Free Trial
→ I'm handing you this one free (From Behind the Markets) (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
$9.97 -0.02 (-0.19%)
Closing price 11/13/2026 03:57 PM Eastern
Extended Trading
$9.94 -0.03 (-0.26%)
As of 11/13/2026 04:15 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 Massive. 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)
19
Total
Institutional Inflows
(last 12 months)
$5.52M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$2.30M
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
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. 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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Steward Partners Investment Advisory LLC5,948$59K0.0%N/A0.000%
11/12/2026 First Trust Advisors LP111,145$1.10M0.0%-14.5%0.000%
11/5/2026 Cornerstone Wealth Management LLC19,670$195K0.0%-23.5%0.000%
11/3/2026 Calamos Advisors LLC35,695$354K0.0%+6.7%0.000%
10/31/2026 Chicago Partners Investment Group LLC59,637$620K0.0%N/A0.000%
10/9/2026 Post Resch Tallon Group Inc.37,163$369K0.3%+7.4%0.000%
9/9/2026NewEdge Advisors LLC29,900$322K0.0%-4.5%0.000%
9/9/2026Baird Financial Group Inc.11,650$126K0.0%+9.4%0.000%
7/7/2026 Post Resch Tallon Group Inc.34,607$373K0.3%+25.0%0.000%
7/7/2026 Dynamic Advisor Solutions LLC10,081$109K0.0%N/A0.000%
7/7/2026 CoreCap Advisors LLC5,000$54K0.0%+38.9%0.000%
6/3/2026NewEdge Advisors LLC31,300$335K0.0%-29.0%0.000%
5/20/2026 Arete Wealth Advisors LLC25,126$269K0.0%N/A0.000%
5/19/2026NewEdge Advisors LLC31,300$335K0.0%-29.0%0.000%
5/19/2026Bank of America Corp DE41,647$445K0.0%-5.7%0.000%
5/18/2026Royal Bank of Canada51,751$553K0.0%-1.8%0.000%
5/13/2026Cetera Investment Advisers122,950$1.31M0.0%+49.6%0.000%
5/13/2026 First Trust Advisors LP128,076$1.37M0.0%-1.1%0.000%
5/6/2026 FSA Advisors Inc.29,177$312K0.2%-19.9%0.000%
5/4/2026 Calamos Advisors LLC49,337$527K0.0%N/A0.000%
2/25/2026 Sit Investment Associates Inc.776,881$8.48M0.2%-10.1%0.000%
2/19/2026 Invesco Ltd.153,556$1.68M0.0%-2.9%0.000%
2/17/2026Guggenheim Capital LLC378,332$4.13M0.0%+14.7%0.000%
2/17/2026Cetera Investment Advisers82,169$897K0.0%+5.2%0.000%
2/17/2026Equitable Holdings Inc.53,080$580K0.0%+3.1%0.000%
2/17/2026 Osaic Holdings Inc.142,927$1.56M0.0%+24.0%0.000%
2/17/2026Royal Bank of Canada52,702$576K0.0%-3.3%0.000%
2/13/2026 Kestra Advisory Services LLC9,398$103K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp13,827$151K0.0%-56.8%0.000%
2/13/2026Wells Fargo & Company MN49,102$536K0.0%+11.7%0.000%
2/12/2026 Commonwealth Equity Services LLC53,871$588K0.0%+12.8%0.000%
2/11/2026 LPL Financial LLC156,845$1.71M0.0%-5.0%0.000%
2/11/2026 Fiera Capital Corp116,330$1.27M0.0%+49.2%0.000%
2/5/2026 Cornerstone Wealth Management LLC33,319$364K0.0%-18.9%0.000%
2/4/2026 ELCO Management Co. LLC11,100$121K0.1%-23.8%0.000%
2/3/2026 International Assets Investment Management LLC25,786$259K0.0%N/A0.000%
2/2/2026 FSA Advisors Inc.36,419$398K0.1%-11.4%0.000%
1/26/2026 Shaker Financial Services LLC118,733$1.30M0.4%+328.8%0.000%
11/17/2025NewEdge Advisors LLC43,800$496K0.0%-2.7%0.000%
11/17/2025Susquehanna International Group LLP19,192$217K0.0%-38.8%0.000%
I'm handing you this stock today (Ad)

