Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
83.4KNew |
$1.07M - $1.15M
|
83.4K
$921K
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.8K+ 14.24% |
$756K - $814K
|
472K
$5.21M
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
28.5K+ 43.31% |
$367K - $395K
|
94.3K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
25.6K+ 43.04% |
$329K - $354K
|
84.9K
$938K
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
24KNew |
$309K - $332K
|
24K
$265K
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
23KNew |
$296K - $318K
|
23K
$254K
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
19.8KNew |
$254K - $273K
|
19.8K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.4K+ 85.81% |
$223K - $240K
|
37.6K
$415K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
17.3KNew |
$223K - $240K
|
17.3K
$191K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.8KNew |
$203K - $219K
|
15.8K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9KNew |
$141K - $151K
|
10.9K
$121K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10KNew |
$129K - $139K
|
10K
$111K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.9K+ 24.73% |
$114K - $123K
|
44.9K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.99K+ 43.19% |
$89.9K - $96.8K
|
23.2K
$256K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.99K+ 32.57% |
$89.9K - $96.7K
|
28.4K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.86K+ 2.95% |
$49.6K - $53.4K
|
135K
$1.49M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.79KNew |
$23K - $24.7K
|
1.79K
$19.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.64K+ 6.11% |
$21.1K - $22.7K
|
28.5K
$314K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.48K+ 9.4% |
$19.1K - $20.5K
|
17.3K
$190K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.3K+ 0.79% |
$16.7K - $17.9K
|
166K
$1.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
1.25K+ 2.94% |
$16.1K - $17.3K
|
43.8K
$484K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
938+ 17.45% |
$12.1K - $13K
|
6.31K
$69.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
118+ 0.09% |
$1.52K - $1.63K
|
138K
$1.52M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-244Closed |
$3.14K - $3.38K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.03K- 2.15% |
$13.3K - $14.3K
|
46.9K
$518K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-1.22KClosed |
$15.7K - $16.9K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.41K- 6.26% |
$18.2K - $19.6K
|
21.2K
$234K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.4K- 73.28% |
$30.9K - $33.2K
|
875
$9.66K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.08K- 83.71% |
$39.6K - $42.7K
|
600
$6.62K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.5K- 20.85% |
$57.9K - $62.3K
|
17.1K
$189K
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-13.3KClosed |
$172K - $185K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-19.8KClosed |
$254K - $273K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-21.6KClosed |
$277K - $298K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-126K- 76.72% |
$1.61M - $1.74M
|
38.1K
$420K
|
|
|
Feb 11, 2022
Q4 2021
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-419K- 13.98% |
$5.39M - $5.8M
|
2.58M
$28.5M
|