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Get Institutions for : 
Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ)  
$8.19 0.07 (0.86%) as of 4:30 Fri 4/26


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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  : 
0.44 (5.68%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Global Assets Advisory LLC 39 - 2024-03-31 112,725 $13,500,000 97,725
   Advisor Group Holdings Inc. 764 - 2023-12-31 1,363,046 $10,686,000 -1,086
   GUGGENHEIM CAPITAL LLC 389 - 2023-12-31 989,922 $7,761,000 53,387
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 977 - 2024-03-31 795,177 $6,640,000 164,574
   LPL FINANCIAL CORP 1512 - 2023-12-31 830,548 $6,511,000 584,234
   INVESCO LTD 2065 - 2023-12-31 801,726 $6,286,000 57,171
   MORGAN STANLEY 3762 - 2023-12-31 712,903 $5,589,000 -61,907
   Cornerstone Advisors LLC 121 - 2023-12-31 597,133 $4,682,000 240,054
   RAYMOND JAMES & ASSOCIATES 1686 - 2024-03-31 513,369 $4,287,000 75,901
   JANNEY MONTGOMERY SCOTT LLC 860 - 2023-12-31 447,726 $3,510,000 133
   AMERIPRISE FINANCIAL INC 2600 - 2023-12-31 380,598 $2,984,000 -49,866
   COHEN & STEERS INC 188 - 2023-12-31 362,446 $2,842,000 0
   FIXED INCOME SECURITIES INC 412 - 2023-12-31 356,741 $2,797,000 45,589
   Financial Alternatives Inc 13 - 2023-12-31 321,006 $2,517,000 -34,975
   Maxwell Wealth Strategies Inc. 27 - 2023-12-31 288,571 $2,262,000 0
   WELLS FARGO & CO/MN 2451 - 2023-12-31 275,514 $2,160,000 -1,840
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1252 - 2024-03-31 238,797 $1,994,000 7,664
   SHAKER FINANCIAL SERVICES, LLC 58 - 2023-12-31 209,559 $1,643,000 22,987
   IHT Wealth Management LLC 278 - 2023-12-31 195,649 $1,534,000 -11,410
   BANK OF AMERICA CORP /DE/ 3782 - 2023-12-31 177,035 $1,388,000 -7,608
   ADVISORY SERVICES NETWORK, LLC 658 - 2023-12-31 117,995 $925,000 -17,579
   Private Advisor Group LLC 1205 - 2023-12-31 106,240 $833,000 2,821
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 293 - 2023-12-31 93,675 $734,000 55,716
   Ausdal Financial Partners Inc. 216 - 2024-03-31 83,121 $694,000 6,979
   FIRST HEARTLAND CONSULTANTS INC 176 - 2023-12-31 86,309 $677,000 -876
   COMMONWEALTH EQUITY SERVICES LLC. 2461 - 2023-12-31 81,618 $640,000 5,867
   Pointe Capital Management LLC 72 - 2023-12-31 67,636 $530,000 226
   Semus Wealth Partners LLC - 2023-12-31 62,459 $490,000 -851
   ROYAL BANK OF CANADA 3710 - 2023-12-31 59,295 $465,000 -1,008
   UBS Group AG 4020 - 2023-12-31 56,528 $443,000 12,946
   CENTAURUS FINANCIAL INC. 402 - 2023-12-31 53,682 $421,000 1,367
   Goss Wealth Management LLC 1362 - 2023-12-31 52,822 $417,000 6,850
   Garden State Investment Advisory Services LLC 125 - 2023-12-31 50,321 $395,000 140
   STIFEL FINANCIAL CORP 2707 - 2023-12-31 47,766 $374,000 0
   Rockefeller Capital Management L.P. 1441 - 2023-12-31 41,380 $324,000 -9,000
   ELCO Management Co. LLC 107 - 2023-12-31 38,099 $299,000 -350
   Stonebrook Private Inc. 155 - 2023-12-31 35,918 $282,000 0
   Stratos Wealth Advisors LLC 578 - 2024-03-31 31,200 $261,000 -1,000
   BBK Capital Partners LLC 228 - 2023-12-31 32,635 $256,000 -1,483
   FINANCIAL NETWORK 2365 - 2023-12-31 31,641 $248,000 4,500
   NBC SECURITIES INC. 671 - 2024-03-31 29,351 $245,000 -706
   SageView Advisory Group LLC 503 - 2023-12-31 30,053 $240,000 -1,439
   TRANSCEND WEALTH COLLECTIVE LLC 425 - 2023-12-31 30,609 $240,000 0
   Successful Portfolios LLC 141 - 2024-03-31 27,533 $230,000 -16
   Strategic Financial Concepts LLC 279 - 2024-03-31 26,000 $217,000 26,000
   Syverson Strege & Co 67 - 2023-12-31 25,904 $203,000 0
