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Get Institutions for : 
Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ)  
$8.53 0.06 (0.7%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 84    8
Total shares held : 
11,355,661  
% of shares held : 
16.16%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -13  
Amount of shares held : 
732,925  
% of shares held change : 
  1.04%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$7.70  
Last Quarter's Ending Price : 
$7.84  
Last Quarter's Average Price
$7.75  
Change from last quarter's     
avg. price to the last closing  : 
0.78 (10.06%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
3
 33,248
 0.29%
 
Increased Positions :
25
 1,151,600
 10.14%
 
Unchanged Positions :
26
 969,188
 8.53%
 
Decreased Positions :
30
-313,628
-2.76%
 
Closed Positions :
11
-138,295
-1.22%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   GUGGENHEIM CAPITAL LLC 416 - 2024-03-31 884,306 $7,384,000 -105,616
   INVESCO LTD 2014 - 2024-03-31 782,556 $6,534,000 -19,170
   MORGAN STANLEY 3702 - 2024-03-31 712,074 $5,946,000 -829
   JANNEY MONTGOMERY SCOTT LLC 891 - 2024-03-31 418,346 $3,493,000 -29,380
   AMERIPRISE FINANCIAL INC 2595 - 2024-03-31 353,562 $2,953,000 -27,036
   Financial Alternatives Inc 13 - 2024-03-31 294,184 $2,456,000 -26,822
   WELLS FARGO & CO/MN 2649 - 2024-03-31 211,862 $1,769,000 -63,652
   IHT Wealth Management LLC 309 - 2024-03-31 191,467 $1,599,000 -4,182
   BANK OF AMERICA CORP /DE/ 3841 - 2024-03-31 165,136 $1,379,000 -11,899
   ADVISORY SERVICES NETWORK, LLC 736 - 2024-03-31 105,971 $885,000 -12,024
   Private Advisor Group LLC 1207 - 2024-03-31 105,075 $877,000 -1,165
   COMMONWEALTH EQUITY SERVICES LLC. 2572 - 2024-03-31 76,659 $640,000 -4,959
   Semus Wealth Partners LLC 51 - 2024-03-31 61,235 $511,000 -1,224
   Garden State Investment Advisory Services LLC 131 - 2024-03-31 48,590 $406,000 -1,731
   STIFEL FINANCIAL CORP 2761 - 2024-03-31 44,766 $374,000 -3,000
   Stonebrook Private Inc. 158 - 2024-03-31 33,637 $281,000 -2,281
   Stratos Wealth Advisors LLC 578 - 2024-03-31 31,200 $261,000 -1,000
   BBK Capital Partners LLC 301 - 2024-03-31 30,365 $254,000 -2,270
   NBC SECURITIES INC. 671 - 2024-03-31 29,351 $245,000 -706
   Successful Portfolios LLC 141 - 2024-03-31 27,533 $230,000 -16
   FINANCIAL NETWORK 2502 - 2024-03-31 26,712 $223,000 -4,929
   FLAGSHIP HARBOR ADVISORS LLC 657 - 2024-03-31 16,417 $137,000 -620
   Gladstone Institutional Advisory LLC 620 - 2024-03-31 15,536 $130,000 -161
   Marshall Financial Group LLC 170 - 2024-03-31 14,910 $124,000 -5,558
   Global Assets Advisory LLC 53 - 2023-12-31 15,000 $117,000 -5,000
   Stratos Wealth Partners LTD. 1316 - 2024-03-31 12,488 $104,000 -1,844
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2170 - 2024-03-31 4,296 $36,000 -4,502
   Retirement Group LLC 285 - 2024-03-31 4,020 $34,000 -3,635
   Smartleaf Asset Management LLC 837 - 2024-03-31 1,298 $10,000 -43

  29 Records found
  1    
  Page 1 of 1
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