Institutional Ownership Eaton Vance Short Duration Diversified Income Fund (EVG)
This table provides information about the institutional ownership of Eaton Vance Short Duration Diversified Income Fund (EVG). We have compiled data on the 53 institutions that hold shares in the stock, with a total of 4.82 Million shares, which have been reported (via 13F filing form) to have a value of $53.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
1,516,037
shares
|
$16.8 Million
0.0% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
864,114
shares
|
$9.57 Million
0.2% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
329,921
shares
|
$3.65 Million
0.03% of portfolio
|
Q3 2025
Added 110.44%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
329,800
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
165,156
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2025
Added 111.21%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
158,146
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
129,037
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
119,848
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
115,240
shares
|
$1.28 Million
0.0% of portfolio
|
Q3 2025
Added 15.59%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
90,361
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
78,076
shares
|
$864,301
0.0% of portfolio
|
Q3 2025
Added 14.13%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
77,994
shares
|
$863,393
0.0% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
67,986
shares
|
$752,605
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
54,486
shares
|
$603,160
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
51,502
shares
|
$570,127
0.0% of portfolio
|
Q3 2025
Added 48.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
48,718
shares
|
$539,308
0.0% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
47,757
shares
|
$528,669
0.0% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
43,941
shares
|
$486,426
0.0% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
43,800
shares
|
$484,866
0.0% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Nov 12, 2025 Q3 2025 |
41,096
shares
|
$454,932
0.37% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
41,090
shares
|
$454,866
0.03% of portfolio
|
Q3 2025
Reduced 17.58%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
38,910
shares
|
$430,733
0.13% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
35,964
shares
|
$398,121
0.0% of portfolio
|
Q3 2025
Added 42.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
31,998
shares
|
$354,217
0.0% of portfolio
|
Q3 2025
Added 97.18%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Nov 04, 2025 Q3 2025 |
28,193
shares
|
$312,096
0.28% of portfolio
|
Q3 2025
Added 0.48%
|
|