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 4.19 Million shares, which have been reported (via 13F filing form) to have a value of $46.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,181
shares
|
$248,205
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
22,052
shares
|
$246,761
0.0% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
20,260
shares
|
$226,709
0.13% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
19,355
shares
|
$216,582
0.0% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jan 29, 2025 Q4 2024 |
16,916
shares
|
$189,290
0.16% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
16,185
shares
|
$181,110
0.2% of portfolio
|
Q3 2022
Reduced 34.66%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
15,275
shares
|
$170,927
0.0% of portfolio
|
Q1 2024
Reduced 19.5%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
14,574
shares
|
$163,083
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
13,735
shares
|
$153,694
0.01% of portfolio
|
Q3 2022
Added 4.73%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,500
shares
|
$151,065
0.01% of portfolio
|
Q1 2024
Reduced 25.41%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
11,684
shares
|
$130,743
0.08% of portfolio
|
Q3 2022
Reduced 20.43%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,434
shares
|
$116,756
0.0% of portfolio
|
Q2 2022
Reduced 14.61%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,088
shares
|
$45,744
0.0% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,275
shares
|
$36,647
0.0% of portfolio
|
Q1 2020
Reduced 73.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
3,000
shares
|
$33,570
0.01% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,200
shares
|
$24,618
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,690
shares
|
$18,911
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,000
shares
|
$11,190
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,000
shares
|
$11,190
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
750
shares
|
$8,392
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
507
shares
|
$5,673
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$5,595
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
182
shares
|
$2,036
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
3
shares
|
$33
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|