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

Eaton Vance Short Duration Diversified Income Fund logo
$10.62 -0.09 (-0.84%)
As of 02:40 PM Eastern
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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)
$5.77M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$3.00M
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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
7/7/2026 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%
6/3/2026 NewEdge Advisors LLC31,300$335K0.0%-29.0%0.000%
5/20/2026 Arete Wealth Advisors LLC25,126$269K0.0%N/A0.000%
5/19/2026 NewEdge 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%
5/13/2026 Cetera 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%
2/19/2026Invesco Ltd.153,556$1.68M0.0%-2.9%0.000%
2/17/2026 Guggenheim Capital LLC378,332$4.13M0.0%+14.7%0.000%
2/17/2026 Cetera 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%
2/13/2026 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%
11/17/2025 NewEdge 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%
11/13/2025 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%
11/6/2025Advisors 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%
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11/5/2025 Envestnet 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%
9/4/2025Osaic 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%
8/14/2025 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%
8/13/2025Invesco 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%
7/24/2025Bey 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%
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%
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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%


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 527,038 shares in the last 24 months. This purchase volume represents approximately $5.77M 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 ($26.80K), 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 271,787 shares in the last 24 months. This volume of shares sold represents approximately $3.00M in transactions.


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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 7/7/2026. New 13F filings are added each quarter as they're published.
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