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 | 11/14/2025 | 1.52 M | $17.17 M | 3.40% | 11.27% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 864.11 K | $9.78 M | -15.91% | 6.42% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 329.92 K | $3.73 M | 110.44% | 2.45% |
| MORGAN STANLEY | 11/14/2025 | 329.80 K | $3.73 M | 2.70% | 2.45% |
| LPL FINANCIAL LLC | 11/12/2025 | 165.16 K | $1.87 M | 111.21% | 1.23% |
| INVESCO LTD. | 11/13/2025 | 158.15 K | $1.79 M | 1.95% | 1.18% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 129.04 K | $1.46 M | 3.19% | 0.96% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 119.85 K | $1.36 M | -1.16% | 0.89% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 115.24 K | $1.30 M | 15.59% | 0.86% |
| AE WEALTH MANAGEMENT LLC | 11/03/2025 | 90.36 K | $1.02 M | 0.27% | 0.67% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 78.08 K | $883.82 K | 14.13% | 0.58% |
| FIERA CAPITAL CORP | 11/07/2025 | 77.99 K | $882.89 K | 15.48% | 0.58% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 67.99 K | $770.00 K | 0.69% | 0.51% |
| ROYAL BANK OF CANADA | 11/14/2025 | 54.49 K | $617.00 K | 0.65% | 0.41% |
| EQUITABLE HOLDINGS, INC. | 11/14/2025 | 51.50 K | $583.00 K | 48.57% | 0.38% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 48.72 K | $551.49 K | -0.56% | 0.36% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 47.76 K | $541.00 K | -5.63% | 0.36% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 43.94 K | $497.41 K | -7.93% | 0.33% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 43.80 K | $495.82 K | -2.67% | 0.33% |
| FSA ADVISORS, INC. | 11/12/2025 | 41.10 K | $465.21 K | -4.63% | 0.31% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 11/04/2025 | 41.09 K | $465.14 K | -17.58% | 0.31% |
| DILIGENT INVESTORS, LLC | 11/14/2025 | 38.91 K | $440.47 K | 0.55% | 0.29% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 35.96 K | $407.11 K | 42.02% | 0.27% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 32.00 K | $362.22 K | 97.18% | 0.24% |
| POST RESCH TALLON GROUP INC. | 11/05/2025 | 28.19 K | $319.15 K | 0.48% | 0.21% |
| SHAKER FINANCIAL SERVICES, LLC | 10/22/2025 | 27.69 K | $313.42 K | -69.81% | 0.21% |
| MELFA WEALTH MANAGEMENT, LLC | 10/28/2025 | 25.95 K | $293.79 K | 0.00% | 0.19% |
| BEY-DOUGLAS LLC | 10/30/2025 | 21.31 K | $241.18 K | -1.52% | 0.16% |
| ROOT FINANCIAL PARTNERS, LLC | 10/29/2025 | 20.73 K | $234.61 K | 100.00% | 0.15% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2025 | 19.19 K | $217.25 K | -38.76% | 0.14% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 17.23 K | $195.07 K | 7.41% | 0.13% |
| ELCO MANAGEMENT CO., LLC | 11/05/2025 | 14.58 K | $164.99 K | -36.84% | 0.11% |
| SOWELL FINANCIAL SERVICES LLC | 10/17/2025 | 13.60 K | $153.95 K | 2.01% | 0.10% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 11.72 K | $133.00 K | 0.00% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 11/13/2025 | 10.65 K | $120.56 K | 100.00% | 0.08% |
| BARRETT & COMPANY, INC. | 10/31/2025 | 3.00 K | $33.96 K | 0.00% | 0.02% |
| UBS GROUP AG | 11/13/2025 | 2.76 K | $31.20 K | -92.16% | 0.02% |
| CORECAP ADVISORS, LLC | 10/22/2025 | 2.20 K | $24.90 K | 0.00% | 0.02% |
| EASTERN BANK | 10/27/2025 | 2.10 K | $23.77 K | 100.00% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 11/18/2025 | 1.83 K | $20.66 K | 100.00% | 0.01% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 1.49 K | $16.87 K | 0.00% | 0.01% |
| TORTOISE INVESTMENT MANAGEMENT, LLC | 11/13/2025 | 550 | $6.22 K | 2.04% | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 11/04/2025 | 500 | $6.00 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 11/14/2025 | 400 | $4.53 K | 100.00% | 0.00% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 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, 66 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were:
FSA Advisors, Inc.: 36,419
Post Resch Tallon Group Inc.: 28,135
MELFA WEALTH MANAGEMENT, LLC: 25,953
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 25,786
Sowell Financial Services LLC: 13,878
BARRETT & COMPANY, INC.: 3,000
35.28% of Eaton Vance Short Duration Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.41 M shares in the last 24 months. This purchase volume represents approximately $81.75 M in transactions.