Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
173K+ 359.51% |
$1.69M - $1.8M
|
221K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
125K+ 12.21% |
$1.22M - $1.31M
|
1.15M
$12.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20.2K+ 59.07% |
$197K - $210K
|
54.3K
$603K
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.2KNew |
$187K - $200K
|
19.2K
$213K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.6K+ 2.11% |
$114K - $121K
|
565K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.3K+ 8.44% |
$110K - $118K
|
145K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.4KNew |
$102K - $109K
|
10.4K
$116K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.64K+ 22942.86% |
$94K - $101K
|
9.68K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.19K+ 2.29% |
$40.8K - $43.7K
|
187K
$2.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.74K+ 5.48% |
$36.5K - $39K
|
71.9K
$798K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.1K+ 15.5% |
$30.2K - $32.3K
|
23.1K
$256K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.69KNew |
$16.5K - $17.6K
|
1.69K
$18.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
783+ 1.07% |
$7.63K - $8.17K
|
73.9K
$821K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
411+ 14.36% |
$4.01K - $4.29K
|
3.27K
$36.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
323+ 3.04% |
$3.15K - $3.37K
|
10.9K
$121K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
BUY
|
- |
185+ 0.35% |
$1.8K - $1.93K
|
53.1K
$590K
|
|
|
Oct 30, 2023
Q3 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
152+ 0.55% |
$1.48K - $1.59K
|
27.9K
$310K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
80+ 0.38% |
$780 - $834
|
20.9K
$232K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.43% |
$107 - $115
|
464
$5.15K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-12- 0.02% |
$117 - $125
|
54.5K
$605K
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-75- 0.1% |
$731 - $782
|
73.7K
$818K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-98- 0.49% |
$956 - $1.02K
|
19.8K
$220K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-307- 2.96% |
$2.99K - $3.2K
|
10K
$112K
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-398- 0.54% |
$3.88K - $4.15K
|
73.7K
$818K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-567- 2.67% |
$5.53K - $5.91K
|
20.7K
$230K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1K- 25.0% |
$9.75K - $10.4K
|
3K
$33.3K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49K- 2.84% |
$14.5K - $15.5K
|
50.9K
$565K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.78K- 3.61% |
$17.3K - $18.5K
|
47.5K
$527K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.11K- 8.09% |
$20.6K - $22K
|
23.9K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.2K- 3.39% |
$41K - $43.8K
|
120K
$1.33M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.97K- 30.28% |
$48.4K - $51.8K
|
11.4K
$127K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-7.06K- 1.64% |
$68.9K - $73.7K
|
423K
$4.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-9.45K- 16.14% |
$92.1K - $98.6K
|
49.1K
$545K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-23.8K- 29.57% |
$232K - $248K
|
56.7K
$629K
|
|
|
Nov 02, 2023
Q3 2023
|
Shaker Financial Services, LLC
|
SELL
|
- |
-43.2K- 58.28% |
$421K - $451K
|
30.9K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44.2K- 21.59% |
$431K - $461K
|
161K
$1.78M
|