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 |
|---|---|---|---|---|---|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
22,455
shares
|
$224,325
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
22,000
shares
|
$219,780
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
21,235
shares
|
$212,137
0.11% of portfolio
|
Q3 2025
Reduced 8.23%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$205,134
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$202,996
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
20,000
shares
|
$199,800
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$198,171
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,770
shares
|
$197,502
0.0% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
19,400
shares
|
$193,806
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
19,042
shares
|
$190,229
0.0% of portfolio
|
Q3 2025
Reduced 10.19%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
18,933
shares
|
$189,140
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,627
shares
|
$186,083
0.0% of portfolio
|
Q3 2025
Reduced 7.12%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
18,611
shares
|
$185,923
0.01% of portfolio
|
N/A
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Nov 03, 2025 Q3 2025 |
18,552
shares
|
$185,334
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Camelot Portfolios, LLC
|
Nov 17, 2025 Q3 2025 |
18,049
shares
|
$180,309
0.11% of portfolio
|
Q3 2025
Reduced 82.04%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
17,949
shares
|
$179,310
0.0% of portfolio
|
Q3 2025
Added 63.19%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
17,385
shares
|
$173,676
0.0% of portfolio
|
Q3 2025
Reduced 29.07%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
17,383
shares
|
$173,656
0.08% of portfolio
|
Q3 2025
Reduced 4.14%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
17,300
shares
|
$172,827
0.01% of portfolio
|
Q1 2025
Added 101664.71%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
16,733
shares
|
$167,162
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
16,462
shares
|
$164,455
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
16,000
shares
|
$159,840
0.02% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
15,850
shares
|
$158,341
0.01% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
15,600
shares
|
$155,844
0.05% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
14,434
shares
|
$144,195
0.0% of portfolio
|
Q3 2025
Added 11.15%
|
|