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 155 institutions that hold shares in the stock, with a total of 35.2 Million shares, which have been reported (via 13F filing form) to have a value of $361 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,101
shares
|
$237,247
0.0% of portfolio
|
Q3 2024
Reduced 13.44%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
22,859
shares
|
$234,761
0.14% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
22,806
shares
|
$234,217
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
22,775
shares
|
$233,899
0.0% of portfolio
|
Q3 2024
Reduced 26.35%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
22,729
shares
|
$233,426
0.0% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
21,235
shares
|
$218,083
0.0% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$210,884
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$208,686
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
|
Riverbridge Partners LLC
|
Oct 15, 2024 Q3 2024 |
20,235
shares
|
$207,813
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
20,000
shares
|
$205,400
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
20,000
shares
|
$205,400
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$205,400
0.0% of portfolio
|
Q3 2024
Reduced 42.86%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
19,837
shares
|
$203,725
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$203,725
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
19,770
shares
|
$203,037
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
18,611
shares
|
$191,134
0.01% of portfolio
|
N/A
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Oct 17, 2024 Q3 2024 |
18,552
shares
|
$190,529
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
18,133
shares
|
$186,225
0.1% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
17,513
shares
|
$179,858
0.02% of portfolio
|
Q2 2024
Reduced 26.47%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
17,300
shares
|
$177,671
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
16,978
shares
|
$174,364
0.05% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
16,711
shares
|
$171,621
0.0% of portfolio
|
Q3 2024
Reduced 78.49%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
16,320
shares
|
$167,606
0.0% of portfolio
|
Q1 2023
Reduced 39.17%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Oct 31, 2024 Q3 2024 |
16,061
shares
|
$164,946
0.06% of portfolio
|
Q3 2024
Reduced 9.94%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
15,750
shares
|
$161,752
0.07% of portfolio
|
Q2 2024
Reduced 0.47%
|