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 |
|---|---|---|---|---|---|
|
Selway Asset Management
Boise, ID |
Apr 09, 2025 Q1 2025 |
59,404
shares
|
$613,049
0.25% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
56,507
shares
|
$583,152
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
55,807
shares
|
$575,928
0.47% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
49,419
shares
|
$510,004
0.35% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
46,649
shares
|
$481,417
0.19% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
43,402
shares
|
$447,908
0.02% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
42,394
shares
|
$437,506
0.0% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
41,592
shares
|
$429,229
0.0% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
41,424
shares
|
$427,495
0.01% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
40,277
shares
|
$415,658
0.0% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Aug 14, 2025 Q2 2025 |
39,099
shares
|
$403,501
0.12% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
37,912
shares
|
$391,251
0.04% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
36,890
shares
|
$380,704
0.06% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
35,000
shares
|
$361,200
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 22, 2025 Q2 2025 |
34,824
shares
|
$359,383
0.21% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
33,274
shares
|
$343,387
0.43% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
32,937
shares
|
$339,909
0.16% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
28,984
shares
|
$299,114
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
27,914
shares
|
$288,072
0.0% of portfolio
|
Q2 2025
Reduced 39.94%
|
|
|
Mendel Capital Management LLC
|
Aug 14, 2025 Q2 2025 |
27,242
shares
|
$281,137
0.16% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
25,963
shares
|
$267,938
0.01% of portfolio
|
Q2 2025
Reduced 29.34%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2025 Q2 2025 |
24,668
shares
|
$254,573
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
24,537
shares
|
$253,221
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
24,509
shares
|
$252,932
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
24,236
shares
|
$250,115
0.01% of portfolio
|
Q2 2025
New holding
|