Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.14K- 14.32% |
$60K - $64.5K
|
36.7K
$378K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3.35K- 34.12% |
$32.8K - $35.2K
|
6.48K
$66.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 91.87% |
$29.4K - $31.6K
|
266
$2.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-2.58K- 1.19% |
$25.2K - $27.2K
|
215K
$2.21M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-1.75K- 55.73% |
$17.1K - $18.4K
|
1.39K
$14.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-270- 1.54% |
$2.64K - $2.84K
|
17.2K
$178K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-150- 6.4% |
$1.47K - $1.58K
|
2.2K
$22.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-71- 62.83% |
$694 - $746
|
42
$433
|
|
| Q3 2024 | |||||||
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61K- 78.49% |
$590K - $641K
|
16.7K
$172K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-15K- 42.86% |
$145K - $158K
|
20K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.27K- 1.4% |
$60.7K - $65.9K
|
440K
$4.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.54K- 15.15% |
$34.2K - $37.2K
|
19.8K
$204K
|
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-1.77K- 9.94% |
$17.1K - $18.6K
|
16.1K
$165K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-567- 82.05% |
$5.48K - $5.96K
|
124
$1.28K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-341K- 77.07% |
$3.17M - $3.38M
|
102K
$1.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-225K- 95.74% |
$2.09M - $2.23M
|
10K
$103K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-25.4K- 3.67% |
$235K - $251K
|
666K
$6.86M
|
|
|
Aug 08, 2024
Q2 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-13.4K- 9.82% |
$124K - $133K
|
123K
$1.27M
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-1.25K- 12.25% |
$11.6K - $12.4K
|
8.95K
$92.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-455- 80.39% |
$4.22K - $4.5K
|
111
$1.14K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-250- 11.11% |
$2.32K - $2.48K
|
2K
$20.6K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-44.5K- 48.7% |
$423K - $445K
|
46.9K
$483K
|
|
|
May 10, 2024
Q1 2024
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-35K- 11.07% |
$333K - $350K
|
281K
$2.9M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 30.0% |
$143K - $150K
|
35K
$361K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-816- 63.11% |
$7.76K - $8.15K
|
477
$4.91K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-250- 50.0% |
$2.38K - $2.5K
|
250
$2.58K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
SELL
|
- |
-183K- 79.51% |
$1.56M - $1.77M
|
47.1K
$485K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-11.5K- 73.67% |
$98.2K - $111K
|
4.11K
$42.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-10.2K- 44.43% |
$87.2K - $98.9K
|
12.8K
$131K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 28.22% |
$39K - $44.2K
|
11.6K
$119K
|
|
|
Feb 12, 2024
Q4 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-350- 1.89% |
$2.99K - $3.39K
|
18.1K
$187K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-7.67K- 4.44% |
$69.1K - $72.8K
|
165K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-850- 3.59% |
$7.66K - $8.08K
|
22.8K
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-500- 17.24% |
$4.51K - $4.75K
|
2.4K
$24.7K
|
|
| Q2 2023 | |||||||
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-314- 1.97% |
$2.83K - $3.09K
|
15.6K
$161K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-300- 21.43% |
$2.71K - $2.96K
|
1.1K
$11.3K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-10.5K- 39.17% |
$99.8K - $110K
|
16.3K
$168K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.93K- 49.33% |
$65.8K - $72.8K
|
7.11K
$73.3K
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-4.92K- 4.46% |
$46.7K - $51.7K
|
105K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.23K- 1.3% |
$11.7K - $13K
|
93.4K
$962K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-100- 2.06% |
$950 - $1.05K
|
4.75K
$48.9K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-9K- 44.98% |
$80.5K - $94.1K
|
11K
$113K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-350- 2.94% |
$3.13K - $3.66K
|
11.6K
$119K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-595K- 99.96% |
$5.48M - $6.76M
|
216
$2.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-30.2K- 7.45% |
$278K - $343K
|
375K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-14.4KClosed |
$133K - $163K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-10.2KClosed |
$94.2K - $116K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-10K- 43.84% |
$92.3K - $114K
|
12.8K
$132K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3.9K- 18.14% |
$35.9K - $44.3K
|
17.6K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-2.4K- 15.04% |
$22.1K - $27.2K
|
13.6K
$140K
|
|