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 | 05/06/2026 | 2.24 M | $18.29 M | 0.28% | 3.33% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.94 M | $15.82 M | 1.76% | 2.88% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.21 M | $9.89 M | -1.50% | 1.80% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.15 M | $9.38 M | 5.44% | 1.71% |
| INVESCO LTD. | 05/12/2026 | 956.31 K | $7.81 M | -3.73% | 1.42% |
| MORGAN STANLEY | 05/15/2026 | 725.75 K | $5.93 M | 4.65% | 1.08% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 485.61 K | $3.97 M | 10.76% | 0.72% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 427.82 K | $3.48 M | 4.78% | 0.64% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 247.42 K | $2.02 M | -40.25% | 0.37% |
| COHEN & STEERS, INC. | 05/15/2026 | 241.38 K | $1.97 M | -9.39% | 0.36% |
| COLONY GROUP, LLC | 05/15/2026 | 225.69 K | $1.84 M | 13.55% | 0.34% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 190.94 K | $1.56 M | 2.80% | 0.28% |
| FINANCIAL ALTERNATIVES, INC | 05/01/2026 | 188.67 K | $1.54 M | -0.44% | 0.28% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 177.07 K | $1.45 M | -11.36% | 0.26% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 159.95 K | $1.31 M | -7.62% | 0.24% |
| IHT WEALTH MANAGEMENT, LLC | 05/15/2026 | 156.01 K | $1.27 M | -5.59% | 0.23% |
| CREATIVE PLANNING | 05/12/2026 | 150.48 K | $1.23 M | -14.71% | 0.22% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 149.29 K | $1.22 M | 105.98% | 0.22% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 134.96 K | $1.10 M | 4.97% | 0.20% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 133.98 K | $1.09 M | 13.51% | 0.20% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 133.18 K | $1.09 M | -0.27% | 0.20% |
| FIRST HEARTLAND CONSULTANTS, INC. | 04/08/2026 | 125.24 K | $1.02 M | 9.38% | 0.19% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 120.62 K | $985.43 K | 569.05% | 0.18% |
| ROYAL BANK OF CANADA | 05/15/2026 | 116.32 K | $951.00 K | 3.73% | 0.17% |
| 04/17/2026 | 101.26 K | $827.28 K | 6.41% | 0.15% | |
| UBS GROUP AG | 05/05/2026 | 92.30 K | $754.07 K | -7.89% | 0.14% |
| INDEPENDENT FINANCIAL GROUP, LLC | 05/15/2026 | 92.12 K | $752.65 K | -4.17% | 0.14% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 92.00 K | $751.61 K | 7.09% | 0.14% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 85.36 K | $697.39 K | -1.94% | 0.13% |
| POINTE CAPITAL MANAGEMENT LLC | 05/15/2026 | 84.72 K | $692.18 K | 40.84% | 0.13% |
| CENTAURUS FINANCIAL, INC. | 05/18/2026 | 74.95 K | $612.00 K | 1.23% | 0.11% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 69.05 K | $564.13 K | 100.00% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 62.06 K | $507.00 K | -7.15% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 58.31 K | $476.41 K | -4.58% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 56.58 K | $462.22 K | 0.16% | 0.08% |
| GARDEN STATE INVESTMENT ADVISORY SERVICES LLC | 05/14/2026 | 52.95 K | $432.58 K | 15.88% | 0.08% |
| WCG WEALTH ADVISORS LLC | 05/12/2026 | 51.14 K | $417.78 K | 0.89% | 0.08% |
| WINEBRENNER CAPITAL MANAGEMENT LLC | 04/10/2026 | 50.00 K | $408.50 K | 0.00% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 47.99 K | $392.09 K | -1.49% | 0.07% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 47.95 K | $391.77 K | -6.51% | 0.07% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 41.19 K | $336.48 K | 0.01% | 0.06% |
| DAVID J YVARS GROUP | 04/08/2026 | 40.25 K | $328.81 K | -4.02% | 0.06% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 38.98 K | $314.98 K | -19.64% | 0.06% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 38.14 K | $311.63 K | -8.51% | 0.06% |
| ARLINGTON CAPITAL MANAGEMENT, INC. | 05/01/2026 | 35.84 K | $292.84 K | 5.06% | 0.05% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 35.10 K | $286.78 K | 6.90% | 0.05% |
| 04/22/2026 | 34.44 K | $281.40 K | -1.32% | 0.05% | |
| PORTFOLIO STRATEGIES, INC. | 05/05/2026 | 31.96 K | $261.08 K | -24.03% | 0.05% |
| SIGMA PLANNING CORP | 05/04/2026 | 31.62 K | $258.35 K | 0.19% | 0.05% |
| FORMIDABLE ASSET MANAGEMENT, LLC | 04/22/2026 | 28.37 K | $250.24 K | 0.46% | 0.04% |
Eaton Vance Risk-Managed Diversified Equity Income Fund institutional Ownership - FAQ's
During the previous two years, 173 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: 2.24 M
RAYMOND JAMES FINANCIAL INC: 1.94 M
ADVISOR GROUP HOLDINGS, INC.: 1.21 M
GUGGENHEIM CAPITAL LLC: 1.15 M
Invesco Ltd.: 956,309
MORGAN STANLEY: 725,750
20.91% of Eaton Vance Risk-Managed Diversified Equity Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.16 M shares in the last 24 months. This purchase volume represents approximately $197.12 M in transactions.