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 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-18Closed |
$234 - $242
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-2K- 44.44% |
$26K - $26.9K
|
2.5K
$26K
|
|
|
Oct 21, 2021
Q3 2021
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-29.7KClosed |
$386K - $399K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
39.1KNew |
$509K - $526K
|
39.1K
$406K
|
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-8KClosed |
$104K - $108K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-912Closed |
$11.5K - $12.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-332KClosed |
$4.18M - $4.4M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.5KClosed |
$133K - $140K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
27New |
$340 - $358
|
27
$280
|
|
|
Aug 12, 2021
Q2 2021
|
Integrated Capital Management, Inc.
|
SELL
|
- |
-11.2KClosed |
$141K - $148K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-20Closed |
$252 - $265
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-300Closed |
$3.78K - $3.98K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-62Closed |
$765 - $789
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-700Closed |
$8.64K - $8.9K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-31.3KClosed |
$386K - $398K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-1.9KClosed |
$23.4K - $24.2K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-8.18KClosed |
$101K - $104K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-19.5KClosed |
$240K - $248K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-30.1KClosed |
$372K - $383K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17.5KNew |
$216K - $223K
|
17.5K
$182K
|
|
|
May 12, 2021
Q1 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-11.4KClosed |
$140K - $145K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
13.7KNew |
$169K - $175K
|
13.7K
$142K
|
|
|
May 10, 2021
Q1 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-2.76KClosed |
$34.1K - $35.1K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-869Closed |
$10.7K - $11.1K
|
0
$0
|
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-16.8KClosed |
$208K - $214K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Robinson Capital Management, LLC
|
SELL
|
- |
-9.3KClosed |
$115K - $118K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.05KClosed |
$62.3K - $64.2K
|
0
$0
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 2.85% |
$24.2K - $25K
|
70.9K
$736K
|
|
|
Apr 27, 2021
Q1 2021
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-10.9KClosed |
$134K - $138K
|
0
$0
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$124K - $128K
|
10.1K
$104K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Pender Fund Capital Management Ltd.
Vancouver, A1 |
SELL
|
- |
-300KClosed |
$3.41M - $3.76M
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
M&T Bank Corp
|
SELL
|
- |
-11.5KClosed |
$131K - $144K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.09KClosed |
$23.8K - $26.2K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-250Closed |
$2.85K - $3.13K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Rmb Capital Management, LLC
|
SELL
|
- |
-103KClosed |
$1.17M - $1.29M
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-2KClosed |
$22.8K - $25.1K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-6.85KClosed |
$78K - $85.8K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-33.8KClosed |
$385K - $424K
|
0
$0
|
|
|
Jan 08, 2021
Q4 2020
|
Creative Financial Designs Inc
|
SELL
|
- |
-128Closed |
$1.46K - $1.6K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-676Closed |
$7.49K - $8.1K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-16.8KClosed |
$186K - $201K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.2KClosed |
$12K - $14K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$20K - $23.3K
|
2K
$20.8K
|
|
|
Aug 04, 2020
Q2 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-334Closed |
$3.33K - $3.89K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-5.18KClosed |
$51.6K - $60.2K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.1KClosed |
$131K - $153K
|
0
$0
|
|
|
Jul 14, 2020
Q2 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9Closed |
$89.8 - $105
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Whittier Trust CO
|
SELL
|
- |
-1.6KClosed |
$15.9K - $18.6K
|
0
$0
|
|
|
Jul 07, 2020
Q2 2020
|
True Private Wealth Advisors
|
SELL
|
- |
-1KClosed |
$9.98K - $11.6K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
255New |
$2.04K - $3.45K
|
255
$2.65K
|
|