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 |
---|---|---|---|---|---|
Apriem Advisors
Irvine, CA |
May 15, 2024 Q1 2024 |
27,275
shares
|
$267,567
0.03% of portfolio
|
Q1 2024
Added 0.1%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
26,800
shares
|
$262,908
0.0% of portfolio
|
Q3 2023
New holding
|
|
Calamos Advisors LLC
|
May 08, 2024 Q1 2024 |
26,579
shares
|
$260,739
0.0% of portfolio
|
Q1 2024
New holding
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
24,676
shares
|
$242,071
0.0% of portfolio
|
Q1 2024
Reduced 3.21%
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
24,522
shares
|
$240,560
0.0% of portfolio
|
Q1 2024
Added 17.41%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
23,818
shares
|
$233,654
0.03% of portfolio
|
Q1 2024
Reduced 7.06%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
23,293
shares
|
$228,504
0.01% of portfolio
|
Q1 2024
Added 2.25%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23,125
shares
|
$226,856
0.02% of portfolio
|
Q2 2023
Added 3.93%
|
|
Axs Investments LLC
Port Chester, NY |
May 13, 2024 Q1 2024 |
23,000
shares
|
$225,630
0.08% of portfolio
|
Q1 2024
Added 130.0%
|
|
Rockport Wealth LLC
Fairview Park, OH |
May 10, 2024 Q1 2024 |
22,668
shares
|
$222,373
0.14% of portfolio
|
Q1 2024
New holding
|
|
Pointe Capital Management LLC
|
May 07, 2024 Q1 2024 |
22,668
shares
|
$222,373
0.14% of portfolio
|
Q1 2024
Added 0.41%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
20,607
shares
|
$202,154
0.01% of portfolio
|
Q1 2024
New holding
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
20,534
shares
|
$201,438
0.0% of portfolio
|
Q4 2023
New holding
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$201,438
0.0% of portfolio
|
Q3 2023
New holding
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$199,339
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
19,837
shares
|
$194,600
0.0% of portfolio
|
Q4 2023
New holding
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$194,600
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
19,770
shares
|
$193,943
0.0% of portfolio
|
Q1 2024
Reduced 56.81%
|
|
Riverbridge Partners LLC
|
Apr 26, 2024 Q1 2024 |
19,009
shares
|
$186,478
0.0% of portfolio
|
Q1 2024
Added 8.88%
|
|
Verity Asset Management, Inc.
Durham, NC |
May 28, 2024 Q1 2024 |
19,002
shares
|
$186,409
0.1% of portfolio
|
Q1 2024
Reduced 3.68%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
18,611
shares
|
$182,573
0.01% of portfolio
|
N/A
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2024 Q1 2024 |
18,552
shares
|
$181,995
0.01% of portfolio
|
Q4 2021
New holding
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 13, 2024 Q1 2024 |
18,133
shares
|
$177,884
0.1% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
17,300
shares
|
$169,713
0.02% of portfolio
|
Q3 2023
New holding
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
17,186
shares
|
$168,594
0.01% of portfolio
|
Q1 2024
New holding
|