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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-429K- 33.87% |
$4.15M - $4.51M
|
838K
$8.7M
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-121K- 64.43% |
$1.17M - $1.27M
|
66.5K
$691K
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
119+ 0.52% |
$1.15K - $1.25K
|
22.8K
$237K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-29K- 10.58% |
$280K - $305K
|
245K
$2.54M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.34K+ 1.01% |
$13K - $14.1K
|
134K
$1.39M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
217K+ 1186.55% |
$2.1M - $2.28M
|
235K
$2.44M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
876+ 2.96% |
$8.47K - $9.21K
|
30.5K
$316K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 1.35% |
$1.37K - $1.49K
|
10.7K
$111K
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
681New |
$6.59K - $7.16K
|
681
$7.07K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-698- 4.8% |
$6.75K - $7.34K
|
13.9K
$144K
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
150+ 6.83% |
$1.45K - $1.58K
|
2.35K
$24.3K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.7K+ 8.32% |
$162K - $176K
|
217K
$2.26M
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
SELL
|
- |
-190K- 67.78% |
$1.84M - $2M
|
90.3K
$937K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.77K- 9.94% |
$17.1K - $18.6K
|
16.1K
$167K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 8.1% |
$17.7K - $19.3K
|
24.5K
$254K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 4.81% |
$11.5K - $12.5K
|
25.9K
$268K
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.9K+ 11.15% |
$115K - $125K
|
118K
$1.23M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.22K- 2.72% |
$31.1K - $33.8K
|
115K
$1.19M
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-200- 0.87% |
$1.93K - $2.1K
|
22.7K
$236K
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47.1K+ 5.49% |
$455K - $495K
|
904K
$9.38M
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$30.4K - $33K
|
3.14K
$32.6K
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
95+ 0.42% |
$919 - $998
|
22.9K
$237K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
44+ 2.45% |
$425 - $462
|
1.84K
$19.1K
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
6+ 0.2% |
$58 - $63.1
|
2.95K
$30.6K
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-46- 28.93% |
$445 - $483
|
113
$1.17K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.85K+ 8.28% |
$17.9K - $19.5K
|
24.2K
$251K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61K- 78.49% |
$590K - $641K
|
16.7K
$173K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.59K- 11.05% |
$44.4K - $48.2K
|
36.9K
$383K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.23K+ 8.34% |
$50.6K - $55K
|
68K
$706K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10KNew |
$96.7K - $105K
|
10K
$104K
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
333+ 0.05% |
$3.22K - $3.5K
|
622K
$6.45M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 0.64% |
$13.3K - $14.4K
|
216K
$2.24M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 4.83% |
$186K - $202K
|
418K
$4.34M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 1.4% |
$60.7K - $65.9K
|
440K
$4.57M
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-308K- 35.97% |
$2.98M - $3.24M
|
548K
$5.69M
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51.4K+ 6.59% |
$497K - $540K
|
831K
$8.62M
|
|
Oct 17, 2024
Q3 2024
|
Wela Strategies, Inc.
|
SELL
|
- |
-19.2K- 29.81% |
$185K - $201K
|
45.1K
$468K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-12.8K- 21.05% |
$124K - $135K
|
48.2K
$500K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
234+ 1.62% |
$2.26K - $2.46K
|
14.7K
$152K
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-1.86K- 1.92% |
$18K - $19.6K
|
95.3K
$990K
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.89K- 6.15% |
$18.3K - $19.9K
|
28.9K
$300K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.1KNew |
$10.6K - $11.6K
|
1.1K
$11.4K
|
|
Oct 15, 2024
Q3 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
70+ 0.35% |
$677 - $736
|
20.2K
$210K
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-567- 82.05% |
$5.48K - $5.96K
|
124
$1.29K
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$2.42K - $2.63K
|
250
$2.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.15K- 26.35% |
$78.8K - $85.7K
|
22.8K
$236K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
727+ 14.19% |
$7.03K - $7.64K
|
5.85K
$60.7K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 39.86% |
$532 - $578
|
193
$2K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.82K+ 6.5% |
$27.3K - $29.7K
|
46.3K
$480K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
30.5K+ 23.62% |
$283K - $302K
|
160K
$1.66M
|