Elon doesn't own the chip inside his Teslas or Starlink dishes. He licenses it from one little known public company. Now he's planning 1,000,000 AI satellites in orbit, and every one could pay this company a royalty. Analyst Dylan says the window to get in closes around December 8th, before new money floods into the buildout.tc pixel

Download this free stock pick before December 8th arrives
11/17/2025Ameriprise Financial Inc.1,516,037$17.17M0.0%+3.4%0.000%
11/14/2025 Raymond James Financial Inc.17,232$195K0.0%+7.4%0.000%
11/14/2025Equitable Holdings Inc.51,502$583K0.0%+48.6%0.000%
11/13/2025 First Trust Advisors LP129,037$1.46M0.0%+3.2%0.000%
11/12/2025 FSA Advisors Inc.41,096$465K0.4%-4.6%0.000%
11/7/2025 Fiera Capital Corp77,994$883K0.0%+15.5%0.000%
11/6/2025 Advisors Asset Management Inc.119,848$1.36M0.0%-1.2%0.000%
11/5/2025 ELCO Management Co. LLC14,575$165K0.1%-36.8%0.000%
11/5/2025Envestnet Asset Management Inc.35,964$407K0.0%+42.0%0.000%
11/4/2025 Cornerstone Wealth Management LLC41,090$465K0.0%-17.6%0.000%
10/29/2025 Root Financial Partners LLC20,725$235K0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC27,687$313K0.1%-69.8%0.000%
9/4/2025 Osaic Holdings Inc.99,700$1.10M0.0%+28.5%0.000%
8/15/2025Bank of America Corp DE48,991$540K0.0%-7.6%0.000%
8/15/2025Ameriprise 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%
8/14/2025NewEdge Advisors LLC45,000$496K0.0%+35.5%0.000%
8/13/2025 First Trust Advisors LP125,049$1.38M0.0%+4.0%0.000%
8/13/2025Guggenheim Capital LLC156,778$1.73M0.0%+78.5%0.000%
8/13/2025 Invesco Ltd.155,117$1.71M0.0%-2.0%0.000%
8/8/2025Cetera 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%
8/1/2025Envestnet Asset Management Inc.25,324$279K0.0%+24.2%0.000%
7/24/2025Bey 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%
I'm handing you this stock today (Ad)

Elon doesn't own the chip inside his Teslas or Starlink dishes. He licenses it from one little known public company. Now he's planning 1,000,000 AI satellites in orbit, and every one could pay this company a royalty. Analyst Dylan says the window to get in closes around December 8th, before new money floods into the buildout.tc pixel

Download this free stock pick before December 8th arrives
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%


EVG Institutional Ownership - Frequently Asked Questions

During the previous two years, 45 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were Ameriprise Financial Inc. ($17.17M), Sit Investment Associates Inc. ($8.48M), Guggenheim Capital LLC ($4.13M), LPL Financial LLC ($1.71M), Invesco Ltd. ($1.68M), Osaic Holdings Inc. ($1.56M), and Advisors Asset Management Inc. ($1.36M).Learn more on Eaton Vance Short Duration Diversified Income Fund's institutional investors.

Of the 34 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: Ameriprise Financial Inc. ($293.11K), LPL Financial LLC ($235.79K), Shaker Financial Services LLC ($146.84K), Guggenheim Capital LLC ($118.65K), Chicago Partners Investment Group LLC ($59.64K), Cetera Investment Advisers ($53.27K), and Calamos Advisors LLC ($51.57K).

Institutional investors have bought a total of 512,473 shares in the last 24 months. This purchase volume represents approximately $5.52M in transactions.

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. ($87.23K), NewEdge Advisors LLC ($28.20K), First Trust Advisors LP ($20.29K), Stifel Financial Corp ($18.17K), Cornerstone Wealth Management LLC ($13.82K), Susquehanna International Group LLP ($12.15K), and FSA Advisors Inc. ($11.92K).

Institutional investors have sold a total of 213,408 shares in the last 24 months. This volume of shares sold represents approximately $2.30M in transactions.


Related Companies

Institutional ownership data for NYSE:EVG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel