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Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ) Institutional Ownership

Eaton Vance Risk-Managed Diversified Equity Income Fund logo
$9.12 -0.08 (-0.82%)
As of 02/21/2025 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Eaton Vance Risk-Managed Diversified Equity Income Fund (NYSE:ETJ)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$38.25M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$15.58M
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ETJ Institutional Buying and Selling by Quarter

Eaton Vance Risk-Managed Diversified Equity Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 First Heartland Consultants Inc.102,872$958K0.1%+9.2%0.000%
2/17/2025 Waverly Advisors LLC11,710$109K0.0%N/A0.000%
2/17/2025 Global Assets Advisory LLC19,350$179K0.1%+34.8%0.000%
2/17/2025 Bank of America Corp DE166,175$1.55M0.0%+1.9%0.000%
2/17/2025 Ameriprise Financial Inc.358,283$3.34M0.0%-1.6%0.000%
2/14/2025 Two Sigma Securities LLC18,796$175K0.0%N/A0.000%
2/14/2025 Shaker Financial Services LLC282,970$2.63M1.0%+295.2%0.000%
2/13/2025 NewEdge Advisors LLC41,145$383K0.0%-2.8%0.000%
2/13/2025 Guggenheim Capital LLC1,308,364$12.18M0.1%+30.7%0.000%
2/13/2025 Financial Alternatives Inc257,631$2.40M1.7%-1.1%0.000%
2/13/2025 ELCO Management Co. LLC47,595$443K0.2%+34.3%0.000%
2/13/2025 Advisory Services Network LLC83,450$777K0.0%-23.0%0.000%
2/13/2025 Invesco Ltd.834,656$7.77M0.0%+4.2%0.000%
2/13/2025 Wells Fargo & Company MN303,268$2.82M0.0%+37.3%0.000%
2/12/2025 Ausdal Financial Partners Inc.92,622$862K0.1%+9.2%0.000%
2/11/2025 LPL Financial LLC906,273$8.44M0.0%+2.4%0.000%
2/10/2025 Advisors Asset Management Inc.345,428$3.22M0.1%-11.2%0.000%
2/10/2025 GWN Securities Inc.27,960$259K0.1%N/A0.000%
2/10/2025 Commonwealth Equity Services LLC52,033$484K0.0%-5.0%0.000%
2/7/2025 Cornerstone Advisors LLC350,675$3.27M0.1%-61.1%0.000%
2/7/2025 Vista Investment Partners II LLC11,347$106K0.1%N/A0.000%
2/7/2025 Independent Advisor Alliance63,400$590K0.0%N/A0.000%
2/6/2025 Raymond James Financial Inc.1,476,860$13.75M0.0%N/A0.000%
2/6/2025 Steward Partners Investment Advisory LLC16,864$157K0.0%+26.5%0.000%
2/5/2025 Pointe Capital Management LLC72,297$673K0.4%+5.4%0.000%
2/4/2025 WESPAC Advisors LLC33,500$312K0.2%N/A0.000%
2/3/2025 Winebrenner Capital Management LLC90,000$838K0.6%N/A0.000%
1/31/2025 Semus Wealth Partners LLC31,995$298K0.2%-23.1%0.000%
1/31/2025 Atria Wealth Solutions Inc.20,594$192K0.0%N/A0.000%
1/30/2025 Strategic Financial Concepts LLC26,100$243K0.0%-7.1%0.000%
1/29/2025 Gladstone Institutional Advisory LLC11,240$105K0.0%-27.7%0.000%
1/28/2025 Strategic Financial Concepts LLC242,991$2.26M0.0%+764.7%0.000%
1/17/2025 Janney Montgomery Scott LLC471,557$4.39M0.0%+7.4%0.000%
1/16/2025 FLC Capital Advisors11,135$104K0.0%N/A0.000%
1/8/2025 International Assets Investment Management LLC13,609$126K0.0%-92.1%0.000%
12/10/2024 Garden State Investment Advisory Services LLC46,946$432K0.1%-3.8%0.000%
11/15/2024 Stifel Financial Corp69,091$636K0.0%+28.9%0.000%
11/15/2024 Garden State Investment Advisory Services LLC46,946$432K0.1%-3.8%0.000%
11/13/2024Diversified LLC13,569$125K0.0%-10.0%0.000%
11/12/2024Centaurus Financial Inc.70,268$647K0.0%+5.4%0.000%
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11/8/2024 Cornerstone Advisors LLC901,940$8.31M0.3%-30.3%0.000%
11/8/2024 Advisors Asset Management Inc.389,011$3.58M0.1%-1.1%0.000%
11/7/2024 Semus Wealth Partners LLC41,580$383K0.3%-21.0%0.000%
11/6/2024 Maxwell Wealth Strategies Inc.215,946$1.97M0.8%-30.5%0.000%
11/5/2024 First Heartland Consultants Inc.94,197$868K0.1%+6.2%0.000%
