Free Trial
→ Your Bank Account Is No Longer Safe (From Priority Gold) (Ad)tc pixel Free EVG Stock Alerts

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

Eaton Vance Short Duration Diversified Income Fund logo
$11.32 +0.04 (+0.35%)
Closing price 09/16/2025 03:57 PM Eastern
Extended Trading
$11.32 0.00 (0.00%)
As of 09/16/2025 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.
Compare

Institutional Ownership Changes (13F Filings) for Eaton Vance Short Duration Diversified Income Fund (NYSE:EVG)

Number of
Institutional Buyers
(last 12 months)
23
Total
Institutional Inflows
(last 12 months)
$13.78M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$2.75M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.99,700$1.10M0.0%+28.5%0.000%
8/15/2025 Bank of America Corp DE48,991$540K0.0%-7.6%0.000%
8/15/2025 Ameriprise Financial Inc.1,466,196$16.14M0.0%+4.2%0.000%
8/14/2025 Raymond James Financial Inc.16,043$177K0.0%N/A0.000%
8/14/2025 NewEdge 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%
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%
5/13/2025Elequin 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%
4/23/2025Post 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%
4/4/2025Capital 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%
1/6/2025Capital 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%
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%
1/8/2024Capital 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%
(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. ($16.14M), 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 29 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), Ameriprise Financial Inc. ($243.27K), LPL Financial LLC ($235.79K), 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 1,247,884 shares in the last 24 months. This purchase volume represents approximately $13.78M in transactions.

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

Of the 13 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 Bank of America Corp DE ($4.04K).

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

Institutional investors have sold a total of 250,924 shares in the last 24 months. This volume of shares sold represents approximately $2.75M in transactions.


Related Companies

This page (NYSE:EVG) was last updated on 9/17/2025 by MarketBeat.com Staff
From Our Partners
He Called Nvidia at $1.10. Now, He Says THIS Stock Will…
The original Magnificent Seven returned 16,894%—turning $7K into $1.18 million. Now, the man who called Nvi...
The Oxford Club | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
Why Trump’s “Smart Dollar” could rewrite the rules
MUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...
Stansberry Research | Sponsoredtc pixel
Trump's Law S.1582: $21T Dollar Revolution Coming
Do you have money in any of these banks? Chase. Bank of America. Citigroup. Wells Fargo. U.S. Bancorp. I...
Brownstone Research | Sponsoredtc pixel
Strange crypto pattern discovered by 40-person research team
Something unusual is happening inside a 40-person crypto research firm. They're helping 8,000+ ordinary peo...
Crypto Swap Profits | Sponsoredtc pixel
Trump’s Plan May Undo 1933’s Biggest Financial Injustice
Trump's Reset Can Give Birth To America's Greatest Era Yet A 90-Year cycle may end soon, creating real weal...
American Hartford Gold | Sponsoredtc pixel
“Fed Proof” Your Bank Account with THESE 4 Simple Steps
Starting as soon as a few months from now, the United States government will make a sweeping change to bank ac...
Weiss Ratings | Sponsoredtc pixel
Forget AI Stocks — This Device Will REPLACE the Microchip
While everyone's chasing the same AI plays, George Gilder is focused on something completely different. He ...
Banyan Hill Publishing | Sponsoredtc pixel