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 50 institutions that hold shares in the stock, with a total of 4.54 Million shares, which have been reported (via 13F filing form) to have a value of $48.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
1,406,841
shares
|
$15.2 Million
0.0% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
901,852
shares
|
$9.75 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
356,712
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
288,477
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Added 44.37%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
158,340
shares
|
$1.71 Million
0.0% of portfolio
|
Q1 2025
Added 10.51%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
121,490
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
120,189
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
87,854
shares
|
$949,701
0.01% of portfolio
|
Q1 2025
Added 10.25%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
83,344
shares
|
$900,948
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
77,595
shares
|
$838,801
0.0% of portfolio
|
Q1 2025
Added 172.11%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
67,541
shares
|
$730,118
0.0% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
62,615
shares
|
$676,868
0.0% of portfolio
|
Q1 2025
Added 4.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
58,547
shares
|
$632,893
0.0% of portfolio
|
Q1 2025
Reduced 66.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
56,999
shares
|
$616,159
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
54,191
shares
|
$585,804
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
53,026
shares
|
$573,211
0.0% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
51,980
shares
|
$561,903
0.04% of portfolio
|
Q1 2025
Reduced 10.48%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
51,900
shares
|
$561,039
0.0% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
47,342
shares
|
$511,767
0.14% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
37,905
shares
|
$409,753
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
35,921
shares
|
$388,306
0.16% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
33,200
shares
|
$358,892
0.0% of portfolio
|
Q1 2025
Reduced 7.52%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,599
shares
|
$330,775
0.0% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
25,953
shares
|
$280,551
0.19% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Apr 22, 2025 Q1 2025 |
23,671
shares
|
$255,883
0.26% of portfolio
|
Q1 2025
Added 6.72%
|