Purchases and Sales Made in Q3 2025 in 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) during Q3 2025. The information is specifically focused on institutions that hold shares of Eaton Vance Short Duration Diversified Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
173K+ 110.44% |
$1.9M - $1.98M
|
330K
$3.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
87K+ 111.21% |
$956K - $995K
|
165K
$1.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
49.8K+ 3.4% |
$548K - $570K
|
1.52M
$16.8M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
20.7KNew |
$228K - $237K
|
20.7K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16.8K+ 48.57% |
$185K - $193K
|
51.5K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.8K+ 97.18% |
$173K - $180K
|
32K
$354K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.5K+ 15.59% |
$171K - $178K
|
115K
$1.28M
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.7KNew |
$117K - $122K
|
10.7K
$118K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 42.02% |
$117K - $122K
|
36K
$398K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
10.5K+ 15.48% |
$115K - $120K
|
78K
$863K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.66K+ 14.13% |
$106K - $111K
|
78.1K
$864K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.68K+ 2.7% |
$95.4K - $99.3K
|
330K
$3.65M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.99K+ 3.19% |
$43.8K - $45.6K
|
129K
$1.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.03K+ 1.95% |
$33.3K - $34.7K
|
158K
$1.75M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
2.1KNew |
$23.1K - $24K
|
2.1K
$23.2K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.83KNew |
$20.1K - $20.9K
|
1.83K
$20.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.19K+ 7.41% |
$13.1K - $13.6K
|
17.2K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
467+ 0.69% |
$5.13K - $5.34K
|
68K
$753K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
400New |
$4.4K - $4.58K
|
400
$4.43K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
351+ 0.65% |
$3.86K - $4.02K
|
54.5K
$603K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
268+ 2.01% |
$2.95K - $3.07K
|
13.6K
$151K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
246+ 0.27% |
$2.7K - $2.81K
|
90.4K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
Diligent Investors, LLC
|
BUY
|
- |
213+ 0.55% |
$2.34K - $2.44K
|
38.9K
$431K
|
|
|
Nov 04, 2025
Q3 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
136+ 0.48% |
$1.49K - $1.56K
|
28.2K
$312K
|
|
|
Nov 13, 2025
Q3 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.04% |
$121 - $126
|
550
$6.09K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-273- 0.56% |
$3K - $3.12K
|
48.7K
$539K
|
|
|
Oct 30, 2025
Q3 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-329- 1.52% |
$3.62K - $3.76K
|
21.3K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.2K- 2.67% |
$13.2K - $13.7K
|
43.8K
$485K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.4K- 1.16% |
$15.4K - $16.1K
|
120K
$1.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2K- 4.63% |
$21.9K - $22.8K
|
41.1K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.85K- 5.63% |
$31.3K - $32.6K
|
47.8K
$529K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.79K- 7.93% |
$41.6K - $43.3K
|
43.9K
$486K
|
|
|
Nov 05, 2025
Q3 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-8.5K- 36.84% |
$93.4K - $97.2K
|
14.6K
$161K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-8.76K- 17.58% |
$96.3K - $100K
|
41.1K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.1K- 38.76% |
$134K - $139K
|
19.2K
$212K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-32.4K- 92.16% |
$356K - $371K
|
2.76K
$30.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-64K- 69.81% |
$704K - $732K
|
27.7K
$306K
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-164K- 15.91% |
$1.8M - $1.87M
|
864K
$9.57M
|
|