EVG
Eaton Vance Short Duration Diversified Income Fund
1W: +1.1%
1M: -4.5%
3M: -5.7%
YTD: -6.1%
1Y: -7.9%
3Y: +19.4%
5Y: +8.6%
$10.04
+0.11 (+1.11%)
Weekly Expected Move ±1.5%
$10
$10
$10
$10
$10
Institutional Ownership — EVG
45
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
55M
Total Invested
2
New Positions
19
Increased
21
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (50 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 1,827,591 | 18M | +165,233 | +9.9% | 16Q | SEC ↗ |
| 2 | SIT INVESTMENT ASSOCIATES INC | 764,074 | 8M | +1,709 | +0.2% | 15Q | SEC ↗ |
| 3 | GUGGENHEIM CAPITAL LLC | 347,294 | 3M | -11,126 | -3.1% | 21Q | SEC ↗ |
| 4 | MORGAN STANLEY | 328,108 | 3M | -28,079 | -7.9% | 60Q | SEC ↗ |
| 5 | Invesco Ltd. | 228,760 | 2M | +34,743 | +17.9% | 71Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 173,144 | 2M | +26,260 | +17.9% | 26Q | SEC ↗ |
| 7 | FIRST TRUST ADVISORS LP | 130,014 | 1M | +1,938 | +1.5% | 64Q | SEC ↗ |
| 8 | AE Wealth Management LLC | 120,530 | 1M | +14,066 | +13.2% | 18Q | SEC ↗ |
| 9 | Fiera Capital Corp | 115,563 | 1M | +3,150 | +2.8% | 22Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 99,269 | 997K | -23,681 | -19.3% | 10Q | SEC ↗ |
| 11 | LPL Financial LLC | 85,766 | 861K | -1,856 | -2.1% | 26Q | SEC ↗ |
| 12 | RAYMOND JAMES FINANCIAL INC | 84,720 | 851K | +60,482 | +249.5% | 5Q | SEC ↗ |
| 13 | Advisors Asset Management, Inc. | 81,816 | 821K | -37,464 | -31.4% | 8Q | SEC ↗ |
| 14 | Equitable Holdings, Inc. | 64,145 | 644K | +8,564 | +15.4% | 16Q | SEC ↗ |
| 15 | Shaker Financial Services, LLC | 63,944 | 642K | -60,369 | -48.6% | 13Q | SEC ↗ |
| 16 | Cambridge Investment Research Advisors | 61,281 | 615K | -416 | -0.7% | 21Q | SEC ↗ |
| 17 | ROYAL BANK OF CANADA | 53,151 | 534K | +1,400 | +2.7% | 67Q | SEC ↗ |
| 18 | WELLS FARGO & COMPANY/MN | 50,785 | 510K | -520 | -1.0% | 73Q | SEC ↗ |
| 19 | COMMONWEALTH EQUITY SERVICES, LLC | 36,474 | 366K | -2,092 | -5.4% | 35Q | SEC ↗ |
| 20 | Diligent Investors, LLC | 35,597 | 357K | -3,697 | -9.4% | 17Q | SEC ↗ |
| 21 | ENVESTNET ASSET MANAGEMENT INC | 34,972 | 351K | +7,083 | +25.4% | 12Q | SEC ↗ |
| 22 | Post Resch Tallon Group Inc. | 34,607 | 347K | +6,924 | +25.0% | 7Q | SEC ↗ |
| 23 | Calamos Advisors LLC | 33,463 | 336K | -15,874 | -32.2% | 2Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC | 29,900 | 300K | -1,400 | -4.5% | 19Q | SEC ↗ |
| 25 | BANK OF AMERICA CORP /DE | 27,576 | 277K | -14,071 | -33.8% | 15Q | SEC ↗ |
| 26 | Cornerstone Wealth Management, LLC | 25,714 | 258K | -4,597 | -15.2% | 14Q | SEC ↗ |
| 27 | MELFA WEALTH MANAGEMENT, INC. | 25,542 | 256K | -103 | -0.4% | 15Q | SEC ↗ |
| 28 | FSA Advisors, Inc. | 24,746 | 248K | -4,431 | -15.2% | 6Q | SEC ↗ |
| 29 | Bey-Douglas LLC | 21,306 | 214K | — | +0.0% | 10Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 14,964 | 150K | +197 | +1.3% | 19Q | SEC ↗ |
| 31 | Sowell Financial Services LLC | 14,463 | 145K | +293 | +2.1% | 6Q | SEC ↗ |
| 32 | Resurgent Financial Advisors LLC | 13,520 | 136K | +1,371 | +11.3% | 2Q | SEC ↗ |
| 33 | Van Diest Capital, LLC NEW | 12,052 | 121K | — | +0.0% | 1Q | SEC ↗ |
| 34 | WEDBUSH SECURITIES INC | 11,715 | 118K | — | +0.0% | 18Q | SEC ↗ |
| 35 | Baird Financial Group, Inc. | 11,650 | 117K | +1,000 | +9.4% | 4Q | SEC ↗ |
| 36 | Dynamic Advisor Solutions LLC NEW | 10,081 | 101K | — | +0.0% | 1Q | SEC ↗ |
| 37 | CoreCap Advisors, LLC | 5,000 | 50K | +1,400 | +38.9% | 10Q | SEC ↗ |
| 38 | HARBOUR INVESTMENTS, INC. | 4,752 | 48K | +97 | +2.1% | 2Q | SEC ↗ |
| 39 | BARRETT & COMPANY, INC. | 3,000 | 30K | — | +0.0% | 16Q | SEC ↗ |
