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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
381K+ 14.36% |
$3.68M - $4M
|
3.03M
$30.2M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 2.8% |
$2.64M - $2.87M
|
10M
$99.8M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
261K+ 43.11% |
$2.52M - $2.74M
|
866K
$8.63M
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
217K+ 1186.55% |
$2.1M - $2.28M
|
235K
$2.34M
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
179K+ 18.94% |
$1.73M - $1.88M
|
1.12M
$11.2M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
140KNew |
$1.36M - $1.48M
|
140K
$1.4M
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
107KNew |
$1.03M - $1.12M
|
107K
$1.07M
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
101K+ 2.02% |
$974K - $1.06M
|
5.09M
$50.6M
|
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.8KNew |
$714K - $776K
|
73.8K
$735K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
63.4KNew |
$613K - $666K
|
63.4K
$632K
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52KNew |
$503K - $547K
|
52K
$518K
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
51.4K+ 6.59% |
$497K - $540K
|
831K
$8.27M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
47.1K+ 5.49% |
$455K - $495K
|
904K
$9M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
34.2K+ 10.78% |
$331K - $360K
|
351K
$3.5M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.3K+ 19.03% |
$216K - $235K
|
140K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 8.98% |
$204K - $222K
|
256K
$2.55M
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.8KNew |
$191K - $208K
|
19.8K
$197K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.3K+ 4.83% |
$186K - $202K
|
418K
$4.16M
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16.8K+ 29.74% |
$163K - $177K
|
73.5K
$732K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.7K+ 8.32% |
$162K - $176K
|
217K
$2.17M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 2.47% |
$152K - $165K
|
653K
$6.51M
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11.9K+ 11.15% |
$115K - $125K
|
118K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.9KNew |
$105K - $115K
|
10.9K
$109K
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.3K+ 21.49% |
$99.7K - $108K
|
58.3K
$580K
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10KNew |
$96.7K - $105K
|
10K
$99.6K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.93K+ 9.21% |
$86.4K - $93.9K
|
106K
$1.05M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.57K+ 4528.46% |
$53.9K - $58.5K
|
5.69K
$56.7K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.49KNew |
$53.1K - $57.7K
|
5.49K
$54.7K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.23K+ 8.34% |
$50.6K - $55K
|
68K
$677K
|
|
Nov 13, 2024
Q3 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
3.95K+ 13.42% |
$38.2K - $41.5K
|
33.4K
$332K
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.25K+ 26.18% |
$31.4K - $34.2K
|
15.7K
$156K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.24K+ 10.13% |
$31.4K - $34.1K
|
35.3K
$351K
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
3.14KNew |
$30.4K - $33K
|
3.14K
$31.3K
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.82K+ 6.5% |
$27.3K - $29.7K
|
46.3K
$461K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.06K+ 377.47% |
$19.9K - $21.7K
|
2.61K
$26K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.85K+ 8.28% |
$17.9K - $19.5K
|
24.2K
$241K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.84K+ 8.1% |
$17.7K - $19.3K
|
24.5K
$244K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 0.64% |
$13.3K - $14.4K
|
216K
$2.15M
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.34K+ 1.01% |
$13K - $14.1K
|
134K
$1.33M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.19K+ 4.81% |
$11.5K - $12.5K
|
25.9K
$257K
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.1KNew |
$10.6K - $11.6K
|
1.1K
$11K
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
1.03K+ 3.28% |
$9.94K - $10.8K
|
32.3K
$322K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
876+ 2.96% |
$8.47K - $9.21K
|
30.5K
$304K
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
777+ 4.8% |
$7.51K - $8.17K
|
17K
$169K
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
727+ 14.19% |
$7.03K - $7.64K
|
5.85K
$58.3K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
710+ 0.26% |
$6.87K - $7.46K
|
276K
$2.75M
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
681New |
$6.59K - $7.16K
|
681
$6.78K
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
333+ 0.05% |
$3.22K - $3.5K
|
622K
$6.19M
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$2.42K - $2.63K
|
250
$2.49K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
234+ 1.62% |
$2.26K - $2.46K
|
14.7K
$146K
|