Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
May 31, 2023
Q4 2022
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
430KNew |
$4.31M - $4.77M
|
430K
$4.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
50.6KNew |
$507K - $561K
|
50.6K
$562K
|
|
|
Jan 31, 2023
Q4 2022
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
29.5KNew |
$296K - $328K
|
29.5K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
17.8K+ 8.64% |
$179K - $198K
|
224K
$2.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.9K+ 42.7% |
$119K - $132K
|
39.7K
$440K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.3K+ 22.34% |
$113K - $125K
|
61.7K
$685K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11KNew |
$110K - $122K
|
11K
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5KNew |
$105K - $117K
|
10.5K
$117K
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.08K+ 5.7% |
$40.9K - $45.2K
|
75.6K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.07K+ 1.7% |
$30.8K - $34K
|
184K
$2.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.75KNew |
$27.6K - $30.5K
|
2.75K
$30.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.72K+ 12.34% |
$27.2K - $30.1K
|
24.7K
$274K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$22.7K - $25.1K
|
2.26K
$25.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.2KNew |
$22K - $24.4K
|
2.2K
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.53K+ 10.41% |
$15.3K - $17K
|
16.2K
$180K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.51K+ 3.74% |
$15.1K - $16.7K
|
41.7K
$463K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
750New |
$7.52K - $8.32K
|
750
$8.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
562New |
$5.63K - $6.23K
|
562
$6.24K
|
|
|
Jan 20, 2023
Q4 2022
|
Diligent Investors, LLC
|
BUY
|
- |
560+ 1.1% |
$5.61K - $6.21K
|
51.4K
$571K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
463+ 0.08% |
$4.64K - $5.13K
|
549K
$6.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
418+ 2.06% |
$4.19K - $4.64K
|
20.7K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
300+ 1.45% |
$3.01K - $3.33K
|
21K
$233K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
74+ 0.36% |
$741 - $821
|
20.7K
$230K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27+ 0.06% |
$271 - $299
|
46.6K
$517K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-472- 2.76% |
$4.73K - $5.23K
|
16.6K
$185K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-654- 1.67% |
$6.55K - $7.25K
|
38.6K
$429K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-706- 0.59% |
$7.07K - $7.83K
|
120K
$1.33M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-984- 8.45% |
$9.86K - $10.9K
|
10.7K
$118K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.8K- 34.32% |
$28K - $31K
|
5.36K
$59.4K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3K- 11.38% |
$30.1K - $33.3K
|
23.4K
$260K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.27K- 9.84% |
$32.8K - $36.3K
|
30K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.79K- 4.54% |
$38K - $42.1K
|
79.8K
$886K
|
|
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-4.54K- 2.76% |
$45.5K - $50.4K
|
160K
$1.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.69K- 13.92% |
$47K - $52K
|
29K
$322K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.7K- 45.85% |
$87.2K - $96.5K
|
10.3K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.5K- 11.85% |
$106K - $117K
|
78.4K
$871K
|
|
|
Feb 10, 2023
Q4 2022
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-162K- 14.63% |
$1.63M - $1.8M
|
946K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-380K- 96.91% |
$3.8M - $4.21M
|
12.1K
$135K
|