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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Cura Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
619KNew |
$6.05M - $6.51M
|
619K
$6.21M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
619KNew |
$6.05M - $6.51M
|
619K
$6.21M
|
|
Feb 14, 2025
Q4 2024
|
Oak Hill Advisors LP
New York, NY |
BUY
|
- |
404KNew |
$3.94M - $4.24M
|
404K
$4.04M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
333K+ 39.69% |
$3.25M - $3.5M
|
1.17M
$11.7M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
262K+ 8.65% |
$2.56M - $2.76M
|
3.3M
$33M
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
255K+ 1120.58% |
$2.49M - $2.68M
|
278K
$2.79M
|
|
Jan 16, 2025
Q4 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
229KNew |
$2.24M - $2.41M
|
229K
$2.3M
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
191K+ 17.01% |
$1.86M - $2.01M
|
1.31M
$13.2M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
128K+ 263.22% |
$1.25M - $1.35M
|
177K
$1.77M
|
|
Feb 13, 2025
Q4 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
95.2K+ 105.44% |
$930K - $1M
|
185K
$1.86M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
93.2K+ 209.3% |
$910K - $979K
|
138K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
91.5K+ 101.23% |
$894K - $961K
|
182K
$1.82M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69K+ 8.31% |
$674K - $725K
|
900K
$9.01M
|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
62.1K+ 1.22% |
$606K - $652K
|
5.15M
$51.6M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.8KNew |
$516K - $555K
|
52.8K
$529K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
33.8K+ 7.22% |
$330K - $355K
|
502K
$5.03M
|
|
Feb 10, 2025
Q4 2024
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
27.5KNew |
$268K - $289K
|
27.5K
$275K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
26K+ 131.51% |
$254K - $273K
|
45.8K
$459K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
24.7KNew |
$241K - $259K
|
24.7K
$247K
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
24.5KNew |
$239K - $257K
|
24.5K
$245K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
23.5KNew |
$229K - $246K
|
23.5K
$235K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 90.54% |
$229K - $246K
|
49.3K
$494K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.7KNew |
$222K - $239K
|
22.7K
$228K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 4.91% |
$201K - $216K
|
438K
$4.39M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
20.1KNew |
$196K - $211K
|
20.1K
$201K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$200K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.9K+ 724.4% |
$185K - $198K
|
21.5K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$181K - $195K
|
18.6K
$186K
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
18KNew |
$176K - $189K
|
18K
$180K
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 1.91% |
$169K - $182K
|
921K
$9.23M
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.4K+ 14.43% |
$151K - $162K
|
122K
$1.23M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.4K+ 1.78% |
$151K - $162K
|
882K
$8.84M
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
13.3KNew |
$130K - $140K
|
13.3K
$133K
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13KNew |
$127K - $137K
|
13K
$130K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.7KNew |
$124K - $134K
|
12.7K
$127K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3KNew |
$120K - $129K
|
12.3K
$123K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
12.1KNew |
$119K - $128K
|
12.1K
$122K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.9K+ 3.38% |
$116K - $125K
|
363K
$3.64M
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1KNew |
$109K - $117K
|
11.1K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$108K - $116K
|
11.1K
$111K
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11K+ 3.97% |
$107K - $115K
|
287K
$2.88M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 22.64% |
$107K - $115K
|
59.1K
$592K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.3KNew |
$101K - $109K
|
10.3K
$104K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3KNew |
$100K - $108K
|
10.3K
$103K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$97.7K - $105K
|
10K
$100K
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.68K+ 11.81% |
$84.8K - $91.2K
|
82.1K
$823K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.78K+ 5.57% |
$76K - $81.8K
|
147K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.78KNew |
$76K - $81.7K
|
7.78K
$77.9K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7KNew |
$68.4K - $73.6K
|
7K
$70.1K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.67K+ 5.64% |
$65.2K - $70.1K
|
125K
$1.25M
|