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

$9.26 +0.04 (+0.38%)
As of 01/21/2025 03:59 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)
29
Total
Institutional Inflows
(last 12 months)
$16.86M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.90M
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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
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%
12/10/2024Garden State Investment Advisory Services LLC46,946$432K0.1%-3.8%0.000%
11/15/2024Stifel Financial Corp69,091$636K0.0%+28.9%0.000%
11/15/2024Garden 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%
11/8/2024Cornerstone Advisors LLC901,940$8.31M0.3%-30.3%0.000%
11/8/2024Advisors Asset Management Inc.389,011$3.58M0.1%-1.1%0.000%
11/7/2024Semus Wealth Partners LLC41,580$383K0.3%-21.0%0.000%
11/6/2024Maxwell Wealth Strategies Inc.215,946$1.97M0.8%-30.5%0.000%
11/5/2024First Heartland Consultants Inc.94,197$868K0.1%+6.2%0.000%
11/4/2024Sigma Planning Corp30,090$277K0.0%+4.5%0.000%
10/31/2024Shaker 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%
10/25/2024Pathway Financial Advisers LLC13,180$121K0.0%+841.4%0.000%
10/24/2024Pathway Financial Advisers LLC13,180$121K0.0%+841.4%0.000%
10/23/2024Global 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%
10/22/2024Private 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%
10/15/2024NBC Securities Inc.20,812$191K0.0%-22.6%0.000%
9/23/2024Centaurus Financial Inc.66,658$585K0.0%+18.3%0.000%
8/15/2024ELCO Management Co. LLC36,827$323K0.2%-3.3%0.000%
8/9/2024Cornerstone Advisors LLC1,293,780$11.36M0.5%+61.7%0.000%
8/8/2024Financial Alternatives Inc272,906$2.40M1.8%-7.2%0.000%
8/6/2024Ausdal Financial Partners Inc.85,884$754K0.1%+3.3%0.000%
8/6/2024Stonebrook Private Inc.12,020$106K0.0%-64.3%0.000%
8/5/2024Private Advisor Group LLC111,170$976K0.0%+5.8%0.000%
8/3/2024Shaker Financial Services LLC209,915$1.84M0.7%-37.5%0.000%
8/2/2024Wealth Effects LLC17,322$152K0.1%-8.0%0.000%
7/31/2024Semus Wealth Partners LLC52,653$462K0.4%-14.0%0.000%
7/29/2024 Ameritas Advisory Services LLC18,506$162K0.0%+7.4%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.245,670$2.16M0.0%+2.9%0.000%
7/25/2024First Heartland Consultants Inc.88,721$779K0.1%-2.7%0.000%
7/19/2024Marshall Financial Group LLC12,402$109K0.0%-16.8%0.000%
7/19/2024Raymond James & Associates521,946$4.58M0.0%+1.7%0.000%
5/31/2024Maxwell Wealth Strategies Inc.310,425$2.64M1.3%+7.6%0.000%
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5/16/2024B. Riley Wealth Advisors Inc.17,011$131K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.395,518$3.30M0.1%+10.9%0.000%
5/13/2024Rockport Wealth LLC67,872$567K0.2%N/A0.000%
5/10/2024Osaic Holdings Inc.1,391,311$11.62M0.0%+2.1%0.000%
5/10/2024Cornerstone Advisors LLC799,923$6.68M0.3%+34.0%0.000%
5/8/2024Semus Wealth Partners LLC61,235$511K0.4%-2.0%0.000%
5/7/2024Stonebrook 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%
4/30/2024Commonwealth Equity Services LLC76,659$640K0.0%-6.1%0.000%
4/25/2024Cambridge 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%
4/22/2024Strategic Financial Concepts LLC26,000$217K0.1%N/A0.000%
4/19/2024Marshall Financial Group LLC14,910$124K0.0%-27.2%0.000%
4/12/2024Global Assets Advisory LLC112,725$941K0.0%+651.5%0.000%
3/6/2024SageView Advisory Group LLC30,053$240K0.0%-4.6%0.000%
2/26/2024Centaurus Financial Inc.53,682$421K0.0%+2.6%0.000%
2/12/2024Weiss Asset Management LP15,238$119K0.0%N/A0.000%
2/9/2024Advisory Services Network LLC117,995$925K0.0%-13.0%0.000%
2/9/2024SageView Advisory Group LLC30,053$240K0.0%-4.6%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.231,133$1.81M0.0%-7.4%0.000%
2/9/2024Gladstone Institutional Advisory LLC15,697$123K0.0%-29.8%0.000%
2/9/2024Cornerstone Advisors LLC597,133$4.68M0.2%+67.2%0.000%
2/7/2024Formidable Asset Management LLC32,635$256K0.1%-4.3%0.000%
2/7/2024NBC Securities Inc.30,057$235K0.0%+8.0%0.000%
2/7/2024Shaker Financial Services LLC209,559$1.64M0.7%+12.3%0.000%
