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 $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
23,075
shares
|
$256,593
0.14% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,181
shares
|
$246,652
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
21,260
shares
|
$236,411
0.17% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
21,167
shares
|
$235,377
0.0% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
20,382
shares
|
$226,647
0.0% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
16,185
shares
|
$179,977
0.2% of portfolio
|
Q3 2022
Reduced 34.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,275
shares
|
$169,858
0.0% of portfolio
|
Q1 2024
Reduced 19.5%
|
|
|
Bey Douglas LLC
Marietta, GA |
May 15, 2025 Q1 2025 |
15,013
shares
|
$166,944
0.15% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,500
shares
|
$150,120
0.01% of portfolio
|
Q1 2024
Reduced 25.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
13,066
shares
|
$145,293
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
11,715
shares
|
$130,270
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
10,599
shares
|
$117,860
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,434
shares
|
$116,026
0.0% of portfolio
|
Q2 2022
Reduced 14.61%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
10,380
shares
|
$115,425
0.0% of portfolio
|
Q1 2025
Reduced 46.37%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,940
shares
|
$77,172
0.0% of portfolio
|
Q1 2025
Added 81.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,275
shares
|
$36,418
0.0% of portfolio
|
Q1 2020
Reduced 73.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
3,000
shares
|
$33,360
0.01% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
2,917
shares
|
$32,437
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,200
shares
|
$24,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,690
shares
|
$18,792
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
750
shares
|
$8,340
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
528
shares
|
$5,871
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
500
shares
|
$5,560
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
182
shares
|
$2,023
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|