Eaton Vance Short Dur DivXEVGX
13F holders, Q3 2024 (September 30)44holders +1
4new positions
3sold out
$11.14avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, up 1 from Q2 2024. 4 opened new positions and 3 sold out. The largest holders were Ameriprise Financial Inc. ($12.1M), Sit Investment Associates Inc. ($11.9M) 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.4M |
| Exits | 3 | $267K |
All 13F filers, Q2 2024 → Q3 2024: 325,698 shares bought and 271,452 shares sold, net +54,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Ameriprise Financial Inc. | 0.00% | Add +11.6% | 1,084,543 | $12.1M |
| Sit Investment Associates Inc. | 0.27% | Reduce -12.6% | 1,067,294 | $11.9M |
| Morgan Stanley | 0.00% | Reduce -3.7% | 407,420 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.8% | 184,666 | $2.1M |
| Invesco Ltd. | 0.00% | Add +9.0% | 140,435 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 130,930 | $1.5M |
| Advisors Asset Management, Inc. | 0.02% | New | 95,377 | $1.1M |
| Guggenheim Capital LLC | 0.01% | Reduce -39.4% | 78,377 | $876K |
| Fiera Capital Corp | 0.00% | Reduce -4.8% | 70,263 | $786K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -8.1% | 64,421 | $720K |
| AE Wealth Management LLC | 0.01% | Add +2.4% | 60,928 | $681K |
| Royal Bank of Canada | 0.00% | Reduce -1.5% | 59,423 | $664K |
| Cetera Investment Advisers | 0.00% | Add +22.6% | 59,140 | $661K |
| Bank of America Corp. | 0.00% | Add +18.4% | 56,954 | $637K |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.1% | 53,264 | $595K |
| LPL Financial LLC | 0.00% | Add +27.2% | 52,691 | $589K |
| Diligent Investors, LLC | 0.12% | Add +0.4% | 46,960 | $525K |
| ELCO Management Co., LLC | 0.26% | Add +3.8% | 43,675 | $488K |
| Wells Fargo & Company | 0.00% | Add +21.0% | 43,603 | $487K |
| Shaker Financial Services, LLC | 0.17% | Add +14.3% | 39,473 | $441K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.4% | 38,700 | $433K |
| Osaic Holdings, Inc. | 0.00% | Reduce -9.3% | 31,210 | $349K |
| International Assets Investment Management, LLC | 0.03% | New | 46,425 | $340K |
| Equitable Holdings, Inc. | 0.00% | Reduce -5.3% | 28,473 | $318K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -0.9% | 26,051 | $291K |
| Envestnet Asset Management Inc. | 0.00% | Add +10.3% | 23,425 | $262K |
| Stifel Financial Corp. | 0.00% | Add +10.0% | 22,052 | $247K |
| FSA Advisors, Inc. | 0.22% | Add +11.7% | 19,770 | $221K |
| EP Wealth Advisors, LLC | 0.00% | Add +0.9% | 19,355 | $216K |
| Capital Market Strategies LLC | 0.13% | No change | 18,895 | $211K |
| Bey-Douglas LLC | 0.17% | Reduce -0.2% | 17,542 | $196K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 15,275 | $171K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -1.6% | 15,236 | $170K |
| Wedbush Securities Inc. | 0.01% | No change | 13,735 | $154K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,500 | $151K |
| Pointe Capital Management LLC | 0.08% | No change | 11,684 | $131K |
| UBS Group AG | 0.00% | Reduce -1.6% | 4,088 | $46K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $34K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $25K |
| Ashton Thomas Securities, LLC | 0.00% | New | 1,000 | $11K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 750 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $6K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.2% | 507 | $6K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 3 | $34 |
"% 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.