2/7/2024Principal Securities Inc.18,853$148K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC106,240$833K0.0%+2.7%0.000%
2/5/2024Stonebrook Private Inc.35,918$282K0.1%N/A0.000%
1/24/2024 International Assets Investment Management LLC118,455$929K0.0%+635.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.630,603$4.94M0.0%-2.4%0.000%
1/16/2024Raymond James & Associates437,468$3.43M0.0%+12.9%0.000%
1/11/2024Ausdal Financial Partners Inc.76,142$597K0.1%-4.8%0.000%
12/1/2023B. Riley Wealth Advisors Inc.17,011$131K0.0%-26.3%0.000%
11/15/2023Advisors Asset Management Inc.311,152$2.39M0.1%+51.3%0.000%
11/13/2023Kestra Advisory Services LLC12,413$95K0.0%N/A0.000%
11/9/2023Cornerstone Advisors LLC357,079$2.74M0.1%+152.2%0.000%
11/8/2023Ausdal Financial Partners Inc.79,949$614K0.1%+41.4%0.000%
11/8/2023 Janney Montgomery Scott LLC447,593$3.44M0.0%+4.5%0.000%
11/8/2023Atria Wealth Solutions Inc.11,776$90K0.0%N/A0.000%
11/8/2023Landscape Capital Management L.L.C.37,959$292K0.0%+37.6%0.000%
11/8/2023Avantax Advisory Services Inc.10,104$78K0.0%N/A0.000%
11/4/2023NBC Securities Inc.27,818$213K0.0%N/A0.000%
11/3/2023SageView Advisory Group LLC31,492$242K0.0%+73.2%0.000%
11/3/2023Private Advisor Group LLC103,419$794K0.0%+2.1%0.000%
11/2/2023LWM Advisory Services LLC4,850$37K0.0%N/A0.000%
11/2/2023Shaker Financial Services LLC186,572$1.43M0.7%N/A0.000%
10/31/2023Primoris Wealth Advisors LLC22,102$170K0.2%-8.0%0.000%
10/25/2023Creative Capital Management Investments LLC4,694$36K0.0%N/A0.000%
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10/24/2023J.W. Cole Advisors Inc.13,533$104K0.0%-13.6%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.646,270$4.96M0.0%+2.5%0.000%
10/24/2023Raymond James & Associates387,448$2.98M0.0%+7.6%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.249,704$1.92M0.0%-0.8%0.000%
10/23/2023Commonwealth Equity Services LLC75,751$582K0.0%-15.8%0.000%
10/18/2023Liberty Capital Management Inc.16,170$124K0.0%-30.7%0.000%
10/4/2023 International Assets Investment Management LLC16,109$122K0.0%-19.9%0.000%
10/4/2023Global Assets Advisory LLC20,000$154K0.1%-9.1%0.000%
8/15/2023Cohen & Steers Inc.301,224$2.48M0.0%+70.5%0.000%
8/11/2023SageView Advisory Group LLC18,178$149K0.0%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, 71 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), Osaic Holdings Inc. ($11.62M), Cornerstone Advisors LLC ($8.31M), Advisor Group Holdings Inc. ($8.01M), Guggenheim Capital LLC ($7.27M), Raymond James Financial Services Advisors Inc. ($6.64M), and Raymond James & Associates ($4.94M).Learn more on ETJ's institutional investors.

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

Of the 55 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: Cornerstone Advisors LLC ($1.29M), Shaker Financial Services LLC ($612.66K), Financial Alternatives Inc ($372.34K), Raymond James & Associates ($370.40K), Raymond James Financial Services Advisors Inc. ($350.45K), International Assets Investment Management LLC ($278.74K), and Guggenheim Capital LLC ($214.50K).

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

Institutional investors have bought a total of 5,359,142 shares in the last 24 months. This purchase volume represents approximately $43.24M 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: Shaker Financial Services LLC ($424.91K), Cornerstone Advisors LLC ($391.84K), Raymond James Financial Services Advisors Inc. ($278.30K), International Assets Investment Management LLC ($161.78K), Janney Montgomery Scott LLC ($127.83K), Maxwell Wealth Strategies Inc. ($94.60K), and Elequin Securities LLC ($75.63K).

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

Institutional investors have sold a total of 1,996,639 shares in the last 24 months. This volume of shares sold represents approximately $16.94M in transactions.



This page (NYSE:ETJ) was last updated on 1/22/2025 by MarketBeat.com Staff
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