Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of Eaton Vance Short Duration Diversified Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
69.9KNew |
$788K - $955K
|
69.9K
$776K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
60K+ 12.72% |
$676K - $820K
|
532K
$5.9M
|
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
43.1K+ 50.73% |
$486K - $589K
|
128K
$1.42M
|
|
|
May 06, 2022
Q1 2022
|
Shaker Financial Services, LLC
|
BUY
|
- |
31.3KNew |
$353K - $428K
|
31.3K
$348K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
20.6KNew |
$232K - $281K
|
20.6K
$228K
|
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
16.1KNew |
$182K - $220K
|
16.1K
$179K
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
14.7K+ 33.52% |
$166K - $201K
|
58.5K
$649K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.3K+ 21.08% |
$150K - $182K
|
76.6K
$850K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
13.1KNew |
$148K - $179K
|
13.1K
$146K
|
|
|
May 13, 2022
Q1 2022
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.94K+ 5.38% |
$101K - $122K
|
175K
$1.94M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
8.18K+ 8.67% |
$92.1K - $112K
|
102K
$1.14M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.6K+ 9.12% |
$85.7K - $104K
|
91K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.94K+ 54.31% |
$66.9K - $81.1K
|
16.9K
$187K
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.01K+ 13.31% |
$56.4K - $68.4K
|
42.6K
$473K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.65K+ 16.32% |
$52.4K - $63.5K
|
33.1K
$368K
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.52K+ 19.5% |
$51K - $61.8K
|
27.7K
$308K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
3.7KNew |
$41.7K - $50.5K
|
3.7K
$41.1K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.43K+ 5.41% |
$27.4K - $33.2K
|
47.3K
$525K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.15K+ 6.72% |
$12.9K - $15.7K
|
18.2K
$202K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
750New |
$8.45K - $10.2K
|
750
$8.33K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
500New |
$5.64K - $6.83K
|
500
$5.55K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
333+ 1.57% |
$3.75K - $4.55K
|
21.5K
$239K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-850- 2.99% |
$9.58K - $11.6K
|
27.6K
$306K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-857- 2.25% |
$9.66K - $11.7K
|
37.2K
$413K
|
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.5K- 6.25% |
$16.9K - $20.5K
|
22.5K
$250K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.79KClosed |
$20.1K - $24.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.03K- 48.07% |
$34.2K - $41.4K
|
3.28K
$36.4K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.13K- 2.27% |
$35.3K - $42.7K
|
134K
$1.49M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.82K- 4.32% |
$65.6K - $79.5K
|
129K
$1.43M
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-10KClosed |
$113K - $137K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-15.8KClosed |
$178K - $216K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-16.1KClosed |
$181K - $220K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-23KClosed |
$259K - $314K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.4K- 4.56% |
$286K - $347K
|
532K
$5.9M
|
|
|
May 12, 2022
Q1 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-838K- 32.5% |
$9.45M - $11.4M
|
1.74M
$19.3M
|