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 169 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
9,770,117
shares
|
$98.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,165,483
shares
|
$52.1 Million
1.21% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
3,609,310
shares
|
$36.4 Million
0.01% of portfolio
|
Q1 2025
Added 9.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
1,427,138
shares
|
$14.4 Million
0.13% of portfolio
|
Q1 2025
Added 8.71%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
1,385,134
shares
|
$14 Million
0.0% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,315,745
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
984,289
shares
|
$9.92 Million
0.35% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
915,612
shares
|
$9.23 Million
0.0% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
882,054
shares
|
$8.89 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
698,422
shares
|
$7.04 Million
0.0% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
613,759
shares
|
$6.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
597,625
shares
|
$6.02 Million
0.01% of portfolio
|
Q1 2025
Added 3.73%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
570,944
shares
|
$5.76 Million
0.39% of portfolio
|
Q1 2025
Reduced 15.2%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
514,494
shares
|
$5.19 Million
0.09% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
456,009
shares
|
$4.6 Million
1.84% of portfolio
|
Q1 2025
Reduced 26.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
440,393
shares
|
$4.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
419,826
shares
|
$4.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
413,533
shares
|
$4.17 Million
0.0% of portfolio
|
Q1 2025
Added 13.8%
|
|
|
Oak Hill Advisors LP
New York, NY |
May 15, 2025 Q1 2025 |
403,604
shares
|
$4.07 Million
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jul 14, 2025 Q2 2025 |
401,569
shares
|
$4.05 Million
1.58% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
375,463
shares
|
$3.78 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.45%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
319,410
shares
|
$3.22 Million
1.39% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
312,821
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
276,794
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
275,976
shares
|
$2.78 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.72%
|