| 40 | UBS Group AG | 2,282 | 23K | -205 | -8.2% | 47Q | SEC ↗ |
| 41 | Arax Advisory Partners | 800 | 8K | +563 | +237.6% | 4Q | SEC ↗ |
| 42 | HAZLETT, BURT & WATSON, INC. | 500 | 5K | — | +0.0% | 18Q | SEC ↗ |
| 43 | EASTERN BANK | 0 | 0K | -2,100 | -100.0% | 2Q | SEC ↗ |
| 44 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0 | 0K | -14,322 | -100.0% | 1Q | SEC ↗ |
| 45 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 0 | 0K | -25,786 | -100.0% | 1Q | SEC ↗ |
| 46 | Arete Wealth Advisors, LLC | 0 | 0K | -25,126 | -100.0% | 1Q | SEC ↗ |
| 47 | Rockefeller Capital Management L.P. | 0 | 0K | -1,000 | -100.0% | 1Q | SEC ↗ |
| 48 | Kestra Advisory Services, LLC | 0 | 0K | -9,398 | -100.0% | 1Q | SEC ↗ |
| 49 | MAI Capital Management | 0 | 0K | -500 | -100.0% | 2Q | SEC ↗ |
| 50 | Advisory Services Network, LLC | 0 | 0K | -1,825 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (2)
| Holder | Shares | Value |
|---|---|---|
| Van Diest Capital, LLC | 12,052 | 121K |
| Dynamic Advisor Solutions LLC | 10,081 | 101K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MAN | 25,786 | 259K |
| Arete Wealth Advisors, LLC | 25,126 | 252K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 14,322 | 144K |
| Kestra Advisory Services, LLC | 9,398 | 94K |
| EASTERN BANK | 2,100 | 21K |
| Advisory Services Network, LLC | 1,825 | 18K |
| Rockefeller Capital Management L.P. | 1,000 | 10K |
| MAI Capital Management | 500 | 5K |
Biggest Increases (19)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AMERIPRISE FINANCIAL INC | +165,233 | +9.9% | 1,827,591 |
| RAYMOND JAMES FINANCIAL INC | +60,482 | +249.5% | 84,720 |
| Invesco Ltd. | +34,743 | +17.9% | 228,760 |
| OSAIC HOLDINGS, INC. | +26,260 | +17.9% | 173,144 |
| AE Wealth Management LLC | +14,066 | +13.2% | 120,530 |
| Equitable Holdings, Inc. | +8,564 | +15.4% | 64,145 |
| ENVESTNET ASSET MANAGEMENT INC | +7,083 | +25.4% | 34,972 |
| Post Resch Tallon Group Inc. | +6,924 | +25.0% | 34,607 |
| Fiera Capital Corp | +3,150 | +2.8% | 115,563 |
| FIRST TRUST ADVISORS LP | +1,938 | +1.5% | 130,014 |
| SIT INVESTMENT ASSOCIATES INC | +1,709 | +0.2% | 764,074 |
| ROYAL BANK OF CANADA | +1,400 | +2.7% | 53,151 |
| CoreCap Advisors, LLC | +1,400 | +38.9% | 5,000 |
| Resurgent Financial Advisors LLC | +1,371 | +11.3% | 13,520 |
| Baird Financial Group, Inc. | +1,000 | +9.4% | 11,650 |
| Arax Advisory Partners | +563 | +237.6% | 800 |
| Sowell Financial Services LLC | +293 | +2.1% | 14,463 |
| STIFEL FINANCIAL CORP | +197 | +1.3% | 14,964 |
| HARBOUR INVESTMENTS, INC. | +97 | +2.1% | 4,752 |
Biggest Decreases (17)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Shaker Financial Services, LLC | -60,369 | -48.6% | 63,944 |
| Advisors Asset Management, Inc. | -37,464 | -31.4% | 81,816 |
| MORGAN STANLEY | -28,079 | -7.9% | 328,108 |
| Cetera Investment Advisers | -23,681 | -19.3% | 99,269 |
| Calamos Advisors LLC | -15,874 | -32.2% | 33,463 |
| BANK OF AMERICA CORP /DE | -14,071 | -33.8% | 27,576 |
| GUGGENHEIM CAPITAL LLC | -11,126 | -3.1% | 347,294 |
| Cornerstone Wealth Management, LLC | -4,597 | -15.2% | 25,714 |
| FSA Advisors, Inc. | -4,431 | -15.2% | 24,746 |
| Diligent Investors, LLC | -3,697 | -9.4% | 35,597 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,092 | -5.4% | 36,474 |
| LPL Financial LLC | -1,856 | -2.1% | 85,766 |
| NewEdge Advisors, LLC | -1,400 | -4.5% | 29,900 |
| WELLS FARGO & COMPANY/MN | -520 | -1.0% | 50,785 |
| Cambridge Investment Research Advis | -416 | -0.7% | 61,281 |
| UBS Group AG | -205 | -8.2% | 2,282 |
| MELFA WEALTH MANAGEMENT, INC. | -103 | -0.4% | 25,542 |