Congress Wealth Management LLC Eaton Vance LTD Duration Income Fund Transaction History

Congress Wealth Management LLC

$6.12 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	SELL	$9.51 - $9.99 $247,260 - $259,740	-26,000 Reduced 56.81%	19,770 $192,000
Q4 2023 Feb 09, 2024	BUY	$8.55 - $9.7 $222,300 - $252,199	26,000 Added 131.51%	45,770 $438,000
Q1 2023 Apr 14, 2023	BUY	$9.5 - $10.51 $45,410 - $50,237	4,780 Added 31.89%	19,770 $194,000
Q4 2021 Feb 04, 2022	BUY	$12.84 - $13.38 $192,471 - $200,566	14,990 New	14,990 $196,000

Others Institutions Holding EVV

# of Institutions

155

Shares Held

36.8M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

9.74M
Shares

$102 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

4.98M
Shares

$52.1 Million
1.12% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.65M
Shares

$27.7 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.58M
Shares

$16.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.27M
Shares

$13.3 Million
0.16% 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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