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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 7.52% |
$29.1K - $30.5K
|
33.2K
$357K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-72Closed |
$775 - $813
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-1.9K- 11.25% |
$20.5K - $21.5K
|
15K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 8.12% |
$50.4K - $52.9K
|
53K
$570K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 1.02% |
$38.7K - $40.6K
|
357K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.98K- 46.37% |
$96.7K - $101K
|
10.4K
$112K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
809+ 1.44% |
$8.71K - $9.13K
|
57K
$613K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29+ 0.02% |
$312 - $327
|
121K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 1.93% |
$108 - $113
|
528
$5.68K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.1K- 8.43% |
$119K - $125K
|
120K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.17K+ 10.25% |
$87.9K - $92.2K
|
87.9K
$944K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
138K+ 10.91% |
$1.49M - $1.56M
|
1.41M
$15.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
218+ 0.72% |
$2.35K - $2.46K
|
30.6K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-389- 1.8% |
$4.19K - $4.39K
|
21.2K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-56.9K- 5.94% |
$613K - $643K
|
902K
$9.69M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.92KNew |
$31.4K - $32.9K
|
2.92K
$31.4K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-819- 1.55% |
$8.82K - $9.25K
|
51.9K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.11K+ 81.11% |
$33.5K - $35.1K
|
6.94K
$74.6K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.1K+ 172.11% |
$529K - $554K
|
77.6K
$834K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.1K+ 10.51% |
$162K - $170K
|
158K
$1.7M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-1.37K- 3.67% |
$14.8K - $15.5K
|
35.9K
$386K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251+ 0.47% |
$2.7K - $2.83K
|
54.2K
$583K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
37.9KNew |
$408K - $428K
|
37.9K
$407K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.7K+ 44.37% |
$955K - $1M
|
288K
$3.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.6K+ 4.33% |
$28K - $29.3K
|
62.6K
$673K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
540+ 0.65% |
$5.82K - $6.1K
|
83.3K
$896K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.7K- 13.82% |
$39.8K - $41.8K
|
23.1K
$248K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 1.47% |
$3.18K - $3.33K
|
20.4K
$219K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118K- 66.92% |
$1.28M - $1.34M
|
58.5K
$629K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.49K+ 6.72% |
$16K - $16.8K
|
23.7K
$254K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.09K- 10.48% |
$65.5K - $68.7K
|
52K
$559K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1KNew |
$141K - $148K
|
13.1K
$140K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.98K- 27.27% |
$42.8K - $44.9K
|
10.6K
$114K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
186+ 0.39% |
$2K - $2.1K
|
47.3K
$509K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
1.5K+ 7.4% |
$16.2K - $16.9K
|
21.8K
$234K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.5KNew |
$233K - $245K
|
21.5K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-2.02K- 14.71% |
$21.9K - $23K
|
11.7K
$126K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.3KNew |
$111K - $117K
|
10.3K
$110K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1+ 0.01% |
$10.8 - $11.4
|
11.7K
$126K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.72K- 3.87% |
$29.5K - $31K
|
67.5K
$726K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1KNew |
$10.8K - $11.4K
|
1K
$10.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-98- 0.38% |
$1.06K - $1.12K
|
26K
$279K
|
|
|
Jan 14, 2025
Q4 2024
|
Tallon Kerry Patrick
Pittsford, NY |
BUY
|
- |
22.2KNew |
$240K - $252K
|
22.2K
$238K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$32.3
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$10.8K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.65M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$114K - $121K
|
11K
$118K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$31K - $33K
|
3K
$32.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$23.7K
|
|