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 | 08/07/2026 | 2.33 M | $19.30 M | 4.24% | 3.47% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.99 M | $16.48 M | 2.91% | 2.96% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.40 M | $11.58 M | 22.00% | 2.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.26 M | $10.43 M | 4.13% | 1.87% |
| INVESCO LTD. | 08/14/2026 | 877.60 K | $7.26 M | -8.23% | 1.30% |
| MORGAN STANLEY | 08/13/2026 | 738.66 K | $6.11 M | 1.78% | 1.10% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 481.80 K | $3.98 M | -0.79% | 0.72% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 444.70 K | $3.68 M | 3.95% | 0.66% |
| COHEN & STEERS, INC. | 08/14/2026 | 221.38 K | $1.83 M | -8.29% | 0.33% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 206.90 K | $1.71 M | -16.38% | 0.31% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 203.87 K | $1.69 M | 6.77% | 0.30% |
| COLONY GROUP, LLC | 08/12/2026 | 191.84 K | $1.59 M | -15.00% | 0.29% |
| FINANCIAL ALTERNATIVES, INC | 08/11/2026 | 180.12 K | $1.49 M | -4.53% | 0.27% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 176.27 K | $1.46 M | -0.45% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 160.36 K | $1.33 M | 0.26% | 0.24% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 156.30 K | $1.29 M | 4.70% | 0.23% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 150.55 K | $1.25 M | 11.56% | 0.22% |
| IHT WEALTH MANAGEMENT, LLC | 08/14/2026 | 148.49 K | $1.23 M | -4.82% | 0.22% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 145.12 K | $1.20 M | 20.31% | 0.22% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 133.18 K | $1.10 M | 0.00% | 0.20% |
| FIRST HEARTLAND CONSULTANTS, INC. | 07/08/2026 | 129.15 K | $1.07 M | 3.12% | 0.19% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 121.75 K | $1.01 M | 32.34% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2026 | 119.24 K | $986.00 K | 2.51% | 0.18% |
| CREATIVE PLANNING | 08/13/2026 | 118.54 K | $980.36 K | -21.22% | 0.18% |
| PMG FAMILY OFFICE LLC | 07/16/2026 | 108.56 K | $897.75 K | 7.21% | 0.16% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 98.65 K | $815.82 K | -26.37% | 0.15% |
| UBS GROUP AG | 08/13/2026 | 94.02 K | $777.55 K | 1.87% | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 07/15/2026 | 81.03 K | $670.08 K | -12.05% | 0.12% |
| AUSDAL FINANCIAL PARTNERS, INC. | 08/14/2026 | 80.80 K | $668.22 K | -5.34% | 0.12% |
| POINTE CAPITAL MANAGEMENT LLC | 08/14/2026 | 77.96 K | $644.76 K | -7.98% | 0.12% |
| CENTAURUS FINANCIAL, INC. | 08/17/2026 | 74.53 K | $616.00 K | -0.56% | 0.11% |
| SAGEVIEW ADVISORY GROUP, LLC | 08/10/2026 | 68.82 K | $569.18 K | 14.33% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 66.30 K | $548.00 K | 6.84% | 0.10% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 61.04 K | $504.82 K | 7.90% | 0.09% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 53.34 K | $441.12 K | 11.24% | 0.08% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 08/11/2026 | 51.65 K | $427.11 K | -2.46% | 0.08% |
| WCG WEALTH ADVISORS LLC | 08/14/2026 | 51.14 K | $422.90 K | 0.00% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 50.88 K | $420.75 K | -12.75% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 50.05 K | $413.89 K | 4.28% | 0.07% |
| RPO LLC | 08/13/2026 | 41.44 K | $342.73 K | 113.16% | 0.06% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 41.19 K | $340.64 K | 0.01% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 39.55 K | $336.15 K | 1.45% | 0.06% |
| NBC SECURITIES, INC. | 07/21/2026 | 38.33 K | $316.97 K | 62.02% | 0.06% |
| DAVID J YVARS GROUP | 07/07/2026 | 37.88 K | $313.28 K | -5.87% | 0.06% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 36.30 K | $300.17 K | 3.40% | 0.05% |
| DECISION INVESTMENTS, INC | 07/13/2026 | 34.31 K | $283.72 K | -0.39% | 0.05% |
| SIGMA PLANNING CORP | 08/07/2026 | 31.05 K | $256.82 K | -1.79% | 0.05% |
| PORTFOLIO STRATEGIES, INC. | 08/10/2026 | 30.92 K | $255.72 K | -3.24% | 0.05% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 07/15/2026 | 30.00 K | $248.10 K | -40.00% | 0.04% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 07/17/2026 | 28.58 K | $233.52 K | 0.75% | 0.04% |
Eaton Vance Risk-Managed Diversified Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 182 institutional investors and hedge funds held shares of Eaton Vance Risk-Managed Diversified Equity Income Fund. The most heavily invested institutionals were:
LPL Financial LLC: 2.33 M
RAYMOND JAMES FINANCIAL INC: 1.99 M
GUGGENHEIM CAPITAL LLC: 1.4 M
ADVISOR GROUP HOLDINGS, INC.: 1.26 M
Invesco Ltd.: 877,603
MORGAN STANLEY: 738,664
21.45% of Eaton Vance Risk-Managed Diversified Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.64 M shares in the last 24 months. This purchase volume represents approximately $201.22 M in transactions.