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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 39.17% |
$99.8K - $110K
|
16.3K
$169K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23K- 1.3% |
$11.7K - $13K
|
93.4K
$969K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.7KNew |
$130K - $144K
|
13.7K
$142K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.84% |
$2.59K - $2.87K
|
14.6K
$151K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$485 - $536
|
11.1K
$115K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.92K- 4.46% |
$46.7K - $51.7K
|
105K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140New |
$1.33K - $1.47K
|
140
$1.45K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42K+ 41.42% |
$399K - $441K
|
143K
$1.49M
|
|
|
May 01, 2023
Q1 2023
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-7.92K- 37.65% |
$75.2K - $83.2K
|
13.1K
$136K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.93K- 49.33% |
$65.8K - $72.8K
|
7.11K
$73.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.5K - $10.5K
|
1K
$10.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
760New |
$7.22K - $7.99K
|
760
$7.89K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
5.4K+ 37.38% |
$51.3K - $56.7K
|
19.8K
$206K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.58KNew |
$34K - $37.6K
|
3.58K
$37.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 2.06% |
$950 - $1.05K
|
4.75K
$49.3K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2KNew |
$19K - $21K
|
2K
$20.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
90.7KNew |
$811K - $948K
|
90.7K
$941K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.4KNew |
$424K - $496K
|
47.4K
$492K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
28.4KNew |
$254K - $297K
|
28.4K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69New |
$617 - $721
|
69
$716
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.6KNew |
$157K - $184K
|
17.6K
$183K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
24.3KNew |
$217K - $254K
|
24.3K
$252K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$15.9K - $18.6K
|
1.78K
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
85.6KNew |
$765K - $895K
|
85.6K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-9K- 44.98% |
$80.5K - $94.1K
|
11K
$114K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.7KNew |
$140K - $164K
|
15.7K
$163K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$13.4K - $15.7K
|
1.5K
$15.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$69.5K - $81.2K
|
7.77K
$80.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.31KNew |
$47.4K - $55.4K
|
5.31K
$55.1K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 2.94% |
$3.13K - $3.66K
|
11.6K
$120K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$5.36K - $6.27K
|
600
$6.23K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$17.9K - $20.9K
|
2K
$20.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.76KNew |
$33.6K - $39.3K
|
3.76K
$39K
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6.44K+ 107.11% |
$59.3K - $73.1K
|
12.5K
$129K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30.2K- 7.45% |
$278K - $343K
|
375K
$3.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.4KClosed |
$133K - $163K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 43.84% |
$92.3K - $114K
|
12.8K
$133K
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.2KClosed |
$94.2K - $116K
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-595K- 99.96% |
$5.48M - $6.76M
|
216
$2.24K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
667New |
$6.14K - $7.57K
|
667
$6.92K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.4K- 15.04% |
$22.1K - $27.2K
|
13.6K
$141K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$102K - $125K
|
11K
$115K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.9K- 18.14% |
$35.9K - $44.3K
|
17.6K
$183K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
12KNew |
$110K - $136K
|
12K
$124K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.28KNew |
$21K - $25.8K
|
2.28K
$23.6K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
152+ 1.12% |
$1.4K - $1.73K
|
13.8K
$143K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$55.9K - $68.7K
|
5.77K
$59.9K
|
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-428Closed |
$4.14K - $5.09K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-39.7KClosed |
$384K - $472K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-21.3KClosed |
$206K - $253K
|
0
$0
|
|