Eaton Vance Short Dur DivXEVGX
13F holders, Q2 2024 (June 30)43holders −4
2new positions
6sold out
$10.80avg. 13F price*
At the end of Q2 2024, 43 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, down 4 from Q1 2024. 2 opened new positions and 6 sold out. The largest holders were Sit Investment Associates Inc. ($13.2M), Ameriprise Financial Inc. ($10.5M) and Morgan Stanley ($4.6M).
- 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $151K |
| Exits | 6 | $1.0M |
All 13F filers, Q1 2024 → Q2 2024: 261,001 shares bought and 346,692 shares sold, net −85,691 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 43 holders
| Sit Investment Associates Inc. | 0.30% | Reduce -2.7% | 1,221,670 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Add +20.6% | 971,872 | $10.5M |
| Morgan Stanley | 0.00% | Add +0.7% | 423,104 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.4% | 189,905 | $2.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -4.6% | 129,345 | $1.4M |
| Invesco Ltd. | 0.00% | Add +7.4% | 128,823 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +2.0% | 128,588 | $1.4M |
| Fiera Capital Corp | 0.00% | No change | 73,784 | $797K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -0.2% | 70,078 | $757K |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 60,344 | $652K |
| AE Wealth Management LLC | 0.01% | Add +3.5% | 59,510 | $643K |
| Commonwealth Equity Services, LLC | 0.00% | Add +7.0% | 50,219 | $542K |
| Cetera Investment Advisers | 0.00% | Add +103.8% | 48,224 | $521K |
| Bank of America Corp. | 0.00% | Add +35.0% | 48,109 | $520K |
| Diligent Investors, LLC | 0.13% | Reduce -12.7% | 46,769 | $505K |
| NewEdge Advisors, LLC | 0.00% | Reduce -12.9% | 43,681 | $472K |
| ELCO Management Co., LLC | 0.26% | Reduce -2.3% | 42,075 | $454K |
| LPL Financial LLC | 0.00% | Reduce -3.1% | 41,412 | $447K |
| Wells Fargo & Company | 0.00% | Add +16.0% | 36,039 | $389K |
| Shaker Financial Services, LLC | 0.15% | Reduce -52.3% | 34,522 | $373K |
| Osaic Holdings, Inc. | 0.00% | Reduce -81.0% | 34,413 | $372K |
| Equitable Holdings, Inc. | 0.00% | Add +12.2% | 30,071 | $325K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -1.7% | 26,278 | $284K |
| Envestnet Asset Management Inc. | 0.00% | Add +25.1% | 21,240 | $229K |
| Stifel Financial Corp. | 0.00% | Reduce -12.5% | 20,041 | $216K |
| EP Wealth Advisors, LLC | 0.00% | No change | 19,175 | $207K |
| Capital Market Strategies LLC | 0.13% | Add +1.6% | 18,895 | $204K |
| Bey-Douglas LLC | 0.18% | No change | 17,577 | $192K |
| FSA Advisors, Inc. | 0.20% | Add +12.2% | 17,698 | $191K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -13.1% | 15,488 | $167K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 15,275 | $165K |
| Wedbush Securities Inc. | 0.01% | No change | 13,735 | $148K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,500 | $146K |
| Pointe Capital Management LLC | 0.08% | No change | 11,684 | $126K |
| B. Riley Wealth Advisors, Inc. | 0.00% | New | 11,000 | $119K |
| Creative Planning | 0.00% | No change | 10,724 | $116K |
| UBS Group AG | 0.00% | Reduce -52.9% | 4,154 | $45K |
| Luken Investment Analytics, LLC | 0.02% | New | 3,000 | $32K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $24K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 750 | $8K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.3% | 496 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
"% 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.