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 51 institutions that hold shares in the stock, with a total of 4.55 Million shares, which have been reported (via 13F filing form) to have a value of $50.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
1,084,543
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
1,067,294
shares
|
$11.8 Million
0.27% of portfolio
|
Q3 2024
Reduced 12.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
407,420
shares
|
$4.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
339,828
shares
|
$3.75 Million
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
184,666
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
140,435
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
130,930
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
95,377
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
78,377
shares
|
$865,282
0.01% of portfolio
|
Q3 2024
Reduced 39.4%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
70,263
shares
|
$775,703
0.0% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
64,421
shares
|
$711,207
0.05% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
60,928
shares
|
$672,645
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
59,423
shares
|
$656,029
0.0% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
59,140
shares
|
$652,905
0.0% of portfolio
|
Q3 2024
Added 22.64%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
56,954
shares
|
$628,772
0.0% of portfolio
|
Q3 2024
Added 18.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
53,264
shares
|
$588,034
0.0% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
52,691
shares
|
$581,708
0.0% of portfolio
|
Q3 2024
Added 27.24%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
46,960
shares
|
$518,438
0.13% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
43,675
shares
|
$482,171
0.27% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
43,603
shares
|
$481,377
0.0% of portfolio
|
Q3 2024
Added 20.99%
|
|
|
Shaker Financial Services, LLC
|
Oct 31, 2024 Q3 2024 |
39,473
shares
|
$435,781
0.17% of portfolio
|
Q3 2024
Added 14.34%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
38,700
shares
|
$427,247
0.0% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
31,210
shares
|
$344,558
0.0% of portfolio
|
Q3 2024
Reduced 9.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,473
shares
|
$314,341
0.0% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 16, 2024 Q3 2024 |
26,051
shares
|
$287,603
0.19% of portfolio
|
Q3 2024
Reduced 0.86%
|