11/4/2024 Sigma Planning Corp30,090$277K0.0%+4.5%0.000%
10/31/2024 Shaker Financial Services LLC71,605$659K0.2%-65.9%0.000%
10/29/2024 Janney Montgomery Scott LLC439,254$4.05M0.0%-0.8%0.000%
10/25/2024 Pathway Financial Advisers LLC13,180$121K0.0%+841.4%0.000%
10/24/2024 Pathway Financial Advisers LLC13,180$121K0.0%+841.4%0.000%
10/23/2024 Global Assets Advisory LLC14,350$132K0.1%N/A0.000%
10/22/2024 International Assets Investment Management LLC171,389$1.58M0.0%+1,034.4%0.000%
10/22/2024 Private Advisor Group LLC105,156$968K0.0%-5.4%0.000%
10/18/2024Raymond James & Associates535,865$4.94M0.0%+2.7%0.000%
10/17/2024 Sax Wealth Advisors LLC59,000$543K0.0%N/A0.000%
10/15/2024 NBC Securities Inc.20,812$191K0.0%-22.6%0.000%
9/23/2024Centaurus Financial Inc.66,658$585K0.0%+18.3%0.000%
8/15/2024 ELCO Management Co. LLC36,827$323K0.2%-3.3%0.000%
8/9/2024 Cornerstone Advisors LLC1,293,780$11.36M0.5%+61.7%0.000%
8/8/2024 Financial Alternatives Inc272,906$2.40M1.8%-7.2%0.000%
8/6/2024 Ausdal Financial Partners Inc.85,884$754K0.1%+3.3%0.000%
8/6/2024 Stonebrook Private Inc.12,020$106K0.0%-64.3%0.000%
8/5/2024 Private Advisor Group LLC111,170$976K0.0%+5.8%0.000%
8/3/2024 Shaker Financial Services LLC209,915$1.84M0.7%-37.5%0.000%
8/2/2024 Wealth Effects LLC17,322$152K0.1%-8.0%0.000%
7/31/2024 Semus Wealth Partners LLC52,653$462K0.4%-14.0%0.000%
7/29/2024 Ameritas Advisory Services LLC18,506$162K0.0%+7.4%0.000%
7/26/2024 Cambridge Investment Research Advisors Inc.245,670$2.16M0.0%+2.9%0.000%
7/25/2024 First Heartland Consultants Inc.88,721$779K0.1%-2.7%0.000%
7/19/2024 Marshall Financial Group LLC12,402$109K0.0%-16.8%0.000%
7/19/2024Raymond James & Associates521,946$4.58M0.0%+1.7%0.000%
5/31/2024 Maxwell Wealth Strategies Inc.310,425$2.64M1.3%+7.6%0.000%
5/16/2024B. Riley Wealth Advisors Inc.17,011$131K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.395,518$3.30M0.1%+10.9%0.000%
5/13/2024 Rockport Wealth LLC67,872$567K0.2%N/A0.000%
5/10/2024 Osaic Holdings Inc.1,391,311$11.62M0.0%+2.1%0.000%
5/10/2024 Cornerstone Advisors LLC799,923$6.68M0.3%+34.0%0.000%
5/8/2024 Semus Wealth Partners LLC61,235$511K0.4%-2.0%0.000%
5/7/2024 Stonebrook Private Inc.33,637$281K0.1%-6.4%0.000%
5/6/2024 ORG Partners LLC5,000$42K0.1%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC418,346$3.49M0.0%-6.6%0.000%
5/1/2024Retirement Group LLC4,020$34K0.0%-47.5%0.000%
4/30/2024 Commonwealth Equity Services LLC76,659$640K0.0%-6.1%0.000%
4/25/2024 Cambridge Investment Research Advisors Inc.238,797$1.99M0.0%+3.3%0.000%
4/23/2024Raymond James Financial Services Advisors Inc.795,177$6.64M0.0%+26.1%0.000%
4/22/2024 Strategic Financial Concepts LLC26,000$217K0.1%N/A0.000%
4/19/2024 Marshall Financial Group LLC14,910$124K0.0%-27.2%0.000%
4/12/2024 Global Assets Advisory LLC112,725$941K0.0%+651.5%0.000%
3/6/2024 SageView Advisory Group LLC30,053$240K0.0%-4.6%0.000%
2/26/2024Centaurus Financial Inc.53,682$421K0.0%+2.6%0.000%
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2/12/2024 Weiss Asset Management LP15,238$119K0.0%N/A0.000%
2/9/2024 Advisory Services Network LLC117,995$925K0.0%-13.0%0.000%
2/9/2024 SageView Advisory Group LLC30,053$240K0.0%-4.6%0.000%
2/9/2024 Cambridge Investment Research Advisors Inc.231,133$1.81M0.0%-7.4%0.000%
2/9/2024 Gladstone Institutional Advisory LLC15,697$123K0.0%-29.8%0.000%
2/9/2024 Cornerstone Advisors LLC597,133$4.68M0.2%+67.2%0.000%
2/7/2024 Formidable Asset Management LLC32,635$256K0.1%-4.3%0.000%
2/7/2024 NBC Securities Inc.30,057$235K0.0%+8.0%0.000%
2/7/2024 Shaker Financial Services LLC209,559$1.64M0.7%+12.3%0.000%
2/7/2024 Principal Securities Inc.18,853$148K0.0%N/A0.000%
(Data available from 1/1/2016 forward)

ETJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ETJ shares?

During the previous two years, 79 institutional investors and hedge funds held shares of Eaton Vance Risk-Managed Diversified Equity Income Fund. The most heavily invested institutionals were Arete Wealth Advisors LLC ($97.57B), Raymond James Financial Inc. ($13.75M), Guggenheim Capital LLC ($12.18M), Osaic Holdings Inc. ($11.62M), LPL Financial LLC ($8.44M), Invesco Ltd. ($7.77M), and Raymond James Financial Services Advisors Inc. ($6.64M).Learn more on ETJ's institutional investors.

Which institutional investors have been buying Eaton Vance Risk-Managed Diversified Equity Income Fund stock?

Of the 62 institutional investors that purchased Eaton Vance Risk-Managed Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.48M), Cornerstone Advisors LLC ($1.29M), Guggenheim Capital LLC ($521.98K), Shaker Financial Services LLC ($420.92K), Financial Alternatives Inc ($372.34K), Raymond James & Associates ($357.96K), and Raymond James Financial Services Advisors Inc. ($350.45K).

How much institutional buying is happening at Eaton Vance Risk-Managed Diversified Equity Income Fund?

Institutional investors have bought a total of 7,112,624 shares in the last 24 months. This purchase volume represents approximately $61.23M in transactions.

Which Eaton Vance Risk-Managed Diversified Equity Income Fund major shareholders have been selling company stock?

Of the 42 institutional investors that sold Eaton Vance Risk-Managed Diversified Equity Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($943.11K), Shaker Financial Services LLC ($424.91K), International Assets Investment Management LLC ($161.78K), Janney Montgomery Scott LLC ($124.05K), Maxwell Wealth Strategies Inc. ($94.60K), Elequin Securities LLC ($75.63K), and Osaic Holdings Inc. ($51.04K).

How much institutional selling is happening at Eaton Vance Risk-Managed Diversified Equity Income Fund?

Institutional investors have sold a total of 2,355,951 shares in the last 24 months. This volume of shares sold represents approximately $20.81M in transactions.



This page (NYSE:ETJ) was last updated on 2/22/2025 by MarketBeat.com Staff
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