Coastal Investment Advisors, Inc. Eaton Vance LTD Duration Income Fund Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

Shares

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$8.94 - $10.45 $140,474 - $164,200	15,713 New	15,713 $147,000
Q1 2020 Apr 23, 2020	SELL	$8.0 - $13.54 $6,296 - $10,655	-787 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$12.46 - $13.25 $49 - $53	4 Added 0.51%	787 $10,000
Q3 2019 Oct 18, 2019	SELL	$12.39 - $12.69 $12,340 - $12,639	-996 Reduced 55.99%	783 $9,000
Q2 2019 Aug 01, 2019	BUY	$12.48 - $12.84 $15,724 - $16,178	1,260 Added 242.77%	1,779 $23,000
Q1 2019 May 15, 2019	BUY	$11.85 - $12.81 $6,150 - $6,648	519 New	519 $7,000

Others Institutions Holding EVV

# of Institutions

162

Shares Held

35.7M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10M
Shares

$103 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$52.4 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.03M
Shares

$31.2 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.55M
Shares

$15.9 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

1.12M
Shares

$11.6 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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