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 169 institutions that hold shares in the stock, with a total of 38.1 Million shares, which have been reported (via 13F filing form) to have a value of $384 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
24,537
shares
|
$247,332
0.0% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
24,515
shares
|
$247,111
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
23,125
shares
|
$233,100
0.02% of portfolio
|
Q2 2023
Added 3.93%
|
|
|
Pointe Capital Management LLC
|
May 01, 2025 Q1 2025 |
23,045
shares
|
$232,293
0.14% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
22,455
shares
|
$226,346
0.01% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
22,313
shares
|
$224,915
0.01% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
21,501
shares
|
$216,730
0.0% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
21,492
shares
|
$216,639
0.0% of portfolio
|
Q4 2024
Added 724.4%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
20,534
shares
|
$206,982
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
20,320
shares
|
$204,825
0.0% of portfolio
|
Q2 2022
Reduced 5.79%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
20,000
shares
|
$201,600
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
20,000
shares
|
$201,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,949
shares
|
$201,085
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
19,837
shares
|
$199,956
0.0% of portfolio
|
Q3 2024
Reduced 15.15%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
19,837
shares
|
$199,956
0.1% of portfolio
|
Q1 2023
Added 37.38%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
19,770
shares
|
$199,281
0.0% of portfolio
|
Q1 2025
Reduced 56.81%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
19,684
shares
|
$198,414
0.01% of portfolio
|
Q2 2025
Reduced 8.44%
|
|
|
First Foundation Advisors
Irvine, CA |
May 07, 2025 Q1 2025 |
18,611
shares
|
$187,598
0.01% of portfolio
|
N/A
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
18,600
shares
|
$187,488
0.0% of portfolio
|
Q1 2025
Reduced 30.6%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
18,552
shares
|
$187,004
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
May 07, 2025 Q1 2025 |
18,133
shares
|
$182,780
0.09% of portfolio
|
Q4 2023
Reduced 1.89%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17,300
shares
|
$174,384
0.01% of portfolio
|
Q1 2025
Added 101664.71%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
16,733
shares
|
$168,668
0.01% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
16,646
shares
|
$167,791
0.01% of portfolio
|
Q2 2025
Added 26.62%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
16,644
shares
|
$167,771
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|