Eaton Vance Short Duration Diversified Income Fund (EVG) Institutional Ownership $11.40 +0.02 (+0.13%) Closing price 08/14/2025 03:57 PM EasternExtended Trading$11.39 -0.01 (-0.13%) As of 08/14/2025 04:04 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Diversified Income Fund (NYSE:EVG)Number ofInstitutional Buyers(last 12 months)23TotalInstitutional Inflows(last 12 months)$13.00MNumber ofInstitutional Sellers(last 12 months)12TotalInstitutional Outflows(last 12 months)$2.70M Get EVG Insider Trade Alerts Want to know when executives and insiders are buying or selling Eaton Vance Short Duration Diversified Income Fund stock? 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Email Address Skip Chart & View Institutional Buying and Selling Data EVG Institutional Buying and Selling by Quarter 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 CompanyDetails8/14/2025Raymond James Financial Inc.16,043$177K0.0%N/A0.000% 8/14/2025NewEdge Advisors LLC45,000$496K0.0%+35.5%0.000% 8/13/2025 First Trust Advisors LP125,049$1.38M0.0%+4.0%0.000% 8/13/2025 Guggenheim Capital LLC156,778$1.73M0.0%+78.5%0.000% 8/13/2025 Invesco Ltd.155,117$1.71M0.0%-2.0%0.000% 8/8/2025 Cetera Investment Advisers68,412$755K0.0%+9.3%0.000% 8/6/2025 AE Wealth Management LLC90,115$994K0.0%+8.1%0.000% 8/5/2025 Shaker Financial Services LLC91,716$1.01M0.4%+155.3%0.000% 8/1/2025 FSA Advisors Inc.43,093$475K0.4%+13.7%0.000% 8/1/2025 Envestnet Asset Management Inc.25,324$279K0.0%+24.2%0.000% 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. 7/24/2025 Bey Douglas LLC21,635$239K0.1%+44.1%0.000% 7/22/2025 Diligent Investors LLC38,697$427K0.1%-18.3%0.000% 7/9/2025 Post Resch Tallon Group Inc.28,057$309K0.3%+18.5%0.000% 5/16/2025NewEdge Advisors LLC33,200$365K0.0%-7.5%0.000% 5/15/2025EP Wealth Advisors LLC10,380$114K0.0%-46.4%0.000% 5/13/2025 Elequin Capital LP2,917$32K0.0%N/A0.000% 5/13/2025Sit Investment Associates Inc.901,852$9.90M0.2%-5.9%0.000% 5/12/2025 Invesco Ltd.158,340$1.74M0.0%+10.5%0.000% 5/9/2025 Shaker Financial Services LLC35,921$394K0.2%-3.7%0.000% 5/8/2025 FSA Advisors Inc.37,905$416K0.3%N/A0.000% 5/7/2025 LPL Financial LLC288,477$3.17M0.0%+44.4%0.000% 5/6/2025 Cetera Investment Advisers62,615$688K0.0%+4.3%0.000% 5/1/2025 ELCO Management Co. LLC23,075$253K0.1%-13.8%0.000% 4/23/2025 Post Resch Tallon Group Inc.23,671$259K0.3%+6.7%0.000% 4/18/2025 Cornerstone Wealth Management LLC51,980$571K0.0%-10.5%0.000% 4/17/2025 Sowell Financial Services LLC13,066$143K0.0%N/A0.000% 4/14/2025 Capital Investment Advisors LLC10,599$116K0.0%-27.3%0.000% 4/4/2025 Capital Market Strategies LLC21,760$239K0.2%+7.4%0.000% 2/17/2025Ameriprise 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% 2/13/2025NewEdge 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% 2/13/2025Sit Investment Associates Inc.958,779$10.47M0.2%-10.2%0.000% 2/13/2025Wells 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% Alex’s “Next Magnificent Seven” stocks (Ad)The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.Watch the “Next Magnificent Seven” presentation here1/15/2025Tallon 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% 11/8/2024 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% 8/19/2024B. 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% 11/24/2023EP 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% 10/23/2023 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% 8/10/2023Sit 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% Alex’s “Next Magnificent Seven” stocks (Ad)The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Magnificent Seven—seven stocks he believes could deliver similar gains in under six years. His full breakdown is now live.Watch the “Next Magnificent Seven” presentation here2/10/2023 Advisor 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% 2/10/2023 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% (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, 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. ($9.90M), Kennedy Investment Group ($4.14M), International Assets Investment Management LLC ($3.80M), LPL Financial LLC ($3.17M), Guggenheim Capital LLC ($1.73M), and Invesco Ltd. ($1.71M).Learn more on Eaton Vance Short Duration Diversified Income Fund's institutional investors. Which institutional investors have been buying Eaton Vance Short Duration Diversified Income Fund's stock? Of the 28 institutional investors that purchased Eaton Vance Short Duration Diversified Income Fund's 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), LPL Financial LLC ($235.79K), Ameriprise Financial Inc. ($183.92K), Advisors Asset Management Inc. ($95.38K), Guggenheim Capital LLC ($70.24K), Shaker Financial Services LLC ($69.34K), and FSA Advisors Inc. ($62.86K). How much institutional buying is happening at Eaton Vance Short Duration Diversified Income Fund? Institutional investors have bought a total of 1,177,424 shares in the last 24 months. This purchase volume represents approximately $13.00M in transactions. Which of Eaton Vance Short Duration Diversified Income Fund's major shareholders have been selling company stock? Of the 12 institutional investors that sold Eaton Vance Short Duration Diversified Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sit Investment Associates Inc. ($165.44K), ELCO Management Co. LLC ($20.60K), Cornerstone Wealth Management LLC ($18.10K), EP Wealth Advisors LLC ($8.98K), Diligent Investors LLC ($8.65K), NewEdge Advisors LLC ($5.50K), and Capital Investment Advisors LLC ($3.98K). How much institutional selling is happening at Eaton Vance Short Duration Diversified Income Fund? Institutional investors have sold a total of 246,889 shares in the last 24 months. This volume of shares sold represents approximately $2.70M in transactions. 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