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 169 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
56,593
shares
|
$570,457
0.02% of portfolio
|
Q1 2025
Added 326.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
56,507
shares
|
$569,590
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
56,433
shares
|
$568,844
0.43% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
49,419
shares
|
$498,143
0.35% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Wela Strategies, Inc.
|
Jul 14, 2025 Q2 2025 |
46,649
shares
|
$470,221
0.19% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
46,475
shares
|
$468,468
0.0% of portfolio
|
Q1 2025
Reduced 2.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
44,035
shares
|
$443,872
0.01% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
41,592
shares
|
$419,247
0.0% of portfolio
|
Q2 2025
Reduced 14.99%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
41,574
shares
|
$419,065
0.01% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
40,684
shares
|
$410,094
0.0% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
40,490
shares
|
$408,139
0.0% of portfolio
|
Q1 2025
Added 32.09%
|
|
|
Rock Point Advisors, LLC
Burlington, VT |
Apr 30, 2025 Q1 2025 |
39,499
shares
|
$398,149
0.13% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Apriem Advisors
Irvine, CA |
May 15, 2025 Q1 2025 |
37,885
shares
|
$381,880
0.05% of portfolio
|
Q1 2025
Added 18.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
37,166
shares
|
$374,633
0.0% of portfolio
|
Q1 2025
Reduced 29.65%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
36,746
shares
|
$370,399
0.01% of portfolio
|
Q4 2024
Reduced 14.32%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
May 05, 2025 Q1 2025 |
36,672
shares
|
$369,653
0.06% of portfolio
|
Q1 2025
Added 56.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
35,811
shares
|
$360,974
0.0% of portfolio
|
Q1 2025
Added 92.9%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
35,000
shares
|
$352,800
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
|
$351,025
0.21% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
34,721
shares
|
$349,987
0.03% of portfolio
|
Q1 2025
Added 3.62%
|
|
|
Mallini Complete Financial Planning LLC
Gainesville, FL |
Jul 11, 2025 Q2 2025 |
33,274
shares
|
$335,401
0.43% of portfolio
|
Q2 2025
Added 15.97%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
33,150
shares
|
$334,152
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
32,937
shares
|
$332,004
0.16% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
26,706
shares
|
$269,196
0.0% of portfolio
|
Q1 2025
Reduced 19.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
24,615
shares
|
$248,119
0.01% of portfolio
|
Q1 2025
Added 2.88%
|