Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
254K+ 40.93% |
$1.98M - $2.29M
|
873K
$7.65M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
196K+ 24.92% |
$1.53M - $1.77M
|
981K
$8.59M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
145K+ 14.05% |
$1.13M - $1.31M
|
1.18M
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
107K+ 6.68% |
$836K - $967K
|
1.71M
$15M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
64.8K+ 24.87% |
$506K - $586K
|
325K
$2.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
60K+ 14.04% |
$469K - $542K
|
487K
$4.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
58.2KNew |
$455K - $527K
|
58.2K
$510K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.5K+ 2.31% |
$386K - $447K
|
2.19M
$19.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
46.9KNew |
$366K - $424K
|
46.9K
$411K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
42.8KNew |
$334K - $387K
|
42.8K
$375K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
32.1KNew |
$250K - $290K
|
32.1K
$281K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
28.4KNew |
$222K - $257K
|
28.4K
$249K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
26.2K+ 2.95% |
$205K - $237K
|
913K
$7.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
21.2K+ 72.04% |
$166K - $192K
|
50.7K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2K+ 53.63% |
$158K - $183K
|
58K
$508K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
20.1KNew |
$157K - $182K
|
20.1K
$176K
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
19.9KNew |
$155K - $180K
|
19.9K
$174K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19.8K+ 5.19% |
$155K - $179K
|
401K
$3.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
17.7KNew |
$138K - $160K
|
17.7K
$155K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.1KNew |
$134K - $155K
|
17.1K
$150K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.4KNew |
$128K - $148K
|
16.4K
$143K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
13.2KNew |
$103K - $120K
|
13.2K
$116K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.2KNew |
$103K - $119K
|
13.2K
$115K
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
12.1KNew |
$94.9K - $110K
|
12.1K
$106K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10.3K+ 43.18% |
$80.3K - $93K
|
34.1K
$299K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.59K+ 52.03% |
$74.9K - $86.7K
|
28K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
8KNew |
$62.5K - $72.3K
|
8K
$70.1K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.59KNew |
$59.3K - $68.6K
|
7.59K
$66.5K
|
|
|
Jul 09, 2025
Q2 2025
|
David J Yvars Group
|
BUY
|
- |
5.32K+ 19.08% |
$41.5K - $48.1K
|
33.2K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
4.88K+ 5.98% |
$38.1K - $44.1K
|
86.5K
$758K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 4.08% |
$29.8K - $34.5K
|
97.4K
$853K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.82K+ 4.08% |
$29.8K - $34.5K
|
97.4K
$853K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.78K+ 8.19% |
$29.5K - $34.2K
|
49.9K
$437K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2K+ 14.7% |
$15.6K - $18.1K
|
15.6K
$137K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.51KNew |
$11.8K - $13.7K
|
1.51K
$13.2K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.38K+ 55.76% |
$10.8K - $12.5K
|
3.86K
$33.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1KNew |
$7.81K - $9.04K
|
1K
$8.76K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
418+ 0.61% |
$3.26K - $3.78K
|
68.6K
$601K
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
250+ 2.25% |
$1.95K - $2.26K
|
11.4K
$99.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
247New |
$1.93K - $2.23K
|
247
$2.16K
|
|
|
Aug 11, 2025
Q2 2025
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
203+ 0.73% |
$1.59K - $1.84K
|
28.1K
$246K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
198+ 1.38% |
$1.55K - $1.79K
|
14.6K
$128K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
147+ 0.54% |
$1.15K - $1.33K
|
27.3K
$239K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
137+ 0.94% |
$1.07K - $1.24K
|
14.8K
$129K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
12+ 0.59% |
$93.7 - $108
|
2.06K
$18K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$78.1 - $90.4
|
10
$87.6
|
|
|
Jul 29, 2025
Q2 2025
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$23.4 - $27.1
|
16.1K
$141K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-10- 0.78% |
$78.1 - $90.4
|
1.27K
$11.2K
|
|