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

Eaton Vance Short Duration Diversified Income Fund logo
$11.06 +0.03 (+0.27%)
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)
13
Total
Institutional Inflows
(last 12 months)
$6.02M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$835.28K
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EVG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
11/15/2024Stifel Financial Corp22,052$247K0.0%+10.0%0.000%
11/8/2024Advisors Asset Management Inc.95,377$1.07M0.0%N/A0.000%
11/1/2024Fiera Capital Corp70,263$786K0.0%-4.8%0.000%
10/31/2024Shaker 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%
8/19/2024B. Riley Wealth Advisors Inc.11,000$119K0.0%N/A0.000%
8/15/2024ELCO Management Co. LLC42,075$454K0.3%-2.3%0.000%
8/13/2024AE Wealth Management LLC59,510$643K0.0%+3.5%0.000%
8/8/2024 Luken Investment Analytics LLC3,000$32K0.0%N/A0.000%
8/3/2024Shaker 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%
7/12/2024 Capital Investment Advisors LLC15,488$167K0.0%-13.1%0.000%
5/23/2024 FSA Advisors Inc.15,777$167K0.2%N/A0.000%
5/13/2024Rockport Wealth LLC11,684$123K0.0%N/A0.000%
2/26/2024Centaurus Financial Inc.28,010$291K0.0%-42.9%0.000%
2/8/2024Bey Douglas LLC18,014$187K0.2%N/A0.000%
2/7/2024Shaker 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%
11/24/2023EP Wealth Advisors LLC19,175$199K0.0%N/A0.000%
11/8/2023Moors & Cabot Inc.23,100$240K0.0%+15.5%0.000%
11/2/2023Shaker 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%
8/11/2023Landscape Capital Management L.L.C.22,712$223K0.0%N/A0.000%
8/11/2023Guggenheim Capital LLC204,711$2.01M0.0%-15.4%0.000%
8/10/2023Moors & Cabot Inc.20,000$196K0.0%+81.8%0.000%
8/10/2023Sit Investment Associates Inc.1,027,060$10.08M0.3%+8.9%0.000%
8/7/2023Shaker Financial Services LLC74,140$727K0.3%N/A0.000%
8/3/2023Atria Wealth Solutions Inc.18,975$186K0.0%+84.7%0.000%
8/2/2023Sigma Planning Corp20,829$204K0.0%-11.5%0.000%
7/31/2023LPL Financial LLC49,277$483K0.0%+6.1%0.000%
7/24/2023Diligent Investors LLC52,954$519K0.2%+6.8%0.000%
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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%
7/10/2023AE Wealth Management LLC54,515$535K0.0%+40.6%0.000%
5/15/2023ELCO Management Co. LLC46,300$484K0.4%-8.5%0.000%
5/11/2023 Barrett & Company Inc.4,000$42K0.0%N/A0.000%
5/11/2023Diligent Investors LLC49,600$518K0.2%-3.5%0.000%
5/11/2023Guggenheim Capital LLC241,872$2.53M0.0%+7.9%0.000%
4/26/2023Fiera Capital Corp74,107$774K0.0%-2.0%0.000%
4/20/2023 Melfa Wealth Management LLC26,061$272K0.3%-11.8%0.000%
4/14/2023AE 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%
2/10/2023Advisor Group Holdings Inc.183,986$1.88M0.0%+1.7%0.000%
2/10/2023Sit Investment Associates Inc.946,448$9.64M0.3%-14.6%0.000%
2/10/2023Moors & Cabot Inc.11,000$112K0.0%N/A0.000%
2/9/2023First Trust Advisors LP160,122$1.63M0.0%-2.8%0.000%
2/9/2023EverSource Wealth Advisors LLC2,750$28K0.0%N/A0.000%
2/8/2023Fiera Capital Corp75,591$770K0.0%+5.7%0.000%
2/7/2023Commonwealth Equity Services LLC61,681$628K0.0%+22.3%0.000%
1/31/2023AE Wealth Management LLC29,019$296K0.0%-13.9%0.000%
1/31/2023 Melfa Wealth Management LLC29,538$301K0.3%N/A0.000%
1/24/2023Sigma 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%
11/14/2022Guggenheim Capital LLC206,308$2.02M0.0%+7.1%0.000%
11/14/2022Pointe Capital Management LLC11,684$115K0.1%-20.4%0.000%
11/14/2022Equitable Holdings Inc.21,994$216K0.0%N/A0.000%
11/10/2022Sigma Planning Corp26,408$259K0.0%+17.0%0.000%
10/25/2022AE 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%
10/14/2022Diligent 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%
8/16/2022Clough Capital Partners L P98,700$1.06M0.1%N/A0.000%
8/13/2022Lloyd Park LLC24,769$266K0.3%N/A0.000%
8/13/2022NewEdge Advisors LLC86,475$930K0.0%-5.0%0.000%
8/11/2022Sigma Planning Corp22,566$243K0.0%+9.8%0.000%
8/11/2022Sit Investment Associates Inc.1,314,296$14.13M0.4%-24.5%0.000%
8/10/2022Fiera Capital Corp71,683$771K0.0%+22.5%0.000%
8/5/2022Landscape 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%
8/3/2022AE Wealth Management LLC38,243$411K0.0%-45.3%0.000%
8/2/2022Centaurus Financial Inc.94,960$1.02M0.1%-7.4%0.000%
7/19/2022Commonwealth Equity Services LLC43,028$462K0.0%+55.9%0.000%
7/13/2022Diligent Investors LLC32,046$344K0.1%N/A0.000%
7/11/2022 Capital Market Strategies LLC20,714$223K0.2%-8.0%0.000%
5/12/2022Sit Investment Associates Inc.1,740,353$20.12M0.5%-32.5%0.000%
5/9/2022Fiera Capital Corp58,502$676K0.0%+33.5%0.000%
5/6/2022Shaker Financial Services LLC31,345$362K0.1%N/A0.000%
5/4/2022Advisor 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%
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4/20/2022Sigma Planning Corp20,560$238K0.0%N/A0.000%
4/19/2022Wedbush Securities Inc.13,115$152K0.0%N/A0.000%
4/18/2022 Capital Market Strategies LLC22,514$260K0.2%-6.2%0.000%
4/18/2022AE Wealth Management LLC69,889$808K0.0%N/A0.000%
2/16/2022Winning 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%
2/14/2022Guggenheim Capital LLC84,926$1.13M0.0%+43.0%0.000%
2/10/2022Qube Research & Technologies Ltd19,753$262K0.0%N/A0.000%
2/8/2022Fiera Capital Corp43,814$581K0.0%+2.9%0.000%
(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, 34 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 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), 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 886,712 shares in the last 24 months. This purchase volume represents approximately $9.45M 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 ($14.37K), and ELCO Management Co. LLC ($5.30K).

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

Institutional investors have sold a total of 382,501 shares in the last 24 months. This volume of shares sold represents approximately $3.94M in transactions.


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This page (NYSE:EVG) was last updated on 1/30/2025 by MarketBeat.com Staff
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