Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$240K - $252K
|
22.2K
$242K
|
|
|
Feb 03, 2025
Q4 2024
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
22.2KNew |
$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
|
- |
21.5KNew |
$233K - $245K
|
21.5K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$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
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.91K+ 6.7% |
$20.7K - $21.7K
|
30.4K
$332K
|
|
|
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
|
- |
1KNew |
$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
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-98- 0.38% |
$1.06K - $1.12K
|
26K
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-256- 6.26% |
$2.78K - $2.91K
|
3.83K
$41.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-496- 2.25% |
$5.38K - $5.64K
|
21.6K
$236K
|
|
|
Jan 29, 2025
Q4 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-626- 3.57% |
$6.79K - $7.12K
|
16.9K
$185K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-662- 4.34% |
$7.18K - $7.53K
|
14.6K
$159K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 14.71% |
$21.9K - $23K
|
11.7K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-2.18K- 5.53% |
$23.7K - $24.8K
|
37.3K
$408K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.69K- 8.63% |
$29.2K - $30.7K
|
28.5K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.72K- 3.87% |
$29.5K - $31K
|
67.5K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.8K- 7.24% |
$30.4K - $31.9K
|
35.9K
$392K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.23K- 5.44% |
$35K - $36.8K
|
56.2K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.34K- 14.25% |
$36.2K - $38K
|
20.1K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.36K- 9.86% |
$68.9K - $72.3K
|
58.1K
$635K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.67K- 4.15% |
$83.1K - $87.2K
|
177K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-16.9K- 38.69% |
$183K - $192K
|
26.8K
$293K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-54.3K- 13.33% |
$589K - $618K
|
353K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-109K- 10.17% |
$1.18M - $1.23M
|
959K
$10.5M
|