Latest Institutional Purchases of Eaton Vance LTD Duration Income Fund (EVV)
This list provides information on the latest institutional transactions involving Eaton Vance LTD Duration Income Fund (EVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
882KNew |
$8.16M - $9.05M
|
882K
$8.95M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
797K+ 15.43% |
$7.37M - $8.18M
|
5.96M
$60.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
396K+ 10.98% |
$3.67M - $4.07M
|
4.01M
$40.7M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
171K+ 11.98% |
$1.58M - $1.75M
|
1.6M
$16.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
123K+ 1.26% |
$1.13M - $1.26M
|
9.89M
$100M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
79.2K+ 43.81% |
$732K - $812K
|
260K
$2.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
64.6K+ 68.68% |
$598K - $663K
|
159K
$1.61M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.5KNew |
$523K - $580K
|
56.5K
$574K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
46.5K+ 4.72% |
$430K - $477K
|
1.03M
$10.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
34.4K+ 9.35% |
$318K - $352K
|
402K
$4.08M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 4.99% |
$276K - $306K
|
627K
$6.37M
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
24.7KNew |
$228K - $253K
|
24.7K
$250K
|
|
|
Aug 12, 2025
Q2 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
24.2KNew |
$224K - $249K
|
24.2K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.2K+ 13.87% |
$168K - $187K
|
149K
$1.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$156K - $173K
|
16.8K
$171K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
16.5K+ 11.23% |
$152K - $169K
|
163K
$1.66M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
15.7K+ 3.04% |
$145K - $161K
|
530K
$5.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.9K+ 5.04% |
$129K - $143K
|
291K
$2.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
13.6K+ 6.94% |
$126K - $139K
|
209K
$2.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12.8KNew |
$118K - $131K
|
12.8K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7KNew |
$99.4K - $110K
|
10.7K
$109K
|
|
|
Jul 31, 2025
Q2 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.2KNew |
$94.2K - $104K
|
10.2K
$103K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.21K+ 2.23% |
$85.2K - $94.5K
|
423K
$4.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.68K+ 25.0% |
$80.3K - $89.1K
|
43.4K
$441K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
7.86K+ 9.91% |
$72.7K - $80.6K
|
87.2K
$885K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
6.67K+ 6010.81% |
$61.7K - $68.5K
|
6.78K
$68.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.45KNew |
$50.4K - $55.9K
|
5.45K
$55.3K
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.17K+ 3.03% |
$47.8K - $53.1K
|
176K
$1.79M
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
4.58K+ 15.97% |
$42.4K - $47K
|
33.3K
$338K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.54K+ 3.05% |
$42K - $46.6K
|
153K
$1.56M
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
4.35K+ 3.38% |
$40.2K - $44.6K
|
133K
$1.35M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
3.5K+ 26.62% |
$32.4K - $35.9K
|
16.6K
$169K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.65K+ 555.56% |
$24.5K - $27.2K
|
3.13K
$31.7K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
2.59K+ 4.35% |
$24K - $26.6K
|
62.2K
$631K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.9K+ 4.7% |
$17.6K - $19.5K
|
42.4K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.73K+ 0.19% |
$16K - $17.8K
|
917K
$9.31M
|
|
|
Jul 21, 2025
Q2 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.58K+ 3.31% |
$14.6K - $16.2K
|
49.4K
$502K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1.41K+ 47.79% |
$13K - $14.4K
|
4.35K
$44.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.07K+ 9.02% |
$9.93K - $11K
|
13K
$132K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
732+ 7.13% |
$6.77K - $7.51K
|
11K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
721+ 3.35% |
$6.67K - $7.4K
|
22.2K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
700New |
$6.48K - $7.18K
|
700
$7.11K
|
|
|
Jul 15, 2025
Q2 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
624+ 2.61% |
$5.77K - $6.4K
|
24.5K
$249K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
425+ 1.31% |
$3.93K - $4.36K
|
32.9K
$334K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
218+ 0.59% |
$2.02K - $2.24K
|
36.9K
$374K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
146+ 2.23% |
$1.35K - $1.5K
|
6.69K
$67.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
142+ 1.29% |
$1.31K - $1.46K
|
11.1K
$113K
|
|
|
Aug 05, 2025
Q2 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
95+ 0.41% |
$879 - $975
|
23.1K
$235K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
36+ 2.2% |
$333 - $369
|
1.67K
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 2.21% |
$305 - $339
|
1.53K
$15.5K
|