Go Pro
→ Do NOT Buy SpaceX – Do This Instead (From Stansberry Research) (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
$9.90 +0.01 (+0.05%)
As of 11:13 AM Eastern
This is a fair market value 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)
21
Total
Institutional Inflows
(last 12 months)
$5.54M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.01M
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
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%
7/7/2026Post Resch Tallon Group Inc.34,607$373K0.3%+25.0%0.000%
7/7/2026Dynamic Advisor Solutions LLC10,081$109K0.0%N/A0.000%
7/7/2026CoreCap Advisors LLC5,000$54K0.0%+38.9%0.000%
6/3/2026NewEdge Advisors LLC31,300$335K0.0%-29.0%0.000%
5/20/2026Arete 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%
5/13/2026First Trust Advisors LP128,076$1.37M0.0%-1.1%0.000%
5/6/2026FSA Advisors Inc.29,177$312K0.2%-19.9%0.000%
5/4/2026Calamos Advisors LLC49,337$527K0.0%N/A0.000%
2/25/2026Sit Investment Associates Inc.776,881$8.48M0.2%-10.1%0.000%
2/19/2026Invesco 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%
2/17/2026Osaic Holdings Inc.142,927$1.56M0.0%+24.0%0.000%
2/17/2026Royal Bank of Canada52,702$576K0.0%-3.3%0.000%
2/13/2026Kestra Advisory Services LLC9,398$103K0.0%N/A0.000%
2/13/2026Stifel Financial Corp13,827$151K0.0%-56.8%0.000%
2/13/2026Wells Fargo & Company MN49,102$536K0.0%+11.7%0.000%
2/12/2026Commonwealth Equity Services LLC53,871$588K0.0%+12.8%0.000%
2/11/2026LPL Financial LLC156,845$1.71M0.0%-5.0%0.000%
2/11/2026Fiera Capital Corp116,330$1.27M0.0%+49.2%0.000%
2/5/2026Cornerstone Wealth Management LLC33,319$364K0.0%-18.9%0.000%
2/4/2026ELCO Management Co. LLC11,100$121K0.1%-23.8%0.000%
2/3/2026International Assets Investment Management LLC25,786$259K0.0%N/A0.000%
2/2/2026FSA Advisors Inc.36,419$398K0.1%-11.4%0.000%
1/26/2026Shaker 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%
11/17/2025Ameriprise Financial Inc.1,516,037$17.17M0.0%+3.4%0.000%
11/14/2025Raymond James Financial Inc.17,232$195K0.0%+7.4%0.000%
11/14/2025Equitable Holdings Inc.51,502$583K0.0%+48.6%0.000%
11/13/2025First Trust Advisors LP129,037$1.46M0.0%+3.2%0.000%
11/12/2025FSA Advisors Inc.41,096$465K0.4%-4.6%0.000%
11/7/2025Fiera Capital Corp77,994$883K0.0%+15.5%0.000%
Buffett's Final Warning: "The Dollar Is Going to Hell" (Ad)

On May 3rd, 2025, Warren Buffett looked at his shareholders for the last time and said: "The dollar is going to hell." Ray Dalio agrees. The founder of Bridgewater Associates ($150 billion AUM) calls it a "debt death spiral." But there's a specific asset class and investment system that actually thrives when the dollar collapses.tc pixel

Watch how to protect yourself from what Dalio and Buffett see coming (free training).
11/6/2025Advisors Asset Management Inc.119,848$1.36M0.0%-1.2%0.000%
11/5/2025ELCO Management Co. LLC14,575$165K0.1%-36.8%0.000%
11/5/2025Envestnet Asset Management Inc.35,964$407K0.0%+42.0%0.000%
11/4/2025Cornerstone Wealth Management LLC41,090$465K0.0%-17.6%0.000%
10/29/2025Root Financial Partners LLC20,725$235K0.0%N/A0.000%
10/22/2025Shaker Financial Services LLC27,687$313K0.1%-69.8%0.000%
9/4/2025Osaic 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%
8/14/2025Raymond James Financial Inc.16,043$177K0.0%N/A0.000%
8/14/2025NewEdge Advisors LLC45,000$496K0.0%+35.5%0.000%
8/13/2025First Trust Advisors LP125,049$1.38M0.0%+4.0%0.000%
8/13/2025Guggenheim Capital LLC156,778$1.73M0.0%+78.5%0.000%
8/13/2025Invesco Ltd.155,117$1.71M0.0%-2.0%0.000%
8/8/2025Cetera Investment Advisers68,412$755K0.0%+9.3%0.000%
8/6/2025AE Wealth Management LLC90,115$994K0.0%+8.1%0.000%
8/5/2025Shaker Financial Services LLC91,716$1.01M0.4%+155.3%0.000%
8/1/2025FSA 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%
7/22/2025Diligent Investors LLC38,697$427K0.1%-18.3%0.000%
7/9/2025Post 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%
Your book attached (Ad)

Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time through a temporary download link. He plans to charge for it soon. Download your copy now and lock it in at no cost, regardless of future pricing.tc pixel

Download the Safe Trade Options Formula book for free before access closes
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%


EVG Institutional Ownership - Frequently Asked Questions

During the previous two years, 43 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 First Trust Advisors LP ($1.37M).Learn more on Eaton Vance Short Duration Diversified Income Fund's institutional investors.

Of the 33 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 ($365.61K), Ameriprise Financial Inc. ($293.11K), LPL Financial LLC ($235.79K), Shaker Financial Services LLC ($151.79K), Guggenheim Capital LLC ($118.65K), Advisors Asset Management Inc. ($95.38K), and Cetera Investment Advisers ($53.27K).

Institutional investors have bought a total of 505,933 shares in the last 24 months. This purchase volume represents approximately $5.54M in transactions.

Of the 14 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), Shaker Financial Services LLC ($64.03K), NewEdge Advisors LLC ($28.20K), Stifel Financial Corp ($18.17K), Cornerstone Wealth Management LLC ($16.53K), FSA Advisors Inc. ($13.92K), and Susquehanna International Group LLP ($12.15K).

Institutional investors have sold a total of 273,187 shares in the last 24 months. This volume of shares sold represents approximately $3.01M 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 9/9/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Trump's New Dollar
Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. doll...
Porter & Company | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Here’s Why Trump Won’t End The Iran War
Trump has called an Iran deal close 38 times since the war began, yet the fighting keeps flaring back up. O...
Banyan Hill Publishing | Sponsoredtc pixel
100% overnight gains?
Rumors are circulating that Elon Musk is preparing to acquire three publicly traded companies. Dr. Mark Sko...
The Oxford Club | Sponsoredtc pixel