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 49 institutions that hold shares in the stock, with a total of 4.69 Million shares, which have been reported (via 13F filing form) to have a value of $53.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,466,196
shares
|
$16.8 Million
0.0% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
1,027,640
shares
|
$11.8 Million
0.24% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
321,121
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
156,778
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Added 78.45%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
155,117
shares
|
$1.77 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
125,049
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 4.04%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
121,251
shares
|
$1.39 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
99,700
shares
|
$1.14 Million
0.0% of portfolio
|
Q2 2025
Added 121.11%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
91,716
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Added 155.33%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
90,115
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
78,196
shares
|
$894,562
0.0% of portfolio
|
Q2 2025
Reduced 72.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
68,412
shares
|
$782,633
0.0% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
67,541
shares
|
$772,669
0.0% of portfolio
|
Q4 2024
Reduced 3.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
67,519
shares
|
$772,417
0.0% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
54,135
shares
|
$619,304
0.0% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
50,606
shares
|
$578,932
0.0% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
49,853
shares
|
$570,318
0.03% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
48,991
shares
|
$560,457
0.0% of portfolio
|
Q2 2025
Reduced 7.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
47,727
shares
|
$545,996
0.0% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
45,000
shares
|
$514,800
0.0% of portfolio
|
Q2 2025
Added 35.54%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
43,093
shares
|
$492,983
0.39% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
38,697
shares
|
$442,693
0.11% of portfolio
|
Q2 2025
Reduced 18.26%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
35,160
shares
|
$402,230
0.0% of portfolio
|
Q2 2025
Added 406.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
34,664
shares
|
$396,556
0.0% of portfolio
|
Q2 2025
Added 13.28%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
31,340
shares
|
$358,529
0.0% of portfolio
|
Q2 2025
New holding
|