Eaton Vance Short Duration Diversified Income Fund (EVG) Institutional Ownership $11.07 +0.09 (+0.82%) (As of 12/20/2024 04:33 PM ET) Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesOwnershipShort InterestTrends Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Diversified Income Fund (NYSE:EVG)Number ofInstitutional Buyers(last 12 months)11TotalInstitutional Inflows(last 12 months)$5.76MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$1.07M Get EVG Insider Trade Alerts Want to know when executives and insiders are buying or selling Eaton Vance Short Duration Diversified Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data EVG Institutional Buying and Selling by Quarter Ad Behind the MarketsWhy Buffett, Griffin and 100 members of Congress are Piling into this One InvestmentThis isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>> Eaton Vance Short Duration Diversified Income Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails11/15/2024 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% Get the Latest News and Ratings for EVG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Eaton Vance Short Duration Diversified Income Fund and its competitors with MarketBeat's FREE daily newsletter. 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% 7/31/2024Commonwealth Equity Services LLC50,219$542K0.0%+7.0%0.000% 7/12/2024Capital 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% 2/26/2024 Centaurus 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% 10/25/2023 Kennedy Investment Group423,099$4.39M2.6%-1.6%0.000% 10/23/2023Commonwealth 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% Collect $7k per month from Tesla’s SECRET dividend (Ad)Tesla doesn't pay a traditional dividend.... 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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% 2/7/2023Commonwealth 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% 12/5/2022 Centaurus 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% 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% 8/2/2022 Centaurus Financial Inc.94,960$1.02M0.1%-7.4%0.000% 7/19/2022Commonwealth 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% 4/21/2022 Cornerstone Wealth Management LLC27,707$320K0.0%+19.5%0.000% 4/20/2022 Sigma Planning Corp20,560$238K0.0%N/A0.000% 4/19/2022 Wedbush Securities Inc.13,115$152K0.0%N/A0.000% 4/18/2022 Capital Market Strategies LLC22,514$260K0.2%-6.2%0.000% Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>>4/18/2022 AE Wealth Management LLC69,889$808K0.0%N/A0.000% 2/16/2022 Winning Points Advisors LLC22,995$311K0.2%N/A0.000% 2/15/2022 Cornerstone Wealth Management LLC23,186$308K0.0%+43.2%0.000% 2/14/2022 San Luis Wealth Advisors LLC17,310$230K0.2%N/A0.000% 2/14/2022 Guggenheim Capital LLC84,926$1.13M0.0%+43.0%0.000% 2/10/2022 Qube Research & Technologies Ltd19,753$262K0.0%N/A0.000% 2/8/2022 Fiera Capital Corp43,814$581K0.0%+2.9%0.000% 2/8/2022Raymond James & Associates15,806$210K0.0%N/A0.000% 2/8/2022 First Trust Advisors LP166,112$2.20M0.0%+0.8%0.000% 2/7/2022 Capital Market Strategies LLC24,014$319K0.3%N/A0.000% (Data available from 1/1/2016 forward) EVG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of EVG shares? During the previous two years, 33 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($10.08M), Kennedy Investment Group ($4.14M), International Assets Investment Management LLC ($3.80M), Guggenheim Capital LLC ($2.01M), Advisor Group Holdings Inc. ($1.88M), First Trust Advisors LP ($1.63M), 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 25 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), Advisors Asset Management Inc. ($95.38K), Shaker Financial Services LLC ($87.69K), Sit Investment Associates Inc. ($83.78K), Melfa Wealth Management LLC ($31.22K), AE Wealth Management LLC ($27.48K), and Moors & Cabot Inc. ($23.10K). How much institutional buying is happening at Eaton Vance Short Duration Diversified Income Fund? Institutional investors have bought a total of 863,166 shares in the last 24 months. This purchase volume represents approximately $9.19M in transactions. Which Eaton Vance Short Duration Diversified Income Fund major shareholders have been selling company stock? Of the 17 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. ($162.23K), Shaker Financial Services LLC ($81.04K), Guggenheim Capital LLC ($37.16K), Kennedy Investment Group ($31.29K), Centaurus Financial Inc. ($21.07K), Cornerstone Wealth Management LLC ($8.01K), and Sigma Planning Corp ($5.72K). How much institutional selling is happening at Eaton Vance Short Duration Diversified Income Fund? Institutional investors have sold a total of 379,150 shares in the last 24 months. This volume of shares sold represents approximately $3.90M in transactions. 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