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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
259,915
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Added 43.81%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
256,490
shares
|
$2.65 Million
0.6% of portfolio
|
Q3 2024
Added 8.98%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
219,156
shares
|
$2.26 Million
0.0% of portfolio
|
Q1 2025
Added 154.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
216,086
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
209,918
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
209,404
shares
|
$2.16 Million
0.8% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
191,488
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2025
Reduced 25.75%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
176,074
shares
|
$1.82 Million
0.18% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
163,192
shares
|
$1.68 Million
0.38% of portfolio
|
Q2 2025
Added 11.23%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
158,758
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 68.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
156,790
shares
|
$1.62 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
153,408
shares
|
$1.58 Million
0.0% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
149,370
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
132,937
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
131,428
shares
|
$1.36 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
120,348
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2024
Added 2.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
107,133
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Camelot Portfolios, LLC
|
Jul 17, 2025 Q2 2025 |
100,474
shares
|
$1.04 Million
0.63% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
96,946
shares
|
$1 Million
0.63% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
95,050
shares
|
$980,916
0.12% of portfolio
|
Q2 2025
Reduced 7.49%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
87,173
shares
|
$899,625
0.03% of portfolio
|
Q2 2025
Added 9.91%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
80,837
shares
|
$834,237
0.01% of portfolio
|
Q2 2025
Reduced 24.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
77,722
shares
|
$802,091
0.0% of portfolio
|
Q2 2025
Reduced 24.5%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
67,554
shares
|
$697,157
0.04% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
62,204
shares
|
$641,945
0.01% of portfolio
|
Q2 2025
Added 4.35%
|