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 |
|---|---|---|---|---|---|---|---|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 42.93% |
$203K - $221K
|
28K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09KNew |
$20.1K - $21.9K
|
2.09K
$23.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$21.8K - $23.8K
|
2.26K
$25K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64K+ 22942.86% |
$94K - $101K
|
9.68K
$107K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307- 2.96% |
$2.99K - $3.2K
|
10K
$111K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1K- 25.0% |
$9.75K - $10.4K
|
3K
$33.1K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
16.7KNew |
$160K - $173K
|
16.7K
$184K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.69KNew |
$16.2K - $17.5K
|
1.69K
$18.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$105K - $114K
|
10.5K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13KNew |
$129K - $141K
|
13K
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$9.97K - $10.8K
|
1K
$11K
|
|
| Q4 2022 | |||||||
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
750New |
$7.52K - $8.32K
|
750
$8.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.53K+ 10.41% |
$15.3K - $17K
|
16.2K
$179K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$27.6K - $30.5K
|
2.75K
$30.4K
|
|
| Q3 2022 | |||||||
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
182New |
$1.78K - $2.11K
|
182
$2.01K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-3K- 20.43% |
$29.4K - $34.7K
|
11.7K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-8.58K- 34.66% |
$84.1K - $99.3K
|
16.2K
$179K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
949New |
$9.3K - $11K
|
949
$10.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
620+ 4.73% |
$6.08K - $7.17K
|
13.7K
$152K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7KNew |
$37.1K - $43.1K
|
3.7K
$40.8K
|
|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
41KNew |
$411K - $478K
|
41K
$453K
|
|
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
98.7KNew |
$989K - $1.15M
|
98.7K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-1.79K- 14.61% |
$17.9K - $20.8K
|
10.4K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-600Closed |
$6.01K - $6.99K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-17.3KClosed |
$173K - $201K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-17.3KClosed |
$173K - $202K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-750Closed |
$7.52K - $8.74K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$113K - $137K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.8KClosed |
$178K - $216K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-16.1KClosed |
$181K - $220K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$5.64K - $6.83K
|
500
$5.52K
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-23KClosed |
$259K - $314K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.79KClosed |
$20.1K - $24.4K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.8KClosed |
$254K - $273K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.22KClosed |
$15.7K - $16.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.3KClosed |
$172K - $185K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.8KNew |
$254K - $273K
|
19.8K
$218K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.6KClosed |
$277K - $298K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-244Closed |
$3.14K - $3.38K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$278K - $297K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-15.7KClosed |
$208K - $222K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-500Closed |
$6.62K - $7.07K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-442KClosed |
$5.85M - $6.25M
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-103KClosed |
$1.36M - $1.46M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4KClosed |
$138K - $147K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-185KClosed |
$2.41M - $2.49M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-95.4KClosed |
$1.24M - $1.28M
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-211Closed |
$2.75K - $2.84K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-11.7KClosed |
$153K - $158K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-10.3KClosed |
$134K - $139K
|
0
$0
|
|