EATON VANCE RISK MNGD DIV EQ shareholder history

Current and past EATON VANCE RISK MNGD DIV EQ shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
ROYAL BANK OF CANADA 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.00%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.00%0.01%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.00%0.02%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.00%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 22190.01%0.02%0.09%Q2 2013Q3 202341
Cambridge Investment Research Advisors, Inc. 3910.01%0.01%0.03%Q2 2013Q3 202340
Aviance Capital Partners, LLC 40400.02%0.28%0.89%Q2 2013Q1 202340
JAMES INVESTMENT RESEARCH INC 40400.00%0.01%0.07%Q2 2013Q1 202340
HOLLENCREST CAPITAL MANAGEMENT 3540.00%0.03%0.11%Q4 2013Q3 202339
Sigma Planning Corp 36360.01%0.02%0.06%Q4 2014Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
Cetera Advisor Networks LLC 1360.00%0.02%0.09%Q1 2013Q3 202336
Janney Montgomery Scott LLC 2020.00%0.01%0.02%Q3 2013Q3 202335
Bartlett & Co. LLC 2610.00%0.00%0.00%Q2 2013Q1 202234
Formidable Asset Management, LLC 1510.06%0.21%0.44%Q3 2013Q3 202334
CITIGROUP INC 34340.00%0.00%0.00%Q2 2013Q3 202134
RAYMOND JAMES TRUST N.A. 17170.00%0.01%0.02%Q2 2013Q2 202234
Pointe Capital Management LLC 2770.38%0.96%1.84%Q1 2015Q3 202334
GUGGENHEIM CAPITAL LLC 2930.00%0.04%0.08%Q2 2013Q3 202332
Sheaff Brock Investment Advisors, LLC 18130.01%0.02%0.04%Q4 2015Q3 202331
STIFEL FINANCIAL CORP 2910.00%0.00%0.00%Q1 2014Q3 202331
B. Riley Wealth Advisors, Inc. 860.00%0.04%0.27%Q2 2013Q3 202329
FLAGSHIP HARBOR ADVISORS, LLC 28280.01%0.09%0.25%Q4 2016Q3 202328
CITY HOLDING CO 28280.00%0.01%0.03%Q4 2013Q3 202028
Private Advisor Group, LLC 1980.00%0.01%0.02%Q4 2013Q3 202327
DAVENPORT & Co LLC 26260.00%0.00%0.01%Q2 2013Q3 201926
LADENBURG THALMANN FINANCIAL SERVICES INC. 26260.00%0.01%0.02%Q3 2013Q4 201926
Advisory Services Network, LLC 25250.01%0.03%0.06%Q3 2017Q3 202325
Advisors Asset Management, Inc. 1330.01%0.04%0.09%Q3 2015Q3 202325
Stratos Wealth Partners, LTD. 2410.00%0.00%0.01%Q2 2017Q3 202325
Congress Park Capital LLC 24240.06%0.18%0.42%Q4 2017Q3 202324
NEXT Financial Group, Inc 1220.00%0.01%0.01%Q4 2014Q4 202124
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Successful Portfolios LLC 24240.12%0.23%0.49%Q4 2017Q3 202324
CENTAURUS FINANCIAL, INC. 23230.02%0.04%0.09%Q1 2018Q3 202323
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1220.00%0.03%0.06%Q2 2013Q2 202023
IHT Wealth Management, LLC 2020.00%0.13%0.27%Q4 2017Q3 202322
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
Parallel Advisors, LLC 21210.00%0.00%0.01%Q3 2018Q3 202321
FinTrust Capital Advisors, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
Sterneck Capital Management, LLC 20200.28%0.99%2.23%Q2 2013Q1 201820
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1810.00%0.00%0.00%Q2 2016Q3 202320
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Steward Partners Investment Advisory, LLC 1810.00%0.00%0.03%Q3 2018Q3 202319
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1170.01%0.73%2.79%Q2 2013Q2 201818
