Baker Tilly Wealth Management, LLC Eaton Vance LTD Duration Income Fund Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 20, 2023	SELL	$9.02 - $9.85 $2,832 - $3,092	-314 Reduced 1.97%	15,600 $146,000
Q1 2023 Apr 12, 2023	BUY	$9.5 - $10.51 $2,983 - $3,300	314 Added 2.01%	15,914 $156,000
Q1 2022 Apr 27, 2022	SELL	$11.24 - $13.17 $112,400 - $131,700	-10,000 Reduced 39.06%	15,600 $183,000
Q4 2020 Feb 03, 2021	BUY	$11.38 - $12.53 $291,328 - $320,768	25,600 New	25,600 $321,000

Others Institutions Holding EVV

# of Institutions

156

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10M
Shares

$101 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$51.2 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.03M
Shares

$30.5 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.55M
Shares

$15.6 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.12M
Shares

$11.3 Million
0.08% of portfolio

About EATON VANCE LTD DURATION INCOME FUND

Ticker EVV
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Eaton Vance Limited Duration Income Fund is a closed-ended fixed income mutual fund launched and managed by Eaton Vance Management. The fund invests in the fixed income markets of the United States. It primarily invests in senior, secured floating-rate loans, government agency mortgage-backed securities, and corporate bonds that are rated below ...

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