Eaton Vance Risk-Managed Diversified Equity Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 2.23 M | $19.69 M | -0.17% | 3.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.90 M | $16.78 M | 5.10% | 2.83% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.23 M | $10.84 M | 3.24% | 1.83% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.09 M | $9.60 M | 20.43% | 1.62% |
| INVESCO LTD. | 02/19/2026 | 993.33 K | $8.76 M | -3.46% | 1.48% |
| CORNERSTONE ADVISORS, LLC | 02/13/2026 | 762.33 K | $6.72 M | -21.36% | 1.13% |
| MORGAN STANLEY | 02/13/2026 | 693.49 K | $6.12 M | -21.64% | 1.03% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 438.45 K | $3.87 M | 19.40% | 0.65% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 414.10 K | $3.65 M | 13.14% | 0.62% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 408.31 K | $3.60 M | 2.91% | 0.61% |
| COHEN & STEERS, INC. | 02/13/2026 | 266.38 K | $2.35 M | -42.40% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 199.76 K | $1.76 M | -29.64% | 0.30% |
| COLONY GROUP, LLC | 02/13/2026 | 198.76 K | $1.75 M | 100.00% | 0.30% |
| FINANCIAL ALTERNATIVES, INC | 02/04/2026 | 189.49 K | $1.67 M | -1.94% | 0.28% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 185.73 K | $1.64 M | 3.18% | 0.28% |
| CREATIVE PLANNING | 02/17/2026 | 176.43 K | $1.56 M | -3.66% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 173.16 K | $1.53 M | 1.65% | 0.26% |
| IHT WEALTH MANAGEMENT, LLC | 02/17/2026 | 165.24 K | $1.46 M | -3.44% | 0.25% |
| RPO LLC | 02/17/2026 | 136.91 K | $1.21 M | 100.00% | 0.20% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 134.06 K | $1.18 M | 28.61% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 02/17/2026 | 133.54 K | $1.18 M | -0.46% | 0.20% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 128.56 K | $1.13 M | 5.96% | 0.19% |
| CALAMOS ADVISORS LLC | 01/29/2026 | 118.03 K | $1.04 M | 32.14% | 0.18% |
| FIRST HEARTLAND CONSULTANTS, INC. | 01/09/2026 | 114.50 K | $1.01 M | -0.81% | 0.17% |
| ROYAL BANK OF CANADA | 02/17/2026 | 112.14 K | $989.00 K | 4.68% | 0.17% |
| UBS GROUP AG | 01/29/2026 | 100.20 K | $883.75 K | 24.70% | 0.15% |
| 01/28/2026 | 95.16 K | $839.29 K | -3.65% | 0.14% | |
| AUSDAL FINANCIAL PARTNERS, INC. | 02/13/2026 | 87.05 K | $767.74 K | -0.16% | 0.13% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 85.91 K | $757.71 K | 1.60% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 02/13/2026 | 74.04 K | $653.00 K | 5.65% | 0.11% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 72.48 K | $639.24 K | 100.00% | 0.11% |
| BOOTHBAY FUND MANAGEMENT, LLC | 02/17/2026 | 68.46 K | $603.77 K | 100.00% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 66.84 K | $590.00 K | -1.15% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 61.11 K | $539.01 K | 42.99% | 0.09% |
| POINTE CAPITAL MANAGEMENT LLC | 02/17/2026 | 60.16 K | $530.57 K | -12.87% | 0.09% |
| SAGEVIEW ADVISORY GROUP, LLC | 02/17/2026 | 59.69 K | $526.47 K | 2.91% | 0.09% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 56.49 K | $498.19 K | 12.75% | 0.08% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 51.29 K | $452.38 K | -10.00% | 0.08% |
| WCG WEALTH ADVISORS LLC | 02/10/2026 | 50.69 K | $447.05 K | 0.00% | 0.08% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 01/07/2026 | 50.00 K | $441.00 K | -37.50% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 48.72 K | $429.69 K | -8.04% | 0.07% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 48.51 K | $430.76 K | 46.89% | 0.07% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 02/17/2026 | 45.69 K | $403.00 K | -0.31% | 0.07% |
| PORTFOLIO STRATEGIES, INC. | 01/27/2026 | 42.07 K | $371.02 K | -0.96% | 0.06% |
| DAVID J YVARS GROUP | 01/12/2026 | 41.93 K | $369.82 K | 8.70% | 0.06% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 41.69 K | $367.73 K | -2.63% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 41.18 K | $363.21 K | 0.44% | 0.06% |
| JANE STREET GROUP, LLC | 02/12/2026 | 35.52 K | $313.30 K | 46.91% | 0.05% |
| 02/17/2026 | 34.90 K | $307.84 K | 100.00% | 0.05% | |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 01/06/2026 | 34.12 K | $300.92 K | -3.11% | 0.05% |
Eaton Vance Risk-Managed Diversified Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 175 institutional investors and hedge funds held shares of Eaton Vance Risk-Managed Diversified Equity Income Fund. The most heavily invested institutionals were:
Cambridge Investment Research Advisors, Inc.: 190,940
Financial Alternatives, Inc: 188,665
Private Advisor Group, LLC: 134,957
Calamos Advisors LLC: 133,982
First Heartland Consultants, Inc.: 125,241
UBS Group AG: 92,297
22.12% of Eaton Vance Risk-Managed Diversified Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 24.22 M shares in the last 24 months. This purchase volume represents approximately $206.09 M in transactions.