DOLIVER ADVISORS, LP 610.11%1.14%2.92%Q1 2013Q1 201818
Commonwealth Equity Services, Inc 18180.00%0.01%0.02%Q2 2013Q3 201718
PNC FINANCIAL SERVICES GROUP, INC. 1410.00%0.00%0.00%Q2 2013Q1 202118
HighTower Advisors, LLC 18180.00%0.01%0.03%Q2 2013Q3 201718
IFP Advisors, Inc 1440.01%0.08%0.14%Q4 2015Q4 202218
ASSETMARK, INC 18180.00%0.03%0.10%Q3 2015Q4 201918
US BANCORP \DE\ 1310.00%0.00%0.00%Q2 2013Q3 202318
Princeton Global Asset Management LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
Coastal Bridge Advisors, LLC 1610.06%0.09%0.11%Q2 2017Q4 202117
OneDigital Investment Advisors LLC 1160.00%0.01%0.01%Q2 2017Q2 202317
FIFTH THIRD BANCORP 1420.00%0.00%0.00%Q2 2013Q4 202116
ELCO Management Co., LLC 16160.11%0.24%0.33%Q4 2019Q3 202316
MML INVESTORS SERVICES, LLC 730.00%0.01%0.03%Q4 2017Q3 202316
Shaker Financial Services, LLC 610.17%0.94%2.41%Q4 2013Q3 202316
HOEY INVESTMENTS, INC 16160.01%0.03%0.04%Q4 2019Q3 202316
First Allied Advisory Services, Inc. 16160.02%0.03%0.04%Q4 2014Q3 201816
Avior Wealth Management, LLC 1240.00%0.00%0.00%Q1 2016Q1 202016
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Arete Wealth Advisors, LLC 1050.01%0.64%1.79%Q1 2014Q2 202315
CWM, LLC 1140.00%0.00%0.01%Q4 2018Q3 202215
NATIONAL PLANNING CORP 1050.01%0.02%0.03%Q2 2013Q3 201715
GOLDMAN SACHS GROUP INC 1010.00%0.00%0.00%Q3 2013Q1 202015
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
OSAIC HOLDINGS, INC. 15150.02%0.02%0.02%Q1 2020Q3 202315
9258 Wealth Management, LLC 15150.02%0.07%0.17%Q4 2018Q2 202215
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 14140.01%0.02%0.03%Q4 2016Q1 202014
Baird Financial Group, Inc. 950.00%0.00%0.01%Q4 2016Q1 202114
Carroll Financial Associates, Inc. 610.00%0.05%0.25%Q2 2013Q3 202114
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 510.02%0.05%0.13%Q4 2013Q3 202314
Relative Value Partners Group, LLC 1210.01%1.23%3.57%Q2 2015Q1 202314
Tower Research Capital LLC (TRC) 410.00%0.01%0.03%Q2 2013Q2 202313
1832 Asset Management L.P. 1120.00%0.02%0.03%Q4 2013Q2 201713
Investors Capital Advisory Services 13130.08%0.12%0.25%Q2 2013Q2 201613
Wealthcare Advisory Partners LLC 850.01%0.01%0.01%Q1 2019Q2 202213
Thomas J. Herzfeld Advisors, Inc. 850.04%0.44%2.12%Q2 2013Q4 201613
Ellis Investment Partners, LLC 13130.00%0.00%0.00%Q3 2019Q3 202213
Ancora Advisors LLC 610.00%0.32%1.08%Q2 2013Q3 201813
BANK OF NOVA SCOTIA 13130.00%0.01%0.01%Q4 2015Q4 201813
Ausdal Financial Partners, Inc. 13130.04%0.06%0.08%Q3 2020Q3 202313
Winslow, Evans & Crocker, Inc. 940.00%0.00%0.01%Q3 2016Q4 202013
Mirae Asset Global Investments Co., Ltd. 13130.00%0.00%0.01%Q3 2018Q3 202113
XML Financial, LLC 13130.02%0.03%0.05%Q4 2019Q4 202213
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Certified Advisory Corp 1110.00%0.01%0.01%Q4 2017Q1 202112
Bulldog Investors, LLP 12120.80%9.91%17.33%Q3 2011Q2 201412
DEUTSCHE BANK AG\ 12120.00%0.00%0.00%Q3 2013Q2 201612
Liberty Capital Management, Inc. 750.02%0.05%0.07%Q4 2016Q3 202312
Global X Management CO LLC 12120.00%0.01%0.01%Q3 2015Q2 201812
