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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
13.9KNew |
$107K - $117K
|
13.9K
$126K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.93K- 15.58% |
$38.1K - $41.6K
|
26.7K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.0% |
$7.73 - $8.43
|
41.4K
$374K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.5KNew |
$11.6K - $12.6K
|
1.5K
$13.6K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
67.9KNew |
$525K - $572K
|
67.9K
$614K
|
|
|
May 06, 2024
Q1 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5KNew |
$38.7K - $42.2K
|
5K
$45.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-3.64K- 47.49% |
$28.1K - $30.6K
|
4.02K
$36.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
13.1KNew |
$101K - $110K
|
13.1K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1K- 3.11% |
$7.73K - $8.43K
|
31.2K
$282K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$7.21K - $7.99K
|
1K
$9.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-44.9K- 87.2% |
$324K - $359K
|
6.59K
$59.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1K- 7.5% |
$7.21K - $7.99K
|
12.3K
$112K
|
|
|
Feb 12, 2024
Q4 2023
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
15.2KNew |
$110K - $122K
|
15.2K
$138K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-130- 0.96% |
$937 - $1.04K
|
13.4K
$121K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
503New |
$3.63K - $4.02K
|
503
$4.55K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-12.8K- 52.56% |
$91.9K - $102K
|
11.5K
$104K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.05KNew |
$15.4K - $17.3K
|
2.05K
$18.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.1KNew |
$76.2K - $85.4K
|
10.1K
$91.4K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
4.85KNew |
$36.6K - $41K
|
4.85K
$43.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
4.69KNew |
$35.4K - $39.7K
|
4.69K
$42.5K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-6.21K- 92.55% |
$46.8K - $52.5K
|
500
$4.53K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
2KNew |
$15.1K - $16.9K
|
2K
$18.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-7.17K- 30.72% |
$54.1K - $60.6K
|
16.2K
$146K
|
|
| Q2 2023 | |||||||
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
867New |
$6.66K - $7.32K
|
867
$7.85K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.21% |
$1.14K - $1.25K
|
12.4K
$112K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-74- 0.95% |
$568 - $625
|
7.71K
$69.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.18K+ 48.66% |
$24.4K - $26.8K
|
9.7K
$87.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-18K- 47.67% |
$139K - $152K
|
19.8K
$179K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7KNew |
$131K - $144K
|
17.7K
$160K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7KNew |
$94.7K - $104K
|
12.7K
$115K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$85.1K - $93.2K
|
11.5K
$104K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
413New |
$3.07K - $3.36K
|
413
$3.74K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.43K - $8.14K
|
1K
$9.05K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
127+ 2.26% |
$944 - $1.03K
|
5.75K
$52.1K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$128K - $150K
|
17.3K
$157K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.1KNew |
$81.9K - $95.8K
|
11.1K
$100K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$362K - $424K
|
48.9K
$442K
|
|
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55.1K+ 172.09% |
$409K - $478K
|
87.2K
$789K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-2.5K- 55.56% |
$18.5K - $21.7K
|
2K
$18.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-6K- 60.0% |
$44.5K - $52K
|
4K
$36.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-24.8K- 54.97% |
$184K - $215K
|
20.3K
$184K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.75K- 6.08% |
$27.8K - $32.5K
|
57.9K
$524K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.55KNew |
$11.5K - $13.4K
|
1.55K
$14K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 2.51% |
$59.3 - $69.4
|
327
$2.96K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
93+ 2.6% |
$689 - $806
|
3.67K
$33.2K
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-373- 2.29% |
$2.76K - $3.23K
|
15.9K
$144K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.81% |
$91 - $109
|
403
$3.65K
|
|