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Get Institutions for : 
Eaton Vance Short Duration Diversified Income Fund (EVG)  
$10.79 0.04 (0.37%) as of 4:30 Fri 5/10


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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  : 
0.66 (6.52%)  




 
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
   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
   WEDBUSH MORGAN SECURITIES INC 1008 - 2023-12-31 13,735 $143,000 0
   Pointe Capital Management LLC 153 - 2023-12-31 11,684 $121,000 0
   BARRETT & COMPANY INC. 311 - 2024-03-31 3,000 $32,000 0
   Geneos Wealth Management Inc. 1492 - 2024-03-31 1,250 $13,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 452 - 2023-12-31 750 $8,000 0
   HAZLETT BURT & WATSON INC. 581 - 2024-03-31 500 $5,000 0
   PROEQUITIES INC. 3934 - 2024-03-31 0 $0 0

  11 Records found
  1    
  Page 1 of 1
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