EATON VANCE RISK MNGD DIV EQ's ticker is ETJ and the CUSIP is 27829G106. A total of 87 filers reported holding EATON VANCE RISK MNGD DIV EQ in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $91,530 | +7.6% | 10,425 | +2.3% | 0.02% | +6.2% |
| Q1 2024 | $85,078 | +6.5% | 10,189 | 0.0% | 0.02% | -5.9% |
| Q4 2023 | $79,882 | +2.1% | 10,189 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $78,252 | -6.6% | 10,189 | 0.0% | 0.02% | -5.3% |
| Q2 2023 | $83,754 | +3.4% | 10,189 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $81,003 | +6.3% | 10,189 | 0.0% | 0.02% | -29.6% |
| Q4 2022 | $76,214 | -9.3% | 10,189 | 0.0% | 0.03% | -18.2% |
| Q3 2022 | $84,000 | -15.2% | 10,189 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $99,000 | -2.0% | 10,189 | 0.0% | 0.03% | +13.3% |
| Q1 2022 | $101,000 | -7.3% | 10,189 | 0.0% | 0.03% | -6.2% |
| Q4 2021 | $109,000 | -7.6% | 10,189 | 0.0% | 0.03% | -8.6% |
| Q3 2021 | $118,000 | +1.7% | 10,189 | 0.0% | 0.04% | -2.8% |
| Q2 2021 | $116,000 | +4.5% | 10,189 | 0.0% | 0.04% | +2.9% |
| Q1 2021 | $111,000 | -2.6% | 10,189 | -7.3% | 0.04% | -18.6% |
| Q4 2020 | $114,000 | – | 10,990 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Aris Wealth Services, Inc. | 461,034 | $4,426,000 | 9.28% |
| Relative Value Partners Group, LLC | 2,838,254 | $27,247,000 | 3.34% |
| Pointe Capital Management LLC | 301,622 | $2,896,000 | 1.77% |
| Arete Wealth Advisors, LLC | 204,789 | $1,966,000 | 1.54% |
| Sterneck Capital Management, LLC | 97,085 | $932,000 | 0.61% |
| Aviance Capital Partners, LLC | 153,793 | $1,476,000 | 0.61% |
| Independence Trust CO | 47,155 | $453,000 | 0.46% |
| ANCORA FAMILY WEALTH ADVISORS, LLC | 109,222 | $1,049,000 | 0.44% |
| Karpus Management, Inc. | 704,392 | $6,762,000 | 0.31% |
| Formidable Asset Management, LLC | 46,867 | $449,000 | 0.30% |