Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-422- 2.6% |
$3.84K - $4.01K
|
15.8K
$143K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-482- 1.03% |
$4.39K - $4.58K
|
46.5K
$420K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-500- 2.83% |
$4.55K - $4.76K
|
17.2K
$155K
|
|
|
Feb 13, 2025
Q4 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
SELL
|
- |
-747- 0.35% |
$6.8K - $7.1K
|
215K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-843- 4.37% |
$7.67K - $8.02K
|
18.4K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-915- 0.87% |
$8.33K - $8.7K
|
104K
$943K
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.04K- 3.76% |
$9.42K - $9.84K
|
26.5K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 2.83% |
$10.9K - $11.4K
|
41.1K
$372K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.67K- 0.17% |
$15.2K - $15.8K
|
1M
$9.05M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.77K- 5.05% |
$25.2K - $26.3K
|
52K
$471K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Alternatives, Inc
La Jolla, CA |
SELL
|
- |
-2.86K- 1.1% |
$26K - $27.2K
|
258K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.3K- 27.65% |
$39.1K - $40.9K
|
11.2K
$102K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.93K- 1.63% |
$54K - $56.4K
|
358K
$3.24M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-9.59K- 23.05% |
$87.2K - $91.2K
|
32K
$290K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-11.7K- 88.91% |
$107K - $111K
|
1.46K
$13.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.8K- 99.9% |
$189K - $198K
|
20
$181
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.9K- 22.97% |
$226K - $237K
|
83.5K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-42.6K- 17.86% |
$388K - $406K
|
196K
$1.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-43.6K- 11.2% |
$397K - $414K
|
345K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-79.8K- 28.56% |
$726K - $759K
|
200K
$1.81M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158K- 92.06% |
$1.44M - $1.5M
|
13.6K
$123K
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-217K- 89.26% |
$1.97M - $2.06M
|
26.1K
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-551K- 61.12% |
$5.02M - $5.24M
|
351K
$3.17M
|