Eaton Vance Short Dur DivXEVGX
13F holders, Q1 2025 (March 31)42holders −3
3new positions
5sold out
$10.98avg. 13F price*
At the end of Q1 2025, 42 institutions reported holding Eaton Vance Short Dur Div Inc. (XEVGX) in their 13F filings, down 3 from Q4 2024. 3 opened new positions and 5 sold out. The largest holders were Ameriprise Financial Inc. ($15.4M), Sit Investment Associates Inc. ($9.9M) 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $592K |
| Exits | 5 | $486K |
All 13F filers, Q4 2024 → Q1 2025: 348,437 shares bought and 265,553 shares sold, net +82,884 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 42 holders
| Ameriprise Financial Inc. | 0.00% | Add +10.9% | 1,406,841 | $15.4M |
| Sit Investment Associates Inc. | 0.23% | Reduce -5.9% | 901,852 | $9.9M |
| Morgan Stanley | 0.00% | Add +1.0% | 356,712 | $3.9M |
| LPL Financial LLC | 0.00% | Add +44.4% | 288,477 | $3.2M |
| Invesco Ltd. | 0.00% | Add +10.5% | 158,340 | $1.7M |
| Advisors Asset Management, Inc. | 0.03% | Add +0.0% | 121,490 | $1.3M |
| First Trust Advisors LP | 0.00% | Reduce -8.4% | 120,189 | $1.3M |
| Guggenheim Capital LLC | 0.01% | Add +10.3% | 87,854 | $965K |
| AE Wealth Management LLC | 0.01% | Add +0.7% | 83,344 | $915K |
| Osaic Holdings, Inc. | 0.00% | Add +61.9% | 77,595 | $852K |
| Fiera Capital Corp | 0.00% | No change | 67,541 | $742K |
| Cetera Investment Advisers | 0.00% | Add +4.3% | 62,615 | $688K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -66.9% | 58,547 | $643K |
| Royal Bank of Canada | 0.00% | Add +1.4% | 56,999 | $626K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.5% | 54,191 | $595K |
| Bank of America Corp. | 0.00% | Reduce -8.1% | 53,026 | $582K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -10.5% | 51,980 | $571K |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 51,900 | $570K |
| Diligent Investors, LLC | 0.13% | Add +0.4% | 47,342 | $520K |
| FSA Advisors, Inc. | 0.33% | New | 37,905 | $416K |
| Shaker Financial Services, LLC | 0.15% | Reduce -3.7% | 35,921 | $394K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.5% | 33,200 | $365K |
| Equitable Holdings, Inc. | 0.00% | Add +0.7% | 30,599 | $336K |
| Melfa Wealth Management, Inc. | 0.19% | No change | 25,953 | $285K |
| Post Resch Tallon Group Inc. | 0.27% | Add +6.7% | 23,671 | $259K |
| ELCO Management Co., LLC | 0.14% | Reduce -13.8% | 23,075 | $253K |
| Capital Market Strategies LLC | 0.16% | Add +7.4% | 21,760 | $239K |
| Stifel Financial Corp. | 0.00% | Reduce -1.8% | 21,167 | $232K |
| Envestnet Asset Management Inc. | 0.00% | Add +1.5% | 20,382 | $224K |
| Atria Wealth Solutions, Inc. | 0.00% | No change | 15,275 | $168K |
| Bey-Douglas LLC | 0.15% | Reduce -11.3% | 15,013 | $165K |
| Moors & Cabot, Inc. | 0.01% | No change | 13,500 | $148K |
| Sowell Financial Services LLC | 0.01% | New | 13,066 | $143K |
| Wedbush Securities Inc. | 0.00% | No change | 11,715 | $129K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -27.3% | 10,599 | $116K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -46.4% | 10,380 | $114K |
| UBS Group AG | 0.00% | Add +81.1% | 6,940 | $76K |
| Barrett & Company, Inc. | 0.01% | No change | 3,000 | $33K |
| Elequin Capital, LP | 0.01% | New | 2,917 | $32K |
| CoreCap Advisors, LLC | 0.00% | No change | 2,200 | $24K |
| Tortoise Investment Management, LLC | 0.00% | Add +1.9% | 528 | $6K |
| 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.