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Get Institutions for : 
Eaton Vance Short Duration Diversified Income Fund (EVG)  
$10.42 0.05 (0.53%) as of 4:30 Fri 4/26


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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  : 
0.28 (2.81%)  




 
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
   SIT INVESTMENT ASSOCIATES INC 93 - 2023-12-31 1,253,121 $13,007,000 100,684
   MORGAN STANLEY 3753 - 2023-12-31 543,948 $5,646,000 -20,821
   AMERIPRISE FINANCIAL INC 2342 - 2023-12-31 440,667 $4,578,000 219,613
   KENNEDY INVESTMENT GROUP 8 - 2023-12-31 398,871 $4,140,000 -24,228
   Advisor Group Holdings Inc. 1920 - 2023-12-31 178,118 $1,849,000 -8,926
   INVESCO LTD 2644 - 2023-12-31 139,129 $1,444,000 -5,596
   GUGGENHEIM CAPITAL LLC 983 - 2023-12-31 137,984 $1,432,000 -22,534
   FIRST TRUST ADVISORS LP 1928 - 2023-12-31 114,187 $1,185,000 -5,679
   FIERA SCEPTRE INC. 389 - 2023-12-31 73,709 $765,000 0
   ROYAL BANK OF CANADA 3315 - 2023-12-31 71,823 $746,000 -103
   Cornerstone Wealth Management LLC 248 - 2024-03-31 70,235 $742,000 -1,336
   Goss Wealth Management LLC 1091 - 2023-12-31 68,800 $718,000 12,100
   AE Wealth Management LLC 1331 - 2023-12-31 57,600 $606,000 3,097
   Diligent Investors LLC 160 - 2023-12-31 53,324 $554,000 185
   COMMONWEALTH EQUITY SERVICES LLC. 2699 - 2023-12-31 45,603 $473,000 -5,293
   LPL FINANCIAL CORP 3642 - 2023-12-31 45,518 $472,000 -1,982
   ELCO Management Co. LLC 76 - 2023-12-31 44,075 $457,000 -1,600
   SHAKER FINANCIAL SERVICES, LLC 115 - 2023-12-31 39,528 $410,000 8,595
   BANK OF AMERICA CORP /DE/ 4657 - 2023-12-31 36,613 $380,000 -1,197
   WELLS FARGO & CO/MN 3592 - 2023-12-31 32,081 $333,000 -22,230
   CENTAURUS FINANCIAL INC. 491 - 2023-12-31 28,010 $291,000 -21,073
   MELFA WEALTH MANAGEMENT LLC - 2023-12-31 27,256 $283,000 -641
   Equitable Holdings Inc. 957 - 2023-12-31 26,715 $277,000 2,772
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 662 - 2023-12-31 21,652 $225,000 21,652
   Qube Research & Technologies Ltd 2406 - 2023-12-31 19,753 $205,000 0
   EP WEALTH ADVISORS, INC. 717 - 2023-12-31 19,175 $199,000 0
   Atria Wealth Solutions Inc. 1766 - 2023-12-31 18,975 $197,000 0
   Capital Market Strategies LLC 137 - 2024-03-31 18,595 $196,000 0
   STIFEL FINANCIAL CORP 3053 - 2023-12-31 18,483 $192,000 -2,202
   Capital Investment Advisors LLC 579 - 2024-03-31 17,816 $188,000 -1,621
   Moors & Cabot Inc. 762 - 2023-12-31 18,100 $188,000 -5,000
   Bey-Douglas LLC 35 - 2023-12-31 18,014 $187,000 0
   FINANCIAL NETWORK 2594 - 2023-12-31 13,900 $144,000 2,962
   WEDBUSH MORGAN SECURITIES INC 1008 - 2023-12-31 13,735 $143,000 0
   ENVESTNET ASSET MANAGEMENT INC 3882 - 2023-12-31 12,865 $134,000 2,423
   Pointe Capital Management LLC 153 - 2023-12-31 11,684 $121,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2970 - 2023-12-31 11,000 $114,000 -433
   UBS Group AG 5248 - 2023-12-31 4,925 $51,000 1,651
   BARRETT & COMPANY INC. 311 - 2024-03-31 3,000 $32,000 0
   ADVISORY SERVICES NETWORK, LLC 2393 *New 2023-12-31 2,264 $24,000 2,264
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2342 *New 2023-12-31 2,088 $22,000 2,088
   KISTLERTIFFANY COMPANIES, LLC 639 *New 2023-06-30 1,690 $17,000 1,690
   Geneos Wealth Management Inc. - 2023-12-31 1,250 $13,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 452 - 2023-12-31 750 $8,000 0
   Tortoise Investment Management LLC 628 - 2023-12-31 474 $5,000 10
   HAZLETT BURT & WATSON INC. - 2023-12-31 500 $5,000 0
   PROEQUITIES INC. 4707 - 2023-12-31 0 $0 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3298 *Closed 2023-12-31 0 $0 -10,048
   J P MORGAN CHASE & CO 6081 *Closed 2023-12-31 0 $0 -9,678
   CREATIVE PLANNING 2981 *Closed 2023-12-31 0 $0 -1,690
   Sigma Planning Corp 1189 *Closed 2023-12-31 0 $0 -20,909
  51 Records found
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