.14% |
$598 - $663
|
3.97K
$36.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
72+ 0.33% |
$519 - $575
|
22.2K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
56+ 0.45% |
$404 - $447
|
12.5K
$115K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
42+ 0.29% |
$303 - $336
|
14.3K
$133K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
30+ 0.25% |
$216 - $240
|
11.8K
$109K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-23- 0.08% |
$166 - $184
|
27.5K
$255K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-106- 0.62% |
$764 - $847
|
17K
$158K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-130- 0.96% |
$937 - $1.04K
|
13.4K
$124K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
SELL
|
- |
-352- 1.84% |
$2.54K - $2.81K
|
18.8K
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-526- 1.36% |
$3.79K - $4.2K
|
38.1K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-851- 1.34% |
$6.14K - $6.8K
|
62.5K
$578K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-876- 1.0% |
$6.32K - $7K
|
86.3K
$799K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 7.5% |
$7.21K - $7.99K
|
12.3K
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.01K- 1.67% |
$7.27K - $8.05K
|
59.3K
$549K
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
SELL
|
- |
-1.05K- 6.6% |
$7.6K - $8.42K
|
14.9K
$138K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.09K- 0.08% |
$7.83K - $8.68K
|
1.36M
$12.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 10.87% |
$9.76K - $10.8K
|
11.1K
$103K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.44K- 4.57% |
$10.4K - $11.5K
|
30.1K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.48K- 4.35% |
$10.7K - $11.8K
|
32.6K
$302K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.84K- 0.66% |
$13.3K - $14.7K
|
276K
$2.55M
|