MUFG Americas Holdings Corp 660.00%0.00%0.00%Q4 2013Q2 201712
Rockefeller Capital Management L.P. 12120.00%0.00%0.00%Q4 2020Q3 202312
Diversified, LLC 12120.03%0.30%0.78%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Insight Advisors, LLC/ PA 12120.02%0.03%0.04%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 12120.02%0.03%0.05%Q4 2020Q3 202312
Retirement Group, LLC 12120.02%0.06%0.10%Q4 2020Q3 202312
Creative Planning 410.00%0.00%0.00%Q2 2013Q2 201812
1607 Capital Partners, LLC 12120.07%0.21%0.38%Q2 2013Q1 201612
Marshall Financial Group LLC 12120.06%0.09%0.14%Q4 2020Q3 202312
FineMark National Bank & Trust 1010.00%0.00%0.01%Q2 2013Q2 201611
ENVESTNET ASSET MANAGEMENT INC 310.00%0.00%0.00%Q1 2014Q4 202011
BANK OF MONTREAL /CAN/ 510.00%0.00%0.00%Q3 2014Q4 202011
United Asset Strategies, Inc. 520.04%0.07%0.10%Q1 2014Q1 201711
MILLENNIUM MANAGEMENT LLC 510.00%0.00%0.00%Q3 2016Q4 201910
Capital Investment Advisors, LLC 10100.01%0.01%0.01%Q1 2016Q2 201810
AE Wealth Management LLC 820.00%0.01%0.08%Q2 2017Q3 202310
Spire Wealth Management 640.00%0.01%0.01%Q1 2021Q3 202310
Cypress Capital Management LLC (WY) 10100.02%0.05%0.10%Q3 2015Q4 201710
AVANTAX ADVISORY SERVICES, INC. 910.00%0.00%0.00%Q1 2021Q3 202310
Independence Trust CO 10100.40%0.50%0.68%Q2 2013Q3 201510
HUNTINGTON NATIONAL BANK 610.00%0.00%0.00%Q3 2012Q1 202110
Aris Wealth Services, Inc. 10104.65%6.64%9.28%Q2 2013Q3 201510
SG Americas Securities, LLC 810.00%0.01%0.03%Q2 2013Q4 20159
CIBC Private Wealth Group, LLC 810.00%0.00%0.00%Q4 2017Q3 20229
TRUIST FINANCIAL CORP 990.00%0.00%0.00%Q4 2019Q4 20219
CREATIVE FINANCIAL DESIGNS INC /ADV 540.00%0.01%0.01%Q3 2020Q4 20229
Ameritas Investment Company, LLC 610.01%0.02%0.04%Q4 2018Q3 20219
Chicago Partners Investment Group LLC 990.01%0.01%0.02%Q4 2014Q4 20169
Relative Value Partners, LLC 883.12%4.34%5.07%Q2 2013Q1 20158
Syverson Strege & Co 880.06%0.10%0.22%Q4 2021Q3 20238
Virtu KCG Holdings LLC 510.00%0.00%0.01%Q1 2014Q3 20168
MARINER INDEPENDENT ADVISOR NETWORK, LLC 440.02%0.05%0.10%Q2 2017Q2 20198
BOENNING & SCATTERGOOD, INC. 880.02%0.03%0.03%Q1 2021Q4 20228
WEALTH EFFECTS LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Weiss Asset Management LP 210.01%0.04%0.07%Q4 2015Q4 20228
NewEdge Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
PRIMORIS WEALTH ADVISORS, LLC 880.18%0.23%0.30%Q4 2021Q3 20238
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Vanguard Capital Wealth Advisors 440.11%0.14%0.17%Q4 2017Q4 20198
Ameritas Advisory Services, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Archford Capital Strategies, LLC 610.01%0.02%0.02%Q1 2017Q2 20197
BNP PARIBAS FINANCIAL MARKETS 520.00%0.00%0.00%Q2 2013Q1 20157
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
CoreFirst Bank & Trust 770.01%0.01%0.01%Q4 2020Q2 20227
GIRARD PARTNERS LTD. 610.03%0.05%0.07%Q1 2016Q3 20187
FDx Advisors, Inc. 410.01%0.01%0.01%Q2 2017Q2 20197
MANUFACTURERS LIFE INSURANCE COMPANY, THE 520.00%0.00%0.00%Q3 2016Q2 20187
WFG Advisors, LP 770.02%0.02%0.03%Q1 2014Q3 20157
