Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
126K+ 13.95% |
$1.29M - $1.39M
|
1.03M
$11.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
68.9K+ 78.45% |
$709K - $761K
|
157K
$1.77M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
59.4K+ 4.22% |
$610K - $655K
|
1.47M
$16.6M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
55.8K+ 155.33% |
$574K - $616K
|
91.7K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.3KNew |
$322K - $346K
|
31.3K
$354K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
28.2K+ 406.63% |
$290K - $312K
|
35.2K
$398K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16KNew |
$165K - $177K
|
16K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.8K+ 35.54% |
$121K - $130K
|
45K
$509K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10KNew |
$103K - $111K
|
10K
$113K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.97K+ 15.32% |
$92.2K - $99.1K
|
67.5K
$764K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
6.77K+ 8.12% |
$69.6K - $74.8K
|
90.1K
$1.02M
|
|
|
Jul 24, 2025
Q2 2025
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
6.62K+ 44.11% |
$68.1K - $73.1K
|
21.6K
$245K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.8K+ 9.26% |
$59.6K - $64K
|
68.4K
$774K
|
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
5.19K+ 13.69% |
$53.3K - $57.3K
|
43.1K
$487K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.94K+ 24.25% |
$50.8K - $54.6K
|
25.3K
$286K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.86K+ 4.04% |
$50K - $53.7K
|
125K
$1.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Post Resch Tallon Group Inc.
Pittsford, NY |
BUY
|
- |
4.39K+ 18.53% |
$45.1K - $48.4K
|
28.1K
$317K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.07K+ 13.28% |
$41.8K - $44.9K
|
34.7K
$392K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
266+ 2.04% |
$2.73K - $2.94K
|
13.3K
$151K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.08% |
$113 - $121
|
539
$6.1K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-239- 0.2% |
$2.46K - $2.64K
|
121K
$1.37M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-500- 2.3% |
$5.14K - $5.52K
|
21.3K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.13K- 4.09% |
$21.9K - $23.5K
|
49.9K
$564K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.86K- 5.02% |
$29.4K - $31.6K
|
54.1K
$612K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-3.22K- 2.04% |
$33.1K - $35.6K
|
155K
$1.75M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.59K- 6.62% |
$36.9K - $39.6K
|
50.6K
$572K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.04K- 7.61% |
$41.5K - $44.5K
|
49K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4.17K- 8.04% |
$42.9K - $46.1K
|
47.7K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.94K- 23.33% |
$50.8K - $54.5K
|
16.2K
$184K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-8.65K- 18.26% |
$88.9K - $95.4K
|
38.7K
$438K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-32.5K- 41.89% |
$334K - $359K
|
45.1K
$510K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-35.6K- 9.98% |
$366K - $393K
|
321K
$3.63M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-210K- 72.89% |
$2.16M - $2.32M
|
78.2K
$884K
|