Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
166K+ 20.6% |
$1.71M - $1.82M
|
972K
$10.8M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.6K+ 103.8% |
$254K - $270K
|
48.2K
$535K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
12.5K+ 35.05% |
$129K - $137K
|
48.1K
$534K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11KNew |
$114K - $121K
|
11K
$122K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.73K+ 5.4% |
$101K - $107K
|
190K
$2.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
8.84K+ 7.37% |
$91.3K - $97.1K
|
129K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.96K+ 15.96% |
$51.2K - $54.5K
|
36K
$400K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.26K+ 25.12% |
$44K - $46.9K
|
21.2K
$236K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.3K+ 7.03% |
$34.1K - $36.3K
|
50.2K
$557K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.27K+ 12.2% |
$33.8K - $35.9K
|
30.1K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
3KNew |
$31K - $33K
|
3K
$33.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.82K+ 0.67% |
$29.1K - $30.9K
|
423K
$4.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.82K+ 0.67% |
$29.1K - $30.9K
|
423K
$4.7M
|
|
|
Aug 13, 2024
Q2 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.55K+ 2.02% |
$26.3K - $28K
|
129K
$1.43M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22.7K - $24.2K
|
2.2K
$24.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.99K+ 3.46% |
$20.5K - $21.8K
|
59.5K
$661K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.92K+ 12.18% |
$19.8K - $21.1K
|
17.7K
$196K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
300+ 1.61% |
$3.1K - $3.3K
|
18.9K
$210K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.27% |
$114 - $121
|
496
$5.51K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-157- 0.22% |
$1.62K - $1.73K
|
70.1K
$778K
|
|
|
Jul 15, 2024
Q2 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-456- 1.71% |
$4.71K - $5.01K
|
26.3K
$292K
|
|
|
Aug 14, 2024
Q2 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1K- 2.32% |
$10.3K - $11K
|
42.1K
$467K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.31K- 3.06% |
$13.5K - $14.4K
|
41.4K
$460K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.47K- 2.38% |
$15.2K - $16.2K
|
60.3K
$670K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.33K- 13.07% |
$24K - $25.6K
|
15.5K
$172K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.86K- 12.48% |
$29.5K - $31.4K
|
20K
$222K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.67K- 52.94% |
$48.3K - $51.4K
|
4.15K
$46.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-6.18K- 4.56% |
$63.8K - $67.9K
|
129K
$1.44M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.49K- 12.94% |
$67.1K - $71.4K
|
43.7K
$485K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-6.81K- 12.7% |
$70.3K - $74.8K
|
46.8K
$519K
|
|
|
Aug 14, 2024
Q2 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-33.9K- 2.7% |
$350K - $372K
|
1.22M
$13.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-37.8K- 52.29% |
$391K - $416K
|
34.5K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-146K- 80.95% |
$1.51M - $1.61M
|
34.4K
$382K
|