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 | 08/14/2026 | 1.83 M | $19.77 M | 9.94% | 13.58% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 764.07 K | $8.24 M | 0.22% | 5.68% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 347.29 K | $3.74 M | -3.10% | 2.58% |
| MORGAN STANLEY | 08/13/2026 | 328.11 K | $3.54 M | -7.88% | 2.44% |
| INVESCO LTD. | 08/14/2026 | 228.76 K | $2.47 M | 17.91% | 1.70% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 173.14 K | $1.87 M | 17.88% | 1.29% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 130.01 K | $1.40 M | 1.51% | 0.97% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 120.53 K | $1.30 M | 13.21% | 0.90% |
| FIERA CAPITAL CORP | 08/07/2026 | 115.56 K | $1.25 M | 2.80% | 0.86% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 99.27 K | $1.07 M | -19.26% | 0.74% |
| LPL FINANCIAL LLC | 08/07/2026 | 85.77 K | $924.56 K | -2.12% | 0.64% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 84.72 K | $913.28 K | 249.53% | 0.63% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 81.82 K | $881.98 K | -31.41% | 0.61% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 64.15 K | $691.49 K | 15.41% | 0.48% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 63.94 K | $689.32 K | -48.56% | 0.48% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 61.28 K | $661.00 K | -0.67% | 0.46% |
| ROYAL BANK OF CANADA | 08/14/2026 | 53.15 K | $573.00 K | 2.71% | 0.40% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 50.79 K | $547.47 K | -1.01% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 36.47 K | $393.19 K | -5.42% | 0.27% |
| DILIGENT INVESTORS, LLC | 07/24/2026 | 35.60 K | $383.74 K | -9.41% | 0.26% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 34.97 K | $377.00 K | 25.40% | 0.26% |
| POST RESCH TALLON GROUP INC. | 07/07/2026 | 34.61 K | $373.07 K | 25.01% | 0.26% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 33.46 K | $360.73 K | -32.17% | 0.25% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 29.90 K | $322.32 K | -4.47% | 0.22% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 27.58 K | $297.27 K | -33.79% | 0.20% |
| CORNERSTONE WEALTH MANAGEMENT, LLC | 07/22/2026 | 25.71 K | $277.20 K | -15.17% | 0.19% |
| MELFA WEALTH MANAGEMENT, LLC | 07/24/2026 | 25.54 K | $275.34 K | -0.40% | 0.19% |
| FSA ADVISORS, INC. | 08/17/2026 | 24.75 K | $266.76 K | -15.19% | 0.18% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 14.96 K | $161.31 K | 1.33% | 0.11% |
| SOWELL FINANCIAL SERVICES LLC | 07/20/2026 | 14.46 K | $155.92 K | 2.07% | 0.11% |
| RESURGENT FINANCIAL ADVISORS LLC | 08/14/2026 | 13.52 K | $145.75 K | 11.28% | 0.10% |
| VAN DIEST CAPITAL, LLC | 08/04/2026 | 12.05 K | $129.92 K | 100.00% | 0.09% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 11.72 K | $126.00 K | 0.00% | 0.09% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 11.65 K | $125.59 K | 9.39% | 0.09% |
| DYNAMIC ADVISOR SOLUTIONS LLC | 07/07/2026 | 10.08 K | $108.67 K | 100.00% | 0.07% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 5.00 K | $53.90 K | 38.89% | 0.04% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 4.75 K | $51.23 K | 2.08% | 0.04% |
| BARRETT & COMPANY, INC. | 07/24/2026 | 3.00 K | $32.34 K | 0.00% | 0.02% |
| UBS GROUP AG | 08/13/2026 | 2.28 K | $24.60 K | -8.24% | 0.02% |
| SRS CAPITAL ADVISORS, INC. | 08/10/2026 | 800 | $8.62 K | 237.55% | 0.01% |
| HAZLETT, BURT & WATSON, INC. | 07/30/2026 | 500 | $5.00 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| ADVISORY SERVICES NETWORK, LLC | 08/12/2026 | 0 | $0 | -100.00% | 0.00% |
| ARETE WEALTH ADVISORS, LLC | 08/13/2026 | 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, 74 institutional investors and hedge funds held shares of Eaton Vance Short Duration Diversified Income Fund. The most heavily invested institutionals were:
AMERIPRISE FINANCIAL INC: 1.83 M
SIT INVESTMENT ASSOCIATES INC: 764,074
GUGGENHEIM CAPITAL LLC: 347,294
MORGAN STANLEY: 328,108
Invesco Ltd.: 228,760
ADVISOR GROUP HOLDINGS, INC.: 173,144
37.85% of Eaton Vance Short Duration Diversified Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 8.04 M shares in the last 24 months. This purchase volume represents approximately $85.22 M in transactions.