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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.6K- 5.31% |
$17.2K - $18.1K
|
28.5K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
180+ 0.94% |
$1.94K - $2.04K
|
19.4K
$215K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 1.59% |
$711 - $748
|
4.09K
$45.4K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.98K- 11.4% |
$53.6K - $56.4K
|
38.7K
$430K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 11.59% |
$1.21M - $1.28M
|
1.08M
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 10.03% |
$21.7K - $22.8K
|
22.1K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.85K+ 18.39% |
$95.3K - $100K
|
57K
$632K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.7K- 3.71% |
$169K - $178K
|
407K
$4.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.6K+ 3.8% |
$17.2K - $18.1K
|
43.7K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 2.38% |
$15.3K - $16.1K
|
60.9K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-921- 1.53% |
$9.92K - $10.4K
|
59.4K
$660K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51K- 39.4% |
$549K - $577K
|
78.4K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 22.64% |
$118K - $124K
|
59.1K
$656K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.22% |
$118 - $125
|
507
$5.63K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.2K- 9.31% |
$34.5K - $36.3K
|
31.2K
$346K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-154K- 12.64% |
$1.66M - $1.75M
|
1.07M
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.56K+ 20.99% |
$81.5K - $85.7K
|
43.6K
$484K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.34K+ 1.82% |
$25.2K - $26.5K
|
131K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-35- 0.2% |
$377 - $397
|
17.5K
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.6K+ 9.01% |
$125K - $132K
|
140K
$1.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$33.3
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.4KNew |
$1.03M - $1.08M
|
95.4K
$1.06M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 27.24% |
$121K - $128K
|
52.7K
$585K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.19K+ 10.29% |
$23.5K - $24.8K
|
23.4K
$260K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.52K- 4.77% |
$37.9K - $39.9K
|
70.3K
$780K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.95K+ 14.34% |
$53.3K - $56.1K
|
39.5K
$438K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
191+ 0.41% |
$2.06K - $2.16K
|
47K
$521K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.24K- 2.76% |
$56.4K - $59.4K
|
185K
$2.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07K+ 11.71% |
$22.3K - $23.5K
|
19.8K
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.05K+ 6.06% |
$32.8K - $34.5K
|
53.3K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-252- 1.63% |
$2.71K - $2.86K
|
15.2K
$169K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-227- 0.86% |
$2.44K - $2.57K
|
26.1K
$289K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.66K- 8.07% |
$60.9K - $64.1K
|
64.4K
$715K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$114K - $121K
|
11K
$122K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$31K - $33K
|
3K
$33.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$24.4K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
300+ 1.61% |
$3.1K - $3.3K
|
18.9K
$210K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$982 - $1.03K
|
95
$1.05K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 32.13% |
$46.2K - $48.3K
|
18.4K
$204K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$109K - $114K
|
10.6K
$117K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 19.5% |
$38.3K - $40K
|
15.3K
$170K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$111K - $116K
|
10.7K
$119K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.7KNew |
$121K - $126K
|
11.7K
$130K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.24K- 38.06% |
$85.2K - $89.2K
|
13.4K
$149K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.6K- 25.41% |
$47.6K - $49.8K
|
13.5K
$150K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.4KNew |
$583K - $610K
|
56.4K
$626K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-385K- 96.64% |
$3.99M - $4.17M
|
13.4K
$149K
|
|