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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.99KClosed |
$68.2K - $76K
|
0
$0
|
|
|
Feb 05, 2019
Q4 2018
|
Parallel Advisors, LLC
|
SELL
|
- |
-1Closed |
$11.4 - $12.7
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-15.8KClosed |
$180K - $200K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-15KClosed |
$171K - $191K
|
0
$0
|
|
|
Jan 25, 2019
Q4 2018
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-10KClosed |
$114K - $127K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-14.5KClosed |
$165K - $184K
|
0
$0
|
|
| Q3 2018 | |||||||
|
May 07, 2020
Q3 2018
|
Royal Fund Management, LLC
|
SELL
|
- |
-2.38KClosed |
$29.7K - $30.6K
|
0
$0
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30.6KNew |
$382K - $393K
|
30.6K
$316K
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
62.2KNew |
$778K - $800K
|
62.2K
$643K
|
|
|
Nov 13, 2018
Q3 2018
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-143KClosed |
$1.79M - $1.85M
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-60KClosed |
$751K - $772K
|
0
$0
|
|
|
Nov 08, 2018
Q3 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-16Closed |
$200 - $206
|
0
$0
|
|
|
Nov 07, 2018
Q3 2018
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-45.3KClosed |
$567K - $583K
|
0
$0
|
|
|
Nov 06, 2018
Q3 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-84.6KClosed |
$1.06M - $1.09M
|
0
$0
|
|
|
Oct 24, 2018
Q3 2018
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-10Closed |
$125 - $129
|
0
$0
|
|
|
Oct 18, 2018
Q3 2018
|
Legacy Advisors, LLC
|
SELL
|
- |
-2.05KClosed |
$25.6K - $26.3K
|
0
$0
|
|
|
Oct 05, 2018
Q3 2018
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.9KClosed |
$136K - $140K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-14.6KClosed |
$183K - $192K
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Laurion Capital Management LP
New York, NY |
SELL
|
- |
-99KClosed |
$1.24M - $1.3M
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-11Closed |
$138 - $145
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-4.2KClosed |
$52.6K - $55.2K
|
0
$0
|
|
|
Aug 02, 2018
Q2 2018
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-65.7KClosed |
$823K - $864K
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
Kovack Advisors, Inc.
|
SELL
|
- |
-17.2KClosed |
$216K - $226K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 11, 2018
Q1 2018
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-100Closed |
$1.29K - $1.37K
|
0
$0
|
|
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.6KNew |
$227K - $241K
|
17.6K
$182K
|
|
|
Apr 19, 2018
Q1 2018
|
Strategic Advisors LLC
|
SELL
|
- |
-91.2KClosed |
$1.18M - $1.25M
|
0
$0
|
|
|
Apr 18, 2018
Q1 2018
|
Alethea Capital Management, LLC
San Diego, CA |
SELL
|
- |
-32.1KClosed |
$415K - $441K
|
0
$0
|
|
|
Apr 12, 2018
Q1 2018
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.6KClosed |
$20.7K - $22K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Focused Wealth Management, Inc
|
BUY
|
- |
112New |
$1.5K - $1.58K
|
112
$1.16K
|
|
|
Feb 05, 2018
Q4 2017
|
Benedict Financial Advisors Inc
|
SELL
|
- |
-11KClosed |
$148K - $155K
|
0
$0
|
|
|
Jan 30, 2018
Q4 2017
|
Conning Inc.
|
SELL
|
- |
-10K- 23.76% |
$134K - $141K
|
32.1K
$332K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.75KClosed |
$51.9K - $53.5K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-10.4KClosed |
$143K - $148K
|
0
$0
|
|
|
Nov 14, 2017
Q3 2017
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-17.1KClosed |
$237K - $244K
|
0
$0
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
130New |
N/A
|
130
$1.35K
|
|
| Q4 2015 | |||||||
|
Sep 22, 2017
Q4 2015
|
Allen Investment Management LLC
|
SELL
|
- |
-15.8K- 57.8% |
N/A
|
11.6K
$120K
|
|