Purchases and Sales Made in Q1 2024 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 2024. 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, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
365K+ 82.87% |
$3.78M - $3.95M
|
806K
$8.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
169K+ 1537.95% |
$1.75M - $1.83M
|
180K
$1.99M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
56.4KNew |
$583K - $610K
|
56.4K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
32.8K+ 83.05% |
$339K - $355K
|
72.4K
$799K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
23.7KNew |
$245K - $256K
|
23.7K
$261K
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
15.8KNew |
$163K - $171K
|
15.8K
$174K
|
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11.9K+ 10.38% |
$123K - $128K
|
126K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
11.7KNew |
$121K - $126K
|
11.7K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.7KNew |
$111K - $116K
|
10.7K
$118K
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.6KNew |
$109K - $114K
|
10.6K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.47K+ 32.13% |
$46.2K - $48.3K
|
18.4K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.42K+ 23.89% |
$45.7K - $47.8K
|
22.9K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.11K+ 31.95% |
$42.5K - $44.5K
|
17K
$187K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.9K+ 79.23% |
$40.3K - $42.2K
|
8.83K
$97.5K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.49K+ 1.4% |
$25.8K - $27K
|
181K
$1.99M
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
2.41K+ 0.19% |
$24.9K - $26.1K
|
1.26M
$13.9M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.47K+ 2.44% |
$15.2K - $15.9K
|
61.8K
$682K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.32K+ 2.89% |
$13.6K - $14.2K
|
46.9K
$518K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
251+ 0.47% |
$2.6K - $2.72K
|
53.6K
$591K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
95New |
$982 - $1.03K
|
95
$1.05K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
87+ 0.33% |
$900 - $941
|
26.8K
$296K
|
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
75+ 0.1% |
$776 - $812
|
73.8K
$815K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.32% |
$114 - $119
|
485
$5.35K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-78- 0.14% |
$807 - $844
|
57.5K
$635K
|
|
|
May 07, 2024
Q1 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-437- 2.43% |
$4.52K - $4.73K
|
17.6K
$194K
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-522- 1.92% |
$5.4K - $5.65K
|
26.7K
$295K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-991- 2.71% |
$10.2K - $10.7K
|
35.6K
$393K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1K- 2.27% |
$10.3K - $10.8K
|
43.1K
$476K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1K- 3.12% |
$10.4K - $10.8K
|
31.1K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.34K- 1.87% |
$13.8K - $14.5K
|
70.2K
$775K
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.62K- 8.34% |
$16.8K - $17.5K
|
17.8K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-2.46K- 1.78% |
$25.5K - $26.6K
|
136K
$1.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.8K- 6.15% |
$29K - $30.3K
|
42.7K
$472K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.82K- 0.67% |
$29.1K - $30.5K
|
420K
$4.64M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.7K- 19.5% |
$38.3K - $40K
|
15.3K
$169K
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-4.6K- 25.41% |
$47.6K - $49.8K
|
13.5K
$149K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-8.24K- 38.06% |
$85.2K - $89.2K
|
13.4K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10K- 13.93% |
$103K - $108K
|
61.8K
$682K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-18.6K- 27.07% |
$193K - $202K
|
50.2K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-19.1K- 13.76% |
$198K - $207K
|
120K
$1.32M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 22.73% |
$1.28M - $1.34M
|
420K
$4.64M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-124K- 22.73% |
$1.28M - $1.34M
|
420K
$4.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-385K- 96.64% |
$3.99M - $4.17M
|
13.4K
$148K
|