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 | 05/15/2026 | 1.66 M | $17.77 M | 7.68% | 12.35% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 762.37 K | $8.15 M | -1.87% | 5.67% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 358.42 K | $3.83 M | -5.26% | 2.66% |
| MORGAN STANLEY | 05/15/2026 | 356.19 K | $3.81 M | 5.37% | 2.65% |
| INVESCO LTD. | 05/12/2026 | 194.02 K | $2.07 M | 26.35% | 1.44% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 146.88 K | $1.57 M | 2.77% | 1.09% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 128.08 K | $1.37 M | -1.10% | 0.95% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 124.31 K | $1.33 M | 4.70% | 0.92% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 122.95 K | $1.31 M | 49.63% | 0.91% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 119.28 K | $1.28 M | -0.49% | 0.89% |
| FIERA CAPITAL CORP | 05/12/2026 | 112.41 K | $1.20 M | -3.37% | 0.84% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 106.46 K | $1.14 M | 15.36% | 0.79% |
| LPL FINANCIAL LLC | 05/06/2026 | 87.62 K | $936.68 K | -44.13% | 0.65% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 61.70 K | $660.00 K | -6.52% | 0.46% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 55.58 K | $606.95 K | 4.71% | 0.41% |
| ROYAL BANK OF CANADA | 05/15/2026 | 51.75 K | $553.00 K | -1.80% | 0.38% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 51.31 K | $548.45 K | 4.49% | 0.38% |
| CALAMOS ADVISORS LLC | 05/04/2026 | 49.34 K | $527.41 K | 100.00% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 41.65 K | $445.21 K | -5.71% | 0.31% |
| DILIGENT INVESTORS, LLC | 04/15/2026 | 39.29 K | $420.06 K | 0.41% | 0.29% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 38.57 K | $412.27 K | -28.41% | 0.29% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 31.30 K | $334.60 K | -29.02% | 0.23% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 04/24/2026 | 30.31 K | $324.03 K | -9.03% | 0.23% |
| FSA ADVISORS, INC. | 05/06/2026 | 29.18 K | $311.90 K | -19.89% | 0.22% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 27.89 K | $298.14 K | 1.71% | 0.21% |
| POST RESCH TALLON GROUP INC. | 04/08/2026 | 27.68 K | $295.38 K | -1.61% | 0.21% |
| MELFA WEALTH MANAGEMENT, LLC | 04/10/2026 | 25.65 K | $274.14 K | -1.19% | 0.19% |
| ARETE WEALTH ADVISORS, LLC | 05/20/2026 | 25.13 K | $345.24 K | 100.00% | 0.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 24.24 K | $259.11 K | 40.54% | 0.18% |
| BEY-DOUGLAS LLC | 05/12/2026 | 21.31 K | $227.76 K | 0.00% | 0.16% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 14.77 K | $157.86 K | 6.80% | 0.11% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/15/2026 | 14.32 K | $153.10 K | 100.00% | 0.11% |
| SOWELL FINANCIAL SERVICES LLC | 04/20/2026 | 14.17 K | $151.48 K | 2.10% | 0.11% |
| RESURGENT FINANCIAL ADVISORS LLC | 05/13/2026 | 12.15 K | $129.87 K | 100.00% | 0.09% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 11.72 K | $125.00 K | 0.00% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 10.65 K | $113.85 K | 0.00% | 0.08% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 4.66 K | $49.77 K | 100.00% | 0.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 3.60 K | $38.48 K | 63.64% | 0.03% |
| BARRETT & COMPANY, INC. | 05/04/2026 | 3.00 K | $32.07 K | 0.00% | 0.02% |
| UBS GROUP AG | 05/05/2026 | 2.49 K | $26.59 K | 4.54% | 0.02% |
| ADVISORY SERVICES NETWORK, LLC | 05/15/2026 | 1.83 K | $19.51 K | 100.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 500 | $5.35 K | 0.00% | 0.00% |
| HAZLETT, BURT & WATSON, INC. | 05/14/2026 | 500 | $5.00 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 237 | $4.28 K | -40.75% | 0.00% |
| EASTERN BANK | 04/07/2026 | 0 | $0 | -100.00% | 0.00% |
| ELCO MANAGEMENT CO., LLC | 04/24/2026 | 0 | $0 | -100.00% | 0.00% |
| ROCKEFELLER CAPITAL MANAGEMENT L.P. | 05/14/2026 | 0 | $0 | -100.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 05/01/2026 | 0 | $0 | -100.00% | 0.00% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 0 | $0 | -100.00% | 0.00% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Eaton Vance Short Duration Diversified Income Fund institutional Ownership - FAQ's
During the previous two years, 77 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 1.66 M
SIT INVESTMENT ASSOCIATES INC: 762,365
GUGGENHEIM CAPITAL LLC: 358,420
MORGAN STANLEY: 356,187
Invesco Ltd.: 194,017
ADVISOR GROUP HOLDINGS, INC.: 146,884
37.21% of Eaton Vance Short Duration Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 7.93 M shares in the last 24 months. This purchase volume represents approximately $84.09 M in transactions.