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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
236+ 1.58% |
$2.32K - $2.44K
|
15.2K
$156K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
227+ 2.2% |
$2.23K - $2.35K
|
10.6K
$109K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
141+ 2.2% |
$1.39K - $1.46K
|
6.54K
$67.4K
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
91+ 0.4% |
$895 - $941
|
23K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
88+ 0.44% |
$865 - $910
|
19.9K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
61+ 0.25% |
$600 - $631
|
24.5K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
60+ 0.77% |
$590 - $620
|
7.84K
$80.7K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
BUY
|
- |
42+ 2.23% |
$413 - $434
|
1.93K
$19.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
39+ 2.44% |
$383 - $403
|
1.64K
$16.9K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33+ 2.26% |
$324 - $341
|
1.49K
$15.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12+ 0.05% |
$118 - $124
|
21.9K
$225K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Oak Hill Advisors LP
New York, NY |
BUY
|
- |
404KNew |
$3.94M - $4.24M
|
404K
$4.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
22.7KNew |
$222K - $239K
|
22.7K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
20KNew |
$195K - $210K
|
20K
$206K
|
|
|
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 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
13KNew |
$127K - $137K
|
13K
$134K
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
12.7KNew |
$124K - $134K
|
12.7K
$131K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.1KNew |
$109K - $117K
|
11.1K
$114K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$108K - $116K
|
11.1K
$114K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.3KNew |
$100K - $108K
|
10.3K
$106K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10KNew |
$97.7K - $105K
|
10K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
7KNew |
$68.4K - $73.6K
|
7K
$72.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.75K+ 10.14% |
$36.6K - $39.4K
|
40.7K
$419K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
3.4KNew |
$33.2K - $35.7K
|
3.4K
$35K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.66KNew |
$16.2K - $17.5K
|
1.66K
$17.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
1K+ 10.0% |
$9.77K - $10.5K
|
11K
$113K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
998New |
$9.75K - $10.5K
|
998
$10.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
998New |
$9.75K - $10.5K
|
998
$10.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
645New |
$6.3K - $6.78K
|
645
$6.64K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
400New |
$3.91K - $4.2K
|
400
$4.12K
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
356New |
$3.48K - $3.74K
|
356
$3.67K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
319New |
$3.12K - $3.35K
|
319
$3.29K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
102+ 0.25% |
$997 - $1.07K
|
41.6K
$428K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Rareview Capital LLC
Las Vegas, NV |
BUY
|
- |
73.8KNew |
$714K - $776K
|
73.8K
$760K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
52KNew |
$503K - $547K
|
52K
$536K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
21.1K+ 8.98% |
$204K - $222K
|
256K
$2.64M
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
15.5KNew |
$149K - $162K
|
15.5K
$159K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.49KNew |
$53.1K - $57.7K
|
5.49K
$56.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
3.25K+ 26.18% |
$31.4K - $34.2K
|
15.7K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.37K+ 0.64% |
$13.3K - $14.4K
|
216K
$2.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.1KNew |
$10.6K - $11.6K
|
1.1K
$11.3K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
681New |
$6.59K - $7.16K
|
681
$7.01K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$2.42K - $2.63K
|
250
$2.58K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
55+ 39.86% |
$532 - $578
|
193
$1.99K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
226KNew |
$2.1M - $2.24M
|
226K
$2.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
25.5KNew |
$236K - $252K
|
25.5K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$206K
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
20KNew |
$186K - $198K
|
20K
$206K
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Advisors LLC
|
BUY
|
- |
12.3K+ 46.42% |
$114K - $122K
|
38.9K
$401K
|
|