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Eaton Vance Short Duration Diversified Income Fund (EVG) Institutional Ownership

Eaton Vance Short Duration Diversified Income Fund logo
$10.90 +0.01 (+0.09%)
As of 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Diversified Income Fund (NYSE:EVG)

Number of
Institutional Buyers
(last 12 months)
17
Total
Institutional Inflows
(last 12 months)
$9.50M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$2.10M
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EVG Institutional Buying and Selling by Quarter

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Eaton Vance Short Duration Diversified Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Ameriprise Financial Inc.1,268,461$13.85M0.0%+17.0%0.000%
2/14/2025 Shaker Financial Services LLC37,291$407K0.2%-5.5%0.000%
2/13/2025 NewEdge Advisors LLC35,900$392K0.0%-7.2%0.000%
2/13/2025 Guggenheim Capital LLC79,689$870K0.0%+1.7%0.000%
2/13/2025 ELCO Management Co. LLC26,775$292K0.2%-38.7%0.000%
2/13/2025 Invesco Ltd.143,282$1.57M0.0%+2.0%0.000%
2/13/2025 Envestnet Asset Management Inc.20,087$219K0.0%-14.2%0.000%
2/13/2025 Wedbush Securities Inc.11,715$128K0.0%-14.7%0.000%
2/13/2025 Sit Investment Associates Inc.958,779$10.47M0.2%-10.2%0.000%
2/13/2025 Wells Fargo & Company MN52,719$576K0.0%+20.9%0.000%
2/11/2025 LPL Financial LLC199,815$2.18M0.0%+279.2%0.000%
1/21/2025 Cornerstone Wealth Management LLC58,066$634K0.0%-9.9%0.000%
1/15/2025 Tallon Kerry Patrick22,181$244K0.2%N/A0.000%
1/6/2025 Capital Market Strategies LLC20,260$221K0.1%+7.2%0.000%
11/15/2024 Stifel Financial Corp22,052$247K0.0%+10.0%0.000%
11/8/2024 Advisors Asset Management Inc.95,377$1.07M0.0%N/A0.000%
11/1/2024 Fiera Capital Corp70,263$786K0.0%-4.8%0.000%
10/31/2024 Shaker Financial Services LLC39,473$441K0.2%+14.3%0.000%
10/24/2024 FSA Advisors Inc.19,770$221K0.2%+11.7%0.000%
10/22/2024 International Assets Investment Management LLC339,828$3.80M0.0%N/A0.000%
10/16/2024 Cornerstone Wealth Management LLC64,421$720K0.1%-8.1%0.000%
8/19/2024 B. Riley Wealth Advisors Inc.11,000$119K0.0%N/A0.000%
8/15/2024 ELCO Management Co. LLC42,075$454K0.3%-2.3%0.000%
8/13/2024 AE Wealth Management LLC59,510$643K0.0%+3.5%0.000%
8/8/2024 Luken Investment Analytics LLC3,000$32K0.0%N/A0.000%
8/3/2024 Shaker Financial Services LLC34,522$373K0.2%-52.3%0.000%
8/1/2024 FSA Advisors Inc.17,698$191K0.2%+12.2%0.000%
7/31/2024 Commonwealth Equity Services LLC50,219$542K0.0%+7.0%0.000%
7/12/2024 Capital Investment Advisors LLC15,488$167K0.0%-13.1%0.000%
5/23/2024 FSA Advisors Inc.15,777$167K0.2%N/A0.000%
5/13/2024 Rockport Wealth LLC11,684$123K0.0%N/A0.000%
2/26/2024Centaurus Financial Inc.28,010$291K0.0%-42.9%0.000%
2/8/2024 Bey Douglas LLC18,014$187K0.2%N/A0.000%
2/7/2024 Shaker Financial Services LLC39,528$410K0.2%+27.8%0.000%
1/29/2024 Kennedy Investment Group398,871$4.14M2.3%-5.7%0.000%
1/10/2024 Cornerstone Wealth Management LLC71,571$743K0.1%-3.2%0.000%
1/8/2024 Capital Market Strategies LLC18,595$193K0.2%-11.5%0.000%
11/24/2023 EP Wealth Advisors LLC19,175$199K0.0%N/A0.000%
11/8/2023 Moors & Cabot Inc.23,100$240K0.0%+15.5%0.000%
11/2/2023 Shaker Financial Services LLC30,933$321K0.1%-58.3%0.000%
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10/25/2023 Kennedy Investment Group423,099$4.39M2.6%-1.6%0.000%
10/23/2023 Commonwealth Equity Services LLC50,896$528K0.0%-2.8%0.000%
8/11/2023 Landscape Capital Management L.L.C.22,712$223K0.0%N/A0.000%
8/11/2023 Guggenheim Capital LLC204,711$2.01M0.0%-15.4%0.000%
8/10/2023 Moors & Cabot Inc.20,000$196K0.0%+81.8%0.000%
