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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
619KNew |
$6.05M - $6.51M
|
619K
$6.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Kanen Wealth Management LLC
Coral Springs, FL |
BUY
|
- |
229KNew |
$2.24M - $2.41M
|
229K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
69K+ 8.31% |
$674K - $725K
|
900K
$9.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
23.4K+ 90.54% |
$229K - $246K
|
49.3K
$507K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.9K+ 724.4% |
$185K - $198K
|
21.5K
$221K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
18KNew |
$176K - $189K
|
18K
$185K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17.3K+ 1.91% |
$169K - $182K
|
921K
$9.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13KNew |
$127K - $137K
|
13K
$134K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.3KNew |
$120K - $129K
|
12.3K
$127K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9K+ 22.64% |
$107K - $115K
|
59.1K
$609K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
10.3KNew |
$101K - $109K
|
10.3K
$106K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3KNew |
$100K - $108K
|
10.3K
$106K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
7.78KNew |
$76K - $81.7K
|
7.78K
$80.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.67K+ 5.64% |
$65.2K - $70.1K
|
125K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.5K+ 8.09% |
$53.7K - $57.8K
|
73.5K
$757K
|
|
|
Jan 17, 2025
Q4 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
4.85K+ 5.08% |
$47.3K - $50.9K
|
100K
$1.03M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.75K+ 10.14% |
$36.6K - $39.4K
|
40.7K
$419K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66KNew |
$16.2K - $17.5K
|
1.66K
$17.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.15K+ 10.73% |
$11.2K - $12.1K
|
11.8K
$122K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 10.0% |
$9.77K - $10.5K
|
11K
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
998New |
$9.75K - $10.5K
|
998
$10.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
753+ 3.72% |
$7.36K - $7.91K
|
21K
$216K
|
|
|
Jan 13, 2025
Q4 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
660+ 1.43% |
$6.45K - $6.94K
|
46.9K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
645New |
$6.3K - $6.78K
|
645
$6.64K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
549+ 9.38% |
$5.36K - $5.77K
|
6.4K
$65.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
400New |
$3.91K - $4.2K
|
400
$4.12K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
387+ 1.16% |
$3.78K - $4.07K
|
33.8K
$348K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
252+ 1.72% |
$2.46K - $2.65K
|
14.9K
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
95+ 0.42% |
$928 - $998
|
23K
$236K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
72+ 0.12% |
$703 - $757
|
58.4K
$601K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
43+ 2.33% |
$420 - $452
|
1.89K
$19.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
37+ 2.37% |
$361 - $389
|
1.6K
$16.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
12+ 0.41% |
$117 - $126
|
2.96K
$30.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 14.36% |
$3.68M - $4M
|
3.03M
$31.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 2.8% |
$2.64M - $2.87M
|
10M
$103M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
261K+ 43.11% |
$2.52M - $2.74M
|
866K
$8.92M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
217K+ 1186.55% |
$2.1M - $2.28M
|
235K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
179K+ 18.94% |
$1.73M - $1.88M
|
1.12M
$11.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
140KNew |
$1.36M - $1.48M
|
140K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
107KNew |
$1.03M - $1.12M
|
107K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
101K+ 2.02% |
$974K - $1.06M
|
5.09M
$52.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.8KNew |
$714K - $776K
|
73.8K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
63.4KNew |
$613K - $666K
|
63.4K
$653K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52KNew |
$503K - $547K
|
52K
$536K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.2K+ 10.78% |
$331K - $360K
|
351K
$3.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 19.03% |
$216K - $235K
|
140K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 8.98% |
$204K - $222K
|
256K
$2.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$191K - $208K
|
19.8K
$204K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 4.83% |
$186K - $202K
|
418K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.8K+ 29.74% |
$163K - $177K
|
73.5K
$757K
|
|