Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
340KNew |
$3.66M - $3.85M
|
340K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
113K+ 11.59% |
$1.21M - $1.28M
|
1.08M
$12M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
95.4KNew |
$1.03M - $1.08M
|
95.4K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.6K+ 9.01% |
$125K - $132K
|
140K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.3K+ 27.24% |
$121K - $128K
|
52.7K
$585K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 22.64% |
$118K - $124K
|
59.1K
$656K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.85K+ 18.39% |
$95.3K - $100K
|
57K
$632K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.56K+ 20.99% |
$81.5K - $85.7K
|
43.6K
$484K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
4.95K+ 14.34% |
$53.3K - $56.1K
|
39.5K
$438K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.05K+ 6.06% |
$32.8K - $34.5K
|
53.3K
$591K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.34K+ 1.82% |
$25.2K - $26.5K
|
131K
$1.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.19K+ 10.29% |
$23.5K - $24.8K
|
23.4K
$260K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
2.07K+ 11.71% |
$22.3K - $23.5K
|
19.8K
$219K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.01K+ 10.03% |
$21.7K - $22.8K
|
22.1K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.6K+ 3.8% |
$17.2K - $18.1K
|
43.7K
$485K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 2.38% |
$15.3K - $16.1K
|
60.9K
$676K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
1KNew |
$10.8K - $11.3K
|
1K
$11.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
191+ 0.41% |
$2.06K - $2.16K
|
47K
$521K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
180+ 0.94% |
$1.94K - $2.04K
|
19.4K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11+ 2.22% |
$118 - $125
|
507
$5.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
3New |
$32.3 - $34
|
3
$33.3
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Bey Douglas LLC
Marietta, GA |
SELL
|
- |
-35- 0.2% |
$377 - $397
|
17.5K
$195K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-66- 1.59% |
$711 - $748
|
4.09K
$45.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-227- 0.86% |
$2.44K - $2.57K
|
26.1K
$289K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-252- 1.63% |
$2.71K - $2.86K
|
15.2K
$169K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-921- 1.53% |
$9.92K - $10.4K
|
59.4K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.6K- 5.31% |
$17.2K - $18.1K
|
28.5K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.2K- 9.31% |
$34.5K - $36.3K
|
31.2K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-3.52K- 4.77% |
$37.9K - $39.9K
|
70.3K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.98K- 11.4% |
$53.6K - $56.4K
|
38.7K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.24K- 2.76% |
$56.4K - $59.4K
|
185K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-5.66K- 8.07% |
$60.9K - $64.1K
|
64.4K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-15.7K- 3.71% |
$169K - $178K
|
407K
$4.52M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51K- 39.4% |
$549K - $577K
|
78.4K
$870K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-154K- 12.64% |
$1.66M - $1.75M
|
1.07M
$11.8M
|