Eaton Vance Short Duration Diversified Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 1.54 M | $16.86 M | 1.83% | 11.47% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 776.88 K | $8.48 M | -10.10% | 5.77% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 378.33 K | $4.13 M | 14.67% | 2.81% |
| MORGAN STANLEY | 02/13/2026 | 338.03 K | $3.69 M | 2.49% | 2.51% |
| LPL FINANCIAL LLC | 02/11/2026 | 156.85 K | $1.71 M | -5.03% | 1.17% |
| INVESCO LTD. | 02/19/2026 | 153.56 K | $1.68 M | -2.90% | 1.14% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 142.93 K | $1.56 M | 24.03% | 1.06% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 129.50 K | $1.41 M | 0.35% | 0.96% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 119.87 K | $1.31 M | 0.01% | 0.89% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 118.73 K | $1.30 M | 328.84% | 0.88% |
| FIERA CAPITAL CORP | 02/11/2026 | 116.33 K | $1.27 M | 49.15% | 0.86% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 92.29 K | $1.01 M | 2.13% | 0.69% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 82.17 K | $897.28 K | 5.24% | 0.61% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 66.00 K | $721.00 K | -2.93% | 0.49% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 53.87 K | $588.27 K | 12.80% | 0.40% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 53.08 K | $579.63 K | 3.06% | 0.39% |
| ROYAL BANK OF CANADA | 02/17/2026 | 52.70 K | $576.00 K | -3.27% | 0.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 49.10 K | $536.20 K | 11.75% | 0.36% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 44.17 K | $482.34 K | -9.34% | 0.33% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 44.10 K | $481.57 K | 0.68% | 0.33% |
| DILIGENT INVESTORS, LLC | 01/23/2026 | 39.13 K | $427.33 K | 0.57% | 0.29% |
| FSA ADVISORS, INC. | 02/02/2026 | 36.42 K | $397.70 K | -11.38% | 0.27% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 02/05/2026 | 33.32 K | $363.85 K | -18.91% | 0.25% |
| POST RESCH TALLON GROUP INC. | 01/09/2026 | 28.14 K | $307.24 K | -0.21% | 0.21% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 27.42 K | $299.41 K | -23.76% | 0.20% |
| MELFA WEALTH MANAGEMENT, LLC | 01/16/2026 | 25.95 K | $283.40 K | 0.00% | 0.19% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 02/03/2026 | 25.79 K | $259.41 K | 100.00% | 0.19% |
| BEY-DOUGLAS LLC | 02/13/2026 | 21.31 K | $232.66 K | 0.00% | 0.16% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 17.25 K | $188.33 K | 0.08% | 0.13% |
| SOWELL FINANCIAL SERVICES LLC | 01/21/2026 | 13.88 K | $151.55 K | 2.04% | 0.10% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 13.83 K | $150.99 K | -56.79% | 0.10% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 11.72 K | $128.00 K | 0.00% | 0.09% |
| ELCO MANAGEMENT CO., LLC | 02/04/2026 | 11.10 K | $121.21 K | -23.84% | 0.08% |
| BAIRD FINANCIAL GROUP, INC. | 02/13/2026 | 10.65 K | $116.30 K | 0.00% | 0.08% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 9.40 K | $102.62 K | 100.00% | 0.07% |
| BARRETT & COMPANY, INC. | 01/28/2026 | 3.00 K | $32.76 K | 0.00% | 0.02% |
| UBS GROUP AG | 01/29/2026 | 2.38 K | $25.98 K | -13.68% | 0.02% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 2.20 K | $24.02 K | 0.00% | 0.02% |
| EASTERN BANK | 01/14/2026 | 2.10 K | $22.93 K | 0.00% | 0.02% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 02/17/2026 | 1.00 K | $10.92 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 500 | $5.46 K | 100.00% | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 02/10/2026 | 500 | $5.00 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 02/13/2026 | 400 | $4.37 K | 0.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 02/17/2026 | 0 | $0 | -100.00% | 0.00% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 02/06/2026 | 0 | $0 | -100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 01/21/2026 | 0 | $0 | -100.00% | 0.00% |
| ROOT FINANCIAL PARTNERS, LLC | 02/10/2026 | 0 | $0 | -100.00% | 0.00% |
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Eaton Vance Short Duration Diversified Income Fund institutional Ownership - FAQ's
During the previous two years, 76 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 1.54 M
SIT INVESTMENT ASSOCIATES INC: 776,881
GUGGENHEIM CAPITAL LLC: 378,332
MORGAN STANLEY: 338,025
LPL Financial LLC: 156,845
Invesco Ltd.: 153,556
36.04% of Eaton Vance Short Duration Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.77 M shares in the last 24 months. This purchase volume represents approximately $84.82 M in transactions.