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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.07K+ 13.28% |
$41.8K - $44.9K
|
34.7K
$392K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.6K- 9.98% |
$366K - $393K
|
321K
$3.63M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 35.54% |
$121K - $130K
|
45K
$509K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
126K+ 13.95% |
$1.29M - $1.39M
|
1.03M
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.2K+ 406.63% |
$290K - $312K
|
35.2K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.4K+ 4.22% |
$610K - $655K
|
1.47M
$16.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$322K - $346K
|
31.3K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.94K- 23.33% |
$50.8K - $54.5K
|
16.2K
$184K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.04K- 7.61% |
$41.5K - $44.5K
|
49K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 5.02% |
$29.4K - $31.6K
|
54.1K
$612K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.17K- 8.04% |
$42.9K - $46.1K
|
47.7K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16KNew |
$165K - $177K
|
16K
$181K
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
68.9K+ 78.45% |
$709K - $761K
|
157K
$1.77M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.86K+ 4.04% |
$50K - $53.7K
|
125K
$1.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 41.89% |
$334K - $359K
|
45.1K
$510K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.22K- 2.04% |
$33.1K - $35.6K
|
155K
$1.75M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-210K- 72.89% |
$2.16M - $2.32M
|
78.2K
$884K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-239- 0.2% |
$2.46K - $2.64K
|
121K
$1.37M
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.13K- 4.09% |
$21.9K - $23.5K
|
49.9K
$564K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.08% |
$113 - $121
|
539
$6.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.8K+ 9.26% |
$59.6K - $64K
|
68.4K
$774K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.77K+ 8.12% |
$69.6K - $74.8K
|
90.1K
$1.02M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 6.62% |
$36.9K - $39.6K
|
50.6K
$572K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.8K+ 155.33% |
$574K - $616K
|
91.7K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.19K+ 13.69% |
$53.3K - $57.3K
|
43.1K
$487K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.97K+ 15.32% |
$92.2K - $99.1K
|
67.5K
$764K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.94K+ 24.25% |
$50.8K - $54.6K
|
25.3K
$286K
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
6.62K+ 44.11% |
$68.1K - $73.1K
|
21.6K
$245K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-8.65K- 18.26% |
$88.9K - $95.4K
|
38.7K
$438K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$103K - $111K
|
10K
$113K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
266+ 2.04% |
$2.73K - $2.94K
|
13.3K
$151K
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.39K+ 18.53% |
$45.1K - $48.4K
|
28.1K
$317K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-500- 2.3% |
$5.14K - $5.52K
|
21.3K
$240K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-72Closed |
$775 - $813
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.98K- 46.37% |
$96.7K - $101K
|
10.4K
$117K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.92KNew |
$31.4K - $32.9K
|
2.92K
$33K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.7K- 13.82% |
$39.8K - $41.8K
|
23.1K
$261K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 14.71% |
$21.9K - $23K
|
11.7K
$132K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$111K - $117K
|
10.3K
$116K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$10.8 - $11.4
|
11.7K
$132K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.72K- 3.87% |
$29.5K - $31K
|
67.5K
$764K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$10.8K - $11.4K
|
1K
$11.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-98- 0.38% |
$1.06K - $1.12K
|
26K
$294K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$240K - $252K
|
22.2K
$251K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$33.9
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$11.3K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.84M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$114K - $121K
|
11K
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$24.9K
|
|