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Eaton Vance Short Duration Diversified Income Fund

EVG
Exchange
NYSE
SEC CIK
0001287498

No open-market purchases or sales by Eaton Vance Short Duration Diversified Income Fund insiders were filed in the last 90 days; 41 institutions reported holding it in 13F filings for Q2 2026, worth $55.0M in total; no superinvestor holds it.

Q4 2021 vs. Q3 2021

How the institutions holding Eaton Vance Short Duration Diversified Income Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021All holders in Q3 2021

13F holders of EVG: Q3 2021 compared with Q4 2021
MeasureQ3 2021Of which not filed for Q4 2021Q4 2021Change
Holders35136+2
Shares4.67M59.8K4.34M−267.5K (−5.8%)
Value$62.2M$797.0K$57.5M−$3.96M (−6.4%)

1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (9)

Institutions that held Eaton Vance Short Duration Diversified Income Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to EVG in Q4 2021
InstitutionSharesValue% of portfolio
GWM Advisors LLC83,379$1.11M0.02%
Capital Market Strategies LLC24,014$319.0K0.26%
Winning Points Advisors, LLC22,995$311.0K0.23%
Qube Research & Technologies Ltd19,753$262.0K0.00%
San Luis Wealth Advisors LLC17,310$230.0K0.23%
Raymond James & Associates15,806$210.0K0.00%
Stifel Financial Corp10,930$145.0K0.00%
Confluence Wealth Services, Inc.1,786$23.0K0.01%
Northern Trust Corp10,025$1.00K0.00%

Sold out (7)

Institutions that held Eaton Vance Short Duration Diversified Income Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of EVG in Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Kestra Advisory Services, LLC21,552$287.0K
Barclays PLC19,753$266.0K
Paradigm Financial Advisors, LLC15,800$211.0K
Citadel Advisors LLC14,402$192.0K
Oppenheimer & Co Inc13,341$178.0K
Citigroup Inc1,218$16.0K
Selective Wealth Management, Inc.244$3.00K

Not filed for Q4 2021 yet (1)

Institutions that held Eaton Vance Short Duration Diversified Income Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding EVG in Q3 2021 that haven't filed for Q4 2021
InstitutionShares, Q3 2021Value, Q3 2021
Mid Atlantic Financial Management Inc59,784$797.0K