   PRIMORIS WEALTH ADVISORS LLC 83 - 2023-12-31 22,174 $174,000 72
   WEALTH EFFECTS LLC 203 - 2024-03-31 18,822 $157,000 0
   PRINCIPAL SECURITIES INC. 1011 - 2023-12-31 18,853 $148,000 0
   FLAGSHIP HARBOR ADVISORS LLC 657 - 2024-03-31 16,417 $137,000 -620
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5078 *New 2023-12-31 17,507 $137,000 17,507
   LIBERTY CAPITAL MANAGEMENT INC 152 - 2024-03-31 16,170 $135,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 719 - 2024-03-31 15,109 $126,000 0
   David J Yvars Group 72 - 2024-03-31 14,966 $125,000 282
   Congress Park Capital LLC 114 - 2024-03-31 15,000 $125,000 0
   Marshall Financial Group LLC 170 - 2024-03-31 14,910 $124,000 -5,558
   Gladstone Institutional Advisory LLC 645 - 2023-12-31 15,697 $123,000 -6,655
   WEISS CAPITAL LLC 270 *New 2023-12-31 15,238 $119,000 15,238
   Diversified LLC 156 - 2023-12-31 14,927 $117,000 -1,054
   RAYMOND JAMES TRUST CO 1221 *New 2024-03-31 13,077 $109,000 13,077
   J.W. COLE ADVISORS INC. 787 - 2023-12-31 13,403 $105,000 -130
   Stratos Wealth Partners LTD. 1316 - 2024-03-31 12,488 $104,000 -1,844
   Steward Partners Investment Advisory LLC 1698 - 2023-12-31 12,717 $100,000 378
   Kestra Advisory Services LLC 2178 - 2023-12-31 12,469 $98,000 56
   AE Wealth Management LLC 1931 - 2023-12-31 12,335 $98,000 -1,000
   Atria Wealth Solutions Inc. 1833 - 2023-12-31 11,806 $93,000 30
   GPS Wealth Strategies Group LLC 382 - 2023-12-31 11,509 $90,000 -12,752
   MML INVESTORS SERVICES LLC 2385 - 2023-12-31 11,089 $87,000 -1,353
   Sheaff Brock Investment Advisors LLC 455 - 2023-12-31 10,625 $83,000 0
   Insight Advisors LLC/ PA - 2023-12-31 10,189 $80,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 172 - 2023-12-31 9,700 $76,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1908 - 2023-12-31 8,798 $69,000 5,772
   Spire Wealth Management 1131 - 2024-03-31 7,712 $64,000 0
   Retirement Group LLC 201 - 2023-12-31 7,655 $60,000 0
   ELEQUIN CAPITAL LP 198 - 2023-12-31 6,585 $52,000 -44,880
   US BANCORP 2667 - 2023-12-31 6,017 $47,000 0
   Princeton Global Asset Management LLC - 2023-12-31 5,752 $45,000 0
   Creative Capital Management Investments LLC 96 - 2024-03-31 4,694 $39,000 0
   Parallel Advisors LLC 1665 - 2023-12-31 3,968 $31,000 83
   HOEY INVESTMENTS INC 142 - 2023-12-31 4,000 $31,000 0
   PRIVATE TRUST CO NA 1495 - 2024-03-31 2,000 $17,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 555 - 2023-12-31 2,000 $16,000 0
   COMERICA BANK 2997 - 2023-12-31 2,048 $16,000 0
   HOLLENCREST SECURITIES LLC 701 - 2023-12-31 1,550 $12,000 0
   Smartleaf Asset Management LLC 768 - 2023-12-31 1,341 $10,000 0
   ICA Group Wealth Management LLC 918 - 2023-12-31 1,000 $8,000 1,000
   Ahrens Investment Partners LLC 685 *New 2023-03-31 1,000 $8,000 1,000
   BAYSTATE WEALTH MANAGEMENT LLC 917 *New 2023-12-31 503 $4,000 503
   Flow State Investments L.P. 174 *Closed 2023-12-31 0 $0 -21,245
   CULLEN FROST BANKERS INC 1056 *Closed 2023-12-31 0 $0 -413
   Sigma Planning Corp 959 *Closed 2023-12-31 0 $0 -26,703
   NATIONAL ASSET MANAGEMENT, INC. 1431 *Closed 2023-12-31 0 $0 -17,011
   PROEQUITIES INC. 4706 - 2023-12-31 0 $0 0
   FinTrust Capital Advisors LLC 1255 *Closed 2023-12-31 0 $0 -500
   LWM Advisory Services LLC 109 *Closed 2023-12-31 0 $0 -4,850
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 1505 *Closed 2023-12-31 0 $0 -867
   Financial Advisors Network Inc. 179 *Closed 2023-12-31 0 $0 -21,935
   H D Vest Advisory Services 1655 *Closed 2023-12-31 0 $0 -10,104
   Ameritas Advisory Services LLC 854 *Closed 2023-12-31 0 $0 -17,228
  99 Records found
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