EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 80 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $109,754 | -4.0% | 14,290 | +2.7% | 0.00% | -33.3% |
| Q2 2023 | $114,366 | +32.3% | 13,913 | +28.0% | 0.00% | +50.0% |
| Q1 2023 | $86,442 | +6.1% | 10,873 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $81,450 | -26.0% | 10,860 | -18.7% | 0.00% | -33.3% |
| Q3 2022 | $110,000 | -14.7% | 13,360 | -13.0% | 0.00% | 0.0% |
| Q2 2022 | $129,000 | -15.1% | 15,360 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $152,000 | -7.3% | 15,360 | 0.0% | 0.00% | -25.0% |
| Q4 2021 | $164,000 | 0.0% | 15,360 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $164,000 | +9.3% | 15,360 | +17.7% | 0.00% | 0.0% |
| Q2 2021 | $150,000 | -20.6% | 13,050 | -25.6% | 0.00% | -20.0% |
| Q1 2021 | $189,000 | -5.0% | 17,550 | -8.6% | 0.01% | -16.7% |
| Q4 2020 | $199,000 | +11.2% | 19,200 | +2.7% | 0.01% | 0.0% |
| Q3 2020 | $179,000 | +2.9% | 18,700 | +3.0% | 0.01% | 0.0% |
| Q2 2020 | $174,000 | +22.5% | 18,150 | +6.5% | 0.01% | -14.3% |
| Q1 2020 | $142,000 | -10.7% | 17,050 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $159,000 | +10.4% | 17,050 | +9.6% | 0.01% | 0.0% |
| Q3 2019 | $144,000 | +28.6% | 15,550 | +30.1% | 0.01% | +20.0% |
| Q2 2019 | $112,000 | -9.7% | 11,950 | -11.6% | 0.01% | -16.7% |
| Q1 2019 | $124,000 | +13.8% | 13,511 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $109,000 | +5.8% | 13,386 | +29.2% | 0.01% | +20.0% |
| Q3 2018 | $103,000 | +4.0% | 10,363 | -0.8% | 0.01% | +25.0% |
| Q2 2018 | $99,000 | 0.0% | 10,450 | -5.1% | 0.00% | 0.0% |
| Q1 2018 | $99,000 | -6.6% | 11,006 | +0.1% | 0.00% | -20.0% |
| Q4 2017 | $106,000 | +1.9% | 10,992 | -1.3% | 0.01% | 0.0% |
| Q2 2017 | $104,000 | – | 11,142 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Financial Alternatives, Inc | 355,981 | $2,733,931 | 2.53% |
| Shaker Financial Services, LLC | 186,572 | $1,432,873 | 0.67% |
| Semus Wealth Partners LLC | 63,310 | $486,221 | 0.45% |
| Pointe Capital Management LLC | 67,410 | $517,708 | 0.38% |
| ELCO Management Co., LLC | 38,449 | $295,288 | 0.21% |
| PRIMORIS WEALTH ADVISORS, LLC | 22,102 | $169,744 | 0.20% |
| Successful Portfolios LLC | 27,572 | $211,753 | 0.19% |
| Garden State Investment Advisory Services LLC | 50,181 | $385,394 | 0.18% |
| Global Assets Advisory, LLC | 20,000 | $153,600 | 0.14% |
| Cornerstone Advisors, LLC | 357,079 | $2,742,367 | 0.13% |