Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Eaton Vance Risk-Managed Diversified Equity Income Fund (ETJ)  
$8.44 0.01 (0.12%) as of 4:30 Fri 5/10


Download
     
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  : 
0.69 (8.9%)  




 
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
   COHEN & STEERS INC 188 - 2023-12-31 362,446 $2,842,000 0
   STIFEL FINANCIAL CORP 2707 - 2023-12-31 47,766 $374,000 0
   TRANSCEND WEALTH COLLECTIVE LLC 443 - 2024-03-31 30,609 $256,000 0
   SageView Advisory Group LLC 462 - 2024-03-31 30,053 $251,000 0
   Syverson Strege & Co 69 - 2024-03-31 25,904 $216,000 0
   WEALTH EFFECTS LLC 203 - 2024-03-31 18,822 $157,000 0
   PRINCIPAL SECURITIES INC. 1103 - 2024-03-31 18,853 $157,000 0
   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
   Congress Park Capital LLC 114 - 2024-03-31 15,000 $125,000 0
   GPS Wealth Strategies Group LLC 383 - 2024-03-31 11,509 $96,000 0
   Insight Advisors LLC/ PA 290 - 2024-03-31 10,189 $85,000 0
   Sheaff Brock Investment Advisors LLC 455 - 2023-12-31 10,625 $83,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 172 - 2023-12-31 9,700 $76,000 0
   Spire Wealth Management 1131 - 2024-03-31 7,712 $64,000 0
   US BANCORP 2672 - 2024-03-31 6,017 $50,000 0
   Princeton Global Asset Management LLC 269 - 2024-03-31 5,752 $48,000 0
   Creative Capital Management Investments LLC 96 - 2024-03-31 4,694 $39,000 0
   HOEY INVESTMENTS INC 140 - 2024-03-31 4,000 $33,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 569 - 2024-03-31 2,000 $17,000 0
   PRIVATE TRUST CO NA 1495 - 2024-03-31 2,000 $17,000 0
   COMERICA BANK 2997 - 2023-12-31 2,048 $16,000 0
   HOLLENCREST SECURITIES LLC 684 - 2024-03-31 1,550 $13,000 0
   PROEQUITIES INC. 3935 - 2024-03-31 0 $0 0

  24 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results