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 $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
10,079
shares
|
$101,596
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
10,017
shares
|
$100,971
0.01% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
8,586
shares
|
$86,546
0.01% of portfolio
|
Q1 2025
Reduced 65.21%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
7,838
shares
|
$79,007
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
7,093
shares
|
$71,497
0.03% of portfolio
|
Q1 2025
Added 92.07%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
7,000
shares
|
$70,560
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
7,000
shares
|
$70,560
0.03% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
6,688
shares
|
$67,415
0.0% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,814
shares
|
$58,605
0.0% of portfolio
|
Q1 2025
Added 70.8%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
5,450
shares
|
$54,936
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Byrne Asset Management LLC
|
Jul 09, 2025 Q2 2025 |
4,750
shares
|
$47,880
0.04% of portfolio
|
Q1 2023
Reduced 2.06%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
4,105
shares
|
$41,378
0.01% of portfolio
|
Q4 2023
Reduced 73.67%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
3,400
shares
|
$34,272
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
3,000
shares
|
$30,240
0.01% of portfolio
|
Q1 2023
Added 50.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,942
shares
|
$29,655
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
2,195
shares
|
$22,125
0.02% of portfolio
|
Q4 2024
Reduced 6.4%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
2,082
shares
|
$20,986
0.01% of portfolio
|
Q1 2024
Added 2.51%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$20,160
0.0% of portfolio
|
Q2 2024
Reduced 11.11%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
1,928
shares
|
$19,434
0.0% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,700
shares
|
$17,136
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,636
shares
|
$16,490
0.0% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,524
shares
|
$15,361
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,500
shares
|
$15,120
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,500
shares
|
$15,120
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,492
shares
|
$15,039
0.0% of portfolio
|
Q1 2025
Added 2.26%
|