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 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.4K+ 14.31% |
$12K - $13.6K
|
11.2K
$112K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.21KNew |
$10.4K - $11.8K
|
1.21K
$12.1K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.03KNew |
$8.76K - $9.94K
|
1.03K
$10.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
883+ 8.08% |
$7.55K - $8.57K
|
11.8K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
750New |
$6.41K - $7.27K
|
750
$7.47K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
650New |
$5.56K - $6.3K
|
650
$6.47K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
600New |
$5.13K - $5.82K
|
600
$5.98K
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
51+ 0.47% |
$436 - $495
|
10.9K
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
7New |
$59.9 - $67.9
|
7
$69.7
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1New |
$8.55 - $9.7
|
1
$9.96
|
|
| Q3 2023 | |||||||
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26.8KNew |
$241K - $255K
|
26.8K
$267K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
23.2KNew |
$209K - $221K
|
23.2K
$232K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
20.5KNew |
$185K - $195K
|
20.5K
$205K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17.3KNew |
$156K - $164K
|
17.3K
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$112K - $118K
|
12.4K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4KNew |
$93.5K - $98.6K
|
10.4K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
10.2KNew |
$91.6K - $96.6K
|
10.2K
$101K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.65K+ 182.69% |
$14.8K - $15.6K
|
2.55K
$25.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$4.51K - $4.75K
|
500
$4.98K
|
|
|
Oct 06, 2023
Q3 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
183+ 1.68% |
$1.65K - $1.74K
|
11.1K
$110K
|
|
|
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
$868K
|
|
|
Aug 14, 2023
Q2 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
11KNew |
$99.2K - $108K
|
11K
$110K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
10.8KNew |
$97K - $106K
|
10.8K
$107K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
10KNew |
$90.2K - $98.5K
|
10K
$99.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.7KNew |
$15.3K - $16.7K
|
1.7K
$16.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
994New |
$8.97K - $9.79K
|
994
$9.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
875+ 3.93% |
$7.89K - $8.62K
|
23.1K
$230K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
BUY
|
- |
42K+ 41.42% |
$399K - $441K
|
143K
$1.43M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28KNew |
$266K - $294K
|
28K
$279K
|
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
13.7KNew |
$130K - $144K
|
13.7K
$136K
|
|
|
Apr 18, 2023
Q1 2023
|
Claybrook Capital, LLC
|
BUY
|
- |
5.4K+ 37.38% |
$51.3K - $56.7K
|
19.8K
$198K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.58KNew |
$34K - $37.6K
|
3.58K
$35.6K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2KNew |
$19K - $21K
|
2K
$19.9K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1K+ 50.0% |
$9.5K - $10.5K
|
3K
$29.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$9.5K - $10.5K
|
1K
$9.96K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
760New |
$7.22K - $7.99K
|
760
$7.57K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
140New |
$1.33K - $1.47K
|
140
$1.39K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
51+ 0.46% |
$485 - $536
|
11.1K
$110K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
90.7KNew |
$811K - $948K
|
90.7K
$903K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
85.6KNew |
$765K - $895K
|
85.6K
$853K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
47.4KNew |
$424K - $496K
|
47.4K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
28.4KNew |
$254K - $297K
|
28.4K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
24.3KNew |
$217K - $254K
|
24.3K
$242K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
17.6KNew |
$157K - $184K
|
17.6K
$175K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
15.7KNew |
$140K - $164K
|
15.7K
$157K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$69.5K - $81.2K
|
7.77K
$77.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
5.31KNew |
$47.4K - $55.4K
|
5.31K
$52.8K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
3.76KNew |
$33.6K - $39.3K
|
3.76K
$37.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2KNew |
$17.9K - $20.9K
|
2K
$19.9K
|
|