Ford Financial Group, LLC Eaton Vance LTD Duration Income Fund Transaction History

Ford Financial Group, LLC

$2.36 Billion
Q1 2023

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 11, 2022	BUY	$9.21 - $11.35 $1,399 - $1,725	152 Added 1.12%	13,771 $126,000
Q2 2022 Jul 14, 2022	BUY	$9.68 - $11.9 $1,422 - $1,749	147 Added 1.09%	13,619 $140,000
Q1 2022 Apr 13, 2022	BUY	$11.24 - $13.17 $1,393 - $1,633	124 Added 0.93%	13,472 $157,000
Q4 2021 Feb 11, 2022	BUY	$12.84 - $13.38 $1,438 - $1,498	112 Added 0.85%	13,348 $174,000
Q3 2021 Nov 05, 2021	BUY	$13.0 - $13.44 $1,404 - $1,451	108 Added 0.82%	13,236 $174,000
Q2 2021 Jul 26, 2021	BUY	$12.59 - $13.26 $1,359 - $1,432	108 Added 0.83%	13,128 $174,000
Q1 2021 May 04, 2021	BUY	$12.34 - $12.72 $1,345 - $1,386	109 Added 0.84%	13,020 $164,000
Q4 2020 Feb 09, 2021	BUY	$11.38 - $12.53 $1,251 - $1,378	110 Added 0.86%	12,911 $161,000
Q3 2020 Oct 15, 2020	BUY	$11.08 - $11.98 $1,252 - $1,353	113 Added 0.89%	12,801 $144,000
Q2 2020 Jul 16, 2020	BUY	$9.98 - $11.64 $1,147 - $1,338	115 Added 0.91%	12,688 $143,000
Q1 2020 Apr 30, 2020	BUY	$8.0 - $13.54 $1,304 - $2,207	163 Added 1.31%	12,573 $132,000
Q4 2019 Jan 27, 2020	BUY	$12.46 - $13.25 $16,098 - $17,119	1,292 Added 11.62%	12,410 $164,000
Q3 2019 Oct 18, 2019	BUY	$12.39 - $12.69 $1,251 - $1,281	101 Added 0.92%	11,118 $138,000
Q2 2019 Jul 25, 2019	BUY	$12.48 - $12.84 $1,210 - $1,245	97 Added 0.89%	11,017 $139,000
Q1 2019 Apr 17, 2019	BUY	$11.85 - $12.81 $1,125 - $1,216	95 Added 0.88%	10,920 $138,000
Q4 2018 Jan 31, 2019	BUY	$11.39 - $12.7 $1,093 - $1,219	96 Added 0.89%	10,825 $129,000
Q3 2018 Oct 17, 2018	BUY	$12.51 - $12.87 $134,219 - $138,082	10,729 New	10,729 $136,000
Q1 2018 May 11, 2018	SELL	$12.94 - $13.73 $112,578 - $119,451	-8,700 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$13.42 - $14.08 $116,754 - $122,496	8,700	8,700 $118,000

Others Institutions Holding EVV

# of Institutions

155

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

10M
Shares

$104 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$52.6 Million
1.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.03M
Shares

$31.4 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.55M
Shares

$16 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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