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 179 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
9,974,115
shares
|
$102 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
5,147,342
shares
|
$52.8 Million
1.14% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
3,295,778
shares
|
$33.8 Million
0.01% of portfolio
|
Q4 2024
Added 8.65%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
1,342,161
shares
|
$13.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.26%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,312,791
shares
|
$13.5 Million
0.11% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,170,586
shares
|
$12 Million
0.0% of portfolio
|
Q4 2024
Added 39.69%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
921,417
shares
|
$9.44 Million
0.32% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
899,610
shares
|
$9.22 Million
0.18% of portfolio
|
Q4 2024
Added 8.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
881,773
shares
|
$9.04 Million
0.0% of portfolio
|
Q4 2024
Added 1.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
673,294
shares
|
$6.9 Million
0.46% of portfolio
|
Q4 2024
Reduced 13.25%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
658,979
shares
|
$6.75 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.05%
|
|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
619,457
shares
|
$6.35 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
619,403
shares
|
$6.35 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jan 22, 2025 Q4 2024 |
609,860
shares
|
$6.25 Million
2.7% of portfolio
|
Q4 2024
Reduced 1.92%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
576,144
shares
|
$5.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Feb 13, 2025 Q4 2024 |
501,890
shares
|
$5.14 Million
0.09% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
440,393
shares
|
$4.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
438,334
shares
|
$4.49 Million
0.01% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Oak Hill Advisors LP
New York, NY |
Feb 14, 2025 Q4 2024 |
403,604
shares
|
$4.14 Million
0.73% of portfolio
|
Q4 2024
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jan 29, 2025 Q4 2024 |
396,175
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Reduced 27.75%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
375,463
shares
|
$3.85 Million
0.01% of portfolio
|
Q3 2022
Reduced 7.45%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
363,371
shares
|
$3.72 Million
0.0% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
286,981
shares
|
$2.94 Million
0.0% of portfolio
|
Q4 2024
Added 3.97%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
277,986
shares
|
$2.85 Million
0.0% of portfolio
|
Q4 2024
Added 1120.58%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
256,490
shares
|
$2.63 Million
0.6% of portfolio
|
Q3 2024
Added 8.98%
|