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

Eaton Vance Short Duration Diversified Income Fund logo
$11.20 -0.02 (-0.13%)
Closing price 07/11/2025 03:58 PM Eastern
Extended Trading
$11.21 +0.02 (+0.13%)
As of 07/11/2025 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.
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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)
20
Total
Institutional Inflows
(last 12 months)
$11.05M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$2.99M
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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
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%
5/13/2025Elequin Capital LP2,917$32K0.0%N/A0.000%
5/13/2025Sit Investment Associates Inc.901,852$9.90M0.2%-5.9%0.000%
5/12/2025Invesco Ltd.158,340$1.74M0.0%+10.5%0.000%
5/9/2025Shaker Financial Services LLC35,921$394K0.2%-3.7%0.000%
5/8/2025FSA Advisors Inc.37,905$416K0.3%N/A0.000%
5/7/2025LPL Financial LLC288,477$3.17M0.0%+44.4%0.000%
5/6/2025Cetera Investment Advisers62,615$688K0.0%+4.3%0.000%
5/1/2025ELCO 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%
4/18/2025Cornerstone Wealth Management LLC51,980$571K0.0%-10.5%0.000%
4/17/2025Sowell Financial Services LLC13,066$143K0.0%N/A0.000%
4/14/2025Capital 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%
2/14/2025Shaker Financial Services LLC37,291$407K0.2%-5.5%0.000%
2/13/2025NewEdge Advisors LLC35,900$392K0.0%-7.2%0.000%
2/13/2025Guggenheim Capital LLC79,689$870K0.0%+1.7%0.000%
2/13/2025ELCO Management Co. LLC26,775$292K0.2%-38.7%0.000%
2/13/2025Invesco Ltd.143,282$1.57M0.0%+2.0%0.000%
2/13/2025Envestnet Asset Management Inc.20,087$219K0.0%-14.2%0.000%
2/13/2025Wedbush 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%
2/11/2025LPL Financial LLC199,815$2.18M0.0%+279.2%0.000%
1/21/2025Cornerstone Wealth Management LLC58,066$634K0.0%-9.9%0.000%
1/15/2025Tallon 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%
11/8/2024Advisors 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%
10/24/2024FSA Advisors Inc.19,770$221K0.2%+11.7%0.000%
10/22/2024International Assets Investment Management LLC339,828$3.80M0.0%N/A0.000%
10/16/2024Cornerstone 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%
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8/8/2024Luken Investment Analytics LLC3,000$32K0.0%N/A0.000%
8/3/2024Shaker Financial Services LLC34,522$373K0.2%-52.3%0.000%
8/1/2024FSA 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%
5/23/2024FSA 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%
1/29/2024Kennedy Investment Group398,871$4.14M2.3%-5.7%0.000%
1/10/2024Cornerstone 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%
10/25/2023Kennedy 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%
7/18/2023Melfa Wealth Management LLC27,745$272K0.3%+6.5%0.000%
7/14/2023Cornerstone 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%
5/11/2023Barrett & 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%
4/20/2023Melfa 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%
1/31/2023Melfa 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%
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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%
10/14/2022Cornerstone Wealth Management LLC59,034$579K0.1%+77.2%0.000%
8/29/2022Riverbridge Partners LLC41,028$441K0.0%N/A0.000%
8/16/2022Clough Capital Partners L P98,700$1.06M0.1%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, 39 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), Invesco Ltd. ($1.74M), and Advisors Asset Management Inc. ($1.07M).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 30 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 ($238.62K), Ameriprise Financial Inc. ($183.92K), Advisors Asset Management Inc. ($95.38K), Shaker Financial Services LLC ($87.69K), Sit Investment Associates Inc. ($83.78K), and FSA Advisors Inc. ($57.68K).

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

Institutional investors have bought a total of 1,000,890 shares in the last 24 months. This purchase volume represents approximately $11.05M in transactions.

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

Of the 10 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), Shaker Financial Services LLC ($41.39K), ELCO Management Co. LLC ($21.60K), Cornerstone Wealth Management LLC ($18.10K), EP Wealth Advisors LLC ($8.98K), 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 273,854 shares in the last 24 months. This volume of shares sold represents approximately $2.99M in transactions.


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This page (NYSE:EVG) was last updated on 7/12/2025 by MarketBeat.com Staff
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