Institutional Ownership Eaton Vance Short Duration Diversified Income Fund (EVG)
This table provides information about the institutional ownership of Eaton Vance Short Duration Diversified Income Fund (EVG). We have compiled data on the 51 institutions that hold shares in the stock, with a total of 4.44 Million shares, which have been reported (via 13F filing form) to have a value of $49.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
1,268,461
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 16.96%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
958,779
shares
|
$10.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
353,115
shares
|
$3.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
199,815
shares
|
$2.24 Million
0.0% of portfolio
|
Q4 2024
Added 279.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
177,000
shares
|
$1.98 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.15%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
143,282
shares
|
$1.6 Million
0.0% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
131,249
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
121,461
shares
|
$1.36 Million
0.03% of portfolio
|
Q4 2024
Added 27.35%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
82,804
shares
|
$926,576
0.01% of portfolio
|
Q4 2024
Added 35.9%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
79,689
shares
|
$891,719
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Jan 29, 2025 Q4 2024 |
67,541
shares
|
$755,783
0.0% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
60,019
shares
|
$671,612
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
58,066
shares
|
$649,758
0.04% of portfolio
|
Q4 2024
Reduced 9.86%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
57,710
shares
|
$645,774
0.0% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
56,190
shares
|
$628,766
0.0% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,940
shares
|
$603,588
0.0% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
52,719
shares
|
$589,925
0.0% of portfolio
|
Q4 2024
Added 20.91%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
47,156
shares
|
$527,675
0.13% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Shaker Financial Services, LLC
|
Feb 13, 2025 Q4 2024 |
37,291
shares
|
$417,286
0.16% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
35,900
shares
|
$401,721
0.0% of portfolio
|
Q4 2024
Reduced 7.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
30,381
shares
|
$339,963
0.0% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
28,516
shares
|
$319,094
0.0% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
26,775
shares
|
$299,612
0.16% of portfolio
|
Q4 2024
Reduced 38.69%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
25,953
shares
|
$290,414
0.19% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,181
shares
|
$248,205
0.23% of portfolio
|
Q4 2024
New holding
|