Plante Moran Financial Advisors, LLC Eaton Vance LTD Duration Income Fund Transaction History

Plante Moran Financial Advisors, LLC

$927 Million
Q1 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 13, 2021	SELL	$12.34 - $12.72 $371,520 - $382,961	-30,107 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$11.08 - $11.98 $333,585 - $360,681	30,107 New	30,107 $341,000
Q2 2019 Aug 13, 2019	SELL	$12.48 - $12.84 $2,046 - $2,105	-164 Closed	0 $0
Q1 2019 May 13, 2019	BUY	$11.85 - $12.81 $11 - $12	1 Added 0.61%	164 $2,000
Q4 2018 Jan 29, 2019	BUY	$11.39 - $12.7 $22 - $25	2 Added 1.24%	163 $2,000

Q3 2018 Nov 09, 2018	BUY	$12.51 - $12.87 $25 - $25	2 Added 1.26%	161 $2,000
Q2 2018 Jul 26, 2018	BUY	$12.52 - $13.14 $12 - $13	1 Added 0.63%	159 $2,000
Q1 2018 May 01, 2018	BUY	$12.94 - $13.73 $2,044 - $2,169	158 New	158 $2,000

Others Institutions Holding EVV

# of Institutions

161

Shares Held

37.2M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

9.43M
Shares

$91.4 Million
0.01% of portfolio
Sit Investment Associates Inc Minneapolis, MN

5.09M
Shares

$49.3 Million
1.14% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.23M
Shares

$21.7 Million
0.01% of portfolio
Invesco Ltd. Atlanta, GA

1.6M
Shares

$15.5 Million
0.0% of portfolio
Penserra Capital Management LLC Orinda, CA

1.24M
Shares

$12 Million
0.15% 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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