Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
220K+ 99.35% |
$2.12M - $2.31M
|
441K
$4.86M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 28.56% |
$1.17M - $1.27M
|
544K
$6.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
101K+ 8.74% |
$972K - $1.06M
|
1.25M
$13.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
21.7KNew |
$209K - $228K
|
21.7K
$239K
|
|
|
Feb 08, 2024
Q4 2023
|
Bey Douglas LLC
Marietta, GA |
BUY
|
- |
18KNew |
$174K - $189K
|
18K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.1K+ 21.34% |
$117K - $127K
|
68.8K
$760K
|
|
|
Feb 07, 2024
Q4 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
8.6K+ 27.79% |
$82.9K - $90.3K
|
39.5K
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.1K+ 5.68% |
$29.9K - $32.5K
|
57.6K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.96K+ 27.08% |
$28.6K - $31.1K
|
13.9K
$153K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.77K+ 11.58% |
$26.7K - $29.1K
|
26.7K
$295K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.42K+ 23.2% |
$23.4K - $25.5K
|
12.9K
$142K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$21.8K - $23.8K
|
2.26K
$25K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.09KNew |
$20.1K - $21.9K
|
2.09K
$23.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
1.65K+ 50.43% |
$15.9K - $17.4K
|
4.93K
$54.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
185+ 0.35% |
$1.79K - $1.94K
|
53.3K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
14+ 3.02% |
$135 - $147
|
478
$5.28K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 0.84% |
$38.6 - $42
|
474
$5.23K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-103- 0.14% |
$994 - $1.08K
|
71.8K
$793K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-338- 1.71% |
$3.26K - $3.55K
|
19.4K
$215K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-433- 3.79% |
$4.18K - $4.55K
|
11K
$121K
|
|
|
Jan 22, 2024
Q4 2023
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-641- 2.3% |
$6.19K - $6.74K
|
27.3K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-981- 2.61% |
$9.47K - $10.3K
|
36.6K
$404K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.93K- 4.18% |
$18.6K - $20.2K
|
44.1K
$487K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.98K- 4.17% |
$19.1K - $20.8K
|
45.5K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.2K- 10.65% |
$21.2K - $23.1K
|
18.5K
$204K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.35K- 3.18% |
$22.7K - $24.7K
|
71.6K
$790K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.42K- 11.51% |
$23.3K - $25.4K
|
18.6K
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-5K- 21.65% |
$48.3K - $52.6K
|
18.1K
$200K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.29K- 10.4% |
$51.1K - $55.6K
|
45.6K
$503K
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.6K- 3.87% |
$54K - $58.8K
|
139K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-5.68K- 4.74% |
$54.8K - $59.7K
|
114K
$1.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.93K- 4.77% |
$86.1K - $93.8K
|
178K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.8K- 3.69% |
$201K - $219K
|
544K
$6.01M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-21.1K- 42.93% |
$203K - $221K
|
28K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-22.2K- 40.93% |
$215K - $234K
|
32.1K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-22.5K- 14.04% |
$217K - $237K
|
138K
$1.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-24.2K- 5.73% |
$234K - $255K
|
399K
$4.4M
|