Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
83.8K+ 8.88% |
$802K - $867K
|
1.03M
$11.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
74.1KNew |
$710K - $767K
|
74.1K
$819K
|
|
|
Aug 11, 2023
Q2 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
22.7KNew |
$217K - $235K
|
22.7K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Aqr Arbitrage LLC
Greenwich, CT |
BUY
|
- |
16.7KNew |
$160K - $173K
|
16.7K
$184K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
15.7K+ 40.62% |
$151K - $163K
|
54.5K
$602K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
9K+ 81.82% |
$86.1K - $93.2K
|
20K
$221K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.7K+ 84.67% |
$83.3K - $90K
|
19K
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.78K+ 16.42% |
$64.9K - $70.2K
|
48.1K
$531K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.24K+ 9.33% |
$59.7K - $64.6K
|
73.1K
$807K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
3.35K+ 6.76% |
$32.1K - $34.7K
|
53K
$585K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.83K+ 6.09% |
$27.1K - $29.3K
|
49.3K
$544K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.84K+ 1.4% |
$17.6K - $19.1K
|
133K
$1.47M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.69KNew |
$16.2K - $17.5K
|
1.69K
$18.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
1.68K+ 6.46% |
$16.1K - $17.4K
|
27.7K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33K+ 2.0% |
$12.8K - $13.8K
|
68.2K
$753K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1K+ 10.0% |
$9.57K - $10.4K
|
11K
$121K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
453New |
$4.34K - $4.69K
|
453
$5K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
256+ 0.49% |
$2.45K - $2.65K
|
52.4K
$578K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
176+ 0.04% |
$1.68K - $1.82K
|
430K
$4.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
162+ 0.77% |
$1.55K - $1.68K
|
21.3K
$235K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
157+ 0.97% |
$1.5K - $1.62K
|
16.4K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
143+ 5.26% |
$1.37K - $1.48K
|
2.86K
$31.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
137+ 1.31% |
$1.31K - $1.42K
|
10.6K
$117K
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
64+ 0.32% |
$612 - $662
|
19.9K
$219K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-80- 0.1% |
$766 - $828
|
80.5K
$889K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-197- 1.87% |
$1.89K - $2.04K
|
10.4K
$114K
|
|
|
Aug 14, 2023
Q2 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-201- 0.16% |
$1.92K - $2.08K
|
124K
$1.37M
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-300- 0.65% |
$2.87K - $3.11K
|
46K
$508K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.63K- 4.15% |
$15.6K - $16.9K
|
37.6K
$415K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.71K- 11.52% |
$26K - $28.1K
|
20.8K
$230K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 1.63% |
$29.1K - $31.4K
|
183K
$2.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.16K- 99.19% |
$49.4K - $53.4K
|
42
$464
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.52K- 17.48% |
$52.8K - $57.1K
|
26.1K
$288K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.11K- 15.18% |
$58.5K - $63.2K
|
34.1K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8.64K- 12.86% |
$82.7K - $89.4K
|
58.5K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.48K- 1.68% |
$90.7K - $98.1K
|
553K
$6.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-37.2K- 15.36% |
$356K - $385K
|
205K
$2.26M
|