Latest Institutional Transactions on Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This table provides information on the latest institutional transactions involving Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Winebrenner Capital Management LLC
Louisville, KY |
BUY
|
- |
90KNew |
$819K - $856K
|
90K
$815K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
282+ 0.94% |
$2.57K - $2.68K
|
30.4K
$275K
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
33.5KNew |
$305K - $319K
|
33.5K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-915- 0.87% |
$8.33K - $8.7K
|
104K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.59K- 23.05% |
$87.2K - $91.2K
|
32K
$290K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
20.6KNew |
$187K - $196K
|
20.6K
$186K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
700+ 3.61% |
$6.37K - $6.66K
|
20.1K
$182K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-217K- 89.26% |
$1.97M - $2.06M
|
26.1K
$236K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-843- 4.37% |
$7.67K - $8.02K
|
18.4K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.3K- 27.65% |
$39.1K - $40.9K
|
11.2K
$102K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-11.7K- 88.91% |
$107K - $111K
|
1.46K
$13.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
150+ 1.41% |
$1.37K - $1.43K
|
10.8K
$97.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$10K - $10.5K
|
1.1K
$9.96K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.8K- 99.9% |
$189K - $198K
|
20
$181
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
200New |
$1.82K - $1.9K
|
200
$1.81K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-422- 2.6% |
$3.84K - $4.01K
|
15.8K
$143K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.3K+ 7.35% |
$294K - $307K
|
472K
$4.27M
|
|
|
Jan 16, 2025
Q4 2024
|
Flc Capital Advisors
|
BUY
|
- |
11.1KNew |
$101K - $106K
|
11.1K
$101K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.04K- 3.76% |
$9.42K - $9.84K
|
26.5K
$240K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-500- 2.83% |
$4.55K - $4.76K
|
17.2K
$155K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
296+ 1.9% |
$2.69K - $2.81K
|
15.9K
$144K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158K- 92.06% |
$1.44M - $1.5M
|
13.6K
$123K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-159- 1.27% |
$1.34K - $1.46K
|
12.4K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.48KNew |
$20.8K - $22.7K
|
2.48K
$22.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1.51K- 10.03% |
$12.7K - $13.9K
|
13.6K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
3.61K+ 5.42% |
$30.3K - $33.2K
|
70.3K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
31.1KNew |
$261K - $285K
|
31.1K
$281K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$104K - $114K
|
12.4K
$112K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1KNew |
$8.4K - $9.19K
|
1K
$9.05K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
925+ 5.34% |
$7.77K - $8.5K
|
18.2K
$165K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9K+ 2.67% |
$117K - $128K
|
536K
$4.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.7K+ 6.09% |
$409K - $448K
|
848K
$7.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
44+ 0.42% |
$370 - $404
|
10.6K
$95.7K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
59KNew |
$496K - $542K
|
59K
$534K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.32K- 5.8% |
$10.7K - $11.6K
|
21.4K
$194K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.87K- 25.85% |
$31.4K - $33.9K
|
11.1K
$100K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-5.9K- 8.92% |
$47.9K - $51.8K
|
60.2K
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
50K+ 12.74% |
$406K - $439K
|
442K
$4M
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-32.7K- 18.4% |
$265K - $287K
|
145K
$1.31M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.5KNew |
$12.2K - $13.2K
|
1.5K
$13.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
600New |
$4.87K - $5.27K
|
600
$5.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.76KNew |
$54.9K - $59.4K
|
6.76K
$61.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-21.6K- 64.27% |
$176K - $190K
|
12K
$109K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
672New |
$5.46K - $5.9K
|
672
$6.08K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-2.51K- 16.82% |
$20.4K - $22K
|
12.4K
$112K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.95KNew |
$22.8K - $24.8K
|
2.95K
$26.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
19+ 1.48% |
$147 - $160
|
1.3K
$11.8K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
17KNew |
$131K - $143K
|
17K
$154K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
202New |
$1.56K - $1.7K
|
202
$1.83K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
13KNew |
$101K - $110K
|
13K
$118K
|
|