8/10/2023 Sit Investment Associates Inc.1,027,060$10.08M0.3%+8.9%0.000%
8/7/2023 Shaker Financial Services LLC74,140$727K0.3%N/A0.000%
8/3/2023 Atria Wealth Solutions Inc.18,975$186K0.0%+84.7%0.000%
8/2/2023 Sigma Planning Corp20,829$204K0.0%-11.5%0.000%
7/31/2023 LPL Financial LLC49,277$483K0.0%+6.1%0.000%
7/24/2023 Diligent Investors LLC52,954$519K0.2%+6.8%0.000%
7/18/2023 Melfa Wealth Management LLC27,745$272K0.3%+6.5%0.000%
7/14/2023 Cornerstone Wealth Management LLC73,141$718K0.1%+9.3%0.000%
7/10/2023 AE Wealth Management LLC54,515$535K0.0%+40.6%0.000%
5/15/2023 ELCO Management Co. LLC46,300$484K0.4%-8.5%0.000%
5/11/2023 Barrett & Company Inc.4,000$42K0.0%N/A0.000%
5/11/2023 Diligent Investors LLC49,600$518K0.2%-3.5%0.000%
5/11/2023 Guggenheim Capital LLC241,872$2.53M0.0%+7.9%0.000%
4/26/2023 Fiera Capital Corp74,107$774K0.0%-2.0%0.000%
4/20/2023 Melfa Wealth Management LLC26,061$272K0.3%-11.8%0.000%
4/14/2023 AE Wealth Management LLC38,768$405K0.0%+33.6%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.10,552$110K0.0%-12.9%0.000%
2/10/2023 Advisor Group Holdings Inc.183,986$1.88M0.0%+1.7%0.000%
2/10/2023 Sit Investment Associates Inc.946,448$9.64M0.3%-14.6%0.000%
2/10/2023 Moors & Cabot Inc.11,000$112K0.0%N/A0.000%
2/9/2023 First Trust Advisors LP160,122$1.63M0.0%-2.8%0.000%
2/9/2023 EverSource Wealth Advisors LLC2,750$28K0.0%N/A0.000%
2/8/2023 Fiera Capital Corp75,591$770K0.0%+5.7%0.000%
2/7/2023 Commonwealth Equity Services LLC61,681$628K0.0%+22.3%0.000%
1/31/2023 AE Wealth Management LLC29,019$296K0.0%-13.9%0.000%
1/31/2023 Melfa Wealth Management LLC29,538$301K0.3%N/A0.000%
1/24/2023 Sigma Planning Corp23,404$238K0.0%-11.4%0.000%
12/5/2022Centaurus Financial Inc.88,993$872K0.1%-6.3%0.000%
11/15/2022Lloyd Park LLC16,185$159K0.2%-34.7%0.000%
11/14/2022 Guggenheim Capital LLC206,308$2.02M0.0%+7.1%0.000%
11/14/2022 Pointe Capital Management LLC11,684$115K0.1%-20.4%0.000%
11/14/2022 Equitable Holdings Inc.21,994$216K0.0%N/A0.000%
11/10/2022 Sigma Planning Corp26,408$259K0.0%+17.0%0.000%
10/25/2022 AE Wealth Management LLC33,711$330K0.0%-11.9%0.000%
10/25/2022Raymond James Financial Services Advisors Inc.391,857$3.84M0.0%+45.6%0.000%
10/14/2022 Diligent Investors LLC50,846$498K0.2%+58.7%0.000%
10/14/2022 Cornerstone Wealth Management LLC59,034$579K0.1%+77.2%0.000%
8/29/2022 Riverbridge Partners LLC41,028$441K0.0%N/A0.000%
8/16/2022 Clough Capital Partners L P98,700$1.06M0.1%N/A0.000%
8/13/2022Lloyd Park LLC24,769$266K0.3%N/A0.000%
8/13/2022 NewEdge Advisors LLC86,475$930K0.0%-5.0%0.000%
8/11/2022 Sigma Planning Corp22,566$243K0.0%+9.8%0.000%
8/11/2022 Sit Investment Associates Inc.1,314,296$14.13M0.4%-24.5%0.000%
8/10/2022 Fiera Capital Corp71,683$771K0.0%+22.5%0.000%
8/5/2022 Landscape Capital Management L.L.C.17,832$192K0.0%N/A0.000%
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8/4/2022 Cornerstone Wealth Management LLC33,312$358K0.0%+20.2%0.000%
8/3/2022 AE Wealth Management LLC38,243$411K0.0%-45.3%0.000%
8/2/2022Centaurus Financial Inc.94,960$1.02M0.1%-7.4%0.000%
7/19/2022 Commonwealth Equity Services LLC43,028$462K0.0%+55.9%0.000%
7/13/2022 Diligent Investors LLC32,046$344K0.1%N/A0.000%
7/11/2022 Capital Market Strategies LLC20,714$223K0.2%-8.0%0.000%
5/12/2022 Sit Investment Associates Inc.1,740,353$20.12M0.5%-32.5%0.000%
5/9/2022 Fiera Capital Corp58,502$676K0.0%+33.5%0.000%
5/6/2022 Shaker Financial Services LLC31,345$362K0.1%N/A0.000%
5/4/2022 Advisor Group Holdings Inc.76,573$886K0.0%+14.3%0.000%
(Data available from 1/1/2016 forward)

