Latest Institutional Purchases of Eaton Vance Short Duration Diversified Income Fund (EVG)

EVG Quotes by TradingView

This list provides information on the latest institutional transactions involving Eaton Vance Short Duration Diversified Income Fund (EVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Feb 14, 2025 Q4 2024
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
184K
+ 16.96%
$1.99M - $2.09M
1.27M $13.9M
Feb 11, 2025 Q4 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
147K
+ 279.22%
$1.59M - $1.67M
200K $2.18M
Feb 10, 2025 Q4 2024
Advisors Asset Management, Inc.

Monument, CO
BUY
 -
26.1K
+ 27.35%
$283K - $297K
121K $1.33M
Feb 03, 2025 Q4 2024
Post Resch Tallon Group Inc.

Pittsford, NY
BUY
 -
22.2K
New
$240K - $252K
22.2K $242K
Jan 14, 2025 Q4 2024
Tallon Kerry Patrick

Pittsford, NY
BUY
 -
22.2K
New
$240K - $252K
22.2K $242K
Feb 13, 2025 Q4 2024
Ae Wealth Management LLC

BUY
 -
21.9K
+ 35.9%
$237K - $249K
82.8K $905K
Feb 14, 2025 Q4 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
21.5K
New
$233K - $245K
21.5K $235K
Feb 10, 2025 Q4 2024
Kestra Advisory Services, LLC

BUY
 -
10.3K
New
$111K - $117K
10.3K $112K
Feb 12, 2025 Q4 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
9.12K
+ 20.91%
$98.8K - $104K
52.7K $576K
Feb 13, 2025 Q4 2024
Invesco Ltd.

Atlanta, GA
BUY
 -
2.85K
+ 2.03%
$30.9K - $32.4K
143K $1.57M
Jan 06, 2025 Q4 2024
Capital Market Strategies LLC

BUY
 -
1.37K
+ 7.22%
$14.8K - $15.5K
20.3K $221K
Feb 13, 2025 Q4 2024
Guggenheim Capital LLC

Chicago, IL
BUY
 -
1.31K
+ 1.67%
$14.2K - $14.9K
79.7K $871K
Jan 23, 2025 Q4 2024
Synergy Asset Management, LLC

Bellevue, WA
BUY
 -
1K
New
$10.8K - $11.4K
1K $10.9K
Feb 13, 2025 Q4 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
879
+ 1.49%
$9.53K - $10K
60K $656K
Feb 14, 2025 Q4 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
756
+ 1.33%
$8.2K - $8.6K
57.7K $631K
Feb 10, 2025 Q4 2024
Commonwealth Equity Services, LLC

BUY
 -
676
+ 1.27%
$7.33K - $7.69K
53.9K $590K
Feb 13, 2025 Q4 2024
First Trust Advisors LP

Wheaton, IL
BUY
 -
319
+ 0.24%
$3.46K - $3.63K
131K $1.43M
Feb 14, 2025 Q4 2024
Diligent Investors, LLC

BUY
 -
196
+ 0.42%
$2.12K - $2.23K
47.2K $515K
Feb 07, 2025 Q4 2024
Tortoise Investment Management, LLC

BUY
 -
11
+ 2.17%
$119 - $125
518 $5.66K
Feb 04, 2025 Q4 2024
Pointe Capital Management LLC

BUY
 -
1
+ 0.01%
$10.8 - $11.4
11.7K $128K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 22, 2024 Q3 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
340K
New
$3.66M - $3.85M
340K $3.71M
Oct 24, 2024 Q3 2024
Fsa Advisors, Inc.

Troy, MI
BUY
 -
2.07K
+ 11.71%
$22.3K - $23.5K
19.8K $216K
Nov 04, 2024 Q3 2024
Ashton Thomas Securities, LLC

Rochester, NY
BUY
 -
1K
New
$10.8K - $11.3K
1K $10.9K
Nov 14, 2024 Q3 2024
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
180
+ 0.94%
$1.94K - $2.04K
19.4K $212K
Nov 12, 2024 Q3 2024
Foster Dykema Cabot & Partners, LLC

Waltham, MA
BUY
 -
3
New
$32.3 - $34
3 $32.8
Q2 2024
Aug 19, 2024 Q2 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
11K
New
$114K - $121K
11K $120K
Aug 08, 2024 Q2 2024
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
3K
New
$31K - $33K
3K $32.8K
Aug 08, 2024 Q2 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
2.2K
New
$22.7K - $24.2K
2.2K $24K
Q1 2024
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
56.4K
New
$583K - $610K
56.4K $616K
May 10, 2024 Q1 2024
Rockport Wealth LLC

Fairview Park, OH
BUY
 -
11.7K
New
$121K - $126K
11.7K $128K
May 10, 2024 Q1 2024
Creative Planning

Overland Park, KS
BUY
 -
10.7K
New
$111K - $116K
10.7K $117K
May 13, 2024 Q1 2024
Hrt Financial LP

New York, NY
BUY
 -
10.6K
New
$109K - $114K
10.6K $115K
May 14, 2024 Q1 2024
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
4.47K
+ 32.13%
$46.2K - $48.3K
18.4K $201K
May 15, 2024 Q1 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
95
New
$982 - $1.03K
95 $1.04K
Q4 2023
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
2.26K
New
$21.8K - $23.8K
2.26K $24.7K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

BUY
 -
2.09K
New
$20.1K - $21.9K
2.09K $22.8K
Q3 2023
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
9.64K
+ 22942.86%
$94K - $101K
9.68K $106K
Q2 2023
Aug 14, 2023 Q2 2023
Aqr Arbitrage LLC

Greenwich, CT
BUY
 -
16.7K
New
$160K - $173K
16.7K $182K
Aug 01, 2023 Q2 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
1.69K
New
$16.2K - $17.5K
1.69K $18.5K
Q1 2023
May 12, 2023 Q1 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
13K
New
$129K - $141K
13K $142K
May 15, 2023 Q1 2023
Ci Private Wealth, LLC

Miami, FL
BUY
 -
10.5K
New
$105K - $114K
10.5K $115K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
1K
New
$9.97K - $10.8K
1K $10.9K
Q4 2022
Feb 09, 2023 Q4 2022
Ever Source Wealth Advisors, LLC

BUY
 -
2.75K
New
$27.6K - $30.5K
2.75K $30.1K
Feb 14, 2023 Q4 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.53K
+ 10.41%
$15.3K - $17K
16.2K $177K
Mar 02, 2023 Q4 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
750
New
$7.52K - $8.32K
750 $8.2K
Q3 2022
Nov 03, 2022 Q3 2022
Selway Asset Management

Boise, ID
BUY
 -
949
New
$9.3K - $11K
949 $10.4K
Nov 21, 2022 Q3 2022
Four Thought Financial, LLC

Venice, FL
BUY
 -
182
New
$1.78K - $2.11K
182 $1.99K
Q2 2022
Aug 16, 2022 Q2 2022
Clough Capital Partners L P

Boston, MA
BUY
 -
98.7K
New
$989K - $1.15M
98.7K $1.08M

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