Eaton Vance Short Dur DivXEVGX
13F holders, Q1 2024 (March 31)47holders
$10.56avg. 13F price*
At the end of Q1 2024, 47 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings. The largest holders were Sit Investment Associates Inc. ($13.3M), Ameriprise Financial Inc. ($8.5M) and Morgan Stanley ($4.4M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $1.3M |
| Exits | 4 | $541K |
Ownership 47 holders
| Sit Investment Associates Inc. | 0.30% | Add +0.2% | 1,255,531 | $13.3M |
| Ameriprise Financial Inc. | 0.00% | Add +82.9% | 805,866 | $8.5M |
| Morgan Stanley | 0.00% | Reduce -22.7% | 420,288 | $4.4M |
| Osaic Holdings, Inc. | 0.00% | Add +1.4% | 180,611 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1538.0% | 180,174 | $1.9M |
| Guggenheim Capital LLC | 0.01% | Reduce -1.8% | 135,522 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +10.4% | 126,039 | $1.3M |
| Invesco Ltd. | 0.00% | Reduce -13.8% | 119,984 | $1.3M |
| Fiera Capital Corp | 0.00% | Add +0.1% | 73,784 | $779K |
| Shaker Financial Services, LLC | 0.30% | Add +83.0% | 72,355 | $764K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -1.9% | 70,235 | $742K |
| Royal Bank of Canada | 0.00% | Reduce -13.9% | 61,816 | $653K |
| AE Wealth Management LLC | 0.01% | Reduce -0.1% | 57,522 | $607K |
| Sigma Planning Corp | 0.02% | New | 56,363 | $595K |
| Diligent Investors, LLC | 0.14% | Add +0.5% | 53,575 | $566K |
| NewEdge Advisors, LLC | 0.00% | Reduce -27.1% | 50,175 | $530K |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 46,920 | $495K |
| ELCO Management Co., LLC | 0.28% | Reduce -2.3% | 43,075 | $455K |
| LPL Financial LLC | 0.00% | Reduce -6.2% | 42,718 | $451K |
| Bank of America Corp. | 0.00% | Reduce -2.7% | 35,622 | $376K |
| Wells Fargo & Company | 0.00% | Reduce -3.1% | 31,080 | $328K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 26,802 | $283K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -1.9% | 26,734 | $282K |
| Cetera Investment Advisers | 0.00% | New | 23,662 | $250K |
| Stifel Financial Corp. | 0.00% | Add +23.9% | 22,899 | $242K |
| EP Wealth Advisors, LLC | 0.00% | No change | 19,175 | $202K |
| Capital Market Strategies LLC | 0.15% | No change | 18,595 | $196K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -8.3% | 17,816 | $188K |
| Bey-Douglas LLC | 0.18% | Reduce -2.4% | 17,577 | $186K |
| Envestnet Asset Management Inc. | 0.00% | Add +31.9% | 16,976 | $179K |
| FSA Advisors, Inc. | 0.18% | New | 15,777 | $167K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -19.5% | 15,275 | $161K |
| Wedbush Securities Inc. | 0.01% | No change | 13,735 | $145K |
| Moors & Cabot, Inc. | 0.01% | Reduce -25.4% | 13,500 | $143K |
| Landscape Capital Management, L.L.C. | 0.01% | Reduce -38.1% | 13,412 | $142K |
| Kennedy Investment Group, Inc. | 0.08% | Reduce -96.6% | 13,401 | $142K |
| Pointe Capital Management LLC | 0.08% | No change | 11,684 | $123K |
| Creative Planning | 0.00% | New | 10,724 | $113K |
| HRT Financial LP | 0.00% | New | 10,552 | $111K |
| UBS Group AG | 0.00% | Add +79.2% | 8,827 | $93K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $32K |
| CoreCap Advisors, LLC | 0.00% | New | 2,200 | $23K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,250 | $13K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 750 | $8K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.3% | 485 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 95 | $1K |
"% of holder's portfolio" is XEVGX's weight in each manager's 13F, not the share of Eaton Vance Short Dur Div Inc. the manager owns.