Kessler Investment Group, LLC 770.01%0.02%0.02%Q2 2013Q4 20147
GPS Wealth Strategies Group, LLC 770.01%0.04%0.06%Q1 2022Q3 20237
RONALD BLUE & CO LLC 770.01%0.01%0.01%Q4 2015Q2 20177
Integrated Wealth Concepts LLC 520.00%0.01%0.02%Q4 2018Q1 20227
FMR LLC 210.00%0.00%0.00%Q1 2019Q2 20237
J.W. COLE ADVISORS, INC. 770.01%0.01%0.02%Q1 2022Q3 20237
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 310.00%0.03%0.10%Q4 2020Q3 20237
Live Your Vision, LLC 610.01%0.01%0.01%Q3 2015Q4 20177
CLOUGH CAPITAL PARTNERS L P 310.01%0.03%0.10%Q1 2015Q1 20207
Index Management Solutions, LLC 770.00%0.24%0.48%Q2 2013Q4 20147
Cetera Advisors LLC 770.01%0.01%0.02%Q2 2016Q4 20177
AdvisorNet Financial, Inc 770.00%0.00%0.01%Q1 2018Q3 20197
Gladstone Institutional Advisory LLC 430.01%0.04%0.10%Q4 2020Q3 20237
AQR Capital Management 510.00%0.01%0.03%Q4 2012Q3 20146
SIT INVESTMENT ASSOCIATES INC 510.06%0.21%0.38%Q2 2013Q4 20166
REGIONS FINANCIAL CORP 510.00%0.00%0.00%Q4 2015Q4 20186
SUSQUEHANNA INTERNATIONAL GROUP, LLP 210.00%0.00%0.00%Q4 2014Q4 20226
UBS AG 660.02%0.02%0.03%Q2 2013Q3 20146
MARINER INVESTMENT GROUP LLC 310.04%0.25%0.79%Q2 2013Q4 20166
Arkadios Wealth Advisors 420.00%0.00%0.01%Q4 2019Q3 20216
CORNERSTONE ADVISORS INC 310.02%0.35%1.09%Q1 2015Q4 20186
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.00%0.01%Q4 2014Q1 20206
SEI INVESTMENTS CO 330.00%0.00%0.00%Q3 2016Q2 20186
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Valeo Financial Advisors, LLC 550.00%0.00%0.00%Q3 2017Q3 20185
JANE STREET GROUP, LLC 110.00%0.00%0.01%Q2 2014Q4 20225
Ahrens Investment Partners LLC 410.00%0.12%0.49%Q3 2021Q1 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.07%0.20%0.44%Q3 2015Q3 20165
High Net Worth Advisory Group LLC 550.01%0.01%0.02%Q4 2021Q4 20225
EATON VANCE MANAGEMENT 320.00%0.00%0.00%Q3 2013Q1 20215
EULAV Asset Management 320.01%0.01%0.01%Q1 2015Q2 20165
First Heartland Consultants, Inc. 550.02%0.07%0.10%Q3 2022Q3 20235
OTA Financial Group L.P. 110.14%0.22%0.29%Q2 2013Q4 20215
RIVERNORTH CAPITAL MANAGEMENT, LLC 550.53%1.53%2.60%Q2 2013Q2 20145
Claraphi Advisory Network, LLC 410.02%0.05%0.09%Q3 2019Q4 20205
Karpus Management, Inc. 550.14%0.29%0.36%Q1 2015Q1 20165
US FINANCIAL ADVISORS, LLC 550.01%0.02%0.03%Q1 2015Q1 20165
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.01%0.02%0.03%Q3 2022Q3 20235
BOKF, NA 440.01%0.01%0.01%Q2 2017Q1 20184
Gupta Wealth Management LLC 440.00%0.01%0.01%Q1 2015Q4 20154
FINANCIAL COUNSELORS INC 440.00%0.00%0.01%Q4 2017Q3 20184
Semus Wealth Partners LLC 440.45%0.51%0.59%Q4 2022Q3 20234
Garden State Investment Advisory Services LLC 440.16%0.17%0.20%Q4 2022Q3 20234
Financial Alternatives, Inc 442.53%2.69%2.79%Q4 2022Q3 20234
Vident Investment Advisory, LLC 440.33%0.36%0.42%Q1 2018Q4 20184
BLUEFIN CAPITAL MANAGEMENT, LLC 440.02%0.04%0.10%Q1 2022Q4 20224
Rehmann Capital Advisory Group 440.00%0.00%0.00%Q1 2018Q4 20184
FIRST FOUNDATION ADVISORS 440.01%0.01%0.01%Q4 2017Q3 20184
NEW ENGLAND SECURITIES CORP /MA/ 440.01%0.02%0.02%Q2 2013Q1 20144
THRIVENT FINANCIAL FOR LUTHERANS 440.00%0.00%0.00%Q3 2017Q2 20184
