UBS Group AG - EATON VANCE RISK MNGD DIV EQ ownership

EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 90 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of EATON VANCE RISK MNGD DIV EQ
ValueSharesWeighting
Q3 2023$334,710
-13.9%
43,582
-7.8%
0.00%
Q2 2023$388,568
-6.5%
47,271
-9.6%
0.00%
Q1 2023$415,610
-25.4%
52,278
-29.6%
0.00%
Q4 2022$557,236
+7.8%
74,298
+18.8%
0.00%
Q3 2022$517,000
-4.3%
62,528
-2.9%
0.00%
Q2 2022$540,000
-17.2%
64,384
-2.4%
0.00%
Q1 2022$652,000
-16.4%
65,968
-9.7%
0.00%
Q4 2021$780,000
+0.1%
73,037
+0.3%
0.00%
Q3 2021$779,000
-6.8%
72,842
+0.3%
0.00%
Q2 2021$836,000
+13.9%
72,598
+6.6%
0.00%
Q1 2021$734,000
+15.2%
68,134
+10.8%
0.00%
Q4 2020$637,000
+6.3%
61,479
-1.9%
0.00%
Q3 2020$599,000
-4.3%
62,673
-4.3%
0.00%
Q2 2020$626,000
+16.6%
65,465
+1.5%
0.00%
Q1 2020$537,000
-21.5%
64,525
-11.9%
0.00%
Q4 2019$684,000
-6.6%
73,249
-7.6%
0.00%
Q3 2019$732,000
+2.7%
79,250
+4.5%
0.00%
Q2 2019$713,000
+1.6%
75,852
-0.8%
0.00%
Q1 2019$702,000
-95.9%
76,437
-96.4%
0.00%
-100.0%
Q4 2018$17,048,000
-28.5%
2,099,428
-12.5%
0.01%
-11.1%
Q3 2018$23,838,000
+10.7%
2,398,262
+5.0%
0.01%0.0%
Q2 2018$21,530,000
+3.1%
2,283,049
-1.7%
0.01%0.0%
Q1 2018$20,874,000
+916.8%
2,321,869
+989.1%
0.01%
+800.0%
Q4 2017$2,053,000
+8.1%
213,195
+5.9%
0.00%0.0%
Q3 2017$1,899,000
+0.7%
201,405
+0.0%
0.00%0.0%
Q2 2017$1,886,000
+9.4%
201,325
+6.1%
0.00%0.0%
Q1 2017$1,724,000
+0.2%
189,837
-1.1%
0.00%0.0%
Q4 2016$1,720,000
-32.9%
191,972
-29.4%
0.00%
-50.0%
Q3 2016$2,565,000
-7.9%
272,059
-4.5%
0.00%0.0%
Q2 2016$2,785,000
-28.1%
285,007
-30.2%
0.00%
-33.3%
Q1 2016$3,873,000
-30.1%
408,517
-25.0%
0.00%
-25.0%
Q4 2015$5,537,000
-2.3%
544,998
-7.7%
0.00%0.0%
Q3 2015$5,666,000
-20.0%
590,206
-9.9%
0.00%
-20.0%
Q2 2015$7,080,000
-23.6%
654,982
-23.5%
0.01%
-16.7%
Q1 2015$9,269,000
-54.2%
856,638
-54.9%
0.01%
-57.1%
Q4 2014$20,254,0001,900,0150.01%
Other shareholders
EATON VANCE RISK MNGD DIV EQ shareholders Q3 2023
NameSharesValueWeighting ↓
Pointe Capital Management LLC 67,798$568,0000.42%
PRIMORIS WEALTH ADVISORS, LLC 19,900$166,0000.24%
ELCO Management Co., LLC 34,275$287,0000.24%
Diversified, LLC 65,144$546,0000.23%
Successful Portfolios LLC 31,886$267,0000.18%
IHT Wealth Management, LLC 220,291$1,846,0000.16%
WEALTH EFFECTS LLC 19,042$160,0000.10%
Syverson Strege & Co 25,904$217,0000.08%
Congress Park Capital LLC 15,000$126,0000.08%
Formidable Asset Management, LLC 39,558$331,0000.08%
View complete list of EATON VANCE RISK MNGD DIV EQ shareholders