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Get Institutions for : 
Eaton Vance Short Duration Diversified Income Fund (EVG)  
$10.90 0.07 (0.65%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 44    2
Total shares held : 
4,131,689  
% of shares held : 
23.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -9  
Amount of shares held : 
204,200  
% of shares held change : 
  1.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$10.23  
Last Quarter's Ending Price : 
$10.38  
Last Quarter's Average Price
$10.13  
Change from last quarter's     
avg. price to the last closing  : 
0.77 (7.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 4,352
 0.11%
 
Increased Positions :
12
 375,748
 9.09%
 
Unchanged Positions :
11
 161,370
 3.91%
 
Decreased Positions :
19
-133,575
-3.23%
 
Closed Positions :
4
-42,325
-1.02%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 3915 - 2024-03-31 420,288 $4,438,000 -123,660
   GUGGENHEIM CAPITAL LLC 1030 - 2024-03-31 135,522 $1,431,000 -2,462
   INVESCO LTD 2785 - 2024-03-31 119,984 $1,267,000 -19,145
   Cornerstone Wealth Management LLC 248 - 2024-03-31 70,235 $742,000 -1,336
   ROYAL BANK OF CANADA 3281 - 2024-03-31 61,816 $653,000 -10,007
   AE Wealth Management LLC 763 - 2024-03-31 57,522 $607,000 -78
   Goss Wealth Management LLC 1298 - 2024-03-31 50,175 $530,000 -18,625
   ELCO Management Co. LLC 83 - 2024-03-31 43,075 $455,000 -1,000
   LPL FINANCIAL CORP 3799 - 2024-03-31 42,718 $451,000 -2,800
   BANK OF AMERICA CORP /DE/ 4548 - 2024-03-31 35,622 $376,000 -991
   WELLS FARGO & CO/MN 3643 - 2024-03-31 31,080 $328,000 -1,001
   MELFA WEALTH MANAGEMENT LLC 116 - 2024-03-31 26,734 $282,000 -522
   Capital Investment Advisors LLC 579 - 2024-03-31 17,816 $188,000 -1,621
   Bey-Douglas LLC 36 - 2024-03-31 17,577 $186,000 -437
   Atria Wealth Solutions Inc. 1833 - 2024-03-31 15,275 $161,000 -3,700
   Moors & Cabot Inc. 843 - 2024-03-31 13,500 $143,000 -4,600
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 643 - 2024-03-31 13,412 $142,000 -8,240
   KENNEDY INVESTMENT GROUP 114 - 2024-03-31 13,401 $142,000 -385,470

  18 Records found
  1    
  Page 1 of 1
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