Stratos Wealth Advisors, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Heritage Trust Co 440.02%0.04%0.06%Q2 2022Q1 20234
Plante Moran Financial Advisors, LLC 310.01%0.06%0.08%Q2 2014Q4 20154
Advocacy Wealth Management Services, LLC 440.00%0.02%0.04%Q4 2015Q3 20164
Dana Investment Advisors, Inc. 440.02%0.02%0.02%Q2 2013Q1 20144
Edmonds Duncan Registered Investment Advisors, LLC 440.10%0.97%1.41%Q4 2015Q3 20164
Jefferies Group LLC 440.01%0.01%0.01%Q4 2013Q3 20144
KMS FINANCIAL SERVICES, INC 440.02%0.02%0.03%Q3 2013Q2 20144
Running Point Capital Advisors, LLC 440.05%0.05%0.06%Q1 2022Q4 20224
CoreCap Advisors, LLC 310.01%0.01%0.01%Q4 2021Q4 20224
Capital Investment Advisory Services, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 210.00%0.00%0.00%Q4 2022Q3 20233
CMT Asset Management Ltd 330.04%0.05%0.05%Q2 2013Q4 20133
Financial Advisors Network, Inc. 210.04%0.04%0.05%Q3 2022Q3 20233
TWO SIGMA SECURITIES, LLC 210.00%0.03%0.06%Q4 2016Q3 20183
Atria Wealth Solutions, Inc. 210.00%0.00%0.00%Q4 2022Q3 20233
CULLEN/FROST BANKERS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
COMERICA BANK 210.00%0.00%0.00%Q2 2013Q3 20233
Titus Wealth Management 330.08%0.17%0.22%Q2 2021Q4 20213
CREDIT SUISSE AG/ 110.00%0.00%0.00%Q1 2013Q4 20143
AQR Arbitrage LLC 210.00%0.01%0.01%Q1 2015Q1 20203
MGO ONE SEVEN LLC 210.01%0.03%0.04%Q4 2017Q4 20183
Elequin Capital, LP 210.08%0.23%0.34%Q4 2022Q3 20233
Citadel Advisors 110.00%0.00%0.00%Q1 2016Q1 20203
David J Yvars Group 330.09%0.10%0.10%Q1 2023Q3 20233
Strategic Financial Concepts, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Alpine Global Management, LLC 110.04%0.10%0.14%Q4 2017Q4 20223
BerganKDV Wealth Management, LLC 330.02%0.05%0.06%Q3 2017Q1 20183
Global Assets Advisory, LLC 330.14%0.21%0.32%Q1 2023Q3 20233
COHEN & STEERS, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
TFS CAPITAL LLC 110.03%0.09%0.19%Q2 2013Q4 20143
WESPAC Advisors, LLC 330.08%0.15%0.26%Q1 2021Q3 20213
Advisor Resource Council 110.01%0.03%0.03%Q2 2021Q2 20223
NINE MASTS CAPITAL Ltd 210.07%0.11%0.14%Q3 2015Q3 20163
Pinnacle Summer Investments, Inc. 330.00%0.00%0.01%Q2 2013Q4 20133
Inscription Capital, LLC 330.38%0.45%0.58%Q4 2018Q2 20193
Virtu Financial LLC 110.02%0.02%0.02%Q3 2020Q4 20223
Wealthspire Advisors, L.P. 330.00%0.00%0.00%Q4 2015Q2 20163
Armor Investment Advisors, LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Bank of New York Mellon Corp 330.00%0.00%0.00%Q2 2017Q4 20173
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2021Q3 20213
Concert Wealth Management Inc. 210.02%0.03%0.04%Q4 2014Q3 20163
ICA Group Wealth Management, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Western Wealth Management, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
WEDBUSH SECURITIES INC 220.02%0.02%0.02%Q2 2014Q3 20142
Snowden Capital Advisors LLC 220.00%0.00%0.00%Q2 2019Q3 20192
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
BOOTHBAY FUND MANAGEMENT, LLC 110.04%0.09%0.13%Q4 2015Q4 20162
WASHINGTON TRUST Co 220.00%0.00%0.00%Q1 2021Q2 20212
