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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-626- 1.11% |
$5.79K - $6.42K
|
55.8K
$576K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.65K+ 555.56% |
$24.5K - $27.2K
|
3.13K
$32.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.9K- 2.28% |
$45.3K - $50.3K
|
210K
$2.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8KNew |
$118K - $131K
|
12.8K
$132K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 4.99% |
$276K - $306K
|
627K
$6.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.65K- 24.9% |
$61.5K - $68.2K
|
20.1K
$207K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-780- 0.28% |
$7.22K - $8K
|
275K
$2.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 47.79% |
$13K - $14.4K
|
4.35K
$44.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
218+ 0.59% |
$2.02K - $2.24K
|
36.9K
$381K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-35.9K- 63.51% |
$332K - $369K
|
20.7K
$213K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 9.02% |
$9.93K - $11K
|
13K
$134K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.17K+ 3.03% |
$47.8K - $53.1K
|
176K
$1.82M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-53.6K- 12.76% |
$495K - $550K
|
366K
$3.78M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.86K+ 9.91% |
$72.7K - $80.6K
|
87.2K
$900K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15.7K+ 3.04% |
$145K - $161K
|
530K
$5.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
95+ 0.41% |
$879 - $975
|
23.1K
$239K
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
13.6K+ 6.94% |
$126K - $139K
|
209K
$2.16M
|
|
|
Aug 04, 2025
Q2 2025
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.24K- 2.4% |
$29.9K - $33.2K
|
131K
$1.36M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.51K- 4.94% |
$32.4K - $36K
|
67.6K
$697K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.2K- 24.5% |
$233K - $259K
|
77.7K
$802K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 1.29% |
$1.31K - $1.46K
|
11.1K
$115K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.9K+ 4.7% |
$17.6K - $19.5K
|
42.4K
$438K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$94.2K - $104K
|
10.2K
$105K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.49K- 9.83% |
$13.8K - $15.3K
|
13.7K
$141K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
36+ 2.2% |
$333 - $369
|
1.67K
$17.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
732+ 7.13% |
$6.77K - $7.51K
|
11K
$114K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46.5K+ 4.72% |
$430K - $477K
|
1.03M
$10.6M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-106- 0.43% |
$981 - $1.09K
|
24.5K
$253K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.4K- 25.75% |
$614K - $681K
|
191K
$1.98M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.39K- 72.04% |
$12.8K - $14.3K
|
539
$5.56K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.1K- 34.18% |
$139K - $154K
|
29K
$299K
|
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-118K- 20.67% |
$1.09M - $1.21M
|
453K
$4.67M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.35K+ 3.38% |
$40.2K - $44.6K
|
133K
$1.37M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 4.35% |
$24K - $26.6K
|
62.2K
$642K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$50.4K - $55.9K
|
5.45K
$56.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.95K- 21.81% |
$18.1K - $20K
|
7K
$72.2K
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.58K+ 3.31% |
$14.6K - $16.2K
|
49.4K
$510K
|
|
|
Jul 21, 2025
Q2 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-4K- 20.0% |
$37K - $41K
|
16K
$165K
|
|
|
Jul 17, 2025
Q2 2025
|
Camelot Portfolios, LLC
|
SELL
|
- |
-7.82K- 7.22% |
$72.3K - $80.2K
|
100K
$1.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
146+ 2.23% |
$1.35K - $1.5K
|
6.69K
$69K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.33K- 14.99% |
$67.8K - $75.2K
|
41.6K
$429K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
882KNew |
$8.16M - $9.05M
|
882K
$9.1M
|
|
|
Jul 17, 2025
Q2 2025
|
Melfa Wealth Management, LLC
Westborough, MA |
SELL
|
- |
-3.18K- 3.18% |
$29.4K - $32.6K
|
96.9K
$1M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.81K- 8.44% |
$16.8K - $18.6K
|
19.7K
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
11New |
$102 - $113
|
11
$114
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.5K+ 26.62% |
$32.4K - $35.9K
|
16.6K
$172K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
624+ 2.61% |
$5.77K - $6.4K
|
24.5K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-251K- 44.03% |
$2.32M - $2.58M
|
319K
$3.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
34.4K+ 9.35% |
$318K - $352K
|
402K
$4.14M
|
|
|
Jul 14, 2025
Q2 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
6+ 0.01% |
$55.5 - $61.6
|
46.6K
$481K
|