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 37.2 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
62,735
shares
|
$615,430
0.04% of portfolio
|
Q1 2024
Added 7.29%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
62,237
shares
|
$610,544
0.01% of portfolio
|
Q1 2024
Reduced 3.38%
|
|
Wela Strategies, Inc.
|
Apr 15, 2024 Q1 2024 |
61,742
shares
|
$605,689
0.28% of portfolio
|
Q1 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
58,423
shares
|
$573,129
0.01% of portfolio
|
Q1 2024
Reduced 16.18%
|
|
Centaurus Financial, Inc.
|
May 14, 2024 Q1 2024 |
46,879
shares
|
$459,882
0.03% of portfolio
|
Q1 2024
Reduced 48.7%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
46,437
shares
|
$455,546
0.0% of portfolio
|
Q1 2024
Added 8.32%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
45,123
shares
|
$442,656
0.0% of portfolio
|
Q1 2024
Added 12.66%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
44,525
shares
|
$436,790
0.0% of portfolio
|
Q1 2024
Reduced 1.72%
|
|
Rock Point Advisors, LLC
Burlington, VT |
May 10, 2024 Q1 2024 |
43,949
shares
|
$431,139
0.13% of portfolio
|
Q1 2024
Reduced 4.61%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
42,939
shares
|
$421,231
0.0% of portfolio
|
Q1 2024
Added 5.64%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
41,769
shares
|
$409,753
0.02% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
41,472
shares
|
$406,840
0.01% of portfolio
|
Q1 2024
Added 16.59%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
35,088
shares
|
$344,213
0.0% of portfolio
|
Q1 2024
Added 29.78%
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
35,000
shares
|
$343,350
0.0% of portfolio
|
Q1 2024
Reduced 30.0%
|
|
Mendel Capital Management LLC
|
May 15, 2024 Q1 2024 |
33,150
shares
|
$325,201
0.21% of portfolio
|
Q1 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
32,852
shares
|
$322,278
0.0% of portfolio
|
Q1 2024
Added 3.47%
|
|
Conning Inc.
|
Apr 26, 2024 Q1 2024 |
32,079
shares
|
$314,694
0.01% of portfolio
|
Q4 2017
Reduced 23.76%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
30,405
shares
|
$298,273
0.0% of portfolio
|
Q1 2024
Added 51.92%
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 12, 2024 Q1 2024 |
30,100
shares
|
$295,281
0.17% of portfolio
|
Q1 2024
Added 1.83%
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
30,050
shares
|
$294,790
0.0% of portfolio
|
Q1 2024
Reduced 19.2%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
28,924
shares
|
$283,744
0.16% of portfolio
|
Q1 2024
Added 12.1%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
28,838
shares
|
$282,900
0.0% of portfolio
|
Q4 2023
Reduced 8.85%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
28,549
shares
|
$280,065
0.0% of portfolio
|
Q1 2024
Added 71.63%
|
|
Future Financial Wealth Managment LLC
|
Apr 15, 2024 Q1 2024 |
28,480
shares
|
$279,388
0.21% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 15, 2024 Q1 2024 |
27,927
shares
|
$273,963
0.07% of portfolio
|
Q1 2024
Reduced 8.25%
|