SageView Advisory Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Westside Investment Management, Inc. 220.01%0.01%0.01%Q1 2018Q2 20182
Clear Harbor Asset Management, LLC 110.01%0.01%0.01%Q4 2019Q3 20202
EP Wealth Advisors, LLC 220.03%0.03%0.03%Q4 2017Q1 20182
HOWE & RUSLING INC 220.00%0.00%0.00%Q3 2015Q4 20152
Glassman Wealth Services 220.00%0.01%0.02%Q3 2020Q4 20202
Mariner, LLC 220.00%0.01%0.01%Q3 2019Q4 20192
Visium Asset Management, LP 220.02%0.02%0.02%Q2 2013Q3 20132
Boyle Capital Management, L.L.C. 220.49%0.50%0.52%Q1 2016Q2 20162
BB&T SECURITIES, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Kavar Capital Partners, LLC 220.03%0.03%0.03%Q1 2018Q2 20182
Tarbox Family Office, Inc. 220.03%0.03%0.03%Q1 2014Q2 20142
SEIZERT CAPITAL PARTNERS, LLC 110.00%0.01%0.02%Q2 2013Q4 20142
SIGNATUREFD, LLC 220.02%0.03%0.03%Q1 2014Q2 20142
JPMORGAN CHASE & CO 110.00%0.00%0.00%Q1 2022Q4 20222
WOLFF WIESE MAGANA LLC 220.01%0.01%0.01%Q4 2020Q1 20212
IBERIABANK CORP 220.09%0.09%0.09%Q1 2015Q2 20152
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q1 2022Q2 20222
INVESTMENT CENTERS OF AMERICA INC 220.01%0.01%0.01%Q4 2016Q1 20172
Vectors Research Management, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Lehman Financial Resources, Inc. 220.00%0.00%0.00%Q4 2012Q1 20132
STIFEL NICOLAUS & CO INC \MO\ 220.00%0.00%0.01%Q2 2013Q3 20132
Financial Architects, Inc 220.01%0.02%0.02%Q2 2013Q3 20132
VSR Financial Services, Inc. 220.02%0.02%0.02%Q2 2013Q3 20132
ROBINSON CAPITAL MANAGEMENT, LLC 111.21%1.53%1.84%Q4 2013Q2 20142
Walleye Capital LLC 110.01%0.02%0.04%Q1 2020Q4 20222
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 220.47%0.67%0.86%Q2 2020Q3 20202
Cornerstone Advisors, LLC 220.06%0.09%0.13%Q2 2023Q3 20232
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
IFC Holdings Incorporated/FL 220.01%0.01%0.01%Q3 2017Q4 20172
Merriman Wealth Management, LLC 110.08%0.43%0.78%Q4 2014Q1 20172
AMG National Trust Bank 110.01%0.01%0.01%Q2 2021Q2 20211
PRIVATE TRUST CO NA 110.00%0.00%0.00%Q3 2023Q3 20231
NORTHWESTERN MUTUAL LIFE INSURANCE CO 110.00%0.00%0.00%Q2 2013Q2 20131
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2021Q2 20211
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Allworth Financial LP 110.00%0.00%0.00%Q3 2017Q3 20171
COUNTRY TRUST BANK 110.00%0.00%0.00%Q4 2020Q4 20201
Lido Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
LWM Advisory Services, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
Flow State Investments, L.P. 110.05%0.05%0.05%Q3 2023Q3 20231
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
OPPENHEIMER & CO INC 110.01%0.01%0.01%Q2 2021Q2 20211
Squarepoint Ops LLC 110.02%0.02%0.02%Q4 2015Q4 20151
CALTON & ASSOCIATES, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
SYNOVUS FINANCIAL CORP 110.00%0.00%0.00%Q1 2020Q1 20201
Perigon Wealth Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Gradient Investments LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cable Hill Partners, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
