Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
413KNew |
$5.46M - $5.84M
|
413K
$4.58M
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
65.8KNew |
$871K - $931K
|
65.8K
$731K
|
|
Nov 15, 2021
Q3 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
37.2K+ 167.56% |
$492K - $526K
|
59.4K
$659K
|
|
Nov 15, 2021
Q3 2021
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
30.9K+ 181.95% |
$409K - $437K
|
47.9K
$532K
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
20.2KNew |
$268K - $286K
|
20.2K
$225K
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
16.2KNew |
$214K - $229K
|
16.2K
$180K
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.78K+ 28.49% |
$63.2K - $67.6K
|
21.6K
$239K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.48K+ 26.2% |
$59.3K - $63.3K
|
21.6K
$240K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.42K+ 38.9% |
$58.4K - $62.5K
|
15.8K
$175K
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.74K+ 1.69% |
$36.2K - $38.7K
|
165K
$1.83M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1.77K+ 48.95% |
$23.4K - $25K
|
5.37K
$59.7K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.5K+ 4.35% |
$19.8K - $21.2K
|
36K
$399K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
1.22KNew |
$16.1K - $17.2K
|
1.22K
$13.5K
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 4.7% |
$15.9K - $17K
|
26.8K
$298K
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
932+ 1.5% |
$12.3K - $13.2K
|
63.2K
$702K
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
244New |
$3.23K - $3.45K
|
244
$2.71K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
77+ 2.14% |
$1.02K - $1.09K
|
3.68K
$40.9K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-500Closed |
$6.62K - $7.07K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-939Closed |
$12.4K - $13.3K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.22K- 5.37% |
$16.1K - $17.2K
|
21.5K
$238K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.4K- 73.28% |
$31.8K - $33.9K
|
875
$9.71K
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-6.13K- 21.33% |
$81.1K - $86.6K
|
22.6K
$251K
|
|
Nov 17, 2021
Q3 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-10.3KClosed |
$136K - $146K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.4K- 43.75% |
$137K - $147K
|
13.3K
$148K
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.4KClosed |
$138K - $147K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13.4K- 8.91% |
$178K - $190K
|
137K
$1.53M
|
|
Nov 12, 2021
Q3 2021
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-15.7KClosed |
$208K - $222K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Strategic Capital Advisers, Inc.
|
SELL
|
- |
-17.8K- 52.57% |
$236K - $252K
|
16.1K
$178K
|
|
Nov 15, 2021
Q3 2021
|
Css LLC
Chicago, IL |
SELL
|
- |
-21KClosed |
$278K - $297K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-21.9K- 52.56% |
$290K - $310K
|
19.8K
$219K
|
|
Nov 15, 2021
Q3 2021
|
Clough Capital Partners L P
Boston, MA |
SELL
|
- |
-63.7KClosed |
$843K - $901K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-89.9K- 40.71% |
$1.19M - $1.27M
|
131K
$1.45M
|
|
Nov 02, 2021
Q3 2021
|
Icon Advisers Inc
Greenwood Village, CO |
SELL
|
- |
-103KClosed |
$1.36M - $1.46M
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-442KClosed |
$5.85M - $6.25M
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-623K- 79.21% |
$8.25M - $8.81M
|
164K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.06M- 57.55% |
$53.8M - $57.5M
|
3M
$33.3M
|