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 $379 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
58,351
shares
|
$584,677
0.01% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
52,832
shares
|
$529,376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
49,257
shares
|
$493,555
0.0% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
47,820
shares
|
$479,156
0.0% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
46,925
shares
|
$470,188
0.34% of portfolio
|
Q4 2024
Added 1.43%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
45,770
shares
|
$458,615
0.01% of portfolio
|
Q4 2024
Added 131.51%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
41,574
shares
|
$416,571
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Feb 13, 2025 Q4 2024 |
40,749
shares
|
$408,304
0.12% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
40,684
shares
|
$407,653
0.0% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
36,746
shares
|
$368,194
0.01% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
35,000
shares
|
$350,700
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
33,770
shares
|
$338,375
0.2% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Feb 20, 2025 Q4 2024 |
33,508
shares
|
$335,750
0.07% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
33,188
shares
|
$332,543
0.0% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
33,150
shares
|
$332,163
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
32,059
shares
|
$321,231
0.04% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
30,654
shares
|
$307,153
0.0% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Feb 10, 2025 Q4 2024 |
27,461
shares
|
$275,159
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
27,179
shares
|
$272,333
0.13% of portfolio
|
Q4 2024
Reduced 5.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
26,800
shares
|
$268,536
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Landscape Capital Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
24,912
shares
|
$249,618
0.03% of portfolio
|
Q4 2024
Reduced 62.56%
|
|
|
Elequin Capital LP
New York, NY |
Feb 14, 2025 Q4 2024 |
24,682
shares
|
$247,313
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
24,454
shares
|
$245,029
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
23,927
shares
|
$239,748
0.01% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Feb 11, 2025 Q4 2024 |
23,452
shares
|
$234,989
0.04% of portfolio
|
Q4 2024
New holding
|