Latest Institutional Purchases of Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ)
This list provides information on the latest institutional transactions involving Eaton Vance Risk Managed Diversified Equity Income Fund (ETJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
148+ 1.21% |
$1.14K - $1.25K
|
12.4K
$109K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
17.7KNew |
$131K - $144K
|
17.7K
$155K
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
12.7KNew |
$94.7K - $104K
|
12.7K
$112K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
11.5KNew |
$85.1K - $93.2K
|
11.5K
$100K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.43K - $8.14K
|
1K
$8.76K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
413New |
$3.07K - $3.36K
|
413
$3.62K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
127+ 2.26% |
$944 - $1.03K
|
5.75K
$50.4K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
55.1K+ 172.09% |
$409K - $478K
|
87.2K
$764K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
48.9KNew |
$362K - $424K
|
48.9K
$428K
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
17.3KNew |
$128K - $150K
|
17.3K
$152K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.55KNew |
$11.5K - $13.4K
|
1.55K
$13.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
93+ 2.6% |
$689 - $806
|
3.67K
$32.1K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8+ 2.51% |
$59.3 - $69.4
|
327
$2.86K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
BUY
|
- |
21.9KNew |
$181K - $217K
|
21.9K
$192K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
11+ 2.81% |
$91 - $109
|
403
$3.53K
|
|
| Q2 2022 | |||||||
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
18.4KNew |
$154K - $182K
|
18.4K
$161K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.65KNew |
$55.7K - $65.9K
|
6.65K
$58.2K
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
5.47K+ 26.74% |
$45.8K - $54.2K
|
25.9K
$227K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.23KNew |
$10.3K - $12.2K
|
1.23K
$10.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
625New |
$5.24K - $6.2K
|
625
$5.48K
|
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
39+ 0.38% |
$327 - $387
|
10.3K
$90.2K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$91.9K - $107K
|
10K
$87.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
447New |
$4.11K - $4.8K
|
447
$3.92K
|
|
| Q3 2021 | |||||||
|
Aug 16, 2024
Q3 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
14.5KNew |
$155K - $169K
|
14.5K
$127K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.62KNew |
$28K - $30.6K
|
2.62K
$23K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.13KNew |
$10.5K - $11.8K
|
1.13K
$9.86K
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
12New |
$112 - $126
|
12
$105
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
51.3KNew |
$486K - $531K
|
51.3K
$449K
|
|
|
Nov 13, 2020
Q3 2020
|
Xml Financial, LLC
|
BUY
|
- |
1.42K+ 10.01% |
$13.4K - $14.7K
|
15.6K
$136K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.5KNew |
$95.1K - $143K
|
14.5K
$127K
|
|
| Q3 2019 | |||||||
|
Sep 14, 2021
Q3 2019
|
Cwm, LLC
|
BUY
|
- |
579New |
$5.32K - $5.58K
|
579
$5.07K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Hbk Investments L P
Dallas, TX |
BUY
|
- |
76.8KNew |
$601K - $768K
|
76.8K
$672K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.4KNew |
$92.5K - $103K
|
10.4K
$91.4K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.03KNew |
N/A
|
1.03K
$8.98K
|
|