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 165 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
9,892,816
shares
|
$102 Million
0.01% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,962,489
shares
|
$61.5 Million
1.31% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
4,005,680
shares
|
$41.3 Million
0.01% of portfolio
|
Q2 2025
Added 10.98%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,598,064
shares
|
$16.5 Million
0.13% of portfolio
|
Q2 2025
Added 11.98%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
1,383,570
shares
|
$14.3 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,079,648
shares
|
$11.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
1,030,744
shares
|
$10.6 Million
0.33% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
917,343
shares
|
$9.47 Million
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
882,054
shares
|
$9.1 Million
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
685,300
shares
|
$7.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
627,418
shares
|
$6.47 Million
0.01% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
582,256
shares
|
$6.01 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
530,154
shares
|
$5.47 Million
0.08% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
452,912
shares
|
$4.67 Million
0.29% of portfolio
|
Q2 2025
Reduced 20.67%
|
|
|
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%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
437,462
shares
|
$4.51 Million
1.79% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
422,747
shares
|
$4.36 Million
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jul 14, 2025 Q2 2025 |
401,569
shares
|
$4.14 Million
1.58% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Oak Hill Advisors LP
New York, NY |
Aug 14, 2025 Q2 2025 |
390,403
shares
|
$4.03 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
375,463
shares
|
$3.87 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.45%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
366,268
shares
|
$3.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.76%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
333,034
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Added 22.96%
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
319,410
shares
|
$3.3 Million
1.39% of portfolio
|
Q2 2025
Reduced 44.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
290,735
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Added 5.04%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
275,196
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.28%
|