Latest Institutional Purchases of Eaton Vance Short Duration Diversified Income Fund (EVG)
This list provides information on the latest institutional transactions involving Eaton Vance Short Duration Diversified Income Fund (EVG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 11.59% |
$1.21M - $1.28M
|
1.08M
$12.2M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.4KNew |
$1.03M - $1.08M
|
95.4K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.6K+ 9.01% |
$125K - $132K
|
140K
$1.58M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 27.24% |
$121K - $128K
|
52.7K
$592K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 22.64% |
$118K - $124K
|
59.1K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.85K+ 18.39% |
$95.3K - $100K
|
57K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.56K+ 20.99% |
$81.5K - $85.7K
|
43.6K
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.95K+ 14.34% |
$53.3K - $56.1K
|
39.5K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.05K+ 6.06% |
$32.8K - $34.5K
|
53.3K
$598K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.34K+ 1.82% |
$25.2K - $26.5K
|
131K
$1.47M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.19K+ 10.29% |
$23.5K - $24.8K
|
23.4K
$263K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07K+ 11.71% |
$22.3K - $23.5K
|
19.8K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 10.03% |
$21.7K - $22.8K
|
22.1K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.6K+ 3.8% |
$17.2K - $18.1K
|
43.7K
$490K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 2.38% |
$15.3K - $16.1K
|
60.9K
$684K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$11.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
191+ 0.41% |
$2.06K - $2.16K
|
47K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
180+ 0.94% |
$1.94K - $2.04K
|
19.4K
$217K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.22% |
$118 - $125
|
507
$5.69K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$33.7
|
|
|
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
$124K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$31K - $33K
|
3K
$33.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$24.7K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
300+ 1.61% |
$3.1K - $3.3K
|
18.9K
$212K
|
|
| Q1 2024 | |||||||
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.4KNew |
$583K - $610K
|
56.4K
$633K
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.7KNew |
$121K - $126K
|
11.7K
$131K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$111K - $116K
|
10.7K
$120K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$109K - $114K
|
10.6K
$118K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 32.13% |
$46.2K - $48.3K
|
18.4K
$206K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$982 - $1.03K
|
95
$1.07K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$21.8K - $23.8K
|
2.26K
$25.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09KNew |
$20.1K - $21.9K
|
2.09K
$23.4K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64K+ 22942.86% |
$94K - $101K
|
9.68K
$109K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
16.7KNew |
$160K - $173K
|
16.7K
$187K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.69KNew |
$16.2K - $17.5K
|
1.69K
$19K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13KNew |
$129K - $141K
|
13K
$146K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$105K - $114K
|
10.5K
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$9.97K - $10.8K
|
1K
$11.2K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$27.6K - $30.5K
|
2.75K
$30.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.53K+ 10.41% |
$15.3K - $17K
|
16.2K
$182K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
750New |
$7.52K - $8.32K
|
750
$8.42K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
949New |
$9.3K - $11K
|
949
$10.7K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
620+ 4.73% |
$6.08K - $7.17K
|
13.7K
$154K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
182New |
$1.78K - $2.11K
|
182
$2.04K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
98.7KNew |
$989K - $1.15M
|
98.7K
$1.11M
|
|
|
Aug 29, 2022
Q2 2022
|
Riverbridge Partners LLC
|
BUY
|
- |
41KNew |
$411K - $478K
|
41K
$461K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7KNew |
$37.1K - $43.1K
|
3.7K
$41.6K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$5.64K - $6.83K
|
500
$5.62K
|
|