Eaton Vance Short Dur DivXEVGX
13F holders, Q4 2024 (December 31)45holders +1
3new positions
4sold out
$10.92avg. 13F price*
At the end of Q4 2024, 45 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, up 1 from Q3 2024. 3 opened new positions and 4 sold out. The largest holders were Ameriprise Financial Inc. ($13.9M), Sit Investment Associates Inc. ($10.5M) and Morgan Stanley ($3.9M).
- Company
- Eaton Vance Short Dur Div Inc.
- CUSIP
- 27828V104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $358K |
| Exits | 4 | $572K |
All 13F filers, Q3 2024 → Q4 2024: 447,873 shares bought and 279,372 shares sold, net +168,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 45 holders
| Ameriprise Financial Inc. | 0.00% | Add +17.0% | 1,268,461 | $13.9M |
| Sit Investment Associates Inc. | 0.24% | Reduce -10.2% | 958,779 | $10.5M |
| Morgan Stanley | 0.00% | Reduce -13.3% | 353,115 | $3.9M |
| LPL Financial LLC | 0.00% | Add +279.2% | 199,815 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -4.2% | 177,000 | $1.9M |
| Invesco Ltd. | 0.00% | Add +2.0% | 143,282 | $1.6M |
| First Trust Advisors LP | 0.00% | Add +0.2% | 131,249 | $1.4M |
| Advisors Asset Management, Inc. | 0.02% | Add +27.4% | 121,461 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +35.9% | 82,804 | $904K |
| Guggenheim Capital LLC | 0.01% | Add +1.7% | 79,689 | $870K |
| Fiera Capital Corp | 0.00% | Reduce -3.9% | 67,541 | $738K |
| Cetera Investment Advisers | 0.00% | Add +1.5% | 60,019 | $655K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -9.9% | 58,066 | $634K |
| Bank of America Corp. | 0.00% | Add +1.3% | 57,710 | $630K |
| Royal Bank of Canada | 0.00% | Reduce -5.4% | 56,190 | $614K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 53,940 | $589K |
| Wells Fargo & Company | 0.00% | Add +20.9% | 52,719 | $576K |
| Osaic Holdings, Inc. | 0.00% | Add +53.6% | 47,940 | $524K |
| Diligent Investors, LLC | 0.12% | Add +0.4% | 47,156 | $515K |
| Shaker Financial Services, LLC | 0.16% | Reduce -5.5% | 37,291 | $407K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.2% | 35,900 | $392K |
| Equitable Holdings, Inc. | 0.00% | Add +6.7% | 30,381 | $332K |
| ELCO Management Co., LLC | 0.15% | Reduce -38.7% | 26,775 | $292K |
| Melfa Wealth Management, Inc. | 0.19% | Reduce -0.4% | 25,953 | $283K |
| Post Resch Tallon Group Inc. | 0.24% | — | 22,181 | $244K |
| Stifel Financial Corp. | 0.00% | Reduce -2.3% | 21,556 | $235K |
| Susquehanna International Group, LLP | 0.00% | New | 21,502 | $235K |
| Capital Market Strategies LLC | 0.13% | Add +7.2% | 20,260 | $221K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.3% | 20,087 | $219K |
| EP Wealth Advisors, LLC | 0.00% | No change | 19,355 | $211K |
| Bey-Douglas LLC | 0.16% | Reduce -3.6% | 16,916 | $185K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 15,275 | $167K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -4.3% | 14,574 | $159K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,500 | $147K |
| Wedbush Securities Inc. | 0.00% | Reduce -14.7% | 11,715 | $128K |
| Pointe Capital Management LLC | 0.07% | Add +0.0% | 11,685 | $128K |
| Kestra Advisory Services, LLC | 0.00% | New | 10,253 | $112K |
| UBS Group AG | 0.00% | Reduce -6.3% | 3,832 | $42K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $24K |
| Synergy Asset Management, LLC | 0.00% | New | 1,000 | $11K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 750 | $8K |
| Tortoise Investment Management, LLC | 0.00% | Add +2.2% | 518 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 500 | $5K |
| WPG Advisers, LLC | 0.00% | — | 72 | $786 |
"% 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.