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, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78KNew |
$15.9K - $18.6K
|
1.78K
$17.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$13.4K - $15.7K
|
1.5K
$14.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
600New |
$5.36K - $6.27K
|
600
$5.98K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
69New |
$617 - $721
|
69
$687
|
|
| Q3 2022 | |||||||
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
12KNew |
$110K - $136K
|
12K
$119K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
11KNew |
$102K - $125K
|
11K
$110K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
6.44K+ 107.11% |
$59.3K - $73.1K
|
12.5K
$124K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
2.28KNew |
$21K - $25.8K
|
2.28K
$22.7K
|
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
667New |
$6.14K - $7.57K
|
667
$6.64K
|
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
152+ 1.12% |
$1.4K - $1.73K
|
13.8K
$137K
|
|
| Q2 2022 | |||||||
|
Jul 25, 2022
Q2 2022
|
Walker Asset Management, LLC
|
BUY
|
- |
149KNew |
$1.44M - $1.77M
|
149K
$1.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
40.3K+ 18.99% |
$391K - $480K
|
253K
$2.52M
|
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14.4KNew |
$139K - $171K
|
14.4K
$143K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.77KNew |
$55.9K - $68.7K
|
5.77K
$57.5K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.62KNew |
$54.4K - $66.8K
|
5.62K
$55.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2KNew |
$19.4K - $23.8K
|
2K
$19.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.55KNew |
$15K - $18.4K
|
1.55K
$15.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
248New |
$2.4K - $2.95K
|
248
$2.47K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 5.56% |
$9.68 - $11.9
|
19
$189
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$16.9K - $19.8K
|
1.5K
$14.9K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.26K+ 41.93% |
$14.1K - $16.6K
|
4.26K
$42.4K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
255New |
$2.87K - $3.36K
|
255
$2.54K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
18.6KNew |
$238K - $248K
|
18.6K
$185K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.07KNew |
$13.7K - $14.3K
|
1.07K
$10.6K
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
39.1KNew |
$509K - $526K
|
39.1K
$390K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
27New |
$340 - $358
|
27
$269
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
17.5KNew |
$216K - $223K
|
17.5K
$175K
|
|
|
May 11, 2021
Q1 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
13.7KNew |
$169K - $175K
|
13.7K
$137K
|
|
|
Apr 27, 2021
Q1 2021
|
Pfg Advisors
|
BUY
|
- |
10.1KNew |
$124K - $128K
|
10.1K
$100K
|
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.96K+ 2.85% |
$24.2K - $25K
|
70.9K
$706K
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2KNew |
$20K - $23.3K
|
2K
$19.9K
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
22.5KNew |
$180K - $305K
|
22.5K
$224K
|
|
|
Feb 13, 2024
Q1 2020
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
255New |
$2.04K - $3.45K
|
255
$2.54K
|
|
| Q1 2019 | |||||||
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
10.3KNew |
$122K - $132K
|
10.3K
$103K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
62.2KNew |
$778K - $800K
|
62.2K
$619K
|
|
|
Nov 15, 2018
Q3 2018
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
30.6KNew |
$382K - $393K
|
30.6K
$304K
|
|
| Q1 2018 | |||||||
|
May 07, 2018
Q1 2018
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
17.6KNew |
$227K - $241K
|
17.6K
$175K
|
|
| Q4 2017 | |||||||
|
Feb 13, 2018
Q4 2017
|
Focused Wealth Management, Inc
|
BUY
|
- |
112New |
$1.5K - $1.58K
|
112
$1.12K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
130New |
N/A
|
130
$1.29K
|
|