DEARBORN PARTNERS LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PANAGORA ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2013Q2 20131
ORG Partners LLC 110.01%0.01%0.01%Q2 2023Q2 20231
BB&T INVESTMENT SERVICES, INC. 110.00%0.00%0.00%Q3 2017Q3 20171
Paragon Capital Management Ltd 110.00%0.00%0.00%Q4 2021Q4 20211
F3Logic, LLC 110.22%0.22%0.22%Q3 2020Q3 20201
Creative Capital Management Investments LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cornerstone Wealth Management, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Belmont Capital, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
XML SECURITIES, LLC 110.13%0.13%0.13%Q4 2017Q4 20171
ForthRight Wealth Management, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TELEMUS CAPITAL, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
ST GERMAIN D J CO INC 110.00%0.00%0.00%Q2 2023Q2 20231
Global Retirement Partners, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Prospera Financial Services Inc 110.00%0.00%0.00%Q1 2022Q1 20221
Trust Co 110.01%0.01%0.01%Q3 2019Q3 20191
FSA Wealth Management LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Whitnell & Co. 110.02%0.02%0.02%Q2 2013Q2 20131
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Manchester Capital Management LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TCI Wealth Advisors, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
TURNER INVESTMENTS LLC 110.00%0.00%0.00%Q1 2014Q1 20141
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q4 2013Q4 20131
North Star Investment Management Corp. 110.00%0.00%0.00%Q1 2017Q1 20171
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Placemark Investments, Inc. 110.00%0.00%0.00%Q1 2014Q1 20141
McAdams Wright Ragen, Inc. 110.04%0.04%0.04%Q3 2014Q3 20141
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Laurion Capital Management LP 110.01%0.01%0.01%Q3 2017Q3 20171
Squar Milner Financial Services LLC 110.02%0.02%0.02%Q2 2018Q2 20181
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.00%Q4 2014Q4 20141
Allegis Investment Advisors, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
BARCLAYS PLC 110.00%0.00%0.00%Q3 2020Q3 20201
Moors & Cabot, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
CMT TRADING LLC 113.12%3.12%3.12%Q1 2014Q1 20141
TriaGen Wealth Management LLC 110.09%0.09%0.09%Q1 2022Q1 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
HBK INVESTMENTS L P 110.01%0.01%0.01%Q4 2018Q4 20181
WESTERN INVESTMENT LLC 1113.29%13.29%13.29%Q2 2013Q2 20131
M&T BANK CORP 110.00%0.00%0.00%Q3 2014Q3 20141
Pinnacle Wealth Planning Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Starfire Investment Advisers, Inc. 111.08%1.08%1.08%Q4 2017Q4 20171
BROWN BROTHERS HARRIMAN & CO 110.00%0.00%0.00%Q2 2018Q2 20181
CHARTIST INC /CA/ 110.06%0.06%0.06%Q2 2014Q2 20141
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2014Q3 20141
Prime Capital Investment Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
External links

This page lists all the filers that currently own EATON VANCE RISK MNGD DIV EQ or have owned EATON VANCE RISK MNGD DIV EQ in the past.