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EVG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EVG shares?

During the previous two years, 37 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($13.85M), Sit Investment Associates Inc. ($10.47M), Kennedy Investment Group ($4.14M), International Assets Investment Management LLC ($3.80M), LPL Financial LLC ($2.18M), Invesco Ltd. ($1.57M), and Advisors Asset Management Inc. ($1.07M).Learn more on EVG's institutional investors.

Which institutional investors have been buying Eaton Vance Short Duration Diversified Income Fund stock?

Of the 27 institutional investors that purchased Eaton Vance Short Duration Diversified Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($339.83K), Ameriprise Financial Inc. ($183.92K), LPL Financial LLC ($149.95K), Advisors Asset Management Inc. ($95.38K), Shaker Financial Services LLC ($87.69K), Sit Investment Associates Inc. ($83.78K), and AE Wealth Management LLC ($27.48K).

How much institutional buying is happening at Eaton Vance Short Duration Diversified Income Fund?

Institutional investors have bought a total of 1,169,329 shares in the last 24 months. This purchase volume represents approximately $12.58M in transactions.

Which Eaton Vance Short Duration Diversified Income Fund major shareholders have been selling company stock?

Of the 18 institutional investors that sold Eaton Vance Short Duration Diversified Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($108.52K), Shaker Financial Services LLC ($83.22K), Guggenheim Capital LLC ($37.16K), Kennedy Investment Group ($31.29K), ELCO Management Co. LLC ($22.20K), Centaurus Financial Inc. ($21.07K), and Cornerstone Wealth Management LLC ($14.37K).

How much institutional selling is happening at Eaton Vance Short Duration Diversified Income Fund?

Institutional investors have sold a total of 346,789 shares in the last 24 months. This volume of shares sold represents approximately $3.68M in transactions.



This page (NYSE:EVG) was last updated on 3/12/2025 by MarketBeat.com Staff
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