Purchases and Sales Made in Q1 2025 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 2025. 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 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
138K+ 10.91% |
$1.49M - $1.56M
|
1.41M
$15.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.7K+ 44.37% |
$955K - $1M
|
288K
$3.11M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
49.1K+ 172.11% |
$529K - $554K
|
77.6K
$836K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
37.9KNew |
$408K - $428K
|
37.9K
$409K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
15.1K+ 10.51% |
$162K - $170K
|
158K
$1.71M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.1KNew |
$141K - $148K
|
13.1K
$141K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.17K+ 10.25% |
$87.9K - $92.2K
|
87.9K
$947K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.6K+ 1.02% |
$38.7K - $40.6K
|
357K
$3.85M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.11K+ 81.11% |
$33.5K - $35.1K
|
6.94K
$74.8K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.92KNew |
$31.4K - $32.9K
|
2.92K
$31.4K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.6K+ 4.33% |
$28K - $29.3K
|
62.6K
$675K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
1.5K+ 7.4% |
$16.2K - $16.9K
|
21.8K
$235K
|
|
|
Apr 22, 2025
Q1 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
1.49K+ 6.72% |
$16K - $16.8K
|
23.7K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
809+ 1.44% |
$8.71K - $9.13K
|
57K
$614K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
540+ 0.65% |
$5.82K - $6.1K
|
83.3K
$898K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
295+ 1.47% |
$3.18K - $3.33K
|
20.4K
$220K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
251+ 0.47% |
$2.7K - $2.83K
|
54.2K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
218+ 0.72% |
$2.35K - $2.46K
|
30.6K
$330K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
186+ 0.39% |
$2K - $2.1K
|
47.3K
$510K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
29+ 0.02% |
$312 - $327
|
121K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10+ 1.93% |
$108 - $113
|
528
$5.69K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-72Closed |
$775 - $813
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-389- 1.8% |
$4.19K - $4.39K
|
21.2K
$228K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-819- 1.55% |
$8.82K - $9.25K
|
51.9K
$559K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
SELL
|
- |
-1.37K- 3.67% |
$14.8K - $15.5K
|
35.9K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-1.9K- 11.25% |
$20.5K - $21.5K
|
15K
$162K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.7K- 7.52% |
$29.1K - $30.5K
|
33.2K
$358K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-3.7K- 13.82% |
$39.8K - $41.8K
|
23.1K
$249K
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.98K- 27.27% |
$42.8K - $44.9K
|
10.6K
$114K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.68K- 8.12% |
$50.4K - $52.9K
|
53K
$572K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-6.09K- 10.48% |
$65.5K - $68.7K
|
52K
$560K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.98K- 46.37% |
$96.7K - $101K
|
10.4K
$112K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-11.1K- 8.43% |
$119K - $125K
|
120K
$1.3M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-56.9K- 5.94% |
$613K - $643K
|
902K
$9.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118K- 66.92% |
$1.28M - $1.34M
|
58.5K
$631K
|