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
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
425+ 1.31% |
$3.93K - $4.36K
|
32.9K
$340K
|
|
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
$583K
|
|
Q1 2025 | |||||||
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
133K+ 154.18% |
$1.31M - $1.37M
|
219K
$2.26M
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$102K - $107K
|
10.3K
$107K
|
|
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
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-4- 36.36% |
$39.3 - $41.4
|
7
$72.2
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-21Closed |
$206 - $217
|
0
$0
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 92.9% |
$170K - $178K
|
35.8K
$370K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26K- 56.81% |
$256K - $269K
|
19.8K
$204K
|
|
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
|
Elequin Capital LP
New York, NY |
SELL
|
- |
-16.1K- 65.21% |
$158K - $166K
|
8.59K
$88.6K
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$119K - $125K
|
12.1K
$125K
|
|
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
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.26% |
$9.83 - $10.3
|
378
$3.9K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 8.44% |
$11.5K - $12.1K
|
12.7K
$131K
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-355- 2.08% |
$3.49K - $3.67K
|
16.7K
$173K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-482- 2.11% |
$4.74K - $4.98K
|
22.3K
$230K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 70.8% |
$23.7K - $24.9K
|
5.81K
$60K
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
SELL
|
- |
-9- 12.0% |
$88.5 - $93.1
|
66
$681
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78- 0.63% |
$767 - $807
|
12.2K
$126K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60+ 0.77% |
$590 - $620
|
7.84K
$80.9K
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
583New |
$5.73K - $6.03K
|
583
$6.02K
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
227+ 2.2% |
$2.23K - $2.35K
|
10.6K
$109K
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.05K+ 3.12% |
$10.4K - $10.9K
|
34.8K
$359K
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12+ 0.05% |
$118 - $124
|
21.9K
$226K
|
|
Apr 09, 2025
Q1 2025
|
Selway Asset Management
Boise, ID |
SELL
|
- |
-1.48K- 2.42% |
$14.5K - $15.3K
|
59.4K
$613K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.3K+ 101664.71% |
$170K - $179K
|
17.3K
$179K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
319New |
$3.12K - $3.35K
|
319
$3.29K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7KNew |
$68.4K - $73.6K
|
7K
$72.2K
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.4KNew |
$33.2K - $35.7K
|
3.4K
$35.1K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-44.9K- 70.86% |
$439K - $472K
|
18.5K
$191K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$206K
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.35K- 34.12% |
$32.8K - $35.2K
|
6.48K
$66.8K
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-41.6K- 62.56% |
$407K - $438K
|
24.9K
$257K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.7KNew |
$124K - $134K
|
12.7K
$131K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
356New |
$3.48K - $3.74K
|
356
$3.67K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$97.7K - $105K
|
10K
$103K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
998New |
$9.75K - $10.5K
|
998
$10.3K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 91.87% |
$29.4K - $31.6K
|
266
$2.75K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
998New |
$9.75K - $10.5K
|
998
$10.3K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3KNew |
$100K - $108K
|
10.3K
$106K
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
SELL
|
- |
-9.62K- 30.0% |
$94K - $101K
|
22.5K
$232K
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 6.4% |
$1.47K - $1.58K
|
2.2K
$22.7K
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
18KNew |
$176K - $189K
|
18K
$186K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13KNew |
$127K - $137K
|
13K
$134K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66KNew |
$16.2K - $17.5K
|
1.66K
$17.2K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
645New |
$6.3K - $6.78K
|
645
$6.66K
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
400New |
$3.91K - $4.2K
|
400
$4.13K
|