Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25.1K+ 60.2% |
$250K - $272K
|
66.9K
$731K
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.7K+ 7.92% |
$177K - $192K
|
242K
$2.64M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.4K+ 2.44% |
$133K - $145K
|
563K
$6.15M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13KNew |
$129K - $141K
|
13K
$142K
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.1K+ 10.12% |
$121K - $131K
|
132K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.5KNew |
$105K - $114K
|
10.5K
$115K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
9.75K+ 33.6% |
$97.2K - $106K
|
38.8K
$424K
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.27K+ 30.93% |
$92.4K - $100K
|
39.2K
$429K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.7K+ 84.67% |
$86.7K - $94.3K
|
19K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.87K+ 13.32% |
$78.4K - $85.3K
|
66.9K
$731K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.86K+ 27.77% |
$68.4K - $74.4K
|
31.6K
$345K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.64K+ 825.27% |
$46.2K - $50.3K
|
5.2K
$56.8K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
4KNew |
$39.9K - $43.4K
|
4K
$43.7K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.91K+ 1.04% |
$19K - $20.7K
|
186K
$2.03M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.65K+ 4.26% |
$16.4K - $17.8K
|
40.3K
$440K
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.64K+ 4.13% |
$16.3K - $17.8K
|
41.3K
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1KNew |
$9.97K - $10.8K
|
1K
$10.9K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
800+ 1.0% |
$7.98K - $8.67K
|
80.6K
$881K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
383+ 1.85% |
$3.82K - $4.15K
|
21.1K
$231K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
138+ 0.59% |
$1.38K - $1.5K
|
23.5K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-34- 0.32% |
$339 - $369
|
10.5K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-138- 0.3% |
$1.38K - $1.5K
|
46.4K
$508K
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-263- 0.06% |
$2.62K - $2.85K
|
430K
$4.7M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-398- 2.39% |
$3.97K - $4.31K
|
16.2K
$178K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-665- 6.24% |
$6.63K - $7.21K
|
10K
$109K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-883- 4.27% |
$8.8K - $9.57K
|
19.8K
$217K
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.48K- 1.96% |
$14.8K - $16.1K
|
74.1K
$810K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.57K- 12.92% |
$15.6K - $17K
|
10.6K
$115K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-1.81K- 3.51% |
$18K - $19.6K
|
49.6K
$542K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.64K- 49.21% |
$26.3K - $28.6K
|
2.72K
$29.7K
|
|
|
May 11, 2023
Q1 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-3.16K- 0.33% |
$31.5K - $34.3K
|
943K
$10.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.48K- 11.77% |
$34.7K - $37.7K
|
26.1K
$285K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-4.3K- 8.5% |
$42.9K - $46.6K
|
46.3K
$506K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.7K- 45.85% |
$86.7K - $94.3K
|
10.3K
$112K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.55K- 15.49% |
$95.2K - $104K
|
52.1K
$570K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-11.3K- 14.38% |
$112K - $122K
|
67.2K
$734K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-35.9K- 22.39% |
$357K - $389K
|
124K
$1.36M
|