Institutional Ownership 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). We have compiled data on the 106 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Primoris Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
21,453
shares
|
$184,924
0.16% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
20,594
shares
|
$177,520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
20,117
shares
|
$173,408
0.02% of portfolio
|
Q4 2024
Added 3.61%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
19,350
shares
|
$166,796
0.1% of portfolio
|
Q4 2024
Added 34.84%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,796
shares
|
$162,021
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
18,426
shares
|
$158,832
0.0% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
18,247
shares
|
$157,289
0.07% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,633
shares
|
$151,996
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
17,156
shares
|
$147,884
0.01% of portfolio
|
Q4 2024
Reduced 2.83%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
16,864
shares
|
$145,367
0.0% of portfolio
|
Q4 2024
Added 26.5%
|
|
|
Liberty Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
16,170
shares
|
$139,385
0.03% of portfolio
|
Q3 2023
Reduced 30.72%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
15,942
shares
|
$137,420
0.03% of portfolio
|
Q4 2022
Reduced 2.29%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
15,865
shares
|
$136,756
0.09% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
15,833
shares
|
$136,480
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2025 Q4 2024 |
15,000
shares
|
$129,299
0.05% of portfolio
|
Q1 2020
Reduced 57.14%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,609
shares
|
$117,309
0.01% of portfolio
|
Q4 2024
Reduced 92.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
13,569
shares
|
$116,964
0.01% of portfolio
|
Q3 2024
Reduced 10.03%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
13,538
shares
|
$116,697
0.01% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,077
shares
|
$112,723
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
12,402
shares
|
$106,905
0.03% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
12,400
shares
|
$106,887
0.0% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
11,710
shares
|
$100,940
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
11,509
shares
|
$99,207
0.01% of portfolio
|
Q4 2023
Reduced 52.56%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
11,347
shares
|
$97,811
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
11,240
shares
|
$96,888
0.0% of portfolio
|
Q4 2024
Reduced 27.65%
|