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 |
|---|---|---|---|---|---|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Jul 21, 2025 Q2 2025 |
16,000
shares
|
$165,120
0.04% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Horizon Kinetics Asset Management LLC
|
Aug 12, 2025 Q2 2025 |
15,668
shares
|
$161,693
0.0% of portfolio
|
Q3 2024
Added 26.18%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
15,600
shares
|
$160,992
0.06% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
14,624
shares
|
$150,919
0.0% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
14,400
shares
|
$148,608
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
14,036
shares
|
$144,851
0.01% of portfolio
|
Q1 2020
Reduced 85.6%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
13,672
shares
|
$141,095
0.02% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
13,443
shares
|
$138,731
0.03% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
13,400
shares
|
$138,288
0.0% of portfolio
|
Q2 2025
Reduced 27.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
12,986
shares
|
$134,015
0.0% of portfolio
|
Q2 2025
Added 9.02%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
12,770
shares
|
$131,786
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
12,760
shares
|
$131,683
0.01% of portfolio
|
Q4 2023
Reduced 44.43%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
12,688
shares
|
$130,940
0.0% of portfolio
|
Q1 2025
Reduced 8.44%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,460
shares
|
$128,587
0.06% of portfolio
|
Q3 2022
Added 107.11%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
12,460
shares
|
$128,587
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
11,800
shares
|
$121,776
0.04% of portfolio
|
Q2 2025
Reduced 11.28%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
11,111
shares
|
$114,665
0.0% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
11,000
shares
|
$113,520
0.0% of portfolio
|
Q4 2024
Added 10.0%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
10,999
shares
|
$113,509
0.0% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
10,744
shares
|
$110,878
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,250
shares
|
$105,780
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
10,184
shares
|
$105,098
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,079
shares
|
$104,015
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
10,017
shares
|
$103,375
0.01% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
7,838
shares
|
$80,888
0.0% of portfolio
|
Q1 2025
Added 0.77%
|