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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


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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  : 
0.69 (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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3762 - 2023-12-31 712,903 $5,589,000 -61,907
   JANNEY MONTGOMERY SCOTT LLC 891 - 2024-03-31 418,346 $3,493,000 -29,380
   AMERIPRISE FINANCIAL INC 2600 - 2023-12-31 380,598 $2,984,000 -49,866
   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 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 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
   ROYAL BANK OF CANADA 3710 - 2023-12-31 59,295 $465,000 -1,008
   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. 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 228 - 2023-12-31 32,635 $256,000 -1,483
   NBC SECURITIES INC. 671 - 2024-03-31 29,351 $245,000 -706
   Successful Portfolios LLC 141 - 2024-03-31 27,533 $230,000 -16
   FLAGSHIP HARBOR ADVISORS LLC 657 - 2024-03-31 16,417 $137,000 -620
   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
   Stratos Wealth Partners LTD. 1316 - 2024-03-31 12,488 $104,000 -1,844
   AE Wealth Management LLC 1931 - 2023-12-31 12,335 $98,000 -1,000
   MML INVESTORS SERVICES LLC 2385 - 2023-12-31 11,089 $87,000 -1,353
   ELEQUIN CAPITAL LP 198 - 2023-12-31 6,585 $52,000 -44,880
   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

  28 Records found
  1    
  Page 1 of 1
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