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 165 institutions that hold shares in the stock, with a total of 39.2 Million shares, which have been reported (via 13F filing form) to have a value of $406 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
23,140
shares
|
$238,804
0.13% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23,125
shares
|
$238,650
0.02% of portfolio
|
Q2 2023
Added 3.93%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
22,455
shares
|
$231,735
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
22,213
shares
|
$229,238
0.0% of portfolio
|
Q2 2025
Added 3.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
22,020
shares
|
$227,246
0.0% of portfolio
|
Q2 2025
Reduced 40.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
21,202
shares
|
$218,804
0.0% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
20,652
shares
|
$213,128
0.01% of portfolio
|
Q2 2025
Reduced 63.51%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$211,910
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$209,702
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,055
shares
|
$206,967
0.0% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
20,000
shares
|
$206,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
20,000
shares
|
$206,400
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$204,717
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
19,837
shares
|
$204,717
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
19,770
shares
|
$204,026
0.0% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,684
shares
|
$203,138
0.01% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
18,841
shares
|
$194,439
0.0% of portfolio
|
Q2 2025
Reduced 5.55%
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
18,611
shares
|
$192,065
0.01% of portfolio
|
N/A
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
18,552
shares
|
$191,456
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Jul 30, 2025 Q2 2025 |
18,133
shares
|
$187,132
0.09% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17,300
shares
|
$178,536
0.01% of portfolio
|
Q1 2025
Added 101664.71%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,827
shares
|
$173,654
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
16,733
shares
|
$172,684
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
16,646
shares
|
$171,786
0.01% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
16,460
shares
|
$169,867
0.0% of portfolio
|
Q2 2025
Added 0.02%
|