Purchases and Sales Made in Q3 2022 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 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
123K+ 45.6% |
$1.2M - $1.42M
|
392K
$4.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
89.8K+ 98.62% |
$880K - $1.04M
|
181K
$2.01M
|
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
25.7K+ 77.22% |
$252K - $298K
|
59K
$655K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
22KNew |
$216K - $254K
|
22K
$244K
|
|
|
Oct 14, 2022
Q3 2022
|
Diligent Investors, LLC
|
BUY
|
- |
18.8K+ 58.67% |
$184K - $218K
|
50.8K
$564K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
13.7K+ 7.11% |
$134K - $158K
|
206K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
11.6KNew |
$114K - $135K
|
11.6K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3KNew |
$101K - $119K
|
10.3K
$114K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.11K+ 29.29% |
$89.3K - $105K
|
40.2K
$447K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.39K+ 17.17% |
$72.4K - $85.5K
|
50.4K
$560K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.54K+ 30.73% |
$64.1K - $75.6K
|
27.8K
$309K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
6.18K+ 313.65% |
$60.6K - $71.5K
|
8.15K
$90.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.84K+ 17.03% |
$37.7K - $44.5K
|
26.4K
$293K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.28KNew |
$32.1K - $37.9K
|
3.28K
$36.4K
|
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
949New |
$9.3K - $11K
|
949
$10.5K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
620+ 4.73% |
$6.08K - $7.17K
|
13.7K
$152K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
182New |
$1.78K - $2.11K
|
182
$2.02K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-170- 0.24% |
$1.67K - $1.97K
|
71.5K
$794K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-209- 1.0% |
$2.05K - $2.42K
|
20.6K
$229K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-392- 2.24% |
$3.84K - $4.54K
|
17.1K
$190K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-477- 2.3% |
$4.67K - $5.52K
|
20.3K
$225K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-503- 1.27% |
$4.93K - $5.82K
|
39.3K
$436K
|
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-598- 3.91% |
$5.86K - $6.92K
|
14.7K
$163K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-783- 1.65% |
$7.67K - $9.06K
|
46.6K
$517K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.9K- 3.35% |
$28.4K - $33.6K
|
83.6K
$928K
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-3K- 20.43% |
$29.4K - $34.7K
|
11.7K
$130K
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.53K- 11.85% |
$44.4K - $52.4K
|
33.7K
$374K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.97K- 6.28% |
$58.5K - $69K
|
89K
$988K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.16K- 19.71% |
$79.9K - $94.4K
|
33.2K
$369K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.2K- 1.47% |
$80.3K - $94.8K
|
549K
$6.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Lloyd Park, LLC
Wilmette, IL |
SELL
|
- |
-8.58K- 34.66% |
$84.1K - $99.3K
|
16.2K
$180K
|
|
|
Nov 14, 2022
Q3 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-10.4K- 5.96% |
$102K - $121K
|
165K
$1.83M
|
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-51.8K- 30.11% |
$508K - $599K
|
120K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-206K- 15.64% |
$2.02M - $2.38M
|
1.11M
$12.3M
|