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 |
|---|---|---|---|---|---|
|
Post Resch Tallon Group Inc.
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
28,057
shares
|
$320,972
0.3% of portfolio
|
Q2 2025
Added 18.53%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
25,953
shares
|
$296,902
0.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
25,324
shares
|
$289,706
0.0% of portfolio
|
Q2 2025
Added 24.25%
|
|
|
Elco Management Co., LLC
New York, NY |
Aug 04, 2025 Q2 2025 |
23,075
shares
|
$263,978
0.14% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Tallon Kerry Patrick
Pittsford, NY |
Jan 14, 2025 Q4 2024 |
22,181
shares
|
$253,750
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
21,635
shares
|
$247,504
0.14% of portfolio
|
Q2 2025
Added 44.11%
|
|
|
Capital Market Strategies LLC
|
Jul 02, 2025 Q2 2025 |
21,260
shares
|
$243,214
0.17% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
16,228
shares
|
$185,648
0.0% of portfolio
|
Q2 2025
Reduced 23.33%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
16,185
shares
|
$185,156
0.2% of portfolio
|
Q3 2022
Reduced 34.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
16,043
shares
|
$183,531
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
13,332
shares
|
$152,518
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
11,715
shares
|
$134,019
0.0% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
10,434
shares
|
$119,364
0.0% of portfolio
|
Q2 2022
Reduced 14.61%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,019
shares
|
$114,617
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,275
shares
|
$37,466
0.0% of portfolio
|
Q1 2020
Reduced 73.28%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
3,000
shares
|
$34,320
0.01% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
2,200
shares
|
$25,168
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,690
shares
|
$19,333
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,490
shares
|
$17,045
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
750
shares
|
$8,580
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
539
shares
|
$6,166
0.0% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
500
shares
|
$5,720
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
182
shares
|
$2,082
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|