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 162 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cura Wealth Advisors, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
58,428
shares
|
$583,695
0.23% of portfolio
|
Q3 2025
Reduced 86.64%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
57,635
shares
|
$575,773
0.01% of portfolio
|
Q3 2025
Reduced 7.35%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
49,626
shares
|
$495,763
0.32% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
44,348
shares
|
$443,036
0.02% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
41,924
shares
|
$418,820
0.01% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Nov 12, 2025 Q3 2025 |
38,549
shares
|
$385,104
0.11% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
37,564
shares
|
$375,264
0.05% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
35,003
shares
|
$349,679
0.29% of portfolio
|
Q3 2025
New holding
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
35,000
shares
|
$349,650
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
34,824
shares
|
$347,891
0.2% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Oct 20, 2025 Q3 2025 |
33,703
shares
|
$336,692
0.28% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,415
shares
|
$323,825
0.0% of portfolio
|
Q3 2025
Added 45.93%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
31,858
shares
|
$318,261
0.0% of portfolio
|
Q3 2025
Reduced 24.85%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
31,725
shares
|
$316,932
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
31,440
shares
|
$314,085
0.03% of portfolio
|
Q3 2025
Reduced 17.07%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
30,289
shares
|
$302,587
0.14% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
29,716
shares
|
$296,862
0.0% of portfolio
|
Q3 2025
Added 6.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
29,632
shares
|
$296,023
0.0% of portfolio
|
Q3 2025
Added 49.38%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
28,984
shares
|
$289,550
0.01% of portfolio
|
Q2 2025
Reduced 34.18%
|
|
|
Mendel Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
27,242
shares
|
$272,147
0.15% of portfolio
|
Q2 2025
Reduced 17.82%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
25,314
shares
|
$252,886
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
Riverbridge Partners LLC
|
Oct 14, 2025 Q3 2025 |
24,878
shares
|
$248,531
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
24,825
shares
|
$248,001
0.01% of portfolio
|
Q3 2025
Added 26.12%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
23,962
shares
|
$239,380
0.0% of portfolio
|
Q3 2025
Reduced 40.51%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23,125
shares
|
$231,018
0.02% of portfolio
|
Q2 2023
Added 3.93%
|
|