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 |
---|---|---|---|---|---|---|---|
Aug 01, 2024
Q2 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
9.86K+ 1925.78% |
$91.5K - $97.6K
|
10.4K
$107K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.3K+ 2.82% |
$30.6K - $32.6K
|
120K
$1.24M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
62+ 0.6% |
$575 - $614
|
10.5K
$108K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
373K+ 300.73% |
$3.55M - $3.73M
|
498K
$5.12M
|
|
May 15, 2024
Q1 2024
|
Mendel Capital Management LLC
|
BUY
|
- |
33.2KNew |
$315K - $331K
|
33.2K
$341K
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
23KNew |
$219K - $230K
|
23K
$237K
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
22.7KNew |
$216K - $226K
|
22.7K
$233K
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
14.7K+ 2.01% |
$139K - $146K
|
742K
$7.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 11.99% |
$127K - $133K
|
125K
$1.28M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
12.5KNew |
$118K - $124K
|
12.5K
$128K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
500New |
$4.76K - $5K
|
500
$5.15K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
360New |
$3.42K - $3.6K
|
360
$3.71K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
51+ 2.51% |
$485 - $509
|
2.08K
$21.4K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
37New |
$352 - $370
|
37
$381
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
54.2KNew |
$463K - $525K
|
54.2K
$558K
|
|
Feb 14, 2024
Q4 2023
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
17.2KNew |
$147K - $166K
|
17.2K
$177K
|
|
Jan 30, 2024
Q4 2023
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
15.4KNew |
$132K - $150K
|
15.4K
$159K
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
13.4KNew |
$114K - $130K
|
13.4K
$138K
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
11.8KNew |
$101K - $115K
|
11.8K
$122K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
10.1KNew |
$86.2K - $97.8K
|
10.1K
$104K
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
10KNew |
$85.5K - $97K
|
10K
$103K
|
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.5K+ 1.96% |
$21.4K - $24.3K
|
130K
$1.34M
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.7KNew |
$14.5K - $16.5K
|
1.7K
$17.5K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.52KNew |
$13K - $14.8K
|
1.52K
$15.7K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 14.63% |
$12.8K - $14.5K
|
11.8K
$121K
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15.5K
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.5KNew |
$12.8K - $14.5K
|
1.5K
$15.5K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$10.4K - $11.8K
|
1.21K
$12.5K
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.03KNew |
$8.76K - $9.94K
|
1.03K
$10.6K
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
883+ 8.08% |
$7.55K - $8.57K
|
11.8K
$122K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750New |
$6.41K - $7.27K
|
750
$7.73K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650New |
$5.56K - $6.3K
|
650
$6.7K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$5.13K - $5.82K
|
600
$6.18K
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
51+ 0.47% |
$436 - $495
|
10.9K
$112K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$59.9 - $67.9
|
7
$72.1
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$8.55 - $9.7
|
1
$10.3
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$209K - $221K
|
23.2K
$239K
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$185K - $195K
|
20.5K
$212K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.2KNew |
$91.6K - $96.6K
|
10.2K
$105K
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$4.51K - $4.75K
|
500
$5.15K
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
183+ 1.68% |
$1.65K - $1.74K
|
11.1K
$114K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
87.2KNew |
$786K - $859K
|
87.2K
$898K
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$99.2K - $108K
|
11K
$113K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8KNew |
$97K - $106K
|
10.8K
$111K
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $98.5K
|
10K
$103K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.7KNew |
$15.3K - $16.7K
|
1.7K
$17.5K
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
994New |
$8.97K - $9.79K
|
994
$10.2K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
875+ 3.93% |
$7.89K - $8.62K
|
23.1K
$238K
|
|
Q1 2023 | |||||||
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42K+ 41.42% |
$399K - $441K
|
143K
$1.48M
|