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 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
56.5KNew |
$523K - $580K
|
56.5K
$582K
|
|
|
Jul 11, 2025
Q2 2025
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
BUY
|
- |
4.58K+ 15.97% |
$42.4K - $47K
|
33.3K
$343K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
314K+ 9.51% |
$3.08M - $3.24M
|
3.61M
$37.2M
|
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
171KNew |
$1.68M - $1.77M
|
171K
$1.76M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
145K+ 12.4% |
$1.43M - $1.5M
|
1.32M
$13.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
138K+ 60.2% |
$1.36M - $1.43M
|
367K
$3.78M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
114K+ 8.71% |
$1.12M - $1.18M
|
1.43M
$14.7M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
62.9K+ 6.82% |
$618K - $650K
|
984K
$10.1M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
50.2K+ 13.8% |
$493K - $519K
|
414K
$4.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Wela Strategies, Inc.
|
BUY
|
- |
46.6KNew |
$459K - $482K
|
46.6K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
43.3K+ 326.02% |
$426K - $448K
|
56.6K
$583K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
43K+ 3.2% |
$422K - $444K
|
1.39M
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
39.4K+ 5.99% |
$388K - $408K
|
698K
$7.19M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.8K+ 3.84% |
$333K - $350K
|
916K
$9.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
24.4K+ 2.71% |
$240K - $253K
|
924K
$9.52M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
24.3K+ 19.82% |
$239K - $251K
|
147K
$1.51M
|
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
23.6K+ 27.8% |
$232K - $244K
|
108K
$1.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.5K+ 3.73% |
$211K - $222K
|
598K
$6.16M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
18.1K+ 0.35% |
$178K - $188K
|
5.17M
$53.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.3K+ 101664.71% |
$170K - $179K
|
17.3K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 92.9% |
$170K - $178K
|
35.8K
$369K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
13.2K+ 56.37% |
$130K - $137K
|
36.7K
$378K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
12.6K+ 2.51% |
$124K - $130K
|
514K
$5.3M
|
|
|
May 13, 2025
Q1 2025
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
12.5KNew |
$123K - $129K
|
12.5K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.1KNew |
$119K - $125K
|
12.1K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12K+ 14.57% |
$118K - $124K
|
94.1K
$969K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.9KNew |
$117K - $123K
|
11.9K
$123K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
10.4K+ 5.61% |
$102K - $108K
|
196K
$2.02M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.3KNew |
$102K - $107K
|
10.3K
$106K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.84K+ 32.09% |
$96.7K - $102K
|
40.5K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
5.83K+ 18.17% |
$57.3K - $60.2K
|
37.9K
$390K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
5.33K+ 19.62% |
$52.4K - $55.1K
|
32.5K
$335K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.67K+ 2.07% |
$36K - $37.9K
|
181K
$1.86M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.57K+ 2.85% |
$35.1K - $36.9K
|
129K
$1.32M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
3.4K+ 92.07% |
$33.4K - $35.2K
|
7.09K
$73.1K
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
BUY
|
- |
2.93K+ 13.94% |
$28.8K - $30.2K
|
23.9K
$246K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.41K+ 70.8% |
$23.7K - $24.9K
|
5.81K
$59.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.72K+ 1.29% |
$16.9K - $17.8K
|
135K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.37K+ 0.93% |
$13.4K - $14.1K
|
149K
$1.53M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.21K+ 3.62% |
$11.9K - $12.5K
|
34.7K
$358K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.05K+ 3.12% |
$10.4K - $10.9K
|
34.8K
$359K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1K+ 8.23% |
$9.83K - $10.3K
|
13.1K
$135K
|
|
|
Apr 09, 2025
Q1 2025
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
912+ 1.94% |
$8.96K - $9.43K
|
47.8K
$493K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
849+ 4.11% |
$8.35K - $8.78K
|
21.5K
$221K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
724+ 0.68% |
$7.12K - $7.49K
|
107K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
688+ 2.88% |
$6.76K - $7.11K
|
24.6K
$254K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
587+ 0.75% |
$5.77K - $6.07K
|
79.3K
$817K
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
583New |
$5.73K - $6.03K
|
583
$6K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
519+ 0.88% |
$5.1K - $5.37K
|
59.6K
$614K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
264+ 1.24% |
$2.6K - $2.73K
|
21.5K
$221K
|
|