Latest Institutional Transactions on Eaton Vance Short Duration Diversified Income Fund (EVG)
This table provides information on the latest institutional transactions involving Eaton Vance Short Duration Diversified Income Fund (EVG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$233K - $245K
|
21.5K
$241K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
184K+ 16.96% |
$1.99M - $2.09M
|
1.27M
$14.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.23K- 5.44% |
$35K - $36.8K
|
56.2K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-256- 6.26% |
$2.78K - $2.91K
|
3.83K
$42.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
196+ 0.42% |
$2.12K - $2.23K
|
47.2K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
756+ 1.33% |
$8.2K - $8.6K
|
57.7K
$646K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.67K- 4.15% |
$83.1K - $87.2K
|
177K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.3K- 13.33% |
$589K - $618K
|
353K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-16.9K- 38.69% |
$183K - $192K
|
26.8K
$300K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
21.9K+ 35.9% |
$237K - $249K
|
82.8K
$927K
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-109K- 10.17% |
$1.18M - $1.23M
|
959K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.85K+ 2.03% |
$30.9K - $32.4K
|
143K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.18K- 5.53% |
$23.7K - $24.8K
|
37.3K
$417K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.8K- 7.24% |
$30.4K - $31.9K
|
35.9K
$402K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
319+ 0.24% |
$3.46K - $3.63K
|
131K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-496- 2.25% |
$5.38K - $5.64K
|
21.6K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.31K+ 1.67% |
$14.2K - $14.9K
|
79.7K
$892K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
879+ 1.49% |
$9.53K - $10K
|
60K
$672K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.91K+ 6.7% |
$20.7K - $21.7K
|
30.4K
$340K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.12K+ 20.91% |
$98.8K - $104K
|
52.7K
$590K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 14.71% |
$21.9K - $23K
|
11.7K
$131K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 14.25% |
$36.2K - $38K
|
20.1K
$225K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
147K+ 279.22% |
$1.59M - $1.67M
|
200K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
676+ 1.27% |
$7.33K - $7.69K
|
53.9K
$604K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$111K - $117K
|
10.3K
$115K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.1K+ 27.35% |
$283K - $297K
|
121K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.17% |
$119 - $125
|
518
$5.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.69K- 8.63% |
$29.2K - $30.7K
|
28.5K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$10.8 - $11.4
|
11.7K
$131K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.2KNew |
$240K - $252K
|
22.2K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-626- 3.57% |
$6.79K - $7.12K
|
16.9K
$189K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.72K- 3.87% |
$29.5K - $31K
|
67.5K
$756K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$10.8K - $11.4K
|
1K
$11.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-98- 0.38% |
$1.06K - $1.12K
|
26K
$290K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.36K- 9.86% |
$68.9K - $72.3K
|
58.1K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$240K - $252K
|
22.2K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-662- 4.34% |
$7.18K - $7.53K
|
14.6K
$163K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1.37K+ 7.22% |
$14.8K - $15.5K
|
20.3K
$227K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
180+ 0.94% |
$1.94K - $2.04K
|
19.4K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$33.6
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$11.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07K+ 11.71% |
$22.3K - $23.5K
|
19.8K
$221K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.8M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$114K - $121K
|
11K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$31K - $33K
|
3K
$33.6K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$24.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$982 - $1.03K
|
95
$1.06K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 32.13% |
$46.2K - $48.3K
|
18.4K
$206K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 19.5% |
$38.3K - $40K
|
15.3K
$171K
|
|