Latest Institutional Transactions on Eaton Vance LTD Duration Income Fund (EVV)
This table provides information on the latest institutional transactions involving Eaton Vance LTD Duration Income Fund (EVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-11.9K- 1.92% |
$116K - $125K
|
610K
$6.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
387+ 1.16% |
$3.78K - $4.07K
|
33.8K
$339K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17.3K- 99.9% |
$169K - $182K
|
17
$171
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.96K- 12.24% |
$28.9K - $31.1K
|
21.2K
$213K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 9.38% |
$5.36K - $5.77K
|
6.4K
$64.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
645New |
$6.3K - $6.78K
|
645
$6.48K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-103K- 13.25% |
$1M - $1.08M
|
673K
$6.77M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66KNew |
$16.2K - $17.5K
|
1.66K
$16.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.5K+ 8.09% |
$53.7K - $57.8K
|
73.5K
$738K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.85K+ 5.08% |
$47.3K - $50.9K
|
100K
$1.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 90.54% |
$229K - $246K
|
49.3K
$495K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
753+ 3.72% |
$7.36K - $7.91K
|
21K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
229KNew |
$2.24M - $2.41M
|
229K
$2.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 22.64% |
$107K - $115K
|
59.1K
$594K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
400New |
$3.91K - $4.2K
|
400
$4.02K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 1.54% |
$2.64K - $2.84K
|
17.2K
$173K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
660+ 1.43% |
$6.45K - $6.94K
|
46.9K
$472K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 10.0% |
$9.77K - $10.5K
|
11K
$111K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-71- 62.83% |
$694 - $746
|
42
$422
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.72K- 5.95% |
$16.8K - $18.1K
|
27.2K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69K+ 8.31% |
$674K - $725K
|
900K
$9.04M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.75K- 55.73% |
$17.1K - $18.4K
|
1.39K
$14K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-117K- 73.13% |
$1.13M - $1.23M
|
42.9K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.24K+ 10.13% |
$31.4K - $34.1K
|
35.3K
$354K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$105K - $115K
|
10.9K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 15.15% |
$34.2K - $37.2K
|
19.8K
$199K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.03K+ 3.28% |
$9.94K - $10.8K
|
32.3K
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.93K+ 9.21% |
$86.4K - $93.9K
|
106K
$1.06M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.59K- 13.44% |
$34.7K - $37.7K
|
23.1K
$232K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 377.47% |
$19.9K - $21.7K
|
2.61K
$26.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-400- 1.19% |
$3.87K - $4.2K
|
33.2K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-19.2K- 2.69% |
$186K - $202K
|
694K
$6.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15K- 42.86% |
$145K - $158K
|
20K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 14.36% |
$3.68M - $4M
|
3.03M
$30.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.2K+ 10.78% |
$331K - $360K
|
351K
$3.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
140KNew |
$1.36M - $1.48M
|
140K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52KNew |
$503K - $547K
|
52K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
63.4KNew |
$613K - $666K
|
63.4K
$637K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
261K+ 43.11% |
$2.52M - $2.74M
|
866K
$8.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1.94K- 4.26% |
$18.8K - $20.4K
|
43.6K
$438K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 2.8% |
$2.64M - $2.87M
|
10M
$101M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
710+ 0.26% |
$6.87K - $7.46K
|
276K
$2.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.57K+ 4528.46% |
$53.9K - $58.5K
|
5.69K
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
777+ 4.8% |
$7.51K - $8.17K
|
17K
$171K
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
107KNew |
$1.03M - $1.12M
|
107K
$1.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.8KNew |
$714K - $776K
|
73.8K
$742K
|
|
|
Nov 13, 2024
Q3 2024
|
Rock Point Advisors, LLC
Burlington, VT |
SELL
|
- |
-1.6K- 3.66% |
$15.5K - $16.8K
|
42.1K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.25K+ 26.18% |
$31.4K - $34.2K
|
15.7K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
101K+ 2.02% |
$974K - $1.06M
|
5.09M
$51.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-18.1K- 28.92% |
$175K - $190K
|
44.5K
$447K
|
|