Institutional Ownership Eaton Vance LTD Duration Income Fund (EVV)
This table provides information about the institutional ownership of Eaton Vance LTD Duration Income Fund (EVV). We have compiled data on the 160 institutions that hold shares in the stock, with a total of 35.7 Million shares, which have been reported (via 13F filing form) to have a value of $368 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
10,016,614
shares
|
$103 Million
0.01% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
5,085,278
shares
|
$52.4 Million
1.19% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
3,033,395
shares
|
$31.2 Million
0.01% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
1,547,308
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,121,963
shares
|
$11.6 Million
0.08% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
921,417
shares
|
$9.49 Million
0.32% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
899,610
shares
|
$9.27 Million
0.18% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
866,348
shares
|
$8.92 Million
0.0% of portfolio
|
Q3 2024
Added 43.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
838,004
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.87%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
694,045
shares
|
$7.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
673,294
shares
|
$6.93 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
653,135
shares
|
$6.73 Million
0.02% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
619,403
shares
|
$6.38 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
609,860
shares
|
$6.28 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
468,077
shares
|
$4.82 Million
0.11% of portfolio
|
Q3 2024
Reduced 63.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
440,393
shares
|
$4.54 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
417,805
shares
|
$4.3 Million
0.01% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
396,175
shares
|
$4.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.75%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
375,463
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
351,494
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2024
Added 10.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
276,020
shares
|
$2.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
256,490
shares
|
$2.64 Million
0.6% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
245,156
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.58%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
239,666
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
235,002
shares
|
$2.42 Million
0.01% of portfolio
|
Q3 2024
Added 1186.55%
|