Purchases and Sales Made in Q1 2022 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 Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
643K+ 902.75% |
$5.91M - $6.9M
|
715K
$6.57M
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
248KNew |
$2.28M - $2.66M
|
248K
$2.28M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
225K+ 24.08% |
$2.07M - $2.41M
|
1.16M
$10.6M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
125K+ 16.8% |
$1.15M - $1.34M
|
868K
$7.98M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
77.1K+ 7.13% |
$709K - $828K
|
1.16M
$10.6M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
57.1K+ 6.91% |
$525K - $613K
|
884K
$8.12M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
56.5KNew |
$520K - $607K
|
56.5K
$520K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53.6K+ 13.52% |
$493K - $575K
|
450K
$4.14M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
48.4K+ 7.55% |
$444K - $519K
|
688K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
46K+ 27.32% |
$423K - $494K
|
215K
$1.97M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
41.2K+ 57.43% |
$379K - $442K
|
113K
$1.04M
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
39.4KNew |
$362K - $423K
|
39.4K
$362K
|
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
27.8KNew |
$256K - $298K
|
27.8K
$256K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
27.7K+ 21.7% |
$255K - $298K
|
156K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Liberty Capital Management, Inc.
|
BUY
|
- |
23.3KNew |
$214K - $250K
|
23.3K
$214K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 12.13% |
$195K - $228K
|
196K
$1.8M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.2K+ 14.5% |
$185K - $216K
|
159K
$1.46M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18.9K+ 91.95% |
$173K - $202K
|
39.4K
$362K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.2K+ 24.19% |
$158K - $185K
|
88.4K
$812K
|
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
16.9KNew |
$155K - $181K
|
16.9K
$155K
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
15KNew |
$138K - $161K
|
15K
$138K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.8K+ 27.29% |
$136K - $158K
|
68.8K
$632K
|
|
|
Apr 13, 2022
Q1 2022
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
12.5K+ 158.23% |
$115K - $134K
|
20.4K
$188K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.1K+ 98.45% |
$102K - $120K
|
22.5K
$207K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.2K+ 2.54% |
$93.8K - $110K
|
411K
$3.78M
|
|
|
May 12, 2022
Q1 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
10KNew |
$91.9K - $107K
|
10K
$91.9K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.48K+ 16.26% |
$77.9K - $91K
|
60.6K
$557K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.15K+ 49.49% |
$47.3K - $55.3K
|
15.6K
$143K
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.99K+ 47.19% |
$36.7K - $42.8K
|
12.4K
$114K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.9K+ 10.18% |
$35.9K - $41.9K
|
42.2K
$388K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.7KNew |
$34K - $39.7K
|
3.7K
$34K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
3.58K+ 20.2% |
$32.9K - $38.4K
|
21.3K
$196K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.47K+ 132.46% |
$31.9K - $37.3K
|
6.1K
$56K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
3.39KNew |
$31.2K - $36.4K
|
3.39K
$31.2K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.84K+ 2.02% |
$26.1K - $30.4K
|
143K
$1.32M
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.07K+ 8.19% |
$19K - $22.2K
|
27.3K
$251K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.6K+ 48.81% |
$14.7K - $17.2K
|
4.88K
$44.8K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1KNew |
$9.19K - $10.7K
|
1K
$9.19K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
900+ 33.35% |
$8.27K - $9.66K
|
3.6K
$33.1K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
550+ 18.64% |
$5.05K - $5.9K
|
3.5K
$32.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$4.6K - $5.37K
|
500
$4.6K
|
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
447New |
$4.11K - $4.8K
|
447
$4.11K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
356+ 1.37% |
$3.27K - $3.82K
|
26.3K
$241K
|
|
|
Apr 14, 2022
Q1 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
355+ 2.28% |
$3.26K - $3.81K
|
15.9K
$147K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
231New |
$2.12K - $2.48K
|
231
$2.12K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
214+ 1.53% |
$1.97K - $2.3K
|
14.2K
$130K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
150New |
$1.38K - $1.61K
|
150
$1.38K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 2.41% |
$82.7 - $96.6
|
383
$3.52K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
7+ 2.36% |
$64.3 - $75.1
|
303
$2.78K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|