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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
4.58K+ 15.97% |
$42.4K - $47K
|
33.3K
$343K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.5KNew |
$523K - $580K
|
56.5K
$582K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$102K - $107K
|
10.3K
$106K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.4K+ 92.07% |
$33.4K - $35.2K
|
7.09K
$73.1K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 36.36% |
$39.3 - $41.4
|
7
$72.1
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.2K- 3.55% |
$100K - $105K
|
277K
$2.85M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.62K- 16.31% |
$25.7K - $27.1K
|
13.4K
$138K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.83K+ 18.17% |
$57.3K - $60.2K
|
37.9K
$390K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
724+ 0.68% |
$7.12K - $7.49K
|
107K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.22K- 16.37% |
$31.7K - $33.3K
|
16.5K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-21Closed |
$206 - $217
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-204K- 2.05% |
$2.01M - $2.11M
|
9.77M
$101M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
61+ 0.25% |
$600 - $631
|
24.5K
$253K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.01K- 0.72% |
$19.8K - $20.8K
|
276K
$2.84M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.2K- 30.6% |
$80.6K - $84.8K
|
18.6K
$192K
|
|
|
May 15, 2025
Q1 2025
|
Cura Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-163K- 26.39% |
$1.61M - $1.69M
|
456K
$4.7M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 3.84% |
$333K - $350K
|
916K
$9.43M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.12K- 25.49% |
$50.3K - $52.9K
|
15K
$154K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.37K+ 0.93% |
$13.4K - $14.1K
|
149K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-1.5K- 10.14% |
$14.7K - $15.5K
|
13.3K
$137K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
849+ 4.11% |
$8.35K - $8.78K
|
21.5K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.48K- 19.53% |
$63.7K - $67K
|
26.7K
$275K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
314K+ 9.51% |
$3.08M - $3.24M
|
3.61M
$37.2M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26K- 56.81% |
$256K - $269K
|
19.8K
$204K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12K+ 14.57% |
$118K - $124K
|
94.1K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.51K- 4.72% |
$63.9K - $67.3K
|
131K
$1.35M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 2.26% |
$324 - $341
|
1.49K
$15.4K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.7K- 29.65% |
$154K - $162K
|
37.2K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.35K- 2.81% |
$13.2K - $13.9K
|
46.5K
$479K
|
|
|
May 14, 2025
Q1 2025
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-4.08K- 24.76% |
$40.1K - $42.1K
|
12.4K
$128K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
114K+ 8.71% |
$1.12M - $1.18M
|
1.43M
$14.7M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.7KClosed |
$85.5K - $90K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 92.9% |
$170K - $178K
|
35.8K
$369K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 0.44% |
$865 - $910
|
19.9K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
18.1K+ 0.35% |
$178K - $188K
|
5.17M
$53.2M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.5KNew |
$123K - $129K
|
12.5K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
23.6K+ 27.8% |
$232K - $244K
|
108K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.67K+ 2.07% |
$36K - $37.9K
|
181K
$1.86M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$119K - $125K
|
12.1K
$125K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-5.64K- 0.91% |
$55.5K - $58.4K
|
614K
$6.32M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
39.4K+ 5.99% |
$388K - $408K
|
698K
$7.19M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-16.1K- 65.21% |
$158K - $166K
|
8.59K
$88.4K
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
171KNew |
$1.68M - $1.77M
|
171K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.2K+ 13.8% |
$493K - $519K
|
414K
$4.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.26% |
$9.83 - $10.3
|
378
$3.89K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-150- 0.95% |
$1.47K - $1.55K
|
15.6K
$161K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-11.4K- 9.59% |
$112K - $117K
|
107K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
43K+ 3.2% |
$422K - $444K
|
1.39M
$14.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-714- 4.11% |
$7.02K - $7.38K
|
16.6K
$171K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-18.5K- 4.22% |
$182K - $191K
|
420K
$4.32M
|
|