Eaton Vance Short Duration Diversified Income Fund (EVG) Institutional Ownership $10.78 +0.06 (+0.51%) As of 03:33 PM Eastern This is a fair market value 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)20TotalInstitutional Inflows(last 12 months)$11.00MNumber ofInstitutional Sellers(last 12 months)10TotalInstitutional Outflows(last 12 months)$3.02M 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 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 CompanyDetails5/16/2025 NewEdge Advisors LLC33,200$365K0.0%-7.5%0.000% 5/15/2025 EP Wealth Advisors LLC10,380$114K0.0%-46.4%0.000% 5/13/2025 Elequin Capital LP2,917$32K0.0%N/A0.000% 5/13/2025 Sit 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% 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. 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% 2/17/2025 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% 1/15/2025Tallon Kerry Patrick22,181$244K0.2%N/A0.000% 1/6/2025 Capital Market Strategies LLC20,260$221K0.1%+7.2%0.000% 11/15/2024 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% 8/19/2024B. 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% Is President Trump Lying To You With This? (Ad)President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.Protect your IRA—Trump’s warning was real8/3/2024 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% 2/26/2024 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% 10/23/2023 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% 12/5/2022 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% Is President Trump Lying To You With This? (Ad)President Trump’s economic transition isn’t without hardship. But what if there were a smart, tax-free way to protect your 401(k), IRA, or pension from market chaos and currency collapse? The 2025 Wealth Protection Guide reveals a legal IRS strategy that may let you keep more of your retirement—regardless of what happens next. Trump’s warning was real. So is this opportunity.Protect your IRA—Trump’s warning was real11/14/2022 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% (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 EVG's institutional investors. Which institutional investors have been buying Eaton Vance Short Duration Diversified Income Fund stock? Of the 30 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), 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 1,301,032 shares in the last 24 months. This purchase volume represents approximately $14.04M in transactions. Which Eaton Vance Short Duration Diversified Income Fund major shareholders have been selling company stock? Of the 16 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. ($165.44K), Shaker Financial Services LLC ($84.59K), Guggenheim Capital LLC ($37.16K), Kennedy Investment Group ($31.29K), ELCO Management Co. LLC ($21.60K), Centaurus Financial Inc. ($21.07K), and Cornerstone Wealth Management LLC ($20.45K). How much institutional selling is happening at Eaton Vance Short Duration Diversified Income Fund? Institutional investors have sold a total of 417,889 shares in the last 24 months. This volume of shares sold represents approximately $4.47M in transactions. 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