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 179 institutions that hold shares in the stock, with a total of 37.7 Million shares, which have been reported (via 13F filing form) to have a value of $387 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fogel Capital Management, Inc.
Stuart, FL |
Jan 27, 2025 Q4 2024 |
18,000
shares
|
$184,500
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
17,358
shares
|
$177,919
0.0% of portfolio
|
Q4 2024
Reduced 24.86%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
17,243
shares
|
$176,740
0.02% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
17,088
shares
|
$175,152
0.01% of portfolio
|
Q4 2024
Added 11.77%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
16,465
shares
|
$168,766
0.02% of portfolio
|
Q4 2024
Reduced 34.61%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
16,054
shares
|
$164,553
0.05% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jan 15, 2025 Q4 2024 |
15,750
shares
|
$161,437
0.06% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Horizon Kinetics Asset Management LLC
|
Feb 10, 2025 Q4 2024 |
15,668
shares
|
$160,597
0.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
14,926
shares
|
$152,991
0.02% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
14,800
shares
|
$151,700
0.04% of portfolio
|
Q1 2024
Added 0.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
14,400
shares
|
$147,600
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,036
shares
|
$143,869
0.01% of portfolio
|
Q1 2020
Reduced 85.6%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
13,857
shares
|
$142,034
0.0% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,284
shares
|
$136,161
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
13,014
shares
|
$133,393
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
12,760
shares
|
$130,790
0.01% of portfolio
|
Q4 2023
Reduced 44.43%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
12,714
shares
|
$130,318
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,460
shares
|
$127,715
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,460
shares
|
$127,715
0.06% of portfolio
|
Q3 2022
Added 107.11%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
12,289
shares
|
$125,962
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
12,146
shares
|
$124,496
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
11,833
shares
|
$121,288
0.0% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
11,111
shares
|
$113,887
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,055
shares
|
$113,313
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
11,000
shares
|
$112,750
0.0% of portfolio
|
Q4 2024
Added 10.0%
|