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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
16,457
shares
|
$165,886
0.0% of portfolio
|
Q1 2025
Reduced 16.37%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$161,280
0.04% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Horizon Kinetics Asset Management LLC
|
May 15, 2025 Q1 2025 |
15,668
shares
|
$157,933
0.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
15,600
shares
|
$157,248
0.06% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
15,162
shares
|
$152,832
0.02% of portfolio
|
Q1 2025
Added 1.58%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
14,966
shares
|
$150,857
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
14,400
shares
|
$145,152
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,036
shares
|
$141,482
0.01% of portfolio
|
Q1 2020
Reduced 85.6%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
13,435
shares
|
$135,424
0.04% of portfolio
|
Q1 2025
Reduced 16.31%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
13,300
shares
|
$134,064
0.04% of portfolio
|
Q1 2025
Reduced 10.14%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
12,760
shares
|
$128,620
0.01% of portfolio
|
Q4 2023
Reduced 44.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
12,688
shares
|
$127,895
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
May 13, 2025 Q1 2025 |
12,488
shares
|
$125,879
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
12,460
shares
|
$125,596
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,460
shares
|
$125,596
0.06% of portfolio
|
Q3 2022
Added 107.11%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
May 14, 2025 Q1 2025 |
12,389
shares
|
$124,881
0.02% of portfolio
|
Q1 2025
Reduced 24.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
12,211
shares
|
$123,086
0.0% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
12,100
shares
|
$121,968
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
11,912
shares
|
$120,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
11,000
shares
|
$110,880
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,969
shares
|
$110,567
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
10,558
shares
|
$106,424
0.02% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,326
shares
|
$104,086
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
10,267
shares
|
$103,491
0.0% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
10,250
shares
|
$103,320
0.0% of portfolio
|
Q4 2024
New holding
|