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 |
---|---|---|---|---|---|---|---|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-3.81K- 4.76% |
$27.4K - $30.4K
|
76.1K
$702K
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-5K- 25.0% |
$36.1K - $40K
|
15K
$138K
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-6.66K- 29.77% |
$48K - $53.2K
|
15.7K
$145K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.07K- 3.84% |
$51K - $56.5K
|
177K
$1.63M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-9K- 17.86% |
$64.9K - $71.9K
|
41.4K
$382K
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 5.51% |
$82.3K - $91.2K
|
196K
$1.8M
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.8K- 52.56% |
$91.9K - $102K
|
11.5K
$106K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-15.7K- 2.42% |
$113K - $125K
|
631K
$5.81M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-17.6K- 12.97% |
$127K - $140K
|
118K
$1.09M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 7.44% |
$134K - $148K
|
231K
$2.13M
|
|
Feb 13, 2024
Q4 2023
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-35K- 9.82% |
$252K - $279K
|
321K
$2.96M
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-42.5K- 5.63% |
$307K - $340K
|
713K
$6.57M
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44.9K- 87.2% |
$324K - $359K
|
6.59K
$60.7K
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-49.9K- 11.58% |
$360K - $398K
|
381K
$3.51M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-61.9K- 7.99% |
$446K - $495K
|
713K
$6.57M
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-103K- 87.24% |
$745K - $826K